Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 What's New
  • 1.2.1 Release 11g (11.1.1.6.0)
  • 1.2.2 Release 11g (11.1.1)
• 1.3 Administration Applications
  • 1.3.1 User Types
  • 1.3.2 Accessing Administration Applications
  • 1.3.3 Running Administration Applications as Applets
  • 1.3.4 Running Administration Applications in Standalone Mode
    • 1.3.4.1 On Windows Systems
    • 1.3.4.2 On UNIX Systems

2 Managing Repository Content

• 2.1 Content Types
  • 2.1.1 Managing Content Types
• 2.2 Custom Fields
  • 2.2.1 About Custom Fields
    • 2.2.1.1 Application Fields
    • 2.2.1.2 Custom Metadata Fields
    • 2.2.1.3 Standard Metadata Fields
  • 2.2.2 Adding or Editing a Custom Field
  • 2.2.3 Rebuilding the Database or the Search Index
  • 2.2.4 Defining an Option List
    • 2.2.4.1 Defining Option List Storage
    • 2.2.4.2 Adding or Editing Option List Content
    • 2.2.4.3 Editing View Values
    • 2.2.4.4 Using Tree Values
• 2.3 Native Content Conversion
  • 2.3.1 Identifying MIME Types
  • 2.3.2 Native Applications and Content Conversions
  • 2.3.3 Associating File Types with Conversion Programs
  • 2.3.4 Thumbnails
• 2.4 Managing Content and Revisions
  • 2.4.1 Managing the Content List
    • 2.4.1.1 Changing Column and Filter Settings
    • 2.4.1.2 Changing Default Sort Order
  • 2.4.2 Managing Content
    • 2.4.2.1 Adding a New Content Item
    • 2.4.2.2 Managing Content Metadata with Repository Manager
    • 2.4.2.3 Managing Expired Content with Repository Manager
  • 2.4.3 Managing Revisions
    • 2.4.3.1 Check In and Checkout a Revision
    • 2.4.3.2 Undo a Checkout or Resubmit a Revision
    • 2.4.3.3 Deleting Revisions
    • 2.4.3.4 Managing Workflow Revisions
• 2.5 Signing Content Electronically
  • 2.5.1 About Electronic Signatures
  • 2.5.2 Custom Electronic Signature Metadata
  • 2.5.3 Adding or Editing a Custom Electronic Signature Field
• 2.6 Subscribing to Content
  • 2.6.1 Using Subscriptions
    • 2.6.1.1 Adding or Editing a Criteria Subscription
    • 2.6.1.2 Adding or Unsubscribing Users
    • 2.6.1.3 Viewing Subscription Information
    • 2.6.1.4 Deleting a Criteria Subscription
• 2.7 Managing Linked Content with Link Manager
  • 2.7.1 The Link Extraction Process
    • 2.7.1.1 File Formats and Conversion
    • 2.7.1.2 Link Status
  • 2.7.2 Configuring Link Manager
    • 2.7.2.1 Link Patterns
    • 2.7.2.2 Database Tables
    • 2.7.2.3 Link Manager Filters
  • 2.7.3 Site Studio Integration
  • 2.7.4 Link Administration
    • 2.7.4.1 Alternative Refresh Methods
    • 2.7.4.2 Recomputing and Refreshing Links in the ManagedLinks Table

