Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 Product Overview
  • 1.2.1 Content Server
  • 1.2.2 Content Repository
  • 1.2.3 Revision Control
  • 1.2.4 Metadata
  • 1.2.5 Security
  • 1.2.6 Users
  • 1.2.7 Conversion Features
  • 1.2.8 Indexing
  • 1.2.9 Finding Content
  • 1.2.10 Storing and Moving Content with Folders and WebDAV
  • 1.2.11 Grouping Content
  • 1.2.12 Managing Images and Video
  • 1.2.13 Routing Content through Workflows

2 Getting Started

• 2.1 Using a Supported Web Browser
• 2.2 Accessing Oracle Content Server

3 Becoming Familiar with the Interface

• 3.1 Customizable Interface
• 3.2 Portal Navigation Bar
• 3.3 Toolbar
• 3.4 Home Page
• 3.5 Content Management Tray
• 3.6 Action Menus
• 3.7 Pop-Up Calendar
  • 3.7.1 Pop-Up Calendar Screen
  • 3.7.2 Setting Release and Expiration Dates
  • 3.7.3 Updating Expiration Dates
• 3.8 Personalizing the Interface
  • 3.8.1 About Personalization
  • 3.8.2 Editing Your User Profile
  • 3.8.3 Creating a Custom Search Result Template
  • 3.8.4 Editing Saved Queries
  • 3.8.5 Saving Personal URLs
  • 3.8.6 User Profile Page
  • 3.8.7 My Content Server Tray
  • 3.8.8 Search Result Templates
  • 3.8.9 Search Result Templates for 'User' Page
  • 3.8.10 Classic View Template
  • 3.8.11 Headline View Template
  • 3.8.12 Thumbnail View Template
• 3.9 Creating and Editing Custom Search Result Templates
  • 3.9.1 Create/Edit Classic View Search Result Template Page
  • 3.9.2 Classic View Basic Information
  • 3.9.3 Classic View Customize Description Column
  • 3.9.4 Classic View Advanced Options
  • 3.9.5 Create/Edit Headline View Search Result Template Page
  • 3.9.6 Headline View Basic Information
  • 3.9.7 Headline View Customize Columns
  • 3.9.8 Headline View Customize Description Column
  • 3.9.9 Headline View Advanced Options
  • 3.9.10 Create/Edit Thumbnail View Search Result Template Page
  • 3.9.11 Thumbnail View Basic Information
  • 3.9.12 Thumbnail View Customize Description Column
  • 3.9.13 Thumbnail View Advanced Options
  • 3.9.14 Saved Queries Page
  • 3.9.15 My Recent Queries
  • 3.9.16 My Recently Viewed Content
  • 3.9.17 Personal URLs for User Name

