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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
WebCenter Content Terminology
What's New in This Guide
Significant Documentation Changes for 12c (12.2.1.2.0)
Significant Documentation Changes for 12c (12.2.1.1)
Significant Documentation Changes for 12c (12.2.1)
Part I Introduction to Oracle WebCenter Content
1
Introduction to Administering Oracle WebCenter Content
1.1
Introduction to Oracle WebCenter Content
1.1.1
Content Server
1.1.2
Content Management
1.2
Basic Tasks for Administering Oracle WebCenter Content
Part II Getting Started
2
Getting Started Administering Oracle WebCenter Content
2.1
Understanding System Administrator Roles and Responsibilities
2.2
Understanding System Administrator Interfaces
2.2.1
About the WebCenter Content Server Administration Interface
2.2.2
About Oracle Enterprise Manager Fusion Middleware Control
2.2.3
About the Oracle WebLogic Server Administration Console
2.3
Understanding WebCenter Content System Administration Tools
2.3.1
About Content Server Tools
2.3.1.1
Management Pages
2.3.1.2
Applications
2.3.1.3
Utilities
2.3.1.4
IdcShell Command-Line Tool
2.3.2
About Oracle WebLogic Scripting Tool (WLST)
2.4
Accessing Oracle WebCenter Content
2.4.1
Accessing WebCenter Content Using Fusion Middleware Control
2.4.1.1
Logging In to Fusion Middleware Control
2.4.1.2
Navigating to the Content Server Home Page
2.4.2
Accessing WebCenter Content Instances Using a Web Browser
2.4.2.1
Accessing a Content Server Instance
2.4.2.2
Accessing a WebCenter Content: Inbound Refinery Instance
2.4.2.3
Accessing a WebCenter Content: Imaging Instance
2.4.2.4
Accessing a WebCenter: Records Instance
2.5
Configuring WebCenter Content User Interface
2.5.1
Setting up the Remote Intradoc Client (RIDC)
2.5.2
Setting Additional Content Server Parameters
2.5.3
Configuring Application Parameters
2.5.4
Enabling Full-Text Searching
2.5.5
Generating Thumbnails and Web-Viewable Renditions
2.5.6
Configuring Digital Asset Management in Content Server
2.5.7
Configuring Extended Features in Content Server
2.5.8
Completing the Workflow Configuration
2.6
Associating the WebCenter Content User Interface with Content Server
2.6.1
Configuring a JAX-WS Connection from the WebCenter Content User Interface Server to Content Server
2.6.2
Configuring a Secured Connection from the WebCenter Content User Interface Server to Content Server
2.6.3
Configuring an IDCS Connection from the WebCenter Content User Interface Server to Content Server
2.6.3.1
Configuring an IDCS Connection from the WebCenter Content User Interface Server to Content Server With Require Client Authentication
2.6.3.2
Configuring an IDCS Connection from the WebCenter Content User Interface Server to Content Server Without Require Client Authentication
2.6.4
Configuring an IDC Connection from the WebCenter Content User Interface Server to Content Server
2.6.5
Configuring an HTTP Connection from the WebCenter Content User Interface Server to Content Server
2.6.5.1
Importing the Certificate from the Oracle WebCenter Content Domain to the WebCenter Content User Interface Domain
2.6.6
Configuring an HTTPS Connection to Content Server Without a Certificate
3
Managing System Processes
3.1
Starting and Stopping Content Server and Inbound Refinery
3.2
Starting and Stopping Content Server and Inbound Refinery Using Fusion Middleware Control
3.2.1
Starting Content Server or Inbound Refinery Using Fusion Middleware Control
3.2.2
Stopping Content Server or Inbound Refinery Using Fusion Middleware Control
3.2.3
Restarting Content Server or Inbound Refinery Using Fusion Middleware Control
3.3
Starting and Stopping Content Server Using WebLogic Server
3.3.1
Starting Content Server Using WebLogic Server Administration Console
3.3.2
Stopping Content Server Using WebLogic Server Administration Console
3.3.3
Restarting Content ServerUsing WebLogic Server Administration Console
3.4
Starting and Stopping Content Server Using Scripts
3.4.1
Starting Content Server Using Scripts
3.4.2
Stopping Content Server Using Scripts
3.4.3
Restarting Content Server Using Scripts
3.5
Running Content Server Administration Applications
3.5.1
Running Administration Applications as Applets
3.5.2
Running Administration Applications in Standalone Mode
3.5.2.1
Running a Standalone Application on a UNIX System
3.5.2.2
Running a Standalone Application on a Windows System
3.5.2.3
Configuring a System Database Provider for Standalone Mode
3.5.2.4
Configuring a JDBC Database Driver for Standalone Mode
3.5.2.5
Configuring an External Database Provider for Standalone Mode
3.6
Using the IdcShell Command-Line Tool to Run Idoc Script
4
Batch Loading Content
4.1
About Batch Loading
4.1.1
About Batch Load File Records
4.1.2
About Batch Load Actions
4.1.3
About Batch Load Insert Action
4.1.3.1
Insert Requirements
4.1.3.2
Insert Example
4.1.4
About Batch Load Delete Action
4.1.4.1
Delete Requirements
4.1.4.2
Delete Example
4.1.5
