Oracle Content Server 11g: Administration

Transcription

1 Oracle Content Server 11g: Administration Volume I Student Guide D63093GC10 Edition 1.0 June 2011 D68962

2 Authors Saskia Nehls Marsha Hancock Deepa Pottangadi Technical Contributors and Reviewers Vijay Ramanathan, Lee Klement Lori Tritz Samuel Hoareau Kyle Hatlestad Rama Vijjapurapu Sreekanth Chintala Editors Aju Kumar Raj Kumar Graphic Designers Priya Saxena Satish Bettegowda Copyright 2011, Oracle and/or it affiliates. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Publishers Pavithran Adka Sujatha Nagendra

3 Contents Preface 1 Oracle Content Server: Introduction Objectives 1-2 Course Objectives 1-3 Enterprise Content Management: Overview 1-4 What Is Oracle Content Server? 1-5 Oracle UCM Architecture 1-6 Classroom Environment 1-8 Oracle UCM Documentation 1-9 Summary 1-10 Practice 1-1: Starting Services Universal Content Management: Overview Objectives 2-2 Business Content 2-3 Typical Content Management Concerns 2-4 Document Management Features 2-5 Typical Process for Managed Content 2-7 Typical Process for Managed Content: File Conversion 2-8 Revision Status 2-11 Types of Users 2-12 Summary Personalizing Oracle Content Server Objectives 3-2 Accessing Oracle Content Server: Demonstration 3-3 Understanding the Interface 3-4 Personalizing Your Content Server 3-6 Setting User Preferences: Use-Case Scenario 3-11 Editing Your User Profile: Demonstration 3-12 My Content Server Tray 3-15 Creating Personal URLs: Use-Case Scenario 3-16 Creating Personal URLs: Demonstration 3-17 Quiz 3-18 iii

4 Summary 3-20 Practice 3-1: Accessing Oracle Content Server 3-21 Practice 3-2: Personalizing Oracle Content Server Contributing Content Objectives 4-2 Metadata: Overview 4-3 Metadata Categories 4-4 Content Metadata 4-5 Importance of Metadata 4-6 Standard Metadata 4-7 Custom Metadata Fields 4-9 Quiz 4-10 Options for Contributing Content 4-11 Contributing Content Using the Check-In Form: Use-Case Scenario 4-12 Contributing Content Using the Standard Check-In Form: Demonstration 4-13 Contributing Content Using a Content Profile: Use-Case Scenario 4-15 Contributing Content Using a Content Profile: Demonstration 4-16 Contributing Content Using the Folders Interface: Use-Case Scenario 4-18 Folders: Overview 4-19 Creating Virtual Folders 4-20 Contributing Content Using the Folders Interface: Demonstration 4-23 Quiz 4-25 Summary 4-26 Practice 4-1: Contributing Content Searching for and Subscribing to Content Objectives 5-2 Searching Options 5-3 Browse Content Tray or Menu 5-4 Viewing Content Items Through the Folder Interface 5-5 Metadata Search Options 5-6 Metadata Search 5-7 Metadata Search Operators for a Database Metadata Search 5-8 Metadata Case-Sensitivity 5-9 Metadata Wildcards 5-10 Metadata Searches: Use-Case Scenario 5-11 Conducting a Metadata Search: Demonstration 5-12 Understanding the Search Results Page 5-13 Search Results Views: Headline View 5-14 Search Results Views: Thumbnail View 5-15 iv

