Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

New and Changed Features

• New Features for 11g Release 1 (11.1.1)
• Changed Features for 11g Release 1 (11.1.1)

Part I Getting Started with Customizing Oracle WebCenter Content Server

1 Introduction to Oracle WebCenter Content Server

• 1.1 Overview of Content Server Architecture
  • 1.1.1 WebCenter Content Directories and Files
    • 1.1.1.1 Terminology for WebCenter Content Directories
    • 1.1.1.2 The bin Directory
    • 1.1.1.3 The config Directory
    • 1.1.1.4 The components Directory
    • 1.1.1.5 The resources Directory
    • 1.1.1.6 The weblayout Directory
  • 1.1.2 Resources
• 1.2 Customization Types
• 1.3 Customization Planning
• 1.4 Recommended Skills and Tools for Customizing Content Server
• 1.5 Content Server Behavior
  • 1.5.1 Startup Behavior
    • 1.5.1.1 Startup Steps
    • 1.5.1.2 Effects of Configuration Loading
  • 1.5.2 Resource Caching
  • 1.5.3 Page Assembly
  • 1.5.4 Database Interaction
  • 1.5.5 Localized String Resolution
  • 1.5.6 Application Integrations

2 Introduction to the Oracle Fusion Order Demo Sample Application

• 2.1 About Fusion Order Demo and the Suppliers Module
• 2.2 Setting Up the Fusion Order Demo Application
• 2.3 Running the Suppliers Module
  • 2.3.1 Suppliers Module Code
  • 2.3.2 Suppliers Module Pages

Part II Changing the Look and Feel of the Content Server Interface

3 Customizing the Content Server Interface

• 3.1 About Customizing the Content Server Interface
  • 3.1.1 Types of Skins and Layouts
  • 3.1.2 Skins
  • 3.1.3 Layouts
• 3.2 Choosing a Different Skin or Layout
  • 3.2.1 How to Choose a Different Skin or Layout
  • 3.2.2 What Happens at Runtime
• 3.3 Configuring a Default Skin and Layout for New Users and Guests
• 3.4 Modifying the Template for a Skin or Layout
  • 3.4.1 About Dynamic Publishing
• 3.5 Altering the Anonymous User Interface
  • 3.5.1 How to Alter the Anonymous User Interface
  • 3.5.2 What Happens at Runtime
• 3.6 Changing the URL of the Login Page
• 3.7 Creating and Publishing a New Layout
• 3.8 Optimizing the Use of Published Files
  • 3.8.1 Bundling Files
  • 3.8.2 Referencing Published Files

4 Creating Dynamic Server Pages

• 4.1 About Dynamic Server Pages
  • 4.1.1 Page Types
    • 4.1.1.1 IDOC File
    • 4.1.1.2 HCST File
    • 4.1.1.3 HCSP File
    • 4.1.1.4 HCSF File
• 4.2 Altering the Appearance and Navigation of Web Pages
  • 4.2.1 Syntax
    • 4.2.1.1 Idoc Script Expressions
    • 4.2.1.2 Comparison Operators
    • 4.2.1.3 Special Characters
    • 4.2.1.4 Referencing Metadata
  • 4.2.2 Idoc Script Functions
    • 4.2.2.1 docLoadResourceIncludes Function
    • 4.2.2.2 executeService Function
  • 4.2.3 Development Recommendations
    • 4.2.3.1 General Guidelines
    • 4.2.3.2 HCSF Guidelines
  • 4.2.4 HCSF Pages
    • 4.2.4.1 Load Section
    • 4.2.4.2 Data Section
    • 4.2.4.3 Form Section
• 4.3 Creating an IDOC File with Custom Includes for Dynamic Server Pages
• 4.4 Creating an HCST Page
• 4.5 Creating an HCSP Page
• 4.6 Creating an HCSF Page
  • 4.6.1 Common Code for Forms
    • 4.6.1.1 Retrieving File Information
    • 4.6.1.2 Referencing a File Extension
    • 4.6.1.3 Defining Form Information
    • 4.6.1.4 Defining Form Fields
    • 4.6.1.5 Defining Hidden Fields
    • 4.6.1.6 Submitting a Form
• 4.7 Verifying the Display of an HCST, HCSP, or HCSF Page in a Web Browser

Part III Modifying the Functionality of Content Server

5 Changing System Settings

• 5.1 About Changing System Settings
• 5.2 Changing System Settings Through the Admin Server
• 5.3 Changing System Settings Through the System Properties Application
• 5.4 Customizing the Library and System Home Page with the Web Layout Editor
• 5.5 Defining Security and Accounts for Users with the User Admin Application