3 Managing Schemas and Profiles

• 3.1 Using Schemas to Customize Metadata
  • 3.1.1 Schema Structure
    • 3.1.1.1 Tables
    • 3.1.1.2 Views
    • 3.1.1.3 Relationships
    • 3.1.1.4 Schema Directory Structure
    • 3.1.1.5 Sample Schema-Based Lists
  • 3.1.2 Creating Schemas
    • 3.1.2.1 Selecting Tables for the Schema
    • 3.1.2.2 Creating the Schema View
    • 3.1.2.3 Creating the Schema Relationships
    • 3.1.2.4 Adding Metadata Fields
    • 3.1.2.5 Enabling the Schema
    • 3.1.2.6 Modifying the Publishing Cycle Interval
  • 3.1.3 Schema Example: Dynamic Lists
  • 3.1.4 Schema Example: Recursive Table for Multiple Trees
• 3.2 Using Profiles to Customize Content Screens
  • 3.2.1 Content Profile Elements
    • 3.2.1.1 Using a Profile Link
  • 3.2.2 Content Profile Rules
    • 3.2.2.1 Metadata Fields and Attributes in Rules
    • 3.2.2.2 Activation Conditions in Rules
    • 3.2.2.3 Restricted Lists in Rules
    • 3.2.2.4 Regular Expressions
    • 3.2.2.5 Using Rules to Group Metadata Fields
  • 3.2.3 Display Results of Reordered Metadata Fields
    • 3.2.3.1 General Sequence of Grouped Metadata Fields
    • 3.2.3.2 Positioning Metadata Fields Within a Group
    • 3.2.3.3 Display Results of Grouped Metadata Fields
    • 3.2.3.4 Moving Fields
  • 3.2.4 Managing Rules
    • 3.2.4.1 Creating or Editing a Rule
    • 3.2.4.2 Creating, Editing, or Deleting a Global Rule
    • 3.2.4.3 Adding Metadata Fields in a Rule
    • 3.2.4.4 Adding, Editing or Deleting Activation Conditions in Rules
    • 3.2.4.5 Custom Conditions and Side Effects
    • 3.2.4.6 Setting Default Values, Derived Values and Restricted Lists
    • 3.2.4.7 Editing Default or Derived Values and Restricted Lists
    • 3.2.4.8 Setting the Display of a Required Field
  • 3.2.5 Content Profile Triggers
    • 3.2.5.1 Selecting a Profile Trigger Field
    • 3.2.5.2 Disabling a Profile Trigger Field
  • 3.2.6 Creating and Using Content Profiles
    • 3.2.6.1 Creating, Editing, or Deleting a Profile
    • 3.2.6.2 Previewing a Profile
    • 3.2.6.3 Troubleshooting a Profile
  • 3.2.7 Content Profile Examples
    • 3.2.7.1 Department-Based Content Profile
    • 3.2.7.2 Black-Hole Resume Check In
    • 3.2.7.3 Global Rule to Restrict Content Check-In Based on User Role
    • 3.2.7.4 Global Rule Restricting Content Type Metadata Changes

4 Using Workflows

• 4.1 Introduction to Workflows
  • 4.1.1 Workflow Steps
    • 4.1.1.1 Events