About Batch Load Update Action
4.1.5.1
Update Requirements
4.1.5.2
Update Example 1
4.1.5.3
Update Example 2
4.1.6
About Optional Batch Load File Parameters
4.1.7
About Custom Metadata Fields
4.2
Preparing a Batch Load File
4.2.1
About Preparing a Batch Load File
4.2.2
Mapping Files
4.2.2.1
Mapping File Formats
4.2.2.2
Mapping File Values
4.2.3
Creating a Batch Load File from the BatchBuilder Window
4.2.4
Creating a Mapping File
4.2.5
Creating a Batch Load File from the Command Line
4.2.5.1
Windows Example
4.2.5.2
UNIX Example
4.3
Running the Batch Loader
4.3.1
About Running the Batch Loader
4.3.2
Batch Loading from the Batch Loader Window
4.3.3
Batch Loading from the Command Line
4.3.3.1
Windows Example
4.3.3.2
UNIX Example
4.3.4
Using the IdcCommand Utility and Remote Access
4.3.4.1
Batch Load Command Files
4.3.4.2
Preparing for Remote Batch Loading
4.3.4.2.1
Configuring the Local Computer
4.3.4.2.2
Testing the Configuration for the Remote Workstation
4.3.4.2.3
Creating a Batch Load Command File
4.3.4.2.4
Executing the Batch Load Upload
4.3.5
Batch Loading Content as Metadata Only
4.3.6
Batch Loader -console Command Line Switch
4.3.7
Adding a Redirect
4.3.8
Correcting Batch Load Errors
4.4
Optimizing Batch Loader Performance
4.5
Best Practice Case Study
4.5.1
Background Information
4.5.2
Preliminary Troubleshooting
4.5.3
Solution
Part III Monitoring Oracle WebCenter Content Server
5
Monitoring Content Server Status
5.1
Viewing Content Server Status
5.2
Viewing Content Server Console Output
5.3
Viewing System Configuration Information
5.4
Viewing System Audit Information
5.4.1
System Audit General Information
5.4.2
System Audit Localization Information
5.4.3
System Audit Tracing Sections Information
5.4.4
System Audit Cache Information
5.4.5
System Audit Configuration Entry Information
5.4.6
System Audit Component Report Information
5.5
Viewing Server Output
5.6
Viewing Event Output
5.7
Checking Schema Cache
5.8
Viewing Localization Audit Information
5.9
Monitoring Scheduled Jobs
5.9.1
Viewing Active Scheduled Jobs
5.9.2
Viewing Scheduled Jobs History
5.9.3
Modifying a Scheduled Job
5.9.4
Canceling or Deleting a Scheduled Job
6
Monitoring Content Server Log Files
6.1
Introduction to Managing Content Server Log Files
6.2
About Content Server Log File Characteristics
6.3
Accessing Content Server Logs
6.4
Accessing Archiver Logs
6.5
Accessing Inbound Refinery Logs
7
Monitoring Content Server and Inbound Refinery Using Fusion Middleware Control
7.1
Managing Log Information Using Fusion Middleware Control
7.1.1
Viewing Log Information Using Fusion Middleware Control
7.1.2
Modifying Log Information Using Fusion Middleware Control
7.2
Viewing Performance Information Using Fusion Middleware Control
7.3
Viewing MBean Information Using Fusion Middleware Control
Part IV Administering System Configuration
8
Configuring System Properties
8.1
About System Properties
8.2
Configuring System Properties Using Fusion Middleware Control
8.2.1
Modifying Content Security Configuration Using Fusion Middleware Control
8.2.2
Modifying General Configuration Using Fusion Middleware Control
8.2.3
Modifying Internet Configuration Using Fusion Middleware Control
8.2.4
Modifying Email Configuration Using Fusion Middleware Control
8.3
Configuring General Options
8.3.1
Revision Label Sequence
8.3.1.1
Revision Label Ranges
8.3.1.2
Revision Examples
8.3.1.3
Revision Configuration Settings
8.3.2
Chunking Function
8.4
Configuring Content Security
8.5
Configuring Internet Information Using Content Server
8.6
Configuring System Database Properties
8.6.1
About the Content Server System Database
8.6.2
Configuring Content Server for IBM DB2 Database Searches
8.7
Configuring Document Cloud Service Integration Settings
8.8
Configuring Server Properties
8.9
Configuring Localization Properties
8.9.1
Configuring Date Format
8.9.2
Configuring Interface Language
8.9.2.1
Specifying a Locale
8.10
Configuring Paths Properties
9
Managing Components
9.1
About Components
9.2
Using the Component Manager
9.2.1
Viewing Information about a Component Using the Component Manager
9.2.2
Enabling or Disabling a Component Using the Component Manager
9.2.3
Installing a Component Using the Component Manager
9.2.4
Uninstalling a Component Using the Component Manager
9.2.5
Downloading a Component Using the Component Manager
9.2.6
Modifying a Component Configuration Using the Component Manager
9.2.6.1
Modifying a Component Using Component Manager
9.2.6.2
Modifying a Component Using the Configuration for instance Page
9.3
Managing Components Using Fusion Middleware Control
9.3.1
Using the Component Manager
9.3.1.1
Viewing Component Information Using Fusion Middleware Control
9.3.1.1.1
Viewing basic information about a component
9.3.1.1.2
Viewing detailed information about a component
9.3.1.2
Enabling or Disabling a Component Using Fusion Middleware Control
9.3.2
Using the Advanced Component Manager
9.3.2.1
Enabling or Disabling a Component Using Fusion Middleware Control