5 Search Results Views: Classic View 5-16 Viewing the Content Information Page: Demonstration 5-17 The Content Information Page 5-18 Revision Status 5-19 Saved Queries 5-20 Saving a Query: Demonstration 5-21 Content Subscriptions 5-22 Subscribing to Content: Demonstration 5-23 Full-Text Search 5-25 Full-Text Expression Elements 5-26 Full-Text Search Rules 5-27 Full-Text Case Sensitivity 5-29 Oracle Database Full-Text Search Operators 5-30 Full-Text Search: Use-Case Scenario 5-31 Conducting a Full-Text Search: Demonstration 5-32 Quick Search 5-33 Quiz 5-34 Summary 5-36 Practice 5-1: Searching for Content Revising Content Objectives 6-2 Revising Content Overview 6-3 Check Out Options 6-4 Revising Content: Use-Case Scenario 6-5 Revising Content: Demonstration 6-6 Check Out and Open 6-7 Updating Content s Metadata 6-8 Updating Metadata: Use-Case Scenario 6-9 Updating Metadata: Demonstration 6-10 Quiz 6-11 Summary 6-12 Practice 6-1: Revising Content Understanding Administrative Responsibilities Objectives 7-2 Administrator Tasks 7-3 Administrative Utilities and Applets 7-4 Summary 7-6 Practice 7-1: Reviewing Administrative Skills 7-7 v

6 8 Oracle Content Server Security: Overview Objectives 8-2 Security: Overview 8-3 Security Components 8-5 Default Security Model 8-7 Security Models 8-12 Quiz 8-13 Summary Implementing a Role-Based Security Model: Security Groups and Roles Objectives 9-2 Role-Based Security Model 9-3 Security Groups 9-4 Security Group Guidelines 9-5 Predefined Security Groups 9-6 Creating Security Groups: Demonstration 9-7 Accessing the User Admin Applet 9-8 Creating Security Groups 9-9 Roles 9-10 Role Permissions 9-11 Predefined Roles 9-12 Assigning Multiple Roles 9-13 Creating Roles: Demonstration Roles Within Your Organization 9-14 Creating Roles: Demonstration Roles with Oracle UCM 9-15 Access to Security Groups 9-16 Access to Security Groups: Demonstration 9-17 Creating Roles 9-19 Access to Security Groups: Demonstration 9-22 Adding and Editing Permissions 9-23 Access to Security Groups: Demonstration 9-25 Creating Groups: Demonstration 9-26 Access to Security Groups: Demonstration 9-27 Creating Groups: Demonstration 9-28 All Groups (Roles in Oracle Content Manager) 9-30 Summary 9-31 Practice 9-1: Creating Groups and Roles Implementing a Role-Based Security Model: Users, Aliases, and User Metadata Fields Objectives 10-2 Users 10-3 vi

7 Predefined User 10-4 Authentication Model 10-5 Creating Users: Demonstration 10-6 Quiz 10-8 Creating Users: Demonstration 10-9 Assigning Groups to a User Assigning Attributes to a User Creating Users: Demonstration Logging In to Oracle Universal Content Management Creating Users: Demonstration Verifying Roles and User Metadata Creating Users: Demonstration Logging In to Oracle Universal Content Management as an Administrator Creating Users: Demonstration Viewing Users in Oracle Universal Content Management Viewing Users in Oracle UCM Aliases Creating an Alias: Demonstration Creating an Alias Custom User Metadata Creating User Metadata Fields: Demonstration Creating Custom User Metadata Fields Quiz Summary Practice 10-1: Creating Users Implementing an Account-Based Security Model Objectives 11-2 Reminder: Role-Based Security Model 11-3 Account-Based Security Model 11-4 Accounts: Overview 11-5 Account Permissions 11-6 Xalco City Government Account: Example 11-7 Security Groups Only Solution (Role-Based Security Model) 11-8 Accounts and Security Groups Solution (Account-Based Security Model) 11-9 Accounts and Permissions Account Guidelines Hierarchical Accounts Account-Based Model for Xalco City Government Setting Up Accounts Setting Up Accounts: Demonstration vii

