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The Oracle Universal Content Management Handbook
The Oracle Universal Content Management Handbook

The Oracle Universal Content Management Handbook: Build, Administer, and Manage Oracle Stellent UCM Solutions

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The Oracle Universal Content Management Handbook

Chapter 2. Major Controls

By the end of this chapter you will find yourself feeling a lot more comfortable with Content Server, and much closer to becoming independent of any outside consulting help.

You will learn the core administration and operations of content server. More specifically, you will learn:

  • How to check and update server configuration, what configuration settings are available, and which ones do you need to look at for your task at hand

  • How to troubleshoot Content Server and where to find vital diagnostic information

  • How to add and remove users from the system and how to update user information

  • What other ways you can use to bring in new content

Before you know it, this chapter will take you to the next level of understanding of Oracle Content Server. It won't take you nearly as long as Content Server installation! Let's get into this.

Where to start?


Before we get into turning the knobs and pulling on the levers let me mention that there are two major groups of controls out there, Administration and Operations. Content Server doesn't draw a clear border between them. The reason I focus on this is simple—Administration deals with changing the way things work, while Operations deals with keeping things up and running. It pays to keep those separate.

If you didn't already do so then log into your Content Server and expand the Administration tray on the left (as shown in the following screenshot):

Note

If your screen doesn't look like one shown on the screenshot, one of two things might've happened:

If you do see the trays on the left, but just don't see Admistration then you're not logging in as sysadmin. Close all of your browser windows and log in again to Content Server as sysadmin.

If you don't see any trays on the left of your screen, you might've changed your preferred screen layout in your personalization settings. Click...

Managing users


At last! We're about to see how you can let other people use the system.

It's also a good idea to create a non-admin user account for yourself and only use sysadmin for administration and operations.

So let's begin by adding a user.

Adding a user

Let's add a new user:

  1. Go to Admin Applets and click on User Admin. The User Admin applet comes up (see screenshot below):

  2. Click on the Add button.

  3. Leave user type as Local. Click on OK.

  4. Fill in user info. The first field, Name, is the actual user name the user will be using to log in (as shown in the following screenshot):

  5. Go to the Roles tab and click on Add Role. Pick Contributor. Click on OK to close the dialog.

Congratulations! You now have a new user in the system.

Tip

What were those User Types all about?

In some deployment scenarios you can have one Master Content Server control a few dependent or Proxied Content Servers. When you have a Global user on the Master server they will also be able to log into dependent servers.

Local users can...

More ways to get content in


In the previous chapter we were using a check-in form to bring content in. I mentioned that there are a few other ways to do it. Let's look at them really quickly.

Desktop integration

Oracle Desktop integration is an add-on component, available as part of Content Server Document Management. Once installed, it allows you to simply drag and drop documents into Content Server folders, just as if those were your local folders or your shared drive (as shown in the following screenshot):

You can also check out and check in by right-clicking on a document.

If you have MS Office installed, Desktop Integration allows you to check content in and out from Outlook and other Office Applications.

I'll show you how to install Oracle Desktop Integration Suite in Chapter 6.

Another way to bring content in is the use of custom programming.

Custom programming

Content Server follows open industry standards. It has a number of Application Programming Interfaces (APIs). You can connect to...

Summary


You've just seen all of the Content Server's major controls. You know how to manage users and where to get detailed error information for troubleshooting.

In the next chapter we will take a detailed look at the metadata. We will learn how to find information quickly and efficiently, and how to customize your check-in form.

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Key benefits

  • Build a complete Oracle UCM system from scratch and quickly learn to configure, administer, and operate it efficiently
  • Match and exceed savings and efficiency expectations, and avoid devastating data losses with important tips and tricks
  • Migrate content like a pro—bring mountains of new content in faster than you ever dreamed possible
  • Customize Oracle UCM by going "under the hood" of Content Server and master all the tools and techniques available for altering its interface and behavior to suit your requirements
  • Smoothly integrate the UCM into your overall organization's infrastructure and avoid dreaded manual data re-entry and multiple "source of truth" repositories that spell disaster for Content Management systems
  • Written in clear, plain English, this book is packed with working examples and important tips

Description

Oracle UCM is a world-leading Enterprise Content Management platform. From Document Management, Web, Records, and more—Oracle has got all your business needs covered. Oracle UCM enables your organization to efficiently manage, store, preserve, and deliver content and documents. Written by Oracle ACE Dmitri Khanine, this book is a complete practical guide to building an ECM system and successfully configuring, administering, and operating it. It also shows you how to efficiently manage your organization's content and customize the UCM to fit your needs. This book wastes no time in getting you up and running and dives straight into the installation of the content server in Chapter 1. In the second chapter, you will master all the major controls and the admin interface. Metadata—a very important ingredient of any ECM—is thoroughly covered in Chapter 3. The book then moves on to the important tasks of securing your ECM system, configuring and managing workflows, and understanding and implementing virtual folders. The book also gives you an under-the-hood view of Stellent in Chapter 7. In the later chapters, you will learn how to migrate content like a pro and easily customize Oracle ECM. A bonus addition to the book is the final chapter, which is an easy-to-follow primer on web content management.

