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

Ebook

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.

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
    - Heres 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: Batchcreating 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 contentfaster 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 supportthe unexpected treasures
    - How to find what you need in ninety 300-page manualsin 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 UCMspecific 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

Tytuł: The Oracle Universal Content Management Handbook. Build, Administer, and Manage Oracle Stellent UCM Solutions
Autor: Dmitri Khanine
Tytuł oryginału: The Oracle Universal Content Management Handbook. Build, Administer, and Manage Oracle Stellent UCM Solutions
ISBN: 9781849680394, 9781849680394
Data wydania: 2010-08-11
Format: Ebook
Identyfikator pozycji: e_3c55
Wydawca: Packt Publishing

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