4 Finding Content Items

• 4.1 Options for Finding Content Items
• 4.2 Searching with Oracle Text Search
  • 4.2.1 Specifying a Search on the Expanded Form
  • 4.2.2 Specifying a Search on the Query Builder Form
  • 4.2.3 Metadata Search Operators for Oracle Text Search
  • 4.2.4 Metadata Wildcards
  • 4.2.5 Searching for Expired Content
    • 4.2.5.1 Searching for Expired Content
    • 4.2.5.2 Searching for Content About to Expire
  • 4.2.6 Setting Up Oracle SES to Use with Oracle Text Search
• 4.3 Searching with Database Metadata Search
  • 4.3.1 About Metadata Searching
  • 4.3.2 Performing a Metadata Search
  • 4.3.3 Metadata Search Operators for a Database Metadata Search
  • 4.3.4 Metadata Search Case Sensitivity
  • 4.3.5 Metadata Wildcards
  • 4.3.6 Searching for Expired Content
    • 4.3.6.1 Searching for Expired Content
    • 4.3.6.2 Searching for Content About to Expire
• 4.4 Searching with Database Full-Text Search
  • 4.4.1 About Full-Text Searching
  • 4.4.2 Full-Text Search Rules
  • 4.4.3 Full-Text Search Case Sensitivity
  • 4.4.4 Full-Text Search Wildcards
  • 4.4.5 Oracle Database Full-Text Search Options
    • 4.4.5.1 Oracle Database Full-Text Search Operators
    • 4.4.5.2 Oracle Database Full-Text Highlighting
  • 4.4.6 Performing a Full-Text Search
• 4.5 Browsing to Content
  • 4.5.1 Browsing Content to Find a File
  • 4.5.2 Browse Content Tray
    • 4.5.2.1 Library Folders
• 4.6 Using Additional Search Capabilities
  • 4.6.1 Internet-Style Search Syntax
  • 4.6.2 Complex Queries and Alternate Query Formats
• 4.7 Search Pages
  • 4.7.1 Quick Search Field
  • 4.7.2 Home Page Search Fields
  • 4.7.3 Search Tray
  • 4.7.4 Advanced Search Page
  • 4.7.5 Query Builder Form
• 4.8 Working with Search Results
  • 4.8.1 Displaying Search Results
  • 4.8.2 Changing the Search Results View
• 4.9 Searching Referenced Links (optional)
  • 4.9.1 About Searching Links
  • 4.9.2 Link References on the Content Information Page
  • 4.9.3 Notification of Expiration
  • 4.9.4 Performing a Link Search
  • 4.9.5 Checking Content Item Link References
    • 4.9.5.1 Checking Link References from the Content Server's Search Results Page
    • 4.9.5.2 Checking Link References from the Link Manager's Search Links page
  • 4.9.6 Checking the Link Info of Specific Links
    • 4.9.6.1 From the Content Server's Content Information page
    • 4.9.6.2 From the Link Manager's Search Links page
• 4.10 Saving Queries
  • 4.10.1 About Saved Queries
  • 4.10.2 Saving a Query
• 4.11 Finding Recent Queries
  • 4.11.1 Rerunning a Recent Query
  • 4.11.2 Clearing Recent Queries
• 4.12 Content Data Tracking and Reporting
  • 4.12.1 About Content Tracker
  • 4.12.2 About Content Tracker Reports
    • 4.12.2.1 Content Access Reports
    • 4.12.2.2 Content Dashboard Feature
    • 4.12.2.3 Drill Down Report Feature

5 Working with Files

• 5.1 Understanding a File's Life Cycle
  • 5.1.1 Revision Life Cycle
  • 5.1.2 Revision Status
  • 5.1.3 Determining the Revision Status
• 5.2 Viewing Content Information
• 5.3 Working with File Revisions
  • 5.3.1 Viewing the Revision History
  • 5.3.2 Deleting Revisions
• 5.4 Content Item Metadata
  • 5.4.1 Updating Metadata
  • 5.4.2 Recategorizing Metadata
• 5.5 Viewing a File
  • 5.5.1 About Viewing a File
  • 5.5.2 Viewing a Web-Viewable File
  • 5.5.3 Viewing a Native File
• 5.6 Discussing Content
  • 5.6.1 About Discussion Posts and Threads
  • 5.6.2 Initiating a Discussion from the Content Information Page
  • 5.6.3 Initiating a Discussion from the Search Results Page
  • 5.6.4 Initiating a Discussion from the Workflow Review Page
  • 5.6.5 Viewing a Threaded Discussion
  • 5.6.6 Replying to a Posting
  • 5.6.7 Printing a Threaded Discussion
  • 5.6.8 Deleting a Threaded Discussion
  • 5.6.9 Searching with the Discussion Type Field
    • 5.6.9.1 Searching for Content that is a Discussion
    • 5.6.9.2 Searching for Content that is not a Discussion
• 5.7 Subscribing to New Revisions of a Content Item
  • 5.7.1 About Subscriptions
  • 5.7.2 Subscribing to a Content Item
  • 5.7.3 Viewing Your Current Subscriptions
  • 5.7.4 Unsubscribing from a Content Item
  • 5.7.5 Unsubscribing from a Criteria Group