    • 4.1.1.2 Workflow Files
  • 4.1.2 Workflow Step Evaluation Process
  • 4.1.3 Workflow Participation
• 4.2 Planning a Workflow
  • 4.2.1 Choosing a Workflow Type
    • 4.2.1.1 Security Issues
  • 4.2.2 Designing a Workflow
  • 4.2.3 Modifying Workflows
• 4.3 Creating a Criteria Workflow
  • 4.3.1 Criteria Workflow Process
    • 4.3.1.1 Criteria Workflow Tips
  • 4.3.2 Setting Up a Criteria Workflow
  • 4.3.3 Changing a Criteria Workflow or Sub-workflow
  • 4.3.4 Disabling a Criteria Workflow or Sub-workflow
• 4.4 Creating a Basic Workflow
  • 4.4.1 Basic Workflow Process
  • 4.4.2 Basic Workflow Tips
  • 4.4.3 Setting Up a Basic Workflow
  • 4.4.4 Changing a Basic Workflow
• 4.5 Customizing Workflows
  • 4.5.1 Idoc Script Functions and Variables
  • 4.5.2 Workflow Tokens
    • 4.5.2.1 Token Syntax
    • 4.5.2.2 Creating, Editing, or Deleting a Token
    • 4.5.2.3 Token Examples
  • 4.5.3 Workflow Jumps
    • 4.5.3.1 Jumps and Events
    • 4.5.3.2 Creating a Jump
    • 4.5.3.3 Changing a Jump
    • 4.5.3.4 Jump Examples
    • 4.5.3.5 Jump Errors
• 4.6 Workflow and Script Templates
  • 4.6.1 Creating or Modifying a Workflow Template
  • 4.6.2 Creating a Script Template
    • 4.6.2.1 Setting Up Jump Side Effects
    • 4.6.2.2 Setting Up Script Template Conditional Statements
    • 4.6.2.3 Testing the Script
    • 4.6.2.4 Changing a Script Template
    • 4.6.2.5 Deleting a Script Template
• 4.7 Workflow Scenarios
  • 4.7.1 Scenario 1: Criteria Workflow
  • 4.7.2 Scenario 2: Tokens
  • 4.7.3 Scenario 3: Jump Based on Metadata
  • 4.7.4 Scenario 4: Time-Dependent Jump
• 4.8 Workflow Tips and Tricks
  • 4.8.1 Requiring Step Authentication
  • 4.8.2 Setting Up Parallel Workflows
  • 4.8.3 Adding Ad Hoc Step Users
  • 4.8.4 Customizing Criteria Workflow E-mails
    • 4.8.4.1 Customizing E-mail Templates
    • 4.8.4.2 Customizing the Subject or Message Line
  • 4.8.5 Workflow Escalation
    • 4.8.5.1 Setting Up a Workflow Escalation
  • 4.8.6 Other Customizations
    • 4.8.6.1 Setting Approval by Non-Reviewers
    • 4.8.6.2 Automatic Replication of Workflow Items
  • 4.8.7 Triggering Criteria Workflows from Folders
  • 4.8.8 Searching Within a Workflow Step
  • 4.8.9 Suppressing Workflow Notifications
• 4.9 Workflow Troubleshooting
  • 4.9.1 Workflow Item Stuck in EDIT or GENWWW Status
  • 4.9.2 Workflow Item Stuck in REVIEW Status
  • 4.9.3 Workflow Item Entered in Wrong Workflow

