Configure Metadata Settings

You can add metadata to documents so that users can quickly categorize files and folders with additional descriptions. For example, perhaps you need to track the effective date of a policy. You could create a metadata group called “Effective” that lists fields such as start date and end date You could even add a list of reasons to choose from if the policy is no longer effective.

Note:

Metadata is only for documents, not assets.

You, as service administrator, create metadata groups and fields, and enable them to show up in the user interface for files and folders. Then people with the Owner, Manager, or Contributor role apply the metadata to files and folders. People with the Viewer or Downloader role can view any metadata that is set.

To configure metadata:

1. After you sign in to the Oracle Content Management web application as a service administrator, click System in the Administration area of the navigation menu.

2. In the System menu, click Metadata.
3. Click New Group to create a group of fields associated with the metadata.
4. Enter a name for the metadata group.
5. Click Add to create a new field. Add fields in the order you want them to appear to users.
6. Select the type of field you want to create (Text, Date, Number, or Boolean).

   The following restrictions apply to the field values users can enter:

   • Text: Maximum of 1,000 characters. Can't include # * & | ? < > ^ ; { } ( ) ' = + \
   • Number: Maximum of 15 characters. Must be a whole number, no decimals.
7. Enter a label for the field.
8. If you want to set a default value for the field, enter the Default Value.
9. For text fields, you can add a Hint to the field to clarify what the field is for.
10. If you want to set a value that users can’t change, enter the Default Value, then set Read-Only to Yes.
11. When you’re done, click Add.

To see how your metadata fields will appear to users, click the metadata group to expand it.

To add new fields, edit fields, or delete the metadata group, click .

When you’re done configuring metadata, select Enabled to make them appear in the user interface for files and folders.