6 Changing Configuration Information

• 6.1 About Changing Configuration Information
• 6.2 Changing Configurations with the Idoc Script Custom Scripting Language
• 6.3 Changing Configurations with Development Tools and Technologies

7 Customizing Services

• 7.1 About Customizing Services
• 7.2 Customizing Services for Communicating with Content Server
• 7.3 Customizing Services for Accessing the Database

8 Generating Actions Menus

• 8.1 About Generating Actions Menus
• 8.2 Creating Display Tables
  • 8.2.1 Headline View Tables
  • 8.2.2 Thumbnail View Tables
• 8.3 Customizing Actions Menus

Part IV Customizing Content Server with Components

9 Getting Started with Content Server Components

• 9.1 About Standard, System, and Custom Components
  • 9.1.1 Component Files Overview
  • 9.1.2 Using Components
  • 9.1.3 About Directories and Files
    • 9.1.3.1 HDA Files
    • 9.1.3.2 Custom Resource Files
    • 9.1.3.3 Data Binder
    • 9.1.3.4 Manifest File
    • 9.1.3.5 Other Files
    • 9.1.3.6 Typical Directory Structure
  • 9.1.4 Development Recommendations
    • 9.1.4.1 Creating a Component
    • 9.1.4.2 Working with Component Files
    • 9.1.4.3 Using a Development Content Server
    • 9.1.4.4 Component File Organization
    • 9.1.4.5 Naming Conventions
• 9.2 Tools for Managing Components
  • 9.2.1 Component Wizard
  • 9.2.2 Advanced Component Manager
  • 9.2.3 ComponentTool
• 9.3 Component Files
  • 9.3.1 The idc Product _components.hda File
  • 9.3.2 Components ResultSet
  • 9.3.3 Component Definition (Glue) File
    • 9.3.3.1 ResourceDefinition ResultSet
    • 9.3.3.2 MergeRules ResultSet
    • 9.3.3.3 Filters ResultSet
    • 9.3.3.4 ClassAliases ResultSet
• 9.4 Resources for Assembling Web Pages

10 Enabling and Disabling Components for Content Server

• 10.1 About Enabling and Disabling Components
• 10.2 Enabling a Component
• 10.3 Disabling a Component

11 Updating Component Configurations

• 11.1 About Updating Component Configurations
• 11.2 Updating a Component Configuration with the Advanced Component Manager
• 11.3 Updating a Component Configuration Through the Configuration for instance Screen

12 Customizing Content Tracker

• 12.1 About Content Tracker
  • 12.1.1 Content Tracker and Content Tracker Reports
• 12.2 Content Tracker Components and Functions
  • 12.2.1 DataBinder Dump Facility
    • 12.2.1.1 Values for the DataBinder Dump Facility
    • 12.2.1.2 Location of the DataBinder Object Dump Files
    • 12.2.1.3 Names of the DataBinder Object Dump Files
  • 12.2.2 Performance Optimization
  • 12.2.3 Installation Considerations
• 12.3 Configuration and Customization
  • 12.3.1 Configuration Variables
    • 12.3.1.1 Access Control Lists and Content Tracker Reports Secure Mode
    • 12.3.1.2 Values for the Security Checks Preference Variable
    • 12.3.1.3 File Types for Entries in the SctAccessLog
  • 12.3.2 Manually Setting Content Tracker Configuration Variables
  • 12.3.3 External Users and Content Item Tracking
• 12.4 Service Call Configuration
  • 12.4.1 About the Service Call Configuration File
    • 12.4.1.1 General Service Call Logging
    • 12.4.1.2 Extended Service Call Tracking Function
    • 12.4.1.3 Service Call Configuration File Contents
    • 12.4.1.4 ResultSet Examples
  • 12.4.2 About the Content Tracker Logging Service
  • 12.4.3 Managing Service Call Information
    • 12.4.3.1 Manually Editing the SctServiceFilter.hda File
    • 12.4.3.2 Setting Required DataBinder Fields to Call the Content Tracker Logging Service
    • 12.4.3.3 Calling the Content Tracker Logging Service from an Application
    • 12.4.3.4 Calling the Content Tracker Logging Service from Idoc Script
  • 12.4.4 Service Call Management and the User Interface
    • 12.4.4.1 Adding, Editing, or Deleting Service Entries
    • 12.4.4.2 Adding, Editing, or Deleting Field Map ResultSets
• 12.5 Customizing Content Tracker
  • 12.5.1 Activity Metrics SQL Queries
    • 12.5.1.1 Customizing the Activity Metrics SQL Queries
  • 12.5.2 External Users and Content Item Tracking
• 12.6 Web Beacon Functionality
  • 12.6.1 Web Beacon Use Cases
  • 12.6.2 Web Beacon Overview
  • 12.6.3 Web Beacon Object
  • 12.6.4 Web Beacon References
    • 12.6.4.1 Format Structure for URL References
    • 12.6.4.2 Placement and Retrieval Scheme
    • 12.6.4.3 Data Capture and Storage
  • 12.6.5 Reduction Processing for Web Beacon References
  • 12.6.6 Limitations and Guidelines
    • 12.6.6.1 Limitations
    • 12.6.6.2 Guidelines
  • 12.6.7 Examples of Web Beacon Embedding
    • 12.6.7.1 Embedded HTML Example
    • 12.6.7.2 Embedded JavaScript Example
    • 12.6.7.3 Served JavaScript Example