9.3.2.2
Installing a Component Using Fusion Middleware Control
9.3.2.3
Uninstalling a Component Using Fusion Middleware Control
9.3.2.4
Downloading a Component Using Fusion Middleware Control
9.3.2.5
Modifying a Component Configuration Using Fusion Middleware Control
9.4
Managing Components Using the Command Line
9.5
Updating Component Configurations
9.5.1
Updating ContentTracker Component Configuration
9.5.2
Updating DesktopIntegrationSuite Component Configuration
9.5.3
Updating EmailMetadata Component Configuration
9.5.4
Updating Folders_g Component Configuration
9.5.5
Updating OCM Component Configuration
9.5.6
Updating PDFWatermark Component Configuration
9.5.7
Updating SiteStudio Component Configuration
9.6
Creating Components Using the Component Wizard
9.6.1
Component Wizard Overview
9.6.2
Working with Java Code
9.6.3
Editing the Readme File
9.6.4
Creating a Component Using Component Wizard
9.6.4.1
Creating an Environment Resource for a New Component
9.6.4.2
Creating a Template Resource
9.6.4.3
Creating a Query Resource
9.6.4.4
Creating a Service Resource
9.6.4.5
Creating a HTML Include
9.6.4.6
Creating a String Resource
9.6.4.7
Creating a Dynamic Table Resource
9.6.4.8
Creating a Static Table Resource
9.6.4.9
Enabling the Component
9.6.5
Additional Component Wizard Tasks
9.6.5.1
Building a Component Zip File
9.6.5.2
Working with Installation Parameters
9.6.5.3
Enabling and Disabling a Component
9.6.5.3.1
Option 1
9.6.5.3.2
Option 2
9.6.5.4
Removing a Component
9.6.5.5
Opening a Component
9.6.5.6
Configuring the Default HTML Editor
9.6.5.7
Unpackaging a Component
9.6.5.8
Adding an Unpackaged Component
10
Managing Search Features
10.1
Managing OracleTextSearch
10.1.1
Considerations for Using OracleTextSearch
10.1.2
Oracle Text Features and Benefits
10.1.2.1
Indexing and Query Speeds and Techniques
10.1.2.2
Fast Rebuild
10.1.2.3
Query Syntax
10.1.2.4
OracleTextSearch Operators
10.1.2.4.1
Search Thesaurus
10.1.2.5
Case Sensitivity and Stemming Rules
10.1.2.6
Search Results Data Clustering
10.1.2.7
Snippets
10.1.2.8
Additional Changes
10.1.3
Configuring OracleTextSearch for Content Server
10.1.4
Managing OracleTextSearch
10.1.4.1
Determining Fields to Optimize
10.1.4.2
Assigning/Editing Optimized Fields
10.1.4.3
Performing a Fast Rebuild
10.1.4.4
Modifying the Fields Displayed on Search Results
10.1.5
Searching with OracleTextSearch
10.1.6
Using Metadata Wildcards
10.1.7
Using Internet-Style Search Syntax
10.1.8
Adjusting the Score on OracleTextSearch Results
10.1.9
Customizing Search Results with OracleTextSearch
10.2
Managing Oracle Secure Enterprise Search
10.2.1
Using Oracle SES as an External Full-Text Search Engine
10.2.1.1
Configuring Oracle SES for Use with OracleTextSearch
10.2.1.2
Reconfiguring the Search Engine to Use Oracle SES with OracleTextSearch
10.2.2
Using SESCrawlerExport for Oracle SES to Search Content Server Content
10.2.2.1
Accessing the SESCrawlerExport Component
10.2.2.2
Taking a Snapshot of Content
10.2.2.3
Configuring SESCrawlerExport Parameters
10.2.2.3.1
Configuring Content Server Source in Oracle SES
10.2.2.3.2
Configuring Content Server Source with Oracle Single Sign-On
10.2.2.3.3
Configuring Content Server Source with Oracle Access Manager
10.2.2.3.4
Configuring Content Server Source with Other Single Sign-On
10.2.2.4
Configuring the Content Server Source Location Script
10.3
Configuring Full-Text Database Search Index
11
Configuring the Search Index
11.1
Variances in Indexing Tools and Methods
11.2
Configuring the Search Index for Databases
11.2.1
Configuring Metadata Search with All Databases
11.2.2
Configuring Full-Text Search with SQL Server
11.2.3
Configuring Full-Text Search with OracleTextSearch
11.2.4
Optimizing Full Text Search
11.2.5
Configuring Database-Supported File Formats
11.2.5.1
FormatMap
11.2.5.2
ExceptionFormatMap
11.2.6
Modifying Default Indexing
11.2.6.1
Indexing Resource Defaults
11.2.6.2
Indexing Resource Include Example
11.3
Working with the Search Index
11.3.1
About the Search Index
11.3.2
Updating the Search Index
11.3.3
Rebuilding the Collection
11.3.4
Configuring the Search Index Update or Collection Rebuild
11.3.5
Full-Text Indexing
11.3.6
Disabling Full-Text Indexing
11.3.7
Indexing Native Files by Default
11.3.8
Indexing Email and Attachments
11.4
Managing Zone Text Fields
11.4.1
About Zone Text Fields
11.4.2
Enabling and Disabling Zone Text Fields
11.4.3
Changing the Minimum Length of Text Fields
11.4.4
Disabling Database Search Contains Operator
11.5
Searching Content Using Oracle Query Optimizer
11.5.1
About Oracle Query Optimizer
11.5.2
Query Optimization Process
11.5.2.1
Stage 1: Query Analysis
11.5.2.2
Stage 2: Parsing
11.5.2.3
Stage 3: Normalization
11.5.2.4
Stage 4: Select Hint
11.5.2.5
Stage 5: Reformat Query
11.5.3
How Reformatted Queries Optimize Searches
11.5.3.1
Example 1: Reformatting a Query by Adding a Single Hint
11.5.3.2
Example 2: Reformatting a Query by Adding Multiple Hints