8 Predefined Accounts Security by Accounts Setting Up Accounts Creating Accounts Creating Accounts: Demonstration Creating Accounts in the Content Server Setting Up Accounts Creating Accounts in Oracle WLS Assigning Account Access: Demonstration Setting Up Accounts Assigning Groups to a User Assigning Attributes to a User Quiz Summary Practice 11-1: Enabling and Creating Accounts Practice 11-2: Assigning Accounts to Users Implementing a Metadata Model: Content Types and Custom Metadata Fields Objectives 12-2 Metadata: Overview 12-3 Content Metadata 12-5 Content Types 12-6 Creating Types: Guidelines 12-7 Creating Content Types: Demonstration 12-8 Accessing the Configuration Manager Applet 12-9 Creating Content Types Custom Content Metadata Creating Custom Metadata Fields: Demonstration Creating Custom Metadata Fields Reordering Custom Metadata Fields: Demonstration Summary Practice 12-1: Creating Content Types Practice 12-2: Creating Custom Metadata Fields Implementing a Metadata Model: Dependent Choice Lists: Tables and Views Objectives 13-2 Dependent Choice Lists: Overview 13-3 Managing Dependent Choice Lists: Overview 13-4 Dependent Choice List Elements 13-5 Creating a Dependent Choice List: Demonstration 13-6 Building a Dependent Choice List 13-7 viii

9 Dependent Choice List Tables 13-8 Creating a Table Dependent Choice List Views Creating a View Values Editing Values Editing Values Using Edit Batch Summary Practice 13-1: Creating a Dependent Choice List (Part I) Implementing a Metadata Model: DCLs: Relationships and Metadata Fields Objectives 14-2 Creating a Dependent Choice List (DCL): Demonstration 14-3 Relationships 14-4 Referential Integrity 14-5 Establishing Relationships 14-6 Adding Metadata Fields 14-8 Adding Metadata Fields: Demonstration 14-9 Creating Dependent Metadata Fields Enabling the Dependent Choice List Updating Database Design Publishing Schema: Configuration Manager Publishing Schema: Admin Actions Summary Practice 14-1: Creating a Dependent Choice List (Part II) Managing Metadata Using Rules: Group and Hide Metadata Fields Objectives 15-2 Metadata Complexity 15-3 Common Customizations 15-5 What Are Content Rules? 15-7 Metadata Fields and Attributes 15-8 Global Rules Using Global Rules to Group Metadata Fields Using Global Rules to Group Metadata Fields: Demonstration Using Global Rules to Group Metadata Fields Using Global Rules to Reorder Fields: Demonstration Using Global Rules to Hide Metadata Fields and Make Others Read-Only: Demonstration Using Global Rules to Hide Metadata Fields and Make Others Read-Only Quiz ix

10 Summary Practice 15-1: Creating Global Rules Managing Metadata Using Rules: Activation Conditions and Deriving Values Objectives 16-2 Activation Conditions 16-3 Optional Quiz 16-6 Using Global Rules to Derive Metadata Field Values 16-7 Quiz Using Global Rules to Derive Metadata Field Values Quiz Using Global Rules to Make Metadata Field Values Read-Only Using Global Rules to Derive Values and Make Metadata Field Values Read-Only Summary Practice 16-1: Managing Global Rules Using Profiles to Customize Content Pages Objectives 17-2 What Are Content Profiles? 17-3 Content Profile Elements 17-4 Metadata Values 17-5 What Is a Trigger? 17-6 Creating a Human Resources Resumes Profile: Demonstration Creating the Nonglobal Rules Quiz Summary Practice 17-1: Creating Content Profiles Configuring Oracle Content Server Objectives 18-2 System Properties: Overview 18-3 Accessing System Properties 18-4 Configuration Variables: Demonstration Configuration Variables: Demonstration Component Manager Accessing System Properties: Standalone Mode Localization Adding a System Locale: Demonstration Enabling a Locale Selecting a Different Locale Quiz x

