Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 Overview
• 1.2 Content Server
• 1.3 Content Repository
• 1.4 Revision Control
• 1.5 Metadata
• 1.6 Users
• 1.7 Security Groups and Accounts
• 1.8 Roles
• 1.9 Permissions
• 1.10 Access Control List (ACL) Security
• 1.11 Conversion Features
• 1.12 Indexing
• 1.13 Finding Content
• 1.14 Managing Images and Videos
• 1.15 Managing Content with Folders and WebDAV
• 1.16 Grouping Content into Folios
• 1.17 Routing Content Through Workflows

2 Getting Started

• 2.1 Using a Supported Web Browser
• 2.2 Accessing Content Server
• 2.3 User Interface
  • 2.3.1 Home Page
  • 2.3.2 Trays
  • 2.3.3 Toolbar
  • 2.3.4 Actions Menus
    • 2.3.4.1 Page Action Menus
    • 2.3.4.2 Table Action Menus
    • 2.3.4.3 Item Action Menus
  • 2.3.5 Pop-Up Calendar
• 2.4 Personalizing the Interface
  • 2.4.1 About Personalization
  • 2.4.2 User Profile Page
  • 2.4.3 Editing Your User Profile
  • 2.4.4 Editing Saved Queries
  • 2.4.5 Saving Personal URLs

3 Searching for Content Items

• 3.1 Search Pages
  • 3.1.1 Quick Search Field
  • 3.1.2 Home Page Search Fields
  • 3.1.3 Search Tray
  • 3.1.4 Advanced Search Page
  • 3.1.5 Query Builder Form
• 3.2 Working with Search Results
  • 3.2.1 Displaying Search Results
  • 3.2.2 Changing the Search Results View
• 3.3 Search Result Templates
  • 3.3.1 Classic View Template
  • 3.3.2 Headline View Template
  • 3.3.3 Thumbnail View Template
  • 3.3.4 Creating a Custom Search Result Template
• 3.4 Saving Queries
  • 3.4.1 About Saved Queries
  • 3.4.2 Saving a Query
  • 3.4.3 Rerunning a Recent Query
  • 3.4.4 Clearing Recent Queries
  • 3.4.5 Creating Quick Search Queries
• 3.5 Search Engine Options
  • 3.5.1 Searching with Oracle Text Search
    • 3.5.1.1 Searching with the Expanded Form
    • 3.5.1.2 Filtering Search Results
    • 3.5.1.3 Searching with the Query Builder Form
    • 3.5.1.4 Metadata Search Operators for Oracle Text Search
  • 3.5.2 Searching with Database Metadata Search
    • 3.5.2.1 About Metadata Searching
    • 3.5.2.2 Performing a Metadata Search
    • 3.5.2.3 Metadata Search Operators for a Database Metadata Search
    • 3.5.2.4 Metadata Search Case Sensitivity
  • 3.5.3 Searching with Database Full-Text Search
    • 3.5.3.1 About Full-Text Searching
    • 3.5.3.2 Full-Text Search Rules
    • 3.5.3.3 Full-Text Search Case Sensitivity
    • 3.5.3.4 Oracle Database Full-Text Search Operators
    • 3.5.3.5 Performing a Full-Text Search
• 3.6 Searching for Expired or Expiring Content
• 3.7 Using Additional Search Capabilities
  • 3.7.1 Metadata Wildcards
  • 3.7.2 Internet-Style Search Syntax
  • 3.7.3 Complex Queries and Alternate Query Formats
• 3.8 Searching Referenced Links (optional)
  • 3.8.1 About Searching Links
  • 3.8.2 Link References on the Content Information Page
  • 3.8.3 Notification of Expiration
  • 3.8.4 Performing a Link Search
  • 3.8.5 Checking Content Item Link References
    • 3.8.5.1 Checking Link References from the Search Results Page
    • 3.8.5.2 Checking Link References from the Link Manager's Search Links page
  • 3.8.6 Checking the Link Information About Specific Links
    • 3.8.6.1 Checking Link Information from the Content Information Page
    • 3.8.6.2 Checking Link Information from the Search Links Page
• 3.9 Content Data Tracking and Reporting
  • 3.9.1 About Content Tracker
  • 3.9.2 About Content Tracker Reports
    • 3.9.2.1 Content Access Reports
    • 3.9.2.2 Content Dashboard Feature
    • 3.9.2.3 Drill Down Report Feature

