Oracle Content Server 11g: Administration

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

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 94065 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

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 1-11 2 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 2-13 3 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

Summary 3-20 Practice 3-1: Accessing Oracle Content Server 3-21 Practice 3-2: Personalizing Oracle Content Server 3-22 4 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 4-27 5 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

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 5-37 6 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 6-13 7 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

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 8-16 9 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 9-32 10 Implementing a Role-Based Security Model: Users, Aliases, and User Metadata Fields Objectives 10-2 Users 10-3 vi

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 10-14 Assigning Attributes to a User 10-15 Creating Users: Demonstration 10-16 Logging In to Oracle Universal Content Management 10-17 Creating Users: Demonstration 10-18 Verifying Roles and User Metadata 10-19 Creating Users: Demonstration 10-20 Logging In to Oracle Universal Content Management as an Administrator 10-21 Creating Users: Demonstration 10-22 Viewing Users in Oracle Universal Content Management 10-23 Viewing Users in Oracle UCM 10-24 Aliases 10-26 Creating an Alias: Demonstration 10-27 Creating an Alias 10-28 Custom User Metadata 10-30 Creating User Metadata Fields: Demonstration 10-31 Creating Custom User Metadata Fields 10-32 Quiz 10-37 Summary 10-38 Practice 10-1: Creating Users 10-39 11 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 11-10 Account Guidelines 11-14 Hierarchical Accounts 11-15 Account-Based Model for Xalco City Government 11-16 Setting Up Accounts 11-21 Setting Up Accounts: Demonstration 11-24 vii

Predefined Accounts 11-30 Security by Accounts 11-31 Setting Up Accounts 11-34 Creating Accounts 11-35 Creating Accounts: Demonstration 11-36 Creating Accounts in the Content Server 11-37 Setting Up Accounts 11-39 Creating Accounts in Oracle WLS 11-40 Assigning Account Access: Demonstration 11-42 Setting Up Accounts 11-43 Assigning Groups to a User 11-44 Assigning Attributes to a User 11-45 Quiz 11-46 Summary 11-47 Practice 11-1: Enabling and Creating Accounts 11-48 Practice 11-2: Assigning Accounts to Users 11-49 12 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 12-10 Custom Content Metadata 12-13 Creating Custom Metadata Fields: Demonstration 12-14 Creating Custom Metadata Fields 12-15 Reordering Custom Metadata Fields: Demonstration 12-22 Summary 12-26 Practice 12-1: Creating Content Types 12-27 Practice 12-2: Creating Custom Metadata Fields 12-28 13 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

Dependent Choice List Tables 13-8 Creating a Table 13-10 Dependent Choice List Views 13-16 Creating a View 13-17 Values 13-21 Editing Values 13-23 Editing Values Using Edit Batch 13-26 Summary 13-27 Practice 13-1: Creating a Dependent Choice List (Part I) 13-28 14 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 14-10 Enabling the Dependent Choice List 14-11 Updating Database Design 14-12 Publishing Schema: Configuration Manager 14-13 Publishing Schema: Admin Actions 14-15 Summary 14-16 Practice 14-1: Creating a Dependent Choice List (Part II) 14-17 15 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 15-12 Using Global Rules to Group Metadata Fields 15-13 Using Global Rules to Group Metadata Fields: Demonstration 15-14 Using Global Rules to Group Metadata Fields 15-15 Using Global Rules to Reorder Fields: Demonstration 15-22 Using Global Rules to Hide Metadata Fields and Make Others Read-Only: Demonstration 15-24 Using Global Rules to Hide Metadata Fields and Make Others Read-Only 15-25 Quiz 15-30 ix

Summary 15-31 Practice 15-1: Creating Global Rules 15-32 16 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 16-16 Using Global Rules to Derive Metadata Field Values 16-17 Quiz 16-19 Using Global Rules to Make Metadata Field Values Read-Only 16-20 Using Global Rules to Derive Values and Make Metadata Field Values Read-Only 16-22 Summary 16-23 Practice 16-1: Managing Global Rules 16-24 17 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 17-14 Creating the Nonglobal Rules 17-15 Quiz 17-33 Summary 17-47 Practice 17-1: Creating Content Profiles 17-48 18 Configuring Oracle Content Server Objectives 18-2 System Properties: Overview 18-3 Accessing System Properties 18-4 Configuration Variables: Demonstration 18-10 Configuration Variables: Demonstration 18-11 Component Manager 18-12 Accessing System Properties: Standalone Mode 18-13 Localization 18-15 Adding a System Locale: Demonstration 18-16 Enabling a Locale 18-17 Selecting a Different Locale 18-18 Quiz 18-20 x