5 PDF Watermark

• 5.1 PDF Watermark Overview
  • 5.1.1 Static Watermarks
  • 5.1.2 Dynamic Watermarks
  • 5.1.3 Types of Watermark
  • 5.1.4 Templates
    • 5.1.4.1 Watermark Metadata Configuration
    • 5.1.4.2 Template Security
    • 5.1.4.3 Password Encryption
  • 5.1.5 Dynamic Watermark Rules
  • 5.1.6 PDF Optimization
  • 5.1.7 Watermark Placement
• 5.2 Watermarking Scenarios
  • 5.2.1 Static Watermarking Scenario
  • 5.2.2 Dynamic Watermarking Scenario
• 5.3 Managing PDF Watermark
  • 5.3.1 Specifying the Classpath for an Encryption Library
  • 5.3.2 Starting PDF Watermark Administration
  • 5.3.3 Setting Template Metadata Defaults
  • 5.3.4 Adding or Editing Templates
    • 5.3.4.1 Setting Security
    • 5.3.4.2 Add or Edit a Text Watermark
    • 5.3.4.3 Add or Edit an Image Watermark
    • 5.3.4.4 Add or Edit an Electronic Signature Watermark
  • 5.3.5 Creating and Editing Rules

6 Using Folders and WebDAV

• 6.1 Using Folders
  • 6.1.1 The Folders Interface
  • 6.1.2 Folders and Files
  • 6.1.3 Shortcuts and Links
    • 6.1.3.1 Folders and Shortcuts
    • 6.1.3.2 Content Item Links
  • 6.1.4 Query Folders and Folder Search
  • 6.1.5 Folders Retention
  • 6.1.6 Personal Folder
  • 6.1.7 Security and User Access
  • 6.1.8 Content Item Versioning
  • 6.1.9 Folder and Content Item Metadata
    • 6.1.9.1 Default Metadata
    • 6.1.9.2 Metadata Propagation
    • 6.1.9.3 Metadata Profiles
• 6.2 Managing Folders
  • 6.2.1 Setting Configuration Variables
    • 6.2.1.1 Folder Variables
    • 6.2.1.2 Folders Migration Variables
    • 6.2.1.3 Folders WebDAV Variables
  • 6.2.2 Working with Retention Scheduling
    • 6.2.2.1 Specify Retention Rules
    • 6.2.2.2 Configure Retention Schedule
  • 6.2.3 Migrating to the Folders Structure
• 6.3 Using Contribution Folders
  • 6.3.1 Usage and Structure
  • 6.3.2 Contribution Folders Component Security
  • 6.3.3 Trash Bin
  • 6.3.4 Metadata Propagation and Default Values
  • 6.3.5 Latest Version versus Latest Released Version
  • 6.3.6 Local Contribution Folders
  • 6.3.7 Contribution Folder Archiving and Searching
  • 6.3.8 Optimizing Performance
  • 6.3.9 Metadata Inheritance
• 6.4 Managing Contribution Folders
  • 6.4.1 Configuring Contribution Folders
    • 6.4.1.1 Setting Folder and File Limits
    • 6.4.1.2 Enabling and Disabling System Folders
    • 6.4.1.3 Disabling the Trash Bin
    • 6.4.1.4 Defining System Default Metadata
    • 6.4.1.5 Configuring Metadata Propagation
    • 6.4.1.6 Hiding Metadata Fields Globally Except for Specific Folders
  • 6.4.2 Managing Local Folders
    • 6.4.2.1 Specifying Local Folders
    • 6.4.2.2 Rebuilding Local Folders
    • 6.4.2.3 Removing Local Folders
  • 6.4.3 Archiving Contribution Folders
    • 6.4.3.1 Exporting an Archive
    • 6.4.3.2 Importing an Archive
  • 6.4.4 URL-Mapped Folders
• 6.5 WebDAV Interface
  • 6.5.1 WebDAV Clients
  • 6.5.2 WebDAV Architecture
  • 6.5.3 WebDAV Folders
  • 6.5.4 Multiple Concurrent Language Support
• 6.6 Administering WebDAV
  • 6.6.1 WebDAV Connection Strings
  • 6.6.2 Default Content Item Naming
  • 6.6.3 Security and WebDAV
• 6.7 WebDAV Troubleshooting
  • 6.7.1 Zero-Byte Files
    • 6.7.1.1 Cause
    • 6.7.1.2 Solution
  • 6.7.2 No Connection to WebDAV Folder
    • 6.7.2.1 Cause
    • 6.7.2.2 Solution
  • 6.7.3 Other Connection Issues
  • 6.7.4 Double-Byte Characters in File Name
    • 6.7.4.1 Cause
    • 6.7.4.2 Solution
  • 6.7.5 Number Sign in Virtual Folder Name or File Name
    • 6.7.5.1 Cause
    • 6.7.5.2 Solution
  • 6.7.6 ExtranetLook Component Problem
    • 6.7.6.1 Cause
    • 6.7.6.2 Solution
  • 6.7.7 Content Item "Stuck" in Auto-Contribution Workflow Step
    • 6.7.7.1 Cause
    • 6.7.7.2 Solution
  • 6.7.8 Deleting Content From Contribution Folders for Site Studio Web Site
    • 6.7.8.1 Cause
    • 6.7.8.2 Solution
  • 6.7.9 WebDAV Drag and Drop Does not Work With Windows 2000
    • 6.7.9.1 Cause
    • 6.7.9.2 Solution
  • 6.7.10 Folder Shortcuts Do Not Show Latest Changes
    • 6.7.10.1 Cause
    • 6.7.10.2 Solution
  • 6.7.11 Profile Rule for All WebDAV Requests
    • 6.7.11.1 Solution

7 Managing Content Folios

• 7.1 Using Content Folios
• 7.2 Managing Content Folios
  • 7.2.1 Creating and Editing Folio Templates
    • 7.2.1.1 Creating a Folio Template
  • 7.2.2 Adding Custom Viewers and Renderers