6 Checking In Files

• 6.1 About Manual File Check-In
• 6.2 Primary and Alternate Files
• 6.3 Watermarks and File Check-In
  • 6.3.1 About PDF Watermark
  • 6.3.2 Watermark Templates
  • 6.3.3 Content Check-In Form
• 6.4 Checking In Single Files
  • 6.4.1 Checking In a New File
  • 6.4.2 Checking In a Similar File
  • 6.4.3 Checking In a Revised File
• 6.5 Checking In Multiple Files
  • 6.5.1 About Multiple File Check-In
  • 6.5.2 Upload Applet Requirements
  • 6.5.3 Checking in Multiple Files Using Upload
• 6.6 Important Considerations
  • 6.6.1 Multi-Byte Characters
  • 6.6.2 Content Profiles

7 Checking Out Files

• 7.1 About Manual File Check-Out
• 7.2 Checking Out Single Files
• 7.3 Using Check Out and Open
  • 7.3.1 About Checking Out and Opening Content
  • 7.3.2 Opening Content from Content Server
• 7.4 Checking Out Multiple Files
  • 7.4.1 About Multiple File Check-Out
  • 7.4.2 Download Applet Requirements
  • 7.4.3 Download Options on Search Results Pages
  • 7.4.4 Downloading Multiple Files

8 Working with Workflows

• 8.1 About Workflows
  • 8.1.1 Workflow Types
  • 8.1.2 Workflow Steps
  • 8.1.3 Post-Process Workflow Options
  • 8.1.4 Workflow Process
  • 8.1.5 Workflow Tasks
• 8.2 Participating in a Workflow
  • 8.2.1 Entering a File to a Workflow
  • 8.2.2 Reviewing Revisions in a Workflow
  • 8.2.3 Working with a Rejected Revision
• 8.3 Viewing Workflow Information
  • 8.3.1 Workflow Information
  • 8.3.2 Viewing a List of Active Workflows
  • 8.3.3 Viewing a List of Your Workflows
  • 8.3.4 Viewing Workflow History and Information About a Workflow Step
  • 8.3.5 Viewing Content Information

9 Storing and Moving Content with Folders/WebDAV

• 9.1 Introduction
  • 9.1.1 About Folders
    • 9.1.1.1 Content Item Security
    • 9.1.1.2 Folder Metadata Inheritance
    • 9.1.1.3 Default Metadata Values
    • 9.1.1.4 Trash Bin
    • 9.1.1.5 Metadata Propagation
    • 9.1.1.6 Folder Content Item Revisions
  • 9.1.2 About WebDAV
    • 9.1.2.1 What is WebDAV?
    • 9.1.2.2 WebDAV Clients
    • 9.1.2.3 WebDAV Connection Strings
• 9.2 Working With Folders
  • 9.2.1 Naming Folders
  • 9.2.2 Defining User Configuration Settings
  • 9.2.3 Defining User Metadata Defaults for New Content
  • 9.2.4 Defining User Metadata Defaults for Revised Content
  • 9.2.5 Viewing Virtual Folders
  • 9.2.6 Viewing Content Items
  • 9.2.7 Checking In Content
  • 9.2.8 Adding Virtual Folders
  • 9.2.9 Modifying Virtual Folders
  • 9.2.10 Moving Virtual Folders and Content
  • 9.2.11 Creating a Shortcut
    • 9.2.11.1 Creating a Shortcut from an Exploring Page
    • 9.2.11.2 Creating a Shortcut from a Folder Information or Content Information Page
  • 9.2.12 Deleting Virtual Folders and Their Content
    • 9.2.12.1 About Deleting Folders and Content
    • 9.2.12.2 Deleting a Folder or Content Item
    • 9.2.12.3 Permanently Deleting Folders and Content from Trash
  • 9.2.13 Restoring Folders and Content from Trash
  • 9.2.14 Propagating Metadata
  • 9.2.15 Searching for Content in Folders
• 9.3 Working with WebDAV
  • 9.3.1 Setting Up a Web Folder
  • 9.3.2 Working with Virtual Folders
    • 9.3.2.1 Folder Name Constraints
    • 9.3.2.2 Viewing Virtual Folders
    • 9.3.2.3 Creating a New Virtual Folder
    • 9.3.2.4 Deleting a Virtual Folder
    • 9.3.2.5 Restoring a Virtual Folder
    • 9.3.2.6 Setting Default Folder Metadata
  • 9.3.3 Working with Content
    • 9.3.3.1 Checking In Content
    • 9.3.3.2 Checking Out Content
    • 9.3.3.3 Viewing Content
    • 9.3.3.4 Modifying Content
    • 9.3.3.5 Deleting Content
    • 9.3.3.6 Restoring Content
    • 9.3.3.7 Copying Content
    • 9.3.3.8 Moving Content
  • 9.3.4 Displaying Web Pages
    • 9.3.4.1 Configuring Windows Explorer
    • 9.3.4.2 Displaying a Web Page

