The Oracle Universal Content Management Handbook电子书

The Oracle Universal Content Management Handbook

Table of Contents

The Oracle Universal Content Management Handbook

Credits

Foreword

About the Author

About the Reviewer

Acknowledgement

Preface

Your complete Oracle UCM mastery system

What this book covers

What you need for this book

Eight-hour quick start system

Five reasons to feel excited about learning Oracle UCM

What are you going to learn?

Required information that you must internalize

Other stuff you might find useful

Quick start summary

Your fastest way to Oracle UCM mastery

How to quickly get on top and stay there

Who this book is for

Conventions

Reader feedback

Customer support

Errata

Piracy

Questions

1. Getting Up and Running

Installation overview

Quick primer on virtual environments

Get your tools ready

Download your test VM

Getting a copy of Oracle UCM

Getting the VM ready for Content Server

Lab 1: Install content server

How to hold on to your success

Here's an easy way to understand the Content Server

How to get content in

The building blocks of a content management system

Storage paradigms

Relational

Hierarchical

Metadata

Content lifecycle

Contribution

Storage

Consumption

Disposition

Top 3 common rollout mistakes that spell "failure" in any UCM project

Integration into organization culture

Metadata design

Don't ask for all of your fields every time

Beware of the snowball effect

Know this single, most expensive type of UCM activity

Iterative development

Summary

2. Major Controls

Where to start?

View or change configuration

Admin Applets

Web Layout Editor

User Admin

Repository Manager

Archiver

Workflow Admin

Configuration Manager

Admin Server

General Configuration

Content Security

Internet Configuration

Component Manager

View Providers

Server Output, Logs, and System Audit Information

Folder Configuration

Keep it up and running

Log files

System Audit Information

View Server Output

Environment Packager

Managing users

Adding a user

Adding a group of users

Integrating with external authentication providers

Customizing the User Admin Applet

More ways to get content in

Desktop integration

Custom programming

How to auto-generate content IDs

Summary

3. Metadata

Exploring metadata

Standard metadata

Lab 2: Exploring standard metadata

Explore the database

Content Types

Lab 3: Exploring content types

How to add a Content Type

How to edit or delete a Content Type

Custom metadata

Lab 4: Exploring custom metadata

Custom metadata in the database

How to add new fields

Text fields

Option lists

How to add fields that depend on each other

Creating database tables

Creating Views

Defining relationships

Populating option lists

Putting the fields on the form

Multiple selections

Tree views

How to find content quickly

Advanced search

Lab 6: Finding content

Customizing search results

Customizing the check-in and content info forms

How to hide unused fields all the time

How to show fields based on condition

How to trigger several rules with one condition

The future of metadata

Summary

4. Understanding Security

Security model made easy

Why does it seems confusing

A paradigm shift

Multiple dimensions

Components of UCM security

Understanding the role-based component

Security groups

User roles

Permissions

Lab 9: Working with content groups and user roles

Understanding the accounts component

How accounts are different

How accounts support hierarchies

How permissions are specified

Lab 10: Working with content accounts

How to enable accounts

How to create pre-defined accounts

How to give users access to content accounts

Planning your security model

Things that affect security

Content categories

Degree of control

Your use cases

Other UCM products you might be using

Summary

5. Understanding Workflows

How to set up and change workflows

Discover the Workflow Admin application

Lab 7: Using automatic workflows

Creating a criteria workflow

Adding workflow steps

Enable the workflow

Understanding the content life cycle

Indexer glitches

More things you can do with Content Server workflows

The top three things

Jumps and scripting

How to add a jump to a workflow step

Sub workflows

Basic workflows

Lab 8: Using manual workflows

Basic workflow templates

How to group approvers

Using aliases to group approvers

Using tokens to pick approvers dynamically

Summary

6. Understanding Virtual Folders and WebDAV

The key to understanding virtual folders

Exploring virtual folders

Understanding major controls

Beware of "non-intuitive" behavior

How inheritance works

Using the Propagate feature

Understanding folder security

Important global settings

How to use WebDAV and Desktop Integration

Customizing folder behavior

Defining the user default metadata values

Customizing Folder user interface features

Using Oracle Desktop Integration

Downloading Oracle Desktop Integration

Installing the Content Server component

Installing the client component

Lab 5: Contributing content using WebDAV and Windows Explorer

Windows Explorer supercharged

Checking in Outlook e-mails with just one click

Contributing documents from Word

Summary

7. Under the Hood

Nine important directories: Which ones will make your life easier?