4 Working with Content Items

• 4.1 Understanding the Lifecycle of a Content Item
  • 4.1.1 Revision Lifecycle
  • 4.1.2 Revision Status
  • 4.1.3 Determining the Revision Status
  • 4.1.4 Viewing the Revision History
  • 4.1.5 Deleting Revisions
  • 4.1.6 Expired Content
• 4.2 Content Item Metadata
  • 4.2.1 Viewing Content Information
  • 4.2.2 Updating Metadata
  • 4.2.3 Recategorizing Metadata
• 4.3 Viewing a Content Item
  • 4.3.1 Viewing a Web-Viewable File
  • 4.3.2 Viewing a Native File
• 4.4 Signing Content Electronically
  • 4.4.1 About Electronic Signatures
    • 4.4.1.1 Signable Objects
    • 4.4.1.2 Signature Metadata
    • 4.4.1.3 Signature Verification
  • 4.4.2 Signing a Content Item Electronically
  • 4.4.3 Viewing Electronic Signature Information
  • 4.4.4 Search for a File in Revisions
  • 4.4.5 Search for a File in the Repository
• 4.5 Discussing Content
  • 4.5.1 About Discussion Posts and Threads
  • 4.5.2 Initiating a Discussion from the Content Information Page
  • 4.5.3 Initiating a Discussion from the Search Results Page
  • 4.5.4 Initiating a Discussion from the Workflow Review Page
  • 4.5.5 Viewing a Threaded Discussion
  • 4.5.6 Replying to a Posting
  • 4.5.7 Printing a Threaded Discussion
  • 4.5.8 Deleting a Threaded Discussion
  • 4.5.9 Searching with the Discussion Type Field
• 4.6 Subscribing to New Revisions of a Content Item
  • 4.6.1 About Subscriptions
  • 4.6.2 Subscribing to a Content Item
  • 4.6.3 Viewing Your Current Subscriptions
  • 4.6.4 Unsubscribing from a Content Item
  • 4.6.5 Unsubscribing from a Criteria Group

5 Checking In Files

• 5.1 About Manual File Check-In
• 5.2 Primary and Alternate Files
• 5.3 Watermarks and File Check-In
  • 5.3.1 About PDF Watermark
  • 5.3.2 Watermark Templates
  • 5.3.3 Content Check-In Form
• 5.4 Checking In Single Files
  • 5.4.1 Checking In a New File
  • 5.4.2 Checking In a Similar File
  • 5.4.3 Checking In a Revised File
• 5.5 Checking In Multiple Files
  • 5.5.1 About Multiple File Check-In
  • 5.5.2 Upload Applet Requirements
  • 5.5.3 Checking In Multiple Files Using Upload
• 5.6 Important Considerations
  • 5.6.1 Multibyte Characters
  • 5.6.2 Content Profiles

6 Checking Out Files

• 6.1 About Manual File Check-Out
• 6.2 Checking Out Single Files
• 6.3 Using Check Out and Open
  • 6.3.1 About Checking Out and Opening Content
  • 6.3.2 Opening Content from Content Server
• 6.4 Checking Out Multiple Files
  • 6.4.1 About Multiple File Check-Out
  • 6.4.2 Download Applet Requirements
  • 6.4.3 Download Options on Search Results Pages
  • 6.4.4 Downloading Multiple Files

7 Working with Workflows

• 7.1 About Workflows
  • 7.1.1 Workflow Types
  • 7.1.2 Workflow Steps
  • 7.1.3 Postprocess Workflow Options
  • 7.1.4 Workflow Process
  • 7.1.5 Authentication
• 7.2 Participating in a Workflow
  • 7.2.1 Entering a File to a Workflow
  • 7.2.2 Reviewing Revisions in a Workflow
  • 7.2.3 Working with a Rejected Revision
• 7.3 Viewing Workflow Information
  • 7.3.1 Workflow Information
  • 7.3.2 Viewing a List of Active Workflows
  • 7.3.3 Viewing a List of Your Workflows
  • 7.3.4 Viewing Workflow History and Information About a Workflow Step
  • 7.3.5 Viewing Content Information