Who is this book for?

If you want to get started with Oracle UCM, this is the perfect book for you. This book is also beneficial for Oracle Stellent UCM users, administrators, and developers who are ready to jump up to the next level of expertise.

What you will learn

  • Follow a step-by-step installation overview that walks you through the entire process—from downloading the free evaluation version to verifying the complete installation
  • Gain an instant introduction to operations, diagnostics, and troubleshooting of Oracle UCM
  • Set up and change UCM workflows with step-by-step instructions and master advanced workflow concepts such as jumps, sub-workflows, basic and criteria workflows, and tokens and aliases
  • Customize the Content Server interface by tapping into its powerful scripting and Dynamic Server Page resources
  • Master all the tools available to alter the content server behavior
  • Back up your UCM and avoid devastating data losses
  • Smoothly integrate Oracle UCM into your enterprise
  • Set up and use folder structures, with a detailed walkthrough so you can bring alive your shared drives and other existing content
  • Install and configure web content management, with a complete walkthrough of the server-site setup, and how to best use templates, regions, and fragments to create killer websites
  • Use Archiver to remove inactive content, migrate items to other servers manually and with real-time automatic replication, and mass-update metadata saving hours of manual labor
  • Use Windows Explorer Integration (WEI)— so users can work with UCM as if it was part of Windows and to enable them to contribute content directly from MS Office
  • Learn insider tips on using the entire Oracle UCM Product Offering
  • Understand the Security Model and secure you UCM with important tips-and-tricks

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 11, 2010
Length: 356 pages
Edition : 1st
Language : English
ISBN-13 : 9781849680394
Vendor :
Oracle
Concepts :

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Product Details

Publication date : Aug 11, 2010
Length: 356 pages
Edition : 1st
Language : English
ISBN-13 : 9781849680394
Vendor :
Oracle
Concepts :

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Table of Contents

11 Chapters
Getting Up and Running Chevron down icon Chevron up icon
Major Controls Chevron down icon Chevron up icon
Metadata Chevron down icon Chevron up icon
Understanding Security Chevron down icon Chevron up icon
Understanding Workflows Chevron down icon Chevron up icon
Understanding Virtual Folders and WebDAV Chevron down icon Chevron up icon
Under the Hood Chevron down icon Chevron up icon
Backup, Restore, and Content Migration Chevron down icon Chevron up icon
Migrating Configuration Chevron down icon Chevron up icon
Customizing Oracle UCM Chevron down icon Chevron up icon
Web Content Management and Collaboration Chevron down icon Chevron up icon

Customer reviews

Rating distribution
Full star icon Full star icon Full star icon Half star icon Empty star icon 3.3
(3 Ratings)
5 star 0%
4 star 66.7%
3 star 0%
2 star 33.3%
1 star 0%
Tolvanen Perttu Sep 08, 2010
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
This handbook was something I would have paid a lot of money couple of years ago! This is definitely a book that every UCM developer or consultant should read during the first year when they are starting to work with UCM.For an experienced UCM developer (or who has paid a lot of money for Oracle University courses) this book probably only offers some random tips and practical advice for working in different customer projects - but I would still recommend buying this book. The book is written by a guy who really seems to know his stuff - and the book has a lot of practical advice what you need when you are doing large projects with UCM for the first time.Most of this book is not for sales guys or training consultants or project managers since this is very practical and technical book. There are a few chapters which give good advice for project managers and for the customer side (eg. in explaining the importance of metadata model planning with UCM), but they are quite short chapters and do not really offer any larger perspective for how UCM projects should be planned. But even those little pieces of information probably are worth the 50 dollars and the few hours spent in reading.For requirement analysis consultants and sales guys I would recommend the Transforming Infoglut! book which is much more about the big picture of Fusion product line and only talks about UCM in examples. That is probably the biggest difference compared to this book. This handbook does not really explain where UCM is the best fit and how it should be used - this book only explains how to get it up and running, how to configure it best and what are the most interesting features and usage scenarios. This book doesn't help in understanding how UCM fits to the big picture of Oracle's information management product set. For that purpose you really need to read Transforming Infoglut! (and even that doesn't give you all the answers, but then again that tells you already quite much about what kind of monster you are trying to tackle...).Perttu TolvanenEnterprise Content Management Consultant
Amazon Verified review Amazon
Andy K Jul 07, 2014
Full star icon Full star icon Full star icon Full star icon Empty star icon 4
Good basic write up. Worth my investment
Amazon Verified review Amazon
Sivakumar Jul 17, 2015
Full star icon Full star icon Empty star icon Empty star icon Empty star icon 2
This book needs to be updated. It is for 10gR3 web content server. The very first chapter throws you off. It is not worth the 56$ if you want to go about learning 11g since everything is in Weblogic now.
Amazon Verified review Amazon
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