10 Grouping Content with Folios

• 10.1 Content Folios
  • 10.1.1 About Content Folios
    • 10.1.1.1 What Is a Folio
    • 10.1.1.2 When to Use a Folio
• 10.2 Working with Folios
  • 10.2.1 Creating a Simple Folio
  • 10.2.2 Creating an Advanced Folio
  • 10.2.3 Modifying Folio Structure and Content
    • 10.2.3.1 Editing a Simple Folio
    • 10.2.3.2 Editing an Advanced Folio
  • 10.2.4 Taking Snapshots
  • 10.2.5 Locking and Unlocking Folios
  • 10.2.6 Downloading Folio Renditions
  • 10.2.7 Finding Existing Folios
  • 10.2.8 Viewing Folios
  • 10.2.9 Viewing Folio Information
  • 10.2.10 Subscribing to Folios
  • 10.2.11 Using Digital Asset Baskets
    • 10.2.11.1 Managing Digital Asset Baskets
    • 10.2.11.2 Working with Digital Asset Baskets
  • 10.2.12 Understanding Folio Workflows

11 Using Images and Video

• 11.1 About Digital Asset Manager
• 11.2 Working with Digital Asset Manager
  • 11.2.1 About Using Digital Asset Manager
  • 11.2.2 Supported Input Formats
  • 11.2.3 Supported Video Output Formats
  • 11.2.4 Checking In a Digital Asset
  • 11.2.5 Finding Renditions and Information
  • 11.2.6 Rendition Information Page
  • 11.2.7 Image Data Page
  • 11.2.8 Rendition Parameters Page
  • 11.2.9 Video Preferences Page
    • 11.2.9.1 No Format Option
    • 11.2.9.2 No Player Option
  • 11.2.10 Working with Renditions
    • 11.2.10.1 Storing Renditions in Your Digital Asset Basket
    • 11.2.10.2 Viewing Items in Your Digital Asset Basket
    • 11.2.10.3 Removing Items from Your Digital Asset Basket
    • 11.2.10.4 Adding and Removing Renditions in a Rendition Set
    • 11.2.10.5 Downloading Multiple Items
    • 11.2.10.6 Creating Renditions
    • 11.2.10.7 Updating Renditions
  • 11.2.11 Working With Standard Content Items
  • 11.2.12 Digital Asset Manager on a Macintosh Client
• 11.3 FlipFactory Supported Formats
  • 11.3.1 Streaming Media Formats
  • 11.3.2 Broadcast Media Formats
  • 11.3.3 Professional Media Formats
• 11.4 Included Image Rendition Sets
  • 11.4.1 BasicRenditions
  • 11.4.2 ThumbnailOnly
  • 11.4.3 MultipleFormats
• 11.5 Oracle Outside In Technology Image Formats