8 Managing Content with Folders and WebDAV

• 8.1 Introduction
  • 8.1.1 Browsing to Content
    • 8.1.1.1 Browse Content Tray
    • 8.1.1.2 Browsing Content to Find a File
  • 8.1.2 About Folders
    • 8.1.2.1 The Folders Interface
    • 8.1.2.2 Folders and Files
    • 8.1.2.3 Shortcuts
    • 8.1.2.4 Query Folders and Folder Search
    • 8.1.2.5 Folders Retention
    • 8.1.2.6 Personal Folder
    • 8.1.2.7 Security and User Access
    • 8.1.2.8 Content Item Versioning
    • 8.1.2.9 Folder and Content Item Metadata
    • 8.1.2.10 Migrating Contribution Folder Content
  • 8.1.3 About Contribution Folders
    • 8.1.3.1 Content Item Security
    • 8.1.3.2 Folder Metadata Inheritance
    • 8.1.3.3 Default Metadata Values
    • 8.1.3.4 Trash Bin
    • 8.1.3.5 Metadata Propagation
    • 8.1.3.6 Folder Content Item Revisions
  • 8.1.4 About WebDAV
    • 8.1.4.1 What is WebDAV?
    • 8.1.4.2 WebDAV Clients
    • 8.1.4.3 Oracle WebCenter Content: Desktop
• 8.2 Working with Folders
  • 8.2.1 Folder Navigation
  • 8.2.2 Working with Folders
    • 8.2.2.1 Create a Folder
    • 8.2.2.2 Specify Default Folder Metadata
    • 8.2.2.3 Propagate Folder Metadata
  • 8.2.3 Working with Content Items
    • 8.2.3.1 Add a New Content Item to a Folder
    • 8.2.3.2 Add an Existing Content Item to a Folder
    • 8.2.3.3 Create a Folder or File Shortcut
    • 8.2.3.4 Copy or Move Folders and Files
    • 8.2.3.5 Check Out and Check in Files
    • 8.2.3.6 Delete Folders and Files
  • 8.2.4 Working with Search Options and Query Folders
    • 8.2.4.1 Search for a Folder or File
    • 8.2.4.2 Save a Search as a Query Folder
    • 8.2.4.3 Create or Modify a Query Folder
  • 8.2.5 Folder Access Example
• 8.3 Working with Contribution Folders
  • 8.3.1 Naming Folders
  • 8.3.2 Defining User Configuration Settings
  • 8.3.3 Defining User Metadata Defaults for New Content
  • 8.3.4 Defining User Metadata Defaults for Revised Content
  • 8.3.5 Viewing Contribution Folders
  • 8.3.6 Viewing Content Items
  • 8.3.7 Checking In Content
  • 8.3.8 Adding Contribution Folders
  • 8.3.9 Modifying Contribution Folders
  • 8.3.10 Moving Contribution Folders and Content
  • 8.3.11 Creating a Shortcut
    • 8.3.11.1 Creating a Shortcut from an Exploring Page
    • 8.3.11.2 Creating a Shortcut from a Folder Information or Content Information Page
  • 8.3.12 Deleting Contribution Folders and Their Content
    • 8.3.12.1 About Deleting Folders and Content
    • 8.3.12.2 Deleting a Folder or Content Item
    • 8.3.12.3 Permanently Deleting Folders and Content from Trash
  • 8.3.13 Restoring Folders and Content from Trash
  • 8.3.14 Propagating Metadata
  • 8.3.15 Searching for Content in Folders
• 8.4 Working with WebDAV
  • 8.4.1 Working with Folders
    • 8.4.1.1 WebDAV Folders
    • 8.4.1.2 Connecting to a WebDAV Folder
    • 8.4.1.3 Viewing Folders
    • 8.4.1.4 Creating a New Folder
  • 8.4.2 Working with Content
    • 8.4.2.1 Checking In Content
    • 8.4.2.2 Check-In Troubleshooting
    • 8.4.2.3 Checking Out Content
    • 8.4.2.4 Viewing Content
    • 8.4.2.5 Modifying Content
    • 8.4.2.6 Deleting a Folder or Content Item
    • 8.4.2.7 Restoring a Contribution Folder or Content Item
    • 8.4.2.8 Copying Content
    • 8.4.2.9 Moving Content
  • 8.4.3 Displaying Web Pages
    • 8.4.3.1 Configuring Windows Explorer
    • 8.4.3.2 Displaying a Web Page

