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 -- Here's 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: Batch-creating 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 content-faster 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 support-the unexpected treasures -- How to find what you need in ninety 300-page manuals-in 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.