Oracle Stellent 10gR3: Content Server Administration

Contents

Preface 1 Understanding Administrative Responsibilities Objectives 1-2 Oracle Content Server: Overview 1-3 Administrator Tasks 1-4 Types of Users 1-5 Typical Process for Managed Content 1-6 Typical Process for Managed Content: The Vault Directory 1-7 Typical Process for Managed Content: File Conversion 1-8 Typical Process for Managed Content: The Weblayout Directory 1-9 Revision Status 1-11 Log In to Oracle Content Server 1-12 Standard Home Page 1-13 Administrative Utilities and Applets 1-15 Summary 1-17 Practice 1-1: Practicing Oracle Content Server User Skills 1-18 Practice 1-2: Reviewing Administrative Skills 1-20 Enrichment: Building a Query Using the Expanded Search Form 1-22 Enrichment: Building a Query Using the Query Builder Form 1-23 Enrichment: Using the Quick Search Field 1-24 Oracle Content Server Security: Overview Objectives 2-2 Security: Overview 2-3 Security Components 2-4 Default Security Model 2-6 Security Models 2-9 Summary 2-10 Practice 2-1: Exploring Oracle Content Server Security 2-11 Enrichment: Creating Custom Search Result Templates 2-13 Implementing a Role-Based Security Model Objectives 3-2 Role-Based Security Model 3-3 Security Groups 3-4 Security Group Guidelines 3-5 Predefined Security Groups 3-6 Creating Security Groups: Demonstration 3-7 Accessing the User Admin Applet 3-8 Creating Security Groups 3-9

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Oracle Stellent 10gR3: Content Server Administration Roles 3-10 Role Permissions 3-11 Predefined Roles 3-12 Assigning Multiple Roles 3-13 Creating Roles: Demonstration 3-14 Creating Roles 3-15 Adding and Editing Permissions 3-18 Summary 3-19 Practice 3-1: Reviewing the Role-Based Security Model 3-20 Practice 3-2: Creating Security Groups and Roles 3-21 4 Implementing a Role-Based Security Model Objectives 4-2 Users 4-3 Predefined Users 4-5 Creating Users: Demonstration 4-6 Creating Users 4-7 Assigning Roles to a User 4-8 Viewing Users 4-10 Creating Similar Users: Demonstration 4-11 Aliases 4-12 Creating an Alias 4-14 Custom User Metadata 4-16 Creating User Metadata Fields: Demonstration 4-17 Creating Custom User Metadata Fields 4-18 Summary 4-22 Practice 4-1: Creating Users 4-23 Practice 4-2: Creating User Metadata Fields 4-25 Enrichment: Granting Subadministrator Rights 4-26 Implementing an Account-Based Security Model Objectives 5-2 Account-Based Security Model 5-3 Accounts: Overview 5-4 Account Permissions 5-5 Xalco City Government Account: Example 5-6 Security GroupsOnly Solution (Role-Based Security Model) 5-7 Accounts and Security Groups Solution (Account-Based Security Model) 5-8 Accounts and Permissions 5-9 Account Guidelines 5-11 Hierarchical Accounts 5-12 Account-Based Model for Xalco City Government 5-13 Xalco City Government Account-Based Model 5-14 Predefined Accounts 5-18 Creating Accounts 5-19
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Oracle Stellent 10gR3: Content Server Administration Creating Accounts: Demonstration 5-20 Enabling Accounts 5-21 Creating Accounts 5-23 Assigning Account Access: Demonstration 5-26 Assigning Account Permissions 5-27 Summary 5-30 Practice 5-1: Reviewing the Account-Based Security Model 5-31 Practice 5-2: Enabling and Creating Accounts 5-32 Practice 5-3: Assigning Accounts to Users 5-33 6 Implementing a Metadata Model Objectives 6-2 Metadata Overview 6-3 Content Metadata 6-4 Metadata Importance 6-5 Standard Metadata 6-6 Content Types 6-8 Creating Types Guidelines 6-9 Creating Content Types: Demonstration 6-10 Accessing the Configuration Manager Applet 6-11 Creating Content Types 6-12 Custom Content Metadata 6-15 Creating Custom Metadata Fields: Demonstration 6-16 Creating Custom Metadata Fields 6-17 Summary 6-24 Practice 6-1: Creating Content Types 6-25 Practice 6-2: Creating Custom Metadata Fields 6-26 Implementing a Metadata Model Objectives 7-2 Dependent Choice Lists: Overview 7-3 Metadata Schema: Overview 7-4 Schema Elements 7-6 Creating a DCL: Demonstration 7-7 Building a Basic Schema 7-8 Schema Tables 7-9 Creating a Table 7-11 Schema Views 7-17 Creating a View 7-18 Values 7-22 Editing Values 7-24 Editing Values Using Edit Batch 7-27 Summary 7-28 Practice 7-1: Creating a Dependent Choice List (Part I) 7-29