9 Grouping Content with Folios

• 9.1 Content Folios
  • 9.1.1 About Content Folios
    • 9.1.1.1 What a Folio Is
    • 9.1.1.2 The Folio Structure
  • 9.1.2 When to Use a Folio
    • 9.1.2.1 Structured Organization of Content
    • 9.1.2.2 Management of Records and Reports
    • 9.1.2.3 Management of Digital Assets and Production
    • 9.1.2.4 Custom Uses
• 9.2 Working with Folios
  • 9.2.1 Creating a Simple Folio
  • 9.2.2 Creating an Advanced Folio
  • 9.2.3 Modifying Folio Structure and Content
    • 9.2.3.1 Editing a Simple Folio
    • 9.2.3.2 Editing an Advanced Folio
  • 9.2.4 Taking Snapshots
  • 9.2.5 Locking and Unlocking Folios
  • 9.2.6 Downloading Folio Renditions
  • 9.2.7 Finding Existing Folios
  • 9.2.8 Viewing Folios
  • 9.2.9 Viewing Folio Information
  • 9.2.10 Subscribing to Folios
  • 9.2.11 Using Digital Asset Baskets
    • 9.2.11.1 Managing Digital Asset Baskets
    • 9.2.11.2 Working with Digital Asset Baskets
  • 9.2.12 Understanding Folio Workflows

10 Using Images and Videos

• 10.1 About Digital Asset Manager
• 10.2 Working with Digital Asset Manager
  • 10.2.1 About Using Digital Asset Manager
  • 10.2.2 Supported Input Formats
  • 10.2.3 Supported Video Output Formats
  • 10.2.4 Checking In a Digital Asset
  • 10.2.5 Finding Renditions and Information
  • 10.2.6 Rendition Information Page
  • 10.2.7 Image Data Page
  • 10.2.8 Rendition Parameters Page
  • 10.2.9 Video Preferences Page
    • 10.2.9.1 No Format Option
    • 10.2.9.2 No Player Option
  • 10.2.10 Working with Renditions
    • 10.2.10.1 Storing Renditions in Your Digital Asset Basket
    • 10.2.10.2 Viewing Items in Your Digital Asset Basket
    • 10.2.10.3 Removing Items from Your Digital Asset Basket
    • 10.2.10.4 Adding and Removing Renditions in a Rendition Set
    • 10.2.10.5 Downloading Multiple Items
    • 10.2.10.6 Creating Renditions
    • 10.2.10.7 Updating Renditions
  • 10.2.11 Working with Standard Content Items
  • 10.2.12 Digital Asset Manager on a Macintosh Client
• 10.3 FlipFactory Supported Formats
  • 10.3.1 Streaming Media Formats
  • 10.3.2 Broadcast Media Formats
  • 10.3.3 Professional Media Formats
• 10.4 Included Image Rendition Sets
  • 10.4.1 BasicRenditions
  • 10.4.2 ThumbnailOnly
  • 10.4.3 MultipleFormats
• 10.5 Oracle Outside In Technology Image Formats