13 Customizing Content Categorizer

• 13.1 About Content Categorizer
• 13.2 Customizing Content Categorizer

14 Downloading Custom Components

• 14.1 About Downloading Custom Components
• 14.2 Downloading a Component with the Advanced Component Manager
• 14.3 Downloading a Component from Oracle Technology Network

15 Creating Custom Components

• 15.1 About Creating Custom Components
• 15.2 Creating Resources for a Component
  • 15.2.1 HTML Includes
    • 15.2.1.1 The Super Tag
    • 15.2.1.2 Editing an HTML Include Resource
  • 15.2.2 Dynamic Data Tables
    • 15.2.2.1 Specifying Table Formats
    • 15.2.2.2 Editing a Dynamic Data Table Resource
    • 15.2.2.3 Specifying Table Properties
    • 15.2.2.4 Using Dynamicdata Idoc Script Functions
  • 15.2.3 String Resources
    • 15.2.3.1 String Parameters
    • 15.2.3.2 Editing a String Resource
  • 15.2.4 Dynamic Tables
    • 15.2.4.1 Merge Rules for Dynamic Tables
    • 15.2.4.2 Editing a Dynamic Table Resource
  • 15.2.5 Static Tables
    • 15.2.5.1 Merge Rules for Static Tables
    • 15.2.5.2 Editing a Static Table Resource
  • 15.2.6 Queries
    • 15.2.6.1 Query Example
    • 15.2.6.2 Editing a Query Resource
  • 15.2.7 Services
    • 15.2.7.1 Service Example
    • 15.2.7.2 Editing a Service Resource
  • 15.2.8 Templates
    • 15.2.8.1 Template and Report Pages
    • 15.2.8.2 Editing a Template Resource
  • 15.2.9 Environment Resources
    • 15.2.9.1 Environment Resource Example
    • 15.2.9.2 Editing an Environment Resource
• 15.3 Creating a Component Definition File
• 15.4 Restarting Content Server to Apply a Component

16 Installing Components

• 16.1 About Installing Components
• 16.2 Packaging a Component for Installation
• 16.3 Installing a Component with the Advanced Component Manager
• 16.4 Installing a Component with the Component Wizard
• 16.5 Installing a Component with the ComponentTool Utility

17 Uninstalling a Component

• 17.1 About Uninstalling a Component
• 17.2 How to Uninstall a Component

Part V Integrating WebCenter Content into Your Environment

18 Getting Started with Integrating WebCenter Content into Your Environment

• 18.1 About Integration Methods
• 18.2 Overview of Web Services
• 18.3 Virtual Folders and WebDAV Integration
  • 18.3.1 Virtual Folders
  • 18.3.2 WebDAV Integration
    • 18.3.2.1 WebDAV Clients
    • 18.3.2.2 WebDAV Servers
    • 18.3.2.3 WebDAV Architecture

19 Configuring WebCenter Content Web Services for Integration

• 19.1 About Configuring WebCenter Content Web Services for Integration
  • 19.1.1 WebCenter Content Web Services
• 19.2 Configuring Web Service Security Through Web Service Policies
  • 19.2.1 Configuring WS-Security through WS-Policy
• 19.3 Configuring SAML Support
  • 19.3.1 Configuring a Keystore
  • 19.3.2 Configuring JPS for WebCenter Content to Use the Keystore
  • 19.3.3 Creating a Client CSF
  • 19.3.4 Configuring a Java Client to Use the Keystore and CSF

20 Integrating JavaServer Pages with Content Server

• 20.1 About JSP Integration
  • 20.1.1 JSP Execution
  • 20.1.2 Tomcat
  • 20.1.3 Features
• 20.2 Configuring JSP Support
• 20.3 Loading Example Pages