8 Using Content Tracker

• 8.1 Content Tracker Functionality
  • 8.1.1 Content Tracker and Content Tracker Reports
  • 8.1.2 Data Recording, Reduction, and Reporting
  • 8.1.3 Content Tracker Terminology
  • 8.1.4 Installation Considerations
• 8.2 Operational Details
  • 8.2.1 Data Collection
    • 8.2.1.1 Service Handler Filter
    • 8.2.1.2 Web Server Filter Plug-in
    • 8.2.1.3 Logging Service
    • 8.2.1.4 Enabling or Disabling Data Collection
  • 8.2.2 Data Reduction
    • 8.2.2.1 Standard Data Reduction Process
    • 8.2.2.2 Data Reduction Process with Activity Metrics
    • 8.2.2.3 Data Reduction Cycles
    • 8.2.2.4 Access Modes and Data Reduction
    • 8.2.2.5 Reduction Sequence for Event Logs
    • 8.2.2.6 Reduction Schedules
    • 8.2.2.7 Running Data Reduction Manually
    • 8.2.2.8 Setting Data Reduction to Run Automatically
    • 8.2.2.9 Deleting Data Files
  • 8.2.3 Content Tracker Event Logs
  • 8.2.4 Combined Output Table
  • 8.2.5 Data Output
    • 8.2.5.1 Content Item Metadata
    • 8.2.5.2 User Metadata Tables
    • 8.2.5.3 Reduction Log Files
  • 8.2.6 Tracking Limitations
    • 8.2.6.1 Tracking Limitations in Single-Box Clusters
    • 8.2.6.2 Static URLs and WebDAV
    • 8.2.6.3 Data Directory Protections
    • 8.2.6.4 ExtranetLook Component
• 8.3 Data Tracking Functions
  • 8.3.1 Activity Snapshots
    • 8.3.1.1 Search Relevance Metrics
    • 8.3.1.2 Enabling the Snapshot Function
    • 8.3.1.3 Creating the Search Relevance Metadata Fields
    • 8.3.1.4 Setting a Check-in Time Value for the Last Access Field
    • 8.3.1.5 Populating the Last Access Field for Batch Loads and Archives
    • 8.3.1.6 Linking Activity Metrics to Metadata Fields
    • 8.3.1.7 Editing the Snapshot Configuration
  • 8.3.2 Service Calls
  • 8.3.3 Web Beacon Functionality
• 8.4 Content Tracker Reports
  • 8.4.1 Report Features and Considerations
    • 8.4.1.1 Oracle and DB2 Case Sensitivity
    • 8.4.1.2 Access Control Lists and Content Tracker Reports Secure Mode
    • 8.4.1.3 User Authentication/Authorization and Auditing
    • 8.4.1.4 Site Studio Web Site Activity Reporting
  • 8.4.2 Report Creation Types
    • 8.4.2.1 Pre-Defined Reports
    • 8.4.2.2 Custom Reports
    • 8.4.2.3 Generating Reports
    • 8.4.2.4 Accessing Reports from the Information Page
    • 8.4.2.5 External Report Generators
  • 8.4.3 Security Checks and Query Results
    • 8.4.3.1 Security Mode Examples
    • 8.4.3.2 Pre-Defined Reports and Security Modes
    • 8.4.3.3 Custom Reports and Security Modes
    • 8.4.3.4 Changing the Security Configuration
    • 8.4.3.5 Security Mode Selection
    • 8.4.3.6 Enabling or Disabling Security Checks for Report Queries
    • 8.4.3.7 Customization for Report Query Security
    • 8.4.3.8 Creating Secure Report Queries
  • 8.4.4 Using Content Tracker Reports
    • 8.4.4.1 Generating Reports
    • 8.4.4.2 Accessing Drill Down Reports
    • 8.4.4.3 Accessing Reports from the Information Page
    • 8.4.4.4 Viewing Access Results by Revision
    • 8.4.4.5 Viewing Access Results for All Versions Combined
    • 8.4.4.6 Creating Custom Report Queries
• 8.5 Troubleshooting
  • 8.5.1 Web Server Filter Plug-in Debugging Support
  • 8.5.2 Java Code Debugging Support
  • 8.5.3 DataBinder Dump Facility

9 Using Content Categorizer

• 9.1 Content Categorizer Functionality
  • 9.1.1 XML Conversion
  • 9.1.2 Search Rules Overview
  • 9.1.3 Using Content Categorizer
    • 9.1.3.1 Operating Modes
• 9.2 Setting Up Content Categorizer
  • 9.2.1 Setting XML Conversion Method
  • 9.2.2 Defining Field Properties (Optional)
• 9.3 Search Rules
  • 9.3.1 Search Rule Guidelines
  • 9.3.2 Search Rule Types
    • 9.3.2.1 Pattern Matching Search Rules
    • 9.3.2.2 Abstract Search Rules
    • 9.3.2.3 Option List Search Rule
    • 9.3.2.4 Categorization Engine Search Rule
    • 9.3.2.5 Filetype Search Rule
  • 9.3.3 Defining Search Rules
    • 9.3.3.1 Creating a Search Rule
    • 9.3.3.2 Defining Option List Keywords
    • 9.3.3.3 Applying Rules to the Type Field
• 9.4 Sample doc_config.htm Page
• 9.5 XSLT Transformation
  • 9.5.1 Translation
  • 9.5.2 Transformation Using XSLT Style Sheets
  • 9.5.3 SearchML Transformation
  • 9.5.4 Flexiondoc Transformation