11.5.4
Types of Recognized Hints
11.5.5
Query Hints Syntax
11.5.5.1
Oracle Hint Syntax
11.5.5.2
Content Server Hint Syntax
11.5.6
Additional Supported Sort Constructs
11.5.7
Hint Rules Table
11.5.7.1
Key
11.5.7.2
Table
11.5.7.3
Column
11.5.7.4
Operators
11.5.7.5
Index
11.5.7.6
Order
11.5.7.7
Values
11.5.7.8
AllowMultiple
11.5.7.9
Disabled
11.5.8
Edit Hint Rules Form
11.5.9
The Hint Cache
11.5.9.1
Reusing Hint Cache Entries
11.5.9.2
Hint Cache Management
11.5.9.3
Default Capacity Algorithm
11.5.9.4
Origin of Hint Cache Keys
11.5.9.5
Hint Cache Persistence
11.5.10
Using Hint Rules
11.5.10.1
Adding and Enabling New Hint Rules
11.5.10.2
Editing Existing Hint Rules
11.5.10.3
Disabling Hint Rules
11.5.10.4
Enabling Hint Rules
11.5.10.5
Removing Hint Rules
11.5.11
Using the Query Converter
11.5.11.1
Accessing the Query Converter Page
11.5.11.2
Converting a Data Source
11.5.11.3
Converting a Query
11.5.11.4
Editing a Converted Data Source or Query
11.5.12
Updating the Hint Cache
11.5.12.1
Accessing the Hint Cache Updater Page
11.5.12.2
Checking the Hint Cache from a Data Source
11.5.12.3
Checking from a Query
11.5.12.4
Modifying an Existing Hint Cache Query Using Data Source
11.5.12.5
Modifying an Existing Hint Cache Using a Query
11.5.12.6
Removing a Hint Cache Data Source Entry
11.5.12.7
Removing a Hint Cache Query
11.6
Improving Search Performance
11.6.1
Improving Database Search on the Title Field
11.6.2
Reducing Unnecessary SQL Queries
12
Managing a File Store System
12.1
Introduction to the File Store System
12.1.1
Data Management
12.1.1.1
File Management
12.1.1.2
Metadata Management
12.1.1.3
File Stores
12.1.2
File Store Provider Features
12.2
About the File Store Provider Upgrade
12.2.1
DefaultFileStore Settings
12.2.2
Empty Storage Rule
12.3
Managing the File Store Provider
12.3.1
Understanding File Store Provider Storage Principles
12.3.1.1
Using Storage Rules on Renditions to Determine Storage Class
12.3.1.2
Understanding Path Construction and URL Parsing
12.3.2
About File Store Provider Modifications to Content Server
12.3.2.1
Database Options
12.3.2.2
Content Server Metadata Fields
12.3.2.2.1
Configuring Metadata Fields
12.3.2.2.2
Setting the Default Storage Directory
12.3.2.2.3
Standard File Store Variables
12.3.3
File Store Provider Resource Tables
12.3.3.1
PartitionList Table
12.3.3.2
StorageRules Table
12.3.3.3
PathMetaData Table
12.3.3.4
PathConstruction Table
12.3.3.5
FileSystemFileStoreAlgorithmFilters Table
12.3.3.6
FileStorage Table
12.3.3.7
FileCache Table
12.3.4
Working with the File Store Provider
12.3.4.1
Adding or Editing a Partition
12.3.4.2
Editing the File Store Provider
12.3.4.3
Adding or Editing a Storage Rule
12.4
Sample Implementations of File Store Provider
12.4.1
Example PathMetaData Table Options
12.4.2
Configuration for Standard File Paths
12.4.2.1
Defining the Storage Rule
12.4.2.2
Defining the Path Construction
12.4.3
Configuration for a Webless or Optional Web Store
12.4.3.1
Defining the Storage Rule Example
12.4.3.2
Defining the Path Construction Example
12.4.4
Configuration for Database Storage
12.4.5
Altered Path Construction and Algorithms
12.4.5.1
Using Partitioning
12.4.5.2
Adding a Partition to the Weblayout Path
12.4.5.3
Limiting the Number Files in a Directory
12.5
Using Sun Storage Archive Manager
12.5.1
About SAM-QFS
12.5.2
Considerations for Using SAM-QFS
12.5.3
Installing SAM-QFS
12.5.4
Configuring Content Server and SAM-QFS with WORM
12.5.4.1
Configuring the Vault Path
12.5.4.2
Configuring the File Store Provider to Enable WORM
13
Configuring Providers
13.1
About Content Server Providers
13.2
Choosing an Appropriate Provider
13.2.1
When to Use an Outgoing Provider
13.2.2
When to Use a Database Provider
13.2.3
When to Use an Incoming Provider
13.2.4
When to Use a Preview Provider
13.2.5
When to Use a JpsUser Provider
13.2.5.1
Retrieving Direct and Indirect Group Membership for Users
13.2.5.2
Custom Field Mapping from LDAP Server
13.2.5.3
Single Character Mapping for Accounts
13.2.5.4
Credential Map for JpsUser Provider
13.2.6
When to Use a Ldapuser Provider
13.3
Understanding Content Server Security Providers
13.3.1
Planning to Use Security Providers
13.3.1.1
Keepalive Connections
13.3.1.2
SSL Connections
13.3.1.3
Additional Security Configuration
13.3.2
Keystores and Truststore
13.3.2.1
When to Use Keystores and a Truststore
13.3.2.2
Specifying Keystore and Truststore Information
13.3.2.3
Generating a Keystore
13.3.2.4
Creating a Truststore
13.4
Managing Providers
13.4.1
Adding an Outgoing Provider
13.4.2
Adding a Database Provider
13.4.3
Adding an Incoming Provider
13.4.4
Adding a Preview Provider
13.4.5
Adding an Incoming Security Provider
13.4.6
Adding an Outgoing Security Provider
13.4.7
Adding a JpsUser Provider
13.4.8
Adding a HTTP Outgoing Provider
13.4.9
Editing Provider Configuration
13.4.10
Deleting a Provider
14
Mapping URLs
14.1
WebUrlMapPlugin Component
14.2
Script Construction
14.3
Supported Variables for Referencing