21 Using the IdcCommand Utility to Access Content Server

• 21.1 About the IdcCommand Utility
• 21.2 Setting Up IdcCommand
  • 21.2.1 Specifying a Command File
    • 21.2.1.1 Command File Syntax
    • 21.2.1.2 Precedence
    • 21.2.1.3 Special Tags and Characters
  • 21.2.2 Specifying Configuration Options
    • 21.2.2.1 Command File
    • 21.2.2.2 User
    • 21.2.2.3 Log File
    • 21.2.2.4 Connection Mode
• 21.3 Running IdcCommand
• 21.4 Using the Launcher
  • 21.4.1 Quotation Rules
  • 21.4.2 Computed Settings
  • 21.4.3 Launcher Environment Variables
  • 21.4.4 User Interface
  • 21.4.5 Configuring the Launcher
  • 21.4.6 Configuration File Example
• 21.5 Calling Services Remotely

22 Using the COM API for Integration

• 22.1 About the COM API
• 22.2 Calling Content Server Services with the IntradocClient OCX component
  • 22.2.1 OCX Interface
  • 22.2.2 IdcClient OCX Description
    • 22.2.2.1 OCX Events
    • 22.2.2.2 OCX Methods
    • 22.2.2.3 OCX Properties
    • 22.2.2.4 IdcClient OCX Interface
  • 22.2.3 IdcClient OCX Control Setup
    • 22.2.3.1 Setting Up the IdcClient OCX Component
    • 22.2.3.2 Creating a Visual Interface
  • 22.2.4 IdcClient Events
    • 22.2.4.1 IntradocBeforeDownload
    • 22.2.4.2 IntradocBrowserPost
    • 22.2.4.3 IntradocBrowserStateChange
    • 22.2.4.4 IntradocRequestProgress
    • 22.2.4.5 IntradocServerResponse
  • 22.2.5 IdcClient OCX Methods
    • 22.2.5.1 AboutBox
    • 22.2.5.2 Back
    • 22.2.5.3 CancelRequest
    • 22.2.5.4 DoCheckoutLatestRev
    • 22.2.5.5 DownloadFile
    • 22.2.5.6 DownloadNativeFile
    • 22.2.5.7 Drag
    • 22.2.5.8 EditDocInfoLatestRev
    • 22.2.5.9 Forward
    • 22.2.5.10 GoCheckinPage
    • 22.2.5.11 Home
    • 22.2.5.12 InitiateFileDownload
    • 22.2.5.13 InitiatePostCommand
    • 22.2.5.14 Move
    • 22.2.5.15 Navigate
    • 22.2.5.16 NavigateCgiPage
    • 22.2.5.17 Refresh Browser
    • 22.2.5.18 SendCommand
    • 22.2.5.19 SendPostCommand
    • 22.2.5.20 SetFocus
    • 22.2.5.21 ShowDMS
    • 22.2.5.22 ShowDocInfoLatestRev
    • 22.2.5.23 ShowWhatsThis
    • 22.2.5.24 StartSearch
    • 22.2.5.25 Stop
    • 22.2.5.26 UndoCheckout
    • 22.2.5.27 ViewDocInfo
    • 22.2.5.28 ViewDocInfoLatestRev
    • 22.2.5.29 ZOrder
  • 22.2.6 IdcClient Properties
    • 22.2.6.1 ClientControlledContextValue
    • 22.2.6.2 HostCgiUrl
    • 22.2.6.3 Password
    • 22.2.6.4 UseBrowserLoginPrompt
    • 22.2.6.5 UseProgressDialog
    • 22.2.6.6 UserName
    • 22.2.6.7 Working Directory
• 22.3 Using the ODMA API to Access Content Server from a Desktop Application
  • 22.3.1 ODMA Client
  • 22.3.2 ODMA Interfaces

23 Using RIDC to Access Content Server

• 23.1 About Remote Intradoc Client (RIDC)
  • 23.1.1 Using HttpClient Library Version 4
• 23.2 Initializing Connections
• 23.3 Configuring Clients
• 23.4 Authenticating Users
• 23.5 Using Services
• 23.6 Understanding Connection Pooling
• 23.7 Understanding Streams
• 23.8 Understanding Binders
• 23.9 Understanding Convenience Classes
  • 23.9.1 Setting User Security
  • 23.9.2 Setting the ADF Connection Facade
• 23.10 Understanding RIDC Filters
• 23.11 Using the RIDC JDeveloper Extension
  • 23.11.1 Deploying the RIDC Extension
  • 23.11.2 Creating a New Application and Project with RIDC Technologies
  • 23.11.3 Working with Connections
  • 23.11.4 Example Service Call