A User Interface

• A.1 Getting Started
  • A.1.1 Home Page
  • A.1.2 Toolbar
  • A.1.3 Trays
  • A.1.4 My Content Server Tray
  • A.1.5 Content Management Tray
• A.2 Search Pages
  • A.2.1 Quick Search Field
  • A.2.2 Quick Searches Page
  • A.2.3 Create/Edit Targeted Quick Search Page
  • A.2.4 Home Page Search Fields
  • A.2.5 Search Tray
    • A.2.5.1 Criteria Tab
    • A.2.5.2 Results Tab
  • A.2.6 Advanced Search Page
    • A.2.6.1 Expanded Form
    • A.2.6.2 Query Builder Form
    • A.2.6.3 Results Options
  • A.2.7 Search Results Page
  • A.2.8 Saved Queries Page
  • A.2.9 Expired Content Page
• A.3 Creating and Editing Custom Search Result Templates
  • A.3.1 Search Result Templates for User Page
  • A.3.2 Create/Edit Classic View Search Result Template Page
  • A.3.3 Classic View Basic Information
  • A.3.4 Classic View Customize Description Column
  • A.3.5 Classic View Advanced Options
  • A.3.6 Create/Edit Headline View Search Result Template Page
  • A.3.7 Headline View Basic Information
  • A.3.8 Headline View Customize Columns
  • A.3.9 Headline View Customize Description Column
  • A.3.10 Headline View Advanced Options
  • A.3.11 Create/Edit Thumbnail View Search Result Template Page
  • A.3.12 Thumbnail View Basic Information
  • A.3.13 Thumbnail View Customize Description Column
  • A.3.14 Thumbnail View Advanced Options
• A.4 Access Control Lists (ACL)
  • A.4.1 Access Control List Users, Groups, and Roles
  • A.4.2 Access Control List Permissions
• A.5 Referenced Links Interface (optional)
  • A.5.1 Search Links Page
  • A.5.2 Link Search Results Page
  • A.5.3 Link Item Actions Menu
  • A.5.4 Link References on Content Information Page
    • A.5.4.1 Hide Link References
    • A.5.4.2 Show Link References
  • A.5.5 Link Info Page
• A.6 Working with Content Items
  • A.6.1 Content Information Page
  • A.6.2 Content Information - Signatures Tab
  • A.6.3 Revision History
  • A.6.4 Work In Progress Page
  • A.6.5 Info Update Form
  • A.6.6 Post Comment Form
    • A.6.6.1 Discussion Form Menu
  • A.6.7 Discussion Info Page
  • A.6.8 Content Information Page with Discussion Field
  • A.6.9 Subscriptions Page
  • A.6.10 Subscription Info Page
  • A.6.11 Subscribe To "Item" Page
  • A.6.12 Unsubscribe Page
  • A.6.13 Sign Content Item Page
  • A.6.14 Search for Local File Page
• A.7 Check-In and Check-Out Interface
  • A.7.1 Content Check-In Form
  • A.7.2 Dynamic Converter Check-In Fields
  • A.7.3 Check-In Confirmation Page
  • A.7.4 Upload Files Window
  • A.7.5 Checked-Out Content for User Page
  • A.7.6 Check-Out Confirmation Page
  • A.7.7 Checked-Out Content Page
  • A.7.8 Download Files Window
  • A.7.9 Download Results Summary
• A.8 Workflow Interface
  • A.8.1 Workflow Started Notification
  • A.8.2 Workflow Review Notification Message
  • A.8.3 Workflow Content Items Page
  • A.8.4 Reject Content Item Page
  • A.8.5 Workflow Content Item Reject Notification
  • A.8.6 Active Workflows Page
  • A.8.7 Workflow in Queue Page
  • A.8.8 Workflow Info For Item Page
  • A.8.9 Workflow Review Page
  • A.8.10 Sign Workflow Content Item Page
• A.9 Contribution Folders Interface
  • A.9.1 Contribution Folders Link
  • A.9.2 My Folder Configuration Link
  • A.9.3 User Profile Page
  • A.9.4 Folder Configuration Page
  • A.9.5 Default Information Field Configuration Page
  • A.9.6 Revision Information Field Configuration Page
  • A.9.7 Exploring Contribution Folders
  • A.9.8 Trash Exploring Page
  • A.9.9 Browsing Window
  • A.9.10 Hierarchical Folder Information Page
  • A.9.11 Hierarchy Folder Configuration Page
• A.10 Folders Interface
  • A.10.1 Exploring Folders
    • A.10.1.1 Page Actions and Menus
    • A.10.1.2 Folder Actions and Menus
    • A.10.1.3 Folder Item Actions
    • A.10.1.4 Content Item Actions
  • A.10.2 Choose a Destination Window
  • A.10.3 Create Shortcut Window
  • A.10.4 (Folder) Shortcut Information Page
  • A.10.5 Folder Editing Form
  • A.10.6 Folder/File Search Form
  • A.10.7 Editing Default Metadata Values Page
  • A.10.8 Propagate Page
• A.11 WebDAV Interface
  • A.11.1 WebDAV Folders
  • A.11.2 WebDAV User Interface
• A.12 Folio User Interface
  • A.12.1 My Content Server Tray: My Baskets
  • A.12.2 Content Management Tray: New Folio
  • A.12.3 Pick Folio Type Page
  • A.12.4 Edit Simple Folio Page
  • A.12.5 Edit Folio Page
    • A.12.5.1 Folio Structure Tray
    • A.12.5.2 Element Info Tray
    • A.12.5.3 Source Items Tray
    • A.12.5.4 Actions Menu
    • A.12.5.5 Renderers Menu
  • A.12.6 Set Folio Profile Page
  • A.12.7 Folio Check In Page
  • A.12.8 Folio Check In Confirmation Page
  • A.12.9 View Folio Page
  • A.12.10 Manage Content Baskets Page
  • A.12.11 Content Basket Page
  • A.12.12 Move/Copy Basket Items Page
  • A.12.13 Insert Hypertext Page
  • A.12.14 Subscribe to folio_name page
• A.13 Content Tracker Interface

Glossary

Index