11 Summary Practice 18-1: Changing the Content Server Settings Practice 18-2: Enabling New Locales Configuring Oracle Content Server Objectives 19-2 Oracle Content Server Components 19-3 Samples Components 19-6 Enabling Components 19-7 Enabling Components: Demonstration 19-8 Enabling Components 19-9 Disabling Components Summary Practice 19-1: Enabling a Core Component Configuring Content Server for Contribution Objectives 20-2 WebDAV: Overview 20-3 Configuring Oracle Content Server 20-4 Setting Up WebDAV: Demonstration 20-5 Using WebDAV 20-9 Creating Folders Using WebDAV to Check In Content: Demonstration Creating Virtual Folders in Windows Explorer Viewing Virtual Folders Creating Virtual Folders in Oracle Content Server Configuring Inheritance Settings for Virtual Folders Setting Default Metadata Assigning Default Metadata: Demonstration Assigning Default Metadata Propagation: Demonstration Setting User Default Metadata Values New Content Check In Checking In Content Viewing Content Deleting Folders and Content Items Summary Practice 20-1: Setting Up WebDAV on a Client Machine Practice 20-2: Contributing Content Using WebDAV xi

12 21 Contributing Content Objectives 21-2 Batch Loader: Overview 21-3 Batch Load File: Overview 21-4 Batchloading Content: Demonstration 21-7 Batchloading Content 21-8 Preparing a Batch Load File Creating a Batch Load File Quiz Summary Practice 21-1: Working with Batch Loader Practice 21-2: Preparing a Batch Load File Workflow Concepts Objectives 22-2 Workflow: Overview 22-3 Workflow Types 22-4 Quiz 22-5 Workflow Steps 22-6 Automatic Initial Workflow Step 22-7 Step Rule Permissions 22-8 Quiz 22-9 General Workflow Process Summary Criteria Workflows Objectives 23-2 Criteria Workflow 23-3 Creating a Criteria Workflow: Demonstration 23-4 Quiz 23-5 Answer 23-7 Quiz 23-8 Answer 23-9 Accessing Workflow Admin: Demonstration Defining Workflow Criteria: Demonstration Adding Workflow Steps: Demonstration Creating Workflow Steps: Demonstration Enabling a Workflow: Demonstration Creating Workflow Tokens: Demonstration Tokens Creating a Token: Demonstration xii

13 Editing Workflow Steps: Demonstration Editing a Workflow: Demonstration Defining Variable Values Summary Practice 23-1: Creating a Criteria Workflow Practice 23-2: Add an Entry Event in a Step Extending Workflows and Workflow Templates Objectives 24-2 Jumps 24-3 Creating a Subworkflow: Demonstration 24-5 Enabling the Subworkflow: Demonstration Creating a Jump: Demonstration Templates Script Templates Creating a Script Template: Demonstration Creating a Script Template Applying a Script Template: Demonstration Workflow Templates Creating a Workflow Template: Demonstration Creating a Workflow Template Applying a Workflow Template: Demonstration Applying a Workflow Template Summary Practice 24-1: Extending Your Workflow Practice 24-2: Creating a Workflow Step Template Practice 24-3: Creating a Workflow Script Template BPEL Integration Objectives 25-2 Business Process Execution Language (BPEL) 25-3 Orchestrating Services from BPEL 25-4 UCM-BPEL Integration 25-5 Setting Up UCM to Use SOA 25-6 Integrating UCM with BPEL 25-7 Configuring UCM and BPEL Integration Component 25-9 Adding a Connection Configuration Configuring BPEL Process Properties Defining Process Properties Mapping the Payload Configuring BPEL Composites to Use UCM xiii

14 Configuring Workflow in Content Server Using Idoc Scripts to Access BPEL Process Information Summary Managing Content and Subscriptions Objectives 26-2 Managing Content 26-3 Repository Manager 26-4 Content Management Functions 26-5 Accessing Repository Manager Demo 26-6 Filtering Content Demo 26-7 Content Management Functions Subscription Types Criteria Subscriptions Creating a Criteria Subscription: Use-Case Scenario Creating a Criteria Subscription: Demonstration File or Basic Subscriptions Subscribing Content to Users: Use-Case Scenario Subscribing Content to Users: Demonstration Subscribing Content to Users Quiz Search Index Updating and Rebuilding the Search Index: Demonstration Summary Practice 26-1: Managing Content Practice 26-2: Working with Subscriptions Using Folios and Folio Administration Objectives 27-2 Content Folios: Overview 27-3 Sample Business Application: Structured Organization of Content 27-5 Sample Business Application: Managing Records and Reports 27-6 Sample Business Application: Managing Digital Assets and Production 27-8 Types of Folios 27-9 Simple Folio Advanced Folio Creating a Simple Folio: Use-Case Scenario Creating a Simple Folio: Demonstration Edit Simple Folio Page Viewing or Editing a Folio Viewing a Content Folio xiv