14.4
Add/Edit URL Mapping Entries
14.5
Mapping Examples
14.5.1
Info Update Form
14.5.2
Dynamic Conversion
14.5.3
CGI parameters
Part V Administering Security
15
Understanding Security and User Access
15.1
Overview of Content Server Security
15.2
Security within Content Server
15.3
Additional Security Options
16
Configuring Fusion Middleware Security for Content Server
16.1
LDAP Authentication Providers
16.2
Configuring Oracle WebCenter Content to Use SSL
16.2.1
Configuring WebCenter Content for Two-Way SSL Communication
16.2.2
Invoking References in One-Way SSL Environments in Oracle JDeveloper
16.2.3
Configuring WebCenter Content, Oracle HTTP Server for SSL Communication
16.2.4
Switching from Non-SSL to SSL Configurations for WebCenter Content
16.2.5
Using a Custom Trust Store for One-Way SSL
16.2.6
Enabling an Asynchronous Process to Invoke an Asynchronous Process
16.2.7
Configuring RIDC SSL for Valid Certificate Path
16.3
Configuring WebCenter Content for Single Sign-On
16.3.1
Configuring Oracle Access Manager 11g with WebCenter Content
16.3.2
Configuring Oracle Access Manager 10g with WebCenter Content
16.3.3
Configuring Oracle Single Sign-On for WebCenter Content
16.3.4
Configuring the First Authentication Provider
16.3.5
Configuring the WebCenter Content URL for Single Sign-On
16.3.6
Configuring WebCenter Content and Single Sign-On for Windows Native Authentication
16.4
Configuring Oracle Infrastructure Web Services
17
Managing User Types, Logins, and Aliases
17.1
Introduction to User Login Types
17.1.1
External Users
17.1.2
Local Users
17.2
Introduction to User Logins and Aliases
17.3
Managing Logins and Aliases
17.3.1
Adding a User Login
17.3.2
Editing a User Login
17.3.3
Deleting a User Login
17.3.4
Creating an Alias
17.3.5
Editing an Alias
17.3.6
Deleting an Alias
17.4
User Information Fields
17.4.1
Adding a New User Information Field
17.4.2
Editing an Option List
17.4.3
Editing a User Information Field
18
Managing Security Groups, Roles, and Permissions
18.1
Introduction to Content Server Security Groups
18.1.1
Best Practices for Working with Security Groups
18.1.2
Performance Considerations
18.1.2.1
Search Performance
18.1.2.2
User Admin Performance
18.2
Managing Content Server Groups
18.2.1
Adding a Security Group on Content Server
18.2.2
Deleting a Security Group on Content Server
18.3
Introduction to Content Server Roles and Permissions
18.3.1
Predefined Roles
18.3.2
About Permissions
18.3.3
Predefined Permissions
18.4
Managing Content Server Roles and Permissions
18.4.1
Creating a Role in Content Server
18.4.2
Deleting a Role in Content Server
18.4.3
Assigning Roles to a User with Oracle WebLogic Server
18.4.4
Assigning Roles for a Similar User with Oracle WebLogic Server
18.4.5
Adding and Editing Permissions in Content Server
19
Managing Accounts
19.1
Introduction to Content Server Accounts
19.1.1
Accounts and Security Groups
19.1.2
Hierarchical Accounts
19.1.3
Performance Considerations
19.1.4
External Directory Server Considerations
19.2
Managing Content Server Accounts
19.2.1
Enabling Accounts in Content Server
19.2.2
Creating Predefined Accounts in Content Server
19.2.3
Creating Accounts When Checking In Content in Content Server
19.2.4
Deleting Predefined Accounts in Content Server
19.2.5
Assigning Accounts to a User with Oracle WebLogic Server
19.3
A Content Server Accounts Case Study
19.3.1
Xalco Security
19.3.2
Xalco Accounts
19.3.3
Xalco Roles
19.3.4
Roles and Permissions Table
19.3.5
Roles and Users Table
19.3.6
Accounts and Users Table
20
Managing Access Control List Security
20.1
Introduction to Access Control List Security
20.2
Configuring Access Control List Security
20.3
Metadata Fields
20.3.1
xClbraUserList Metadata Field
20.3.2
xClbraAliasList Metadata Field
20.3.3
xClbraRoleList Metadata Field
20.4
Access Control List Permissions
20.4.1
Empty Access Control List Fields
21
Managing Additional Content Server Security Connections
21.1
Proxy Connections
21.2
Credential Mapping
21.2.1
About Credential Mapping
21.2.2
Credential Values
21.2.3
Matching Accounts and Roles
21.2.3.1
Reference Input Value
21.2.3.2
Privilege Levels
21.2.3.3
Substitution
21.2.3.4
Special Characters
21.2.4
Proxy Credentials Map
21.2.5
Creating a Credential Map
21.3
Secured Connections to Content Server
21.3.1
About Named Password Connections
21.3.2
Guidelines for Proxy Connections Data
21.3.3
Creating a Proxy Connection
21.4
Connections Using the HTTP Protocol
21.4.1
Using HTTP Protocol for Content Server Connection
21.4.2
Configuring the HTTP Provider
22
Customizing Content Server Communication
22.1
Login/Logout Customization
22.2
Browser URL Customization
22.2.1
About BrowserUrlPath Customization
22.2.2
Affected Idoc Script Variables and Functions
22.2.3
Determining the URL Path
22.2.4
Changing Absolute Full Path Computation
22.3
Extended User Attributes
22.3.1
ExtUserAttribInfo ResultSet
22.3.2
Configuration Variable for Extended User Attributes