A User Interface

• A.1 Content Repository Interface
  • A.1.1 Using a Supported Web Browser
  • A.1.2 Configuration Manager Page
    • A.1.2.1 Content Item View Screen
    • A.1.2.2 User View Screen
    • A.1.2.3 Define Filter Screen
    • A.1.2.4 Show Columns Screen
  • A.1.3 Content Type Interface Screens
    • A.1.3.1 Content Types Screen
    • A.1.3.2 Add/Edit Content Type Screen
  • A.1.4 Native File Format Interface Screens
    • A.1.4.1 File Formats Screen
    • A.1.4.2 Add/Edit File Format Screen
    • A.1.4.3 Add/Edit File Extension Screen
  • A.1.5 Configure Thumbnail Options Screen
  • A.1.6 Custom Fields Interface Screens
    • A.1.6.1 Configuration Manager: Information Field Tab Screen
    • A.1.6.2 Add Metadata Field Name Screen
    • A.1.6.3 Add/Edit Metadata Field Screen
    • A.1.6.4 Configure Option List Screen
    • A.1.6.5 Option List Storage Screen
    • A.1.6.6 Edit View Values Screen
    • A.1.6.7 Option List Screen
    • A.1.6.8 Edit Tree Definition Screen
    • A.1.6.9 Select Root Node for the Tree
    • A.1.6.10 Advanced Search Design Screen
    • A.1.6.11 Advanced Options for Field Screen
    • A.1.6.12 Update Database Design Screen
    • A.1.6.13 Configuration Manager: Application Fields Tab Screen
    • A.1.6.14 Add/Edit Application Field Screen
  • A.1.7 Electronic Signatures Configuration Screen
  • A.1.8 Repository Manager Interface Screens
    • A.1.8.1 Repository Manager Main Screen
    • A.1.8.2 Repository Manager: Content Tab Screen
  • A.1.9 Content Interface Screens
    • A.1.9.1 Information Screen
    • A.1.9.2 Add New Content Item Screen
    • A.1.9.3 Update Content Info Screen
  • A.1.10 Revision Interface Screens
    • A.1.10.1 Add New Revision Screen
    • A.1.10.2 Check Out Item Screen
    • A.1.10.3 Undo Check Out Screen
    • A.1.10.4 Resubmit Revision Screen
    • A.1.10.5 Delete Revision Screen
    • A.1.10.6 Delete All Revisions Screen
  • A.1.11 Workflow Revision Interface Screens
    • A.1.11.1 Approve Revision Screen
    • A.1.11.2 Reject Revision Screen
  • A.1.12 Subscription Interface Screens
    • A.1.12.1 Repository Manager: Subscriptions Tab Screen
    • A.1.12.2 Add/Edit Subscription Type Screen
    • A.1.12.3 Fields Screen
    • A.1.12.4 Users Subscribed Screen
    • A.1.12.5 Define Subscription Filter Screen
    • A.1.12.6 Content Item Subscribed Screen
    • A.1.12.7 Add Subscription Screen
    • A.1.12.8 Select User Screen
    • A.1.12.9 Select Alias Screen
    • A.1.12.10 Subscribers Screen
  • A.1.13 Managed Links Administration Page
  • A.1.14 Schema Interface Screens
    • A.1.14.1 Configuration Manager: Tables Tab Screen
    • A.1.14.2 Select Table Screen
    • A.1.14.3 Create/Edit Table 'name' Screen
    • A.1.14.4 Add/Edit Column Screen
    • A.1.14.5 Configuration Manager: Views Tab Screen
    • A.1.14.6 Add View Screen: Select Table Screen
    • A.1.14.7 Add View Screen: Select Columns Screen
    • A.1.14.8 Add/Edit View Screen
    • A.1.14.9 Edit Values For Views Screen
    • A.1.14.10 Add/Edit Value Screen
    • A.1.14.11 Edit Values: Edit Batch
    • A.1.14.12 Configuration Manager: Relations Tab
    • A.1.14.13 Add/Edit Relationship Screen
    • A.1.14.14 Edit Tree Screen