Oracle Stellent 10gR3: Content Server Administration 8 Implementing a Metadata Model Objectives 8-2 Creating a DCL: Demonstration 8-3 Relationships 8-4 Establishing Relationships 8-6 Metadata Fields 8-8 Editing Metadata Fields 8-9 Creating Dependent Metadata Fields 8-11 Enabling the Schema 8-12 Updating Database Design 8-13 Publishing Schema 8-14 Directory Structure for Schema 8-15 Summary 8-16 Practice 8-1: Creating a Dependent Choice List (Part II) 8-17 Managing Metadata Using Rules Objectives 9-2 Metadata Complexity 9-3 Common Customizations 9-5 What Are Content Profiles? 9-7 What Are Content Rules? 9-8 Metadata Fields and Attributes 9-9 Activation Conditions 9-13 Global Rules 9-15 Using Global Rules to Group Metadata Fields 9-16 Using Global Rules to Hide Metadata Fields 9-26 Summary 9-32 Practice 9-1: Creating Global Rules 9-33

10 Managing Metadata Using Rules Objectives 10-2 Metadata Values 10-3 Using Global Rules to Derive Metadata Field Values 10-5 Summary 10-14 Practice 10-1: Managing Global Rules 10-15 11 Using Profiles to Customize Content Pages Objectives 11-2 Content Profiles 11-3 Content Profile Elements 11-4 What Is a Trigger? 11-5 Selecting a Profile Trigger Field 11-9 Summary 11-16 Practice 11-1: Creating Content Profiles 11-17

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Oracle Stellent 10gR3: Content Server Administration 12 Configuring Oracle Content Server Objectives 12-2 System Properties: Overview 12-3 Accessing System Properties: Web Browser 12-4 Accessing System Properties: General Configuration Options 12-5 Accessing System Properties: Content Security Options 12-8 Accessing System Properties: Component Manager 12-10 Accessing System Properties: Standalone Mode 12-11 Localization 12-12 Adding a System Locale: Demonstration 12-13 Adding a System Locale 12-14 Summary 12-15 Practice 12-1: Using General Configuration Options 12-16 Practice 12-2: Enabling New Locales 12-17 Enrichment Practice: Comparing Stand-Alone and Browser System Properties 12-18 13 Configuring Oracle Content Server Objectives 13-2 Oracle Content Server Components 13-3 Extras Components 13-4 Samples Components 13-5 Enabling Components 13-6 Enabling Components: Demonstration 13-7 Installing and Enabling Components 13-8 Disabling Components 13-10 Summary 13-11 Practice 13-1: Installing and Enabling a Component 13-12 14 Contributing Content Objectives 14-2 WebDAV: Overview 14-3 Configuring Oracle Content Server 14-5 Setting Up WebDAV: Demonstration 14-6 Setting Up WebDAV 14-7 Using WebDAV 14-9 Creating Folders 14-10 Using WebDAV to Check In Content: Demonstration 14-11 Creating Virtual Folders 14-12 Viewing Virtual Folders 14-13 Setting Default Metadata 14-14 Assigning Default Metadata: Demonstration 14-15 Assigning Default Metadata 14-16 Setting User Default Metadata Values 14-17 New Content Check In 14-18
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Oracle Stellent 10gR3: Content Server Administration Checking In Content: Drag and Drop 14-19 Checking In Content: Copy and Paste 14-20 Viewing Content 14-21 Deleting Folders and Content Items 14-22 Summary 14-23 Practice 14-1: Setting Up WebDAV on a Client Machine 14-24 Practice 14-2: Contributing Content Using WebDAV 14-26 15 Contributing Content Objectives 15-2 Batch Loader: Overview 15-3 Batch Load File: Overview 15-4 Batch Loading Content: Demonstration 15-7 Batch Loading Content 15-8 Preparing a Batch Load File 15-10 Building a Batch File: Demonstration 15-11 Creating a Batch Load File 15-12 BatchBuilder Field Descriptions 15-13 Creating a Batch Load File 15-14 Mapping File Values 15-16 Creating a Batch Load File 15-18 Summary 15-20 Practice 15-1: Working with Batch Loader 15-21 Practice 15-2: Preparing a Batch Load File 15-22 16 Workflow Concepts Objectives 16-2 Workflow: Overview 16-3 Workflow Uses 16-4 Workflow Types 16-5 Workflow Steps 16-6 General Workflow Process 16-8 Summary 16-18 Practice 16-1: Reviewing Workflow Types 16-19 Practice 16-2: Reviewing Workflow Step Types 16-20 17 Criteria Workflows Objectives 17-2 Criteria Workflow 17-3 Creating a Criteria Workflow: Demonstration 17-4 Accessing Workflow Admin 17-5 Defining Workflow Criteria: Demonstration 17-6 Defining Workflow Criteria 17-7 Adding Workflow Steps: Demonstration 17-9 Creating Workflow Steps 17-10