Part VI Administering System Migration and Archiving
23
Understanding System Migration and Archiving
23.1
Introduction to Migration Tools and Components
23.2
Configuration Migration Utility
23.3
Archiver Application
23.4
Folder Archiving Application
23.5
Folder Structure Archive Application
23.6
ArchiveReplicationExceptions Application
23.7
Archive Tool Summary and Comparison
24
Migrating System Configurations
24.1
Understanding the Configuration Migration Utility
24.1.1
Migration Structure
24.1.2
About Migration Templates and Bundles
24.2
Managing Configuration Migration
24.2.1
Creating a Configuration Migration Template
24.2.2
Editing a Configuration Template
24.2.3
Importing a Template
24.2.4
Creating a One-Time Export
24.2.5
Exporting a Configuration
24.2.6
Uploading a Bundle
24.2.7
Importing a Bundle
24.2.8
Downloading a Bundle
24.2.9
Viewing Action Status
24.2.10
Viewing Action History
24.3
Migration Tips
24.3.1
Limitations
24.3.2
Migration Logs
25
Migrating Imaging 11g
25.1
Understanding Imaging 11g Migration
25.1.1
About the Imaging Upgrade Tool
25.1.2
Imaging 11g Migration Process Overview
25.2
Managing Imaging 11g Migration
25.2.1
Accessing the Imaging Upgrade Tool
25.2.2
Migrating Imaging 11g Data
25.2.3
Testing the Migration Configuration
25.2.4
Viewing Migration Progress
25.2.5
Viewing Migration Failures
25.2.6
Deleting Imaging 11g Data
25.2.7
Importing BPEL Configuration
25.2.8
Importing Document Permissions
25.3
Migration Logs
26
Managing Archives, Collections, and Batch Files
26.1
Understanding How the Archiver Works
26.1.1
Archive Structure
26.1.2
Collections
26.1.3
Batch Files
26.1.4
Archive Targets
26.1.5
Using Archive Logs
26.2
Managing Archives
26.2.1
Creating a New Archive
26.2.2
Copying an Existing Archive
26.2.3
Creating a New Archive by Copying
26.2.4
Deleting an Archive
26.2.5
Running Archiver as a Standalone Application
26.2.5.1
Running the Archiver in Windows
26.2.5.2
Running the Archiver in UNIX
26.3
Managing Collections
26.3.1
Opening a Collection
26.3.2
Creating a Collection
26.3.3
Removing a Collection
26.3.4
Moving the Default Archive Collection
26.4
Managing Batch Files
26.4.1
Removing Revisions from a Batch File
26.4.2
Deleting a Batch File
27
Exporting Data in Archives
27.1
Understanding Exporting Data
27.1.1
Export Uses
27.1.2
Export Methods
27.2
Managing Exports
27.2.1
Manually Exporting
27.2.2
Creating a Content Item Export Query
27.2.3
Exporting Configuration Information
27.2.4
Adding a Table to an Archive
27.2.5
Editing the Archive Properties of a Table
27.2.6
Creating a Table Export Query
27.2.7
Setting Export Options
27.2.8
Initiating the Export
28
Importing Data from Archives
28.1
Understanding Importing Files
28.1.1
Import Uses
28.1.2
Import Methods
28.2
About Import Rules
28.2.1
Update Import Rule
28.2.2
Insert Revision Import Rule
28.2.3
Insert Create Import Rule
28.2.4
Delete Revision Import Rule
28.2.5
Delete All Revisions Import Rule
28.3
Importing Data
28.3.1
Importing Archived Data Manually
28.3.2
Setting Field Maps
28.3.3
Setting Value Maps
28.3.4
Setting Import Options
28.3.5
Importing an Individual Revision
28.3.6
Initiating the Import
29
Transferring Files
29.1
Introduction to Transferring Files
29.1.1
Transfer Uses
29.1.2
Transfer Methods
29.1.3
Transfer Terms
29.2
Understanding Transfer Types
29.2.1
Local Transfer
29.2.2
Pull Transfer
29.2.3
Push Transfer
29.3
How Transferring Batch Files Works
29.3.1
Transfer Process Actions
29.3.2
Transfer Rules
29.4
Managing Transfers
29.4.1
Transferring Content
29.4.2
Making an Archive Targetable
29.4.3
Defining an Outgoing Transfer Provider
29.4.4
Setting a Transfer Destination (Target)
29.4.5
Initiating a Manual Transfer
29.4.6
Deleting a Transfer
29.4.6.1
Deleting a Transfer
29.4.6.2
Deleting an Automated Transfer
30
Replicating Files
30.1
Understanding Replication
30.1.1
Replication Uses
30.1.2
Replication Methods
30.1.3
Single Revision Replications
30.2
Managing Replication
30.2.1
Setting Up Automatic Export
30.2.2
Setting Up Automatic Import
30.2.3
Setting Up Automatic Transfer
30.2.4
Disabling Automatic Import
30.2.4.1
Unregistering an Importer from the Replication Tab
30.2.4.2
Disabling a Registered Importer from the Automation for Instance Page
30.2.5
Disabling Automatic Export
30.2.6
Disabling Automatic Transfer
30.2.7
Deleting a Registered Exporter
30.2.7.1
Deleting a Registered Exporter from the Replication Tab
30.2.7.2
Deleting a Registered Exporter from the Automation for Instance Window
31
Archiving Contribution Folders
31.1
About Folder Archive Functions
31.2
Exporting an Archived Folder Structure
31.3
Importing an Archived Folder Structure
32
Archiving the Contribution Folder Structure
32.1
Understanding Folder Structure Archive
32.2
Important Implementation Considerations
32.3
Differences Between Archiving Features
32.3.1
Functional Differences
32.3.2
Process Differences
32.4
Managing Folder Structure Archives
32.4.1
Creating a Folder Structure Archive
32.4.2
Updating a Folder Structure Archive