A User Interface

• A.1 Getting Started Screens
  • A.1.1 ExtranetLook Component Logout Option
• A.2 Search Pages
  • A.2.1 Expired Content Page
  • A.2.2 Quick Search Field
  • A.2.3 Home Page Search Fields
  • A.2.4 Search Tray
    • A.2.4.1 Criteria Tab
    • A.2.4.2 Results Tab
  • A.2.5 Advanced Search Page
    • A.2.5.1 Expanded Form
    • A.2.5.2 Query Builder Form
  • A.2.6 Results Options
  • A.2.7 Search Results Page
  • A.2.8 Custom Description Column for Search Result Templates
  • A.2.9 Thumbnail View Advanced Options
• A.3 Referenced Links Interface (optional)
  • A.3.1 Search Links Page
  • A.3.2 Link Search Results Page
  • A.3.3 Item Actions Menu
  • A.3.4 Link References on Content Information Page
    • A.3.4.1 Hide Link References
    • A.3.4.2 Show Link References
  • A.3.5 Link Info Page
• A.4 Working With Files
  • A.4.1 Content Information Page
  • A.4.2 Revision History
  • A.4.3 Work In Progress Page
  • A.4.4 Info Update Form
  • A.4.5 Post Comment Form
    • A.4.5.1 Discussion Form Menu
  • A.4.6 Discussion Info Page
  • A.4.7 Content Information Page with Discussion field
  • A.4.8 Subscriptions Page
  • A.4.9 Subscription Info Page
  • A.4.10 Subscribe To "Item" Page
  • A.4.11 Unsubscribe Page
• A.5 Checkin and Checkout Interface
  • A.5.1 Content Check-In Form
  • A.5.2 Dynamic Converter Check-In Fields
  • A.5.3 Check-In Confirmation Page
  • A.5.4 Upload Files Window
  • A.5.5 Select File Window
  • A.5.6 Select Files Window
  • A.5.7 Change Drive Window
  • A.5.8 Upload Message Screen
  • A.5.9 Checked-Out Content for [User] Page
  • A.5.10 Check-Out Confirmation Page
  • A.5.11 Checked-Out Content Page
  • A.5.12 Download Files Screen
  • A.5.13 Download Results Summary
• A.6 Workflow Interface
  • A.6.1 Workflow Started Notification
  • A.6.2 Workflow Review Notification Message
  • A.6.3 Workflow Content Items Page
  • A.6.4 Reject Content Item Page
  • A.6.5 Workflow Content Item Reject Notification
  • A.6.6 Active Workflows Page
  • A.6.7 Workflow in Queue Page
  • A.6.8 Workflow Info For Item Page
  • A.6.9 Workflow Review Page
• A.7 Folders Interface
  • A.7.1 Contribution Folders Link
  • A.7.2 Folder Configuration Link
  • A.7.3 User Profile Page
  • A.7.4 Folder Configuration Page
  • A.7.5 Default Information Field Configuration Page
  • A.7.6 Revision Information Field Configuration Page
  • A.7.7 Exploring Contribution Folders
  • A.7.8 Trash Exploring Page
  • A.7.9 Browsing Window
  • A.7.10 Hierarchical Folder Information Page
  • A.7.11 Hierarchy Folder Configuration Page
• A.8 WebDAV Interface
  • A.8.1 Virtual Folders
  • A.8.2 User Interface
• A.9 Folio User Interface
  • A.9.1 My Content Server Tray: My Baskets
  • A.9.2 Content Management Tray: New Folio
  • A.9.3 Pick Folio Type Page
  • A.9.4 Edit Simple Folio Page
  • A.9.5 Edit Folio Page
    • A.9.5.1 Folio Structure Tray
    • A.9.5.2 Element Info Tray
    • A.9.5.3 Source Items Tray
    • A.9.5.4 Actions Menu
    • A.9.5.5 Renderers Menu
  • A.9.6 Set Folio Profile Page
  • A.9.7 Folio Check In Page
  • A.9.8 Folio Check In Confirmation Page
  • A.9.9 View Folio Page
  • A.9.10 Manage Content Baskets Page
  • A.9.11 Content Basket Page
  • A.9.12 Move/Copy Basket Items Page
  • A.9.13 Insert Hypertext Page
  • A.9.14 Subscribe to <folio_name> page
• A.10 Content Tracker Interface

Glossary

Index