  • A.1.15 Content Profile Interface Screens
    • A.1.15.1 Configuration Manager: Profiles Tab Screen
    • A.1.15.2 Edit Trigger Field Screen
    • A.1.15.3 Add Profile Screen
    • A.1.15.4 Add/Edit Profile Screen
    • A.1.15.5 Profile Links Screen
    • A.1.15.6 Check In/Search Link Screen: Conditions Tab, Custom Tab
    • A.1.15.7 Check In/Search Link: Add Condition Screen
    • A.1.15.8 Add Rule in Profile Screen
    • A.1.15.9 Preview Profile Screen
    • A.1.15.10 Preview Results Screen
  • A.1.16 Content Profile Rules Interface Screens
    • A.1.16.1 Configuration Manager: Rules Tab Screen
    • A.1.16.2 Add/Edit Rule Screen
    • A.1.16.3 Edit Group Header Screen
    • A.1.16.4 Edit Activation Condition Screen
    • A.1.16.5 Add Rule Field Screen
    • A.1.16.6 Add/Edit Rule Field 'name' Screen
    • A.1.16.7 Edit Default/Derived Value Screens
    • A.1.16.8 Edit Default/Derived Value: Select Field Screen
    • A.1.16.9 Edit Derived Value: Conditions Tab
    • A.1.16.10 Edit Restricted List Screen
• A.2 Workflows User Interface
  • A.2.1 The Workflow Admin Screen
  • A.2.2 The Criteria Workflow User Interface
    • A.2.2.1 Criteria Tab
    • A.2.2.2 New/Edit Criteria Workflow Screen
    • A.2.2.3 Add New/Edit Step Screen
    • A.2.2.4 Add Alias to Step Screen
    • A.2.2.5 Add User to Step
    • A.2.2.6 Add Token to Step
    • A.2.2.7 Edit Additional Exit Condition Screen
  • A.2.3 The Basic Workflow User Interface
    • A.2.3.1 Workflow Admin: Workflows Tab
    • A.2.3.2 Add New/Edit Workflow Screen
    • A.2.3.3 Add Content to Workflow (New Content) Screen
    • A.2.3.4 Add Content to Workflow (Existing Content) Screen
    • A.2.3.5 Add Alias to Workflow Screen
    • A.2.3.6 Add New/Edit Step Screen
    • A.2.3.7 Add Alias to Step Screen
    • A.2.3.8 Add User: Basic Workflow
    • A.2.3.9 Add Token: Basic Workflow
    • A.2.3.10 Edit Additional Exit Condition Screen
    • A.2.3.11 Start Workflow Screen
  • A.2.4 Tokens User Interface
    • A.2.4.1 Workflow Tokens Screen
    • A.2.4.2 Add/Edit Token Screen
    • A.2.4.3 Add Token User Screen
  • A.2.5 The Jump User Interface
    • A.2.5.1 Add New/Edit Step Screen: Events Tab
    • A.2.5.2 Edit Script for <StepName> Screen
    • A.2.5.3 Script Properties Screen
    • A.2.5.4 Select Target Step Screen
    • A.2.5.5 Add/Edit Jump Screen Tabs
    • A.2.5.6 Content Item View Screen
  • A.2.6 Workflow Template Interface Screens
    • A.2.6.1 Workflow Admin: Templates Tab
    • A.2.6.2 Add/Edit Template Screen
    • A.2.6.3 Add New/Edit Step Screen
    • A.2.6.4 Add Alias to Step Screen
    • A.2.6.5 Add User to Step
    • A.2.6.6 Add Token: Templates
    • A.2.6.7 Edit Additional Exit Condition Screen
  • A.2.7 Workflow Scripts User Interface
    • A.2.7.1 Workflow Scripts Screen
    • A.2.7.2 Add/Edit Script Screen
    • A.2.7.3 Add/Edit Script Screen: Jumps Tab
    • A.2.7.4 Add/Edit Script Screen: Custom Tab
    • A.2.7.5 Add/Edit Script Screen: Test Tab
    • A.2.7.6 Add/Edit Jump Screen
    • A.2.7.7 Add/Edit Jump Screen: Side Effects Tab
    • A.2.7.8 Add/Edit Jump Screen: Message Tab
    • A.2.7.9 Content Item View Screen
    • A.2.7.10 Select Workflow Step Screen
• A.3 PDF Watermark Interface