32.4.3
Using a Folder Structure Archive
32.4.4
Configuration Variables
32.4.4.1
Folder Structure Archive Variables
32.4.4.2
Folders_g Component Variables
33
Migrating Folders_g to Folders
33.1
Understanding Folders_g Migration to Folders
33.2
Preparing to Migrate Folders
33.3
Migrating to Folders
33.4
After Folders Migration is Complete
34
Migrating the Folders Structure
34.1
About Migrating Folders Structure
34.2
Exporting Folders Structure Data
34.3
Importing Folders Structure Data
35
Archive and Migration Strategies
35.1
Export
35.2
Import
35.3
Self Export/Import
35.4
One-to-One Archiving
35.5
One-to-Many Archiving
35.6
Many-to-One Archiving
35.7
Archiver Examples
35.7.1
Copying a Content Server Instance to a Laptop
35.7.2
Transferring by Content Type and Author
35.7.2.1
Setting up an Automated Export
35.7.2.2
Setting up an Automated Import
35.7.2.3
Setting up an Automated Pull Transfer
35.7.3
Changing Metadata Fields
35.7.4
Adding Content ID Prefixes
35.7.5
Changing Release Dates
35.8
Configuration Migration Tips
36
Using Archiver Replication Exceptions
36.1
Understanding Archiver Replication Exceptions
36.1.1
How Archiver Replication Exceptions Works
36.1.2
Scenario 1
36.1.3
Scenario 2
36.2
Administering and Using Archiver Replication Exceptions
Part VII Appendixes
A
Managing Oracle Fusion Middleware BPEL Component for Content Server
A.1
Introduction
A.1.1
What’s New in 12c
A.1.2
Hardware Requirements
A.1.3
Software Requirements
A.1.4
Software Distribution
A.2
Installation
A.2.1
Integration Instructions
A.2.1.1
Scenario One
A.2.1.2
Scenario Two
A.2.1.3
Final Steps
A.2.2
Enabling the Integration Component
A.3
Configuring the Integration Component
A.3.1
Architecture
A.3.1.1
Connection Configuration
A.3.1.1.1
Adding a Connection Configuration
A.3.1.1.2
Connection Configuration Information
A.3.2
Process Configurations
A.3.2.1
Process Properties
A.3.2.2
Payload Mappings
A.3.2.2.1
Support Content Function
A.3.2.3
Preparing BPEL Composites for WebCenter Content Integration
A.3.3
Process Faults
A.4
Configuring a Workflow in Content Server
A.4.1
Configuring a Workflow
A.4.2
BPEL Process Information
A.4.3
Troubleshooting Workflows
B
Managing the Need to Know Component
B.1
Introduction
B.1.1
Features
B.1.2
Applications
B.2
Installing the Need to Know Component
B.2.1
Installing the NTK Component with Component Wizard
B.2.2
Installing the NTK component with ComponentTool
B.3
Configuring the Need to Know Component
B.4
Using the Need to Know Component
B.4.1
Security Configuration Customization
B.4.1.1
Content Security
B.4.1.2
Search Results
B.4.1.3
Hit List Roles
B.4.1.4
WHERE Clause Calculation
B.4.1.5
Content Metadata Security
B.4.2
Disclosure Query Security Applet
B.4.3
Query Syntax
B.4.3.1
Like Operator
B.4.3.1.1
Substrings
B.4.3.1.2
Wildcard Strings
B.4.3.2
Boolean Operators
B.4.3.3
UserName Variable
B.4.3.4
stdSecurity Variable
B.4.3.5
User Attribute Fields
B.4.3.6
User Roles
B.4.4
Defining a Content-Level Query
B.5
Administration Interface
B.5.1
NTK Configuration Information Page
B.5.2
Content Security Configuration Information Page
B.5.3
Search Results Configuration Information Page
B.5.4
Hit List Roles Configuration Information Page
B.5.5
Test NTK Content Security Page
B.6
Security Customization Samples
B.6.1
Content Security Samples
B.6.1.1
Simple Idoc Script Function
B.6.1.2
Using stdSecurityCheck
B.6.1.3
Using isStrIntersect
B.6.1.4
Using allStrIntersect
B.6.1.5
Using includeNTKReadSecurityScript
B.6.2
Search Result Samples
B.6.2.1
Disabling Links
B.6.2.2
Changing Links
B.6.2.3
Changing Images
B.6.3
Hit List Roles Samples
B.6.3.1
Using the Query Hit List Role
B.6.3.2
Creating a Black Hole Check In
C
Managing Kofax Capture Export Connector to Oracle WebCenter Content
C.1
Introduction
C.1.1
Product Overview
C.1.2
Software Requirements
C.1.2.1
Compatibility with Oracle WebCenter Content
C.1.2.2
Compatibility with Kofax Capture
C.1.2.3
Compatibility with Adobe Acrobat Capture
C.2
Installation
C.2.1
Installation Summary
C.2.2
Pre-Installation Tasks and Considerations
C.2.3
Installing Kofax Capture Export Connector
C.2.3.1
Instructions for an Update Installation
C.2.3.1.1
Delete Existing Release Script
C.2.3.1.2
Delete Existing Batch Class
C.2.3.1.3
Remove the Kofax Capture Export Connector
C.2.3.2
Instructions for a New Installation
C.2.4
Configuring Kofax Capture
C.2.4.1
Configuring Kofax Capture Client Systems
C.2.4.2
Configuring Kofax Capture Client to Use Kofax Capture Export Connector
C.2.4.2.1
Installing the Release Script
C.2.4.2.2
Importing Batch Classes
C.2.4.2.3
Assigning Release Script to Batch Classes
C.2.4.2.4
Publishing Batch Classes
C.2.4.3
Configuring Kofax Capture Export Connector in a Non-Default Directory
C.3
Using Kofax Capture Export Connector - Oracle WebCenter Content
C.3.1
Working with Kofax Capture Batch Classes
C.3.1.1
Folders
C.3.1.2
Field Types
C.3.1.3
Setting Up Field Types
C.3.1.4
Document Classes
C.3.1.5
Setting Up Document Class Index Fields