24 Using the Content Server JCR Adapter

• 24.1 About the Java Content Repository Adapter
  • 24.1.1 JCR Data Model
  • 24.1.2 JCR Adapter Data Model for Content Server
• 24.2 Installing Required APIs and Runtime Libraries
  • 24.2.1 Installing ADF Runtime Libraries
  • 24.2.2 Deploying Remote Intradoc Client (RIDC)
  • 24.2.3 Deploying the JCR API
  • 24.2.4 Installing the JCR Integration Libraries
  • 24.2.5 Installing the XML Integration Files
• 24.3 Deploying the JCR Adapter
• 24.4 Configuring Communication with Content Server
  • 24.4.1 Supplying a Communication Method
  • 24.4.2 Configuring Socket Communication (Listener Port)
  • 24.4.3 Configuring Secure Socket Communication (SSL)
  • 24.4.4 Configuring Web Communication (Web Server Filter)
  • 24.4.5 Configuring the User Agent
  • 24.4.6 Supplying Cache Settings
• 24.5 Finding Information About a Content Item
• 24.6 Using a Search Index
• 24.7 Using the File Store Provider

25 Configuring Web Services with WSDL, SOAP, and the WSDL Generator

• 25.1 About Configuring Web Services with WSDL, SOAP, and the WSDL Generator
  • 25.1.1 Web Services Framework
    • 25.1.1.1 XML Data
    • 25.1.1.2 WSDL Interface
    • 25.1.1.3 SOAP Communication
    • 25.1.1.4 UDDI Registry
    • 25.1.1.5 DIME Message Format
    • 25.1.1.6 How the Enabling Technologies Work Together
    • 25.1.1.7 Implementation Architecture
    • 25.1.1.8 Implementation on .NET
    • 25.1.1.9 The SOAP Protocol
• 25.2 Accessing Content Server with a SOAP Client
  • 25.2.1 Using a Java SOAP Client
• 25.3 Calling Content Server Services with SOAP
  • 25.3.1 SOAP Packet Format
    • 25.3.1.1 HTTP Headers
    • 25.3.1.2 Namespaces
    • 25.3.1.3 Nodes
  • 25.3.2 Special Characters
  • 25.3.3 Sample Service Calls with SOAP Response/Request
    • 25.3.3.1 Ping the Server
    • 25.3.3.2 Add a New User
    • 25.3.3.3 Edit Existing User
    • 25.3.3.4 Get User Information
    • 25.3.3.5 Delete User
    • 25.3.3.6 Check In Content Item
    • 25.3.3.7 Check out Content Item
    • 25.3.3.8 Undo Content Item Checkout
    • 25.3.3.9 Get Content Item Information
    • 25.3.3.10 Get File
    • 25.3.3.11 Get Search Results
    • 25.3.3.12 Get Table Data
    • 25.3.3.13 Get Criteria Workflow Information
• 25.4 Using SOAP Packets in Active Server Pages
  • 25.4.1 Sample SOAP Request
  • 25.4.2 Sample Active Server Page
• 25.5 Generating WSDL Files to Access WebCenter Content
  • 25.5.1 Understanding WSDL Files
    • 25.5.1.1 WSDL File Structure
  • 25.5.2 Sample WSDL File
  • 25.5.3 Generating WSDL Files
  • 25.5.4 Generating Proxy Class from WSDL Files
• 25.6 Customizing WSDL Files

26 Customizing the DesktopTag Component

• 26.1 About the DesktopTag Component
• 26.2 Enabling the DesktopTag and OracleCleanContent Components
• 26.3 Checking Out and Checking In Content Items with DesktopTag
  • 26.3.1 File Get Operation
  • 26.3.2 File Check-In Operation
• 26.4 Adding Properties to Checked-Out Content Items
  • 26.4.1 Viewing Custom Properties
  • 26.4.2 Checking In Documents from Outside Content Server
• 26.5 Configuring the DesktopTag Component
  • 26.5.1 DesktopTagFormats Property
  • 26.5.2 DesktopTagPrefix Property
  • 26.5.3 DesktopTagFields Property
  • 26.5.4 DesktopTagPrefixCustom Property
  • 26.5.5 DesktopTagFieldsCustom Property
  • 26.5.6 DesktopTagPrefixExtended Property
  • 26.5.7 DesktopTagFieldsExtended Property
  • 26.5.8 DefaultTaskPaneUrl Property
  • 26.5.9 DesktopTagLog Property
  • 26.5.10 DesktopTagFormatsExclude Property

Part VI Appendices

A Troubleshooting

• A.1 About Troubleshooting Aids
• A.2 Viewing Server Errors
• A.3 Viewing Page Data
• A.4 Monitoring Resource Loading

Index