Summary 18-21 Practice 18-1: Changing the Content Server Settings 18-22 Practice 18-2: Enabling New Locales 18-23 19 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 19-10 Summary 19-11 Practice 19-1: Enabling a Core Component 19-12 20 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 20-10 Using WebDAV to Check In Content: Demonstration 20-11 Creating Virtual Folders in Windows Explorer 20-12 Viewing Virtual Folders 20-13 Creating Virtual Folders in Oracle Content Server 20-14 Configuring Inheritance Settings for Virtual Folders 20-17 Setting Default Metadata 20-18 Assigning Default Metadata: Demonstration 20-19 Assigning Default Metadata Propagation: Demonstration 20-21 Setting User Default Metadata Values 20-22 New Content Check In 20-23 Checking In Content 20-24 Viewing Content 20-25 Deleting Folders and Content Items 20-26 Summary 20-27 Practice 20-1: Setting Up WebDAV on a Client Machine 20-28 Practice 20-2: Contributing Content Using WebDAV 20-30 xi

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 21-11 Creating a Batch Load File 21-12 Quiz 21-21 Summary 21-22 Practice 21-1: Working with Batch Loader 21-23 Practice 21-2: Preparing a Batch Load File 21-24 22 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 22-11 Summary 22-21 23 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 23-10 Defining Workflow Criteria: Demonstration 23-11 Adding Workflow Steps: Demonstration 23-14 Creating Workflow Steps: Demonstration 23-15 Enabling a Workflow: Demonstration 23-21 Creating Workflow Tokens: Demonstration 23-23 Tokens 23-24 Creating a Token: Demonstration 23-26 xii

Editing Workflow Steps: Demonstration 23-28 Editing a Workflow: Demonstration 23-29 Defining Variable Values 23-30 Summary 23-35 Practice 23-1: Creating a Criteria Workflow 23-36 Practice 23-2: Add an Entry Event in a Step 23-38 24 Extending Workflows and Workflow Templates Objectives 24-2 Jumps 24-3 Creating a Subworkflow: Demonstration 24-5 Enabling the Subworkflow: Demonstration 24-14 Creating a Jump: Demonstration 24-16 Templates 24-23 Script Templates 24-24 Creating a Script Template: Demonstration 24-25 Creating a Script Template 24-26 Applying a Script Template: Demonstration 24-31 Workflow Templates 24-34 Creating a Workflow Template: Demonstration 24-35 Creating a Workflow Template 24-36 Applying a Workflow Template: Demonstration 24-44 Applying a Workflow Template 24-45 Summary 24-48 Practice 24-1: Extending Your Workflow 24-49 Practice 24-2: Creating a Workflow Step Template 24-50 Practice 24-3: Creating a Workflow Script Template 24-51 25 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 25-10 Configuring BPEL Process Properties 25-12 Defining Process Properties 25-13 Mapping the Payload 25-14 Configuring BPEL Composites to Use UCM 25-16 xiii

Configuring Workflow in Content Server 25-17 Using Idoc Scripts to Access BPEL Process Information 25-18 Summary 25-19 26 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 26-10 Subscription Types 26-11 Criteria Subscriptions 26-12 Creating a Criteria Subscription: Use-Case Scenario 26-13 Creating a Criteria Subscription: Demonstration 26-14 File or Basic Subscriptions 26-17 Subscribing Content to Users: Use-Case Scenario 26-18 Subscribing Content to Users: Demonstration 26-19 Subscribing Content to Users 26-20 Quiz 26-21 Search Index 26-22 Updating and Rebuilding the Search Index: Demonstration 26-23 Summary 26-24 Practice 26-1: Managing Content 26-25 Practice 26-2: Working with Subscriptions 26-26 27 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 27-10 Advanced Folio 27-11 Creating a Simple Folio: Use-Case Scenario 27-12 Creating a Simple Folio: Demonstration 27-13 Edit Simple Folio Page 27-16 Viewing or Editing a Folio 27-18 Viewing a Content Folio 27-19 xiv