admin

bin

SystemProperties: An easy way to manage configuration

Starting Content Server as a standalone process

config

custom

database

idcplg

install

weblayout

Exploring your options for physical content storage

vault

Introducing Content Server services

Services architecture

Understanding HDA files

An easy way to call Content Server services

Example 1: Creating folders

Example 2: Mass-updating content info

Example 3: Batch — creating users

Creating your own services

Summary

8. Backup, Restore, and Content Migration

How to backup and restore

These companies were "completely protected" but lost their data anyway

Backing up filesystem and the database

Moving content to another server

Removing inactive content

Mass-updating metadata

Lab 9: Using Archiver

Exporting content

Importing content

Setting up real-time content replication

How to migrate content — faster than anyone else thought possible

A shortcut to a successful migration

Content migrations

Simply uploading existing documents

Using Batch Loader

Using idcCommand

A secret "catalyst" that triples the speed of your migration

How we got a project over a finish line 16.9 times faster

Batch loader turbo charged

The quickest way to automate a migration

How to use code generation effectively

How to scale it up

Important last minute tips

Summary

9. Migrating Configuration

Completing your backup, restore, and migration toolkit

How to migrate your configuration

Using the CMU

Exporting your settings

Importing a configuration bundle

Troubleshooting configuration migration

How to migrate folder structures

Migrating all folders in one shot

How to migrate only the folders and content you select

Summary

10. Customizing Oracle UCM

Documentation and support — the unexpected treasures

How to find what you need in ninety 300-page manuals — in three minutes or less

How to get free consulting from Oracle

Integrating UCM into larger architectures

SOAP web services

Content integration suite and remote intraDoc client

Consuming site studio content in third-party web applications

Customizing the content server

Examples of common customizations

Applying custom logic after check-in

Sending custom e-mails from Content Server

Creating completely custom user experiences

Customizing functionality

Content server components

Creating content server components with Java

How to setup Java IDE for debugging

Customizing interface

Dynamic pages

HCST

JSP

iDoc files

HCSP and HCSF

Using web form editor

Custom layouts and skins

Five ways to maximize results when working with a UCM vendor

Work out a fixed price project

A short "discovery" mini-project may be a good idea

Negotiate specific completion criteria

Negotiate longer guarantee

Don't skimp on training but don't spend a fortune either!

Summary

11. Web Content Management and Collaboration

Getting ready for Web Content Management

Introducing Oracle Site Studio

Installing Oracle Site Studio

Downloading WCM Components

Installing Site Studio Content Server Component

Installing Designer application

Creating your website

Understanding site structure elements

Lab 11: Creating a website with Site Studio Designer

Creating new site

Using Page Templates

Using Fragments

Adding content

Using Contributor interface

Adding pages

Understanding the publishing model

Static publishing

Native publishing

Dynamic publishing

Using contribution-consumption architecture

Adding online collaboration

Using Oracle WebCenter

Finding UCM sample components

RSS feeds

Blogs and wiki components

Fishbowl Oracle UCM Component Repository

Summary

A. Exploring Oracle UCM Product Offering

UCM product line up

Enterprise content management

Web content management

Universal records management

Imaging and process management

Information rights management

Your secret to mastering Oracle UCM in just minutes a day

B. Detailed Oracle UCM Resource Directory

Free online resources

Oracle UCM — specific resources

Oracle UCM Discussion Forums

Social networking groups

Resources on Oracle technologies

Information management resources

Service providers

Consulting

Training

Publications and periodicals

Books

Reshaping Your Business with Web 2.0

Transforming Infoglut! A Pragmatic Strategy for Oracle Enterprise Content Management

The Definitive Guide to Stellent Content Server Development

Magazines and whitepapers

Oracle magazine

KMWorld magazine

Fishbowl content management whitepapers

Index