  • A.3.1 PDF Watermark Administration Screen
  • A.3.2 Rules Tab
  • A.3.3 Add New/Edit Rule Screen
  • A.3.4 Add New/Edit Criteria Screen
  • A.3.5 Templates Tab
  • A.3.6 Add New/Edit Template Screen
  • A.3.7 Add New/Edit Text Watermark Window
  • A.3.8 Add New/Edit Image Watermark Window
  • A.3.9 Add New/Edit Signature Watermark Window
  • A.3.10 Configuration Tab
  • A.3.11 Edit Default Value Screen
• A.4 Contribution Folders Interface
  • A.4.1 Virtual Folder Administration Configuration Screen
  • A.4.2 System Folder Configuration Screen
  • A.4.3 System Default Information Field Configuration Page
  • A.4.4 Local Folders Page
  • A.4.5 Information Field Inherit Configuration Page
• A.5 Create/Edit Folio Template Page
  • A.5.1 Structure Tab
    • A.5.1.1 Folio Structure Pane
    • A.5.1.2 Element Info Pane
    • A.5.1.3 Source Items Pane
  • A.5.2 Properties Tab
• A.6 Content Tracker Interface
  • A.6.1 Data Engine Control Center
    • A.6.1.1 Collection Tab
    • A.6.1.2 Reduction Tab
    • A.6.1.3 Schedule Tab
    • A.6.1.4 Snapshot Tab
    • A.6.1.5 Services Tab
    • A.6.1.6 Extended Services Tracking Screen
    • A.6.1.7 Field Map Screen
  • A.6.2 Content Tracker Report Generator Main Page
• A.7 Content Categorizer Interface
  • A.7.1 Content Categorizer Administration Page
  • A.7.2 Configuration Tab
    • A.7.2.1 Property Config Screen
  • A.7.3 Rule Sets Tab
    • A.7.3.1 Add Ruleset Screen
    • A.7.3.2 Add/Edit Rule for Field Screen
  • A.7.4 Option Lists Tab
  • A.7.5 Filetype Maps Tab
    • A.7.5.1 Add/Edit Filetype Map Screen
  • A.7.6 Categorizer Engines Tab
    • A.7.6.1 Add/Edit Categorizer Engine Screen
  • A.7.7 Query Trees Tab
    • A.7.7.1 Build Query Tree Screen
    • A.7.7.2 Delete Query Tree Screen
  • A.7.8 Field Properties Tab
    • A.7.8.1 Field Properties Screen
  • A.7.9 Batch Categorizer Screen
  • A.7.10 Categorize Existing Screen
• A.8 Web Layout Editor Interface
  • A.8.1 Web Layout Editor Page
    • A.8.1.1 Web Page Hierarchy Pane
    • A.8.1.2 Page Properties Pane
    • A.8.1.3 Page Links Pane
  • A.8.2 Add Page Link Screen
  • A.8.3 Add Web Page Screen
  • A.8.4 Edit Local Page Link Screen
  • A.8.5 Edit External URL Screen
  • A.8.6 Edit Page Properties Screen
  • A.8.7 Edit Active Report Query Screen
  • A.8.8 Create Historical Report Screen
  • A.8.9 Query Link Definition Screen
  • A.8.10 Add/Edit Query Results Page

B Building a Web Site

• B.1 Planning a Web Site
  • B.1.1 The Web Layout
  • B.1.2 Defining the Site Structure and Displaying Criteria
  • B.1.3 Task Sequence
• B.2 Working with Web Pages
• B.3 Managing Web Pages
  • B.3.1 Adding a New Web Page
  • B.3.2 Editing Web Page Properties
  • B.3.3 Creating a Local Page Link
  • B.3.4 Creating an External URL Link
  • B.3.5 Editing a Hierarchical Web Page Structure
• B.4 Working with Reports
  • B.4.1 About Reports
  • B.4.2 Defining an Active Report
  • B.4.3 Defining a Historical Report
  • B.4.4 Editing a Query Expression in an Active Report
• B.5 Writing Queries
  • B.5.1 Creating a Query Link
  • B.5.2 Editing the Query Expression in a Query Link
  • B.5.3 Adding a Query Results Page
  • B.5.4 Editing a Query Results Page
  • B.5.5 Deleting a Query Results Page

Index