Content Folio Information Page 27-20 Editing a Simple Folio 27-21 Adding Items to a Simple Folio: Demonstration 27-22 Reordering Items in a Simple Folio: Demonstration 27-25 Downloading Folio Renditions 27-26 Downloading Folio Renditions: Demonstration 27-27 Creating an Advanced Folio: Use-Case Scenario 27-28 Creating an Advanced Folio: Demonstration 27-29 Edit Folio Page 27-31 Modifying Folio Structure and Content 27-33 Editing an Advanced Folio 27-34 Adding Items to an Advanced Folio 27-35 Contextual Menu Options 27-36 Using a Contextual Menu to Add Items to an Advanced Folio: Demonstration 27-38 Advanced Folio Element Information 27-39 Element Info Tray Attributes 27-40 Using the Source Items Tray to Add Items to an Advanced Folio 27-42 Content Folio Templates 27-43 Creating a Folio Template: Use-Case Scenario 27-45 Creating a Content Folio Template: Demonstration 27-46 Edit Folio Template Page 27-48 Edit Folio Template Page: Properties Tab 27-49 Defining Folio Template General Properties: Demonstration 27-51 Adding Nodes and Slots: Demonstration 27-52 Content Folio Subscriptions 27-53 Quiz 27-55 Summary 27-56 Practice 27-1: Creating and Editing Folios 27-57 Practice 27-2: Creating a Folio Template 27-58 28 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 28-10 Creating an Archive Collection: Demonstration 28-11 xv

Creating an Export Query: Demonstration 28-12 Editing Export Options: Demonstration 28-15 Exporting Content: Demonstration 28-16 Exporting Content: Demonstration 28-17 Updating Metadata Values 28-18 Importing Content 28-19 Creating Import Maps: Demonstration 28-20 Importing Content: Demonstration 28-22 Viewing Imported Content: Demonstration 28-24 Creating Content Backups 28-25 Viewing the Backup Archive: Demonstration 28-26 Summary 28-28 Practice 28-1: Updating Mass-Metadata 28-29 29 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 29-10 Previewing a Configuration Migration Template 29-17 Exporting a Configuration 29-18 Migration Tips 29-20 Downloading a Bundle 29-21 Uploading a Bundle 29-22 Importing a Bundle 29-25 Summary 29-27 Practice 29-1: Migrating System Configurations 29-28 30 System Migration Objectives 30-2 Archiver: Overview 30-3 Archiver Export: Examples 30-7 Archive Structure 30-9 What You Can Archive 30-10 Exporting Database Tables: Demonstration 30-11 Accessing the Archiver Utility 30-12 Creating a New Archive 30-13 xvi

Adding a Table to an Archive 30-14 Adding a Table to an Archive 30-16 Previewing a Table Export Query 30-18 Initiating an Export 30-19 Accessing the Stand-Alone Archive Applet 30-20 Copying an Archive 30-21 Importing an Archive 30-23 Import Rules 30-24 Initiating an Import 30-26 Verifying a Successful Import Action 30-28 Exporting Content: Demonstration 30-29 Creating an Archive 30-30 Creating a Content Item Export Query 30-31 Initiating the Export 30-35 Accessing the Stand-Alone Archiver Application 30-36 Copying an Archive 30-37 Replication Overview 30-39 Replication Methods 30-40 Managing Replication: Demonstration 30-41 Replicating Content: Use-Case Scenario 30-42 Registering the Import Archive for Replication 30-43 Setting Up Communication Between Content Servers 30-44 Creating an Outgoing Provider: Demonstration 30-45 Setting a Transfer Destination 30-49 Initiating the Transfer 30-52 Initiating the Transfer Selecting the Transfer Destination 30-53 Verifying the Replication (Automatic Transfer) 30-54 Disabling Replication 30-55 Summary 30-56 Practice 30-1: Migrating Tables 30-57 Practice 30-2: Migrating Content 30-58 xvii