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Oracle Stellent 10gR3: Content Server Administration Enabling a Workflow: Demonstration 17-15 Enabling a Workflow 17-16 Creating Workflow Tokens: Demonstration 17-17 Tokens 17-18 Creating a Token 17-20 Editing Workflow Steps: Demonstration 17-22 Editing a Workflow 17-23 Writing to the Companion File: Demonstration 17-24 The Companion File 17-25 Working with the Companion File 17-26 Summary 17-29 Practice 17-1: Creating a Criteria Workflow 17-30 Practice 17-2: Writing to the Companion File 17-32 18 Extending Workflows Objectives 18-2 Jumps 18-3 Creating a Subworkflow: Demonstration 18-5 Creating a Subworkflow 18-6 Creating a Jump: Demonstration 18-12 Creating a Jump 18-13 Summary 18-17 Practice 18-1: Extending Your Workflow 18-18 19 Workflow Templates Objectives 19-2 Templates 19-3 Workflow Templates 19-4 Creating a Workflow Template: Demonstration 19-5 Creating a Workflow Template 19-6 Applying a Workflow Template: Demonstration 19-12 Applying a Workflow Template 19-13 Script Templates 19-16 Creating a Script Template: Demonstration 19-17 Creating a Script Template 19-18 Applying a Script Template: Demonstration 19-22 Applying a Script Template 19-23 Summary 19-25 Practice 19-1: Creating a Workflow Step Template 19-26 Practice 19-2: Creating a Workflow Script Template 19-27 20 Basic Workflows Objectives 20-2 Basic Workflows: Overview 20-3 Basic Workflow: Tips 20-5

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Oracle Stellent 10gR3: Content Server Administration General Basic Workflow Process 20-7 Creating a Basic Workflow: Demonstration 20-8 Creating a Basic Workflow 20-9 Summary 20-15 Practice 20-1: Creating a Basic Workflow 20-16 21 Oracle Content Server Default Reports Objectives 21-2 Reports: Overview 21-3 Creating an Active Report: Demonstration 21-5 Creating an Active Report 21-6 Viewing an Active Report 21-11 Summary 21-12 Practice 21-1: Creating a Report 21-13 22 Managing Content and Subscriptions Objectives 22-2 Managing Content 22-3 Repository Manager 22-4 Content Management Functions: Demonstration 22-5 Accessing Repository Manager 22-6 Filtering Content 22-7 Content Management Functions 22-10 Subscriptions 22-11 Criteria Subscriptions 22-12 Creating a Criteria Subscription: Demonstration 22-13 Creating a Criteria Subscription 22-14 Subscribing to Content: Demonstration 22-16 Subscribing to Content 22-17 File or Basic Subscriptions 22-19 Force Subscription: Demonstration 22-20 Force Subscription 22-21 The Search Index 22-23 Updating and Rebuilding the Search Index: Demonstration 22-24 Summary 22-25 Practice 22-1: Managing Content 22-26 Practice 22-2: Working with Subscriptions 22-27 23 System Migration Objectives 23-2 Migrating System Configurations 23-3 Migration Process 23-4 What Is Configuration Migration Utility? 23-5 Migration Functions 23-6 Templates and Bundles 23-7

Oracle Stellent 10gR3: Content Server Administration What Can Be Moved? 23-8 Creating a Duplicate Content Server: Demonstration 23-9 Creating a Configuration Migration Template 23-10 Previewing a Configuration Migration Template 23-16 Exporting a Configuration 23-17 Migration Tips 23-19 Downloading a Bundle 23-20 Uploading a Bundle 23-21 Importing a Bundle 23-23 Summary 23-25 Practice 23-1: Migrating System Configurations 23-26 24 System Migration Objectives 24-2 Archiver: Overview 24-3 Archiver Export: Examples 24-7 Archive Structure 24-9 What You Can Archive 24-10 Exporting Database Tables: Demonstration 24-11 Accessing the Archiver Utility 24-12 Creating a New Archive 24-13 Adding a Table to an Archive 24-14 Previewing a Table Export Query 24-18 Initiating an Export 24-19 Accessing the Stand-Alone Archive Applet 24-20 Copying an Archive 24-21 Importing an Archive 24-23 Import Rules 24-24 Initiating an Import 24-26 Exporting Content: Demonstration 24-28 Creating a Content Item Export Query 24-29 Summary 24-33 Practice 24-1: Migrating Tables 24-34 Practice 24-2: Migrating Content 24-35 25 Oracle Content Server Troubleshooting Objectives 25-2 Troubleshooting: Overview 25-3 General Problem Solving Model 25-4 Preparing for Issues 25-10 Finding Error and Status Information 25-13 Log Files 25-14 Accessing the Log Files: Demonstration 25-16 Configuration Information 25-17 Accessing the Configuration Information: Demonstration 25-18
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Oracle Stellent 10gR3: Content Server Administration System Audit Information 25-19 Accessing System Audit Information: Demonstration 25-20 System Audit General Information 25-21 System Audit Cache Information 25-22 System Audit Tracing Sections Information 25-23 Server Output: Demonstration 25-24 Web Server Filter Configuration: Demonstration 25-25 Starting the Content Server in Debug Mode 25-27 Summary 25-28 Practice 25-1: Viewing Error and Status Information 25-29 Appendix A: Workshop Appendix B: Solutions

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