15 Content Folio Information Page Editing a Simple Folio Adding Items to a Simple Folio: Demonstration Reordering Items in a Simple Folio: Demonstration Downloading Folio Renditions Downloading Folio Renditions: Demonstration Creating an Advanced Folio: Use-Case Scenario Creating an Advanced Folio: Demonstration Edit Folio Page Modifying Folio Structure and Content Editing an Advanced Folio Adding Items to an Advanced Folio Contextual Menu Options Using a Contextual Menu to Add Items to an Advanced Folio: Demonstration Advanced Folio Element Information Element Info Tray Attributes Using the Source Items Tray to Add Items to an Advanced Folio Content Folio Templates Creating a Folio Template: Use-Case Scenario Creating a Content Folio Template: Demonstration Edit Folio Template Page Edit Folio Template Page: Properties Tab Defining Folio Template General Properties: Demonstration Adding Nodes and Slots: Demonstration Content Folio Subscriptions Quiz Summary Practice 27-1: Creating and Editing Folios Practice 27-2: Creating a Folio Template Updating Metadata and Creating Backups Objectives 28-2 Archiver: Overview 28-3 Archiver: Examples 28-4 Archiver: Structure 28-5 What You Can Archive 28-6 Accessing the Archiver Utility 28-7 Updating Metadata Values 28-8 Updating Metadata Values: Use-Case Scenario 28-9 Exporting Content Creating an Archive Collection: Demonstration xv

16 Creating an Export Query: Demonstration Editing Export Options: Demonstration Exporting Content: Demonstration Exporting Content: Demonstration Updating Metadata Values Importing Content Creating Import Maps: Demonstration Importing Content: Demonstration Viewing Imported Content: Demonstration Creating Content Backups Viewing the Backup Archive: Demonstration Summary Practice 28-1: Updating Mass-Metadata System Migration Objectives 29-2 Migrating System Configurations 29-3 Migration Process 29-4 Migration Functions 29-6 Templates and Bundles 29-7 What Can Be Moved? 29-8 Creating a Duplicate Content Server: Demonstration 29-9 Creating a Configuration Migration Template Previewing a Configuration Migration Template Exporting a Configuration Migration Tips Downloading a Bundle Uploading a Bundle Importing a Bundle Summary Practice 29-1: Migrating System Configurations System Migration Objectives 30-2 Archiver: Overview 30-3 Archiver Export: Examples 30-7 Archive Structure 30-9 What You Can Archive Exporting Database Tables: Demonstration Accessing the Archiver Utility Creating a New Archive xvi

17 Adding a Table to an Archive Adding a Table to an Archive Previewing a Table Export Query Initiating an Export Accessing the Stand-Alone Archive Applet Copying an Archive Importing an Archive Import Rules Initiating an Import Verifying a Successful Import Action Exporting Content: Demonstration Creating an Archive Creating a Content Item Export Query Initiating the Export Accessing the Stand-Alone Archiver Application Copying an Archive Replication Overview Replication Methods Managing Replication: Demonstration Replicating Content: Use-Case Scenario Registering the Import Archive for Replication Setting Up Communication Between Content Servers Creating an Outgoing Provider: Demonstration Setting a Transfer Destination Initiating the Transfer Initiating the Transfer Selecting the Transfer Destination Verifying the Replication (Automatic Transfer) Disabling Replication Summary Practice 30-1: Migrating Tables Practice 30-2: Migrating Content xvii

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