C.3.1.6
Mapped Index Fields
C.3.1.6.1
ScannedDocs
C.3.1.6.2
ScannedDocsParam
C.3.1.7
Form Types
C.3.2
Customizing the Release Script
C.3.2.1
Accessing the Setup Dialogs
C.3.2.2
Using the Index Storage Tab
C.3.2.3
Setting Index Values
C.3.2.4
Using the Document Storage Tab
C.3.2.5
Using the Image Format Tab
C.3.2.6
Specifying PDF Settings
C.3.2.7
Setting File Type of Released Images
C.3.2.8
Selecting Multipage TIFF Output File Types
C.3.2.9
Selecting TIFF, JPG, or PCX Output File Types
C.3.2.10
Selecting Adobe Acrobat Capture PDF Output File Types
C.3.2.11
Specifying Adobe Acrobat Capture PDF Settings
C.3.2.12
Using the Server Tab
C.3.2.13
Setting URL, User Name, and Password
C.3.2.14
Setting Primary/Alternate File Formats
C.3.2.15
Setting Workflow Status
C.3.2.16
Setting Options for Adobe Acrobat Capture PDF Files With Errors
C.3.2.17
Accessing CHECKIN Parameters Editor
C.3.3
Mapping Kofax Index Fields to CHECKIN Parameters
C.3.3.1
Setting Up Mappings for Required Parameters
C.3.3.2
Setting Up Mappings for Optional Parameters
C.3.3.3
Setting Up Date and Time Parameters
C.3.3.4
Debugging Using LIDebug Parameter
C.3.4
Verifying Kofax Capture Installation
C.3.4.1
Create a Batch
C.3.4.2
Process Batch: Scan Queue
C.3.4.3
Process Batch: Validation Queue
C.3.4.4
Process Batch: Release Queue
C.4
User Interface
C.4.1
Release Setup Page
C.4.2
Index Storage Tab
C.4.3
Document Storage Tab
C.4.4
Image Format Tab
C.4.5
Adobe Acrobat Capture Settings
C.4.6
Server Tab
C.5
Using Adobe Acrobat Capture
C.5.1
Configuring Adobe Acrobat Capture
C.5.1.1
Creating a Watch Directory
C.5.1.2
Creating a Workflow
C.5.1.3
Creating a TIFF Workflow
C.5.1.4
Creating a JPG Workflow
C.5.2
Checking In Adobe Acrobat Capture PDF Files
C.5.2.1
Setting Up the Primary/Alternate File Formats
C.5.2.2
Setting Up the Computer Running Adobe Acrobat Capture
C.5.2.3
Setting Up the Image Files Release Directory
C.5.3
Setting Global Options
C.5.3.1
About Global Options
C.5.3.2
Salvaging PDF Documents
C.5.3.3
Limiting the Error Check of the Adobe Acrobat Capture Log
D
Troubleshooting Oracle WebCenter Content
D.1
Introduction to Troubleshooting Oracle WebCenter Content
D.2
Getting Started with Troubleshooting Basics for Oracle WebCenter Content
D.2.1
Using Tracing
D.2.1.1
Server-Wide Tracing
D.2.1.1.1
Activating Tracing From the Content Server Administration Interface
D.2.1.1.2
Activating Tracing From an Applet
D.2.1.2
Applet-Specific Tracing
D.2.2
Using Stack Traces
D.2.3
Using the Environment Packager
D.2.4
Using the Content Server Analyzer
D.2.4.1
Accessing the Content Server Analyzer
D.2.4.2
Specifying a Custom Analyzer Log Directory
D.2.4.3
Invoking the Analysis Process
D.2.4.4
Analyzing the Content Server Database
D.2.4.5
Analyzing the Content Server Search Index
D.2.4.6
Viewing the Analysis Progress and Results
D.2.4.7
Generating a Status Report
D.2.4.8
Canceling the Status Report
D.2.5
Using Debug Configuration Variables
D.2.6
Analyzing HDA Files
D.3
Troubleshooting Oracle WebCenter Content Archiving
D.3.1
Importing Issues
D.3.1.1
File Extension Errors on Import System
D.3.1.2
Selecting Specific Batch Files for Import
D.3.1.3
Import Maps Do Not Work After Archive Import
D.3.1.4
Identifying Imported Content Items From Archive
D.3.1.5
Duplicate Content Items in Content Server
D.3.1.6
Importing Archived Content to Proxied Server Fails
D.3.1.7
No Importing Errors But Documents Are Missing
D.3.1.8
Errors About Invalid Choice List Values
D.3.1.9
Import Fails Due to Missing Required Field
D.3.1.10
Changed Metadata Field Makes the Archiver Freeze During an Import
D.3.1.10.1
Checking the Metadata Field Properties
D.3.1.10.2
Checking the Indexing Automatic Update Cycle
D.3.2
Exporting Issues
D.3.2.1
Total Export Possible with Blank Export Query
D.3.2.2
New Check-Ins and Batch File Transfers
D.3.2.3
Exporting User Attributes
D.3.2.4
Folder Archive Export Doesn't Work If Collections Table Has Many Records
D.3.3
Transfer Issues
D.3.3.1
Transfer Stopped When Target Locked Up
D.3.3.1.1
Verifying and Testing the Outgoing Provider
D.3.3.1.2
Restarting the Content Server
D.3.3.2
Aborting/Deleting a Running Transfer
D.3.3.2.1
Disabling the Outgoing Provider
D.3.3.2.2
Deleting a Transfer from the Transfer To Tab
D.3.3.2.3
Deleting an Automated Transfer
D.3.3.3
Verifying the Integrity of Transferred Files
D.3.3.4
Transfer Process Is Not Working
D.3.4
Replication Issues
D.3.4.1
Stopping the Automatic Import Function
D.3.4.1.1
Unregistering an Importer from the Replication Tab
D.3.4.1.2
Deleting a Registered Importer from the Automation for Instance Page
D.3.5
Oracle Database Issues
D.3.5.1
Allotted Tablespace Exceeded
D.3.5.2
Slow Oracle WebCenter Content Performance with Oracle Database
D.3.6
Miscellaneous Issues
D.3.6.1
Archiving Does Not Work With Shared File System
D.3.6.2
Archiving Does Not Work Over Outgoing Provider
D.4
Using My Oracle Support for Additional Troubleshooting Information
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