UCM Handson

8/9/2019 UCM Handson

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UCM Hands-On


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Oracle Stellent Content Server 10gR3

Table of Contents

Practice 1-1: Practicing Oracle Content Server User Skills........................................... 5

Practice 1-2: Reviewing Administrative Skills............................................................ 20

Practice 1-3: Enrichment Using The Expanded Search Form .................................. 27

Practice 1-4: Enrichment Using Query Builder ........................................................ 29Practice 1-5: Enrichment Using Quick Search ......................................................... 33

Practice 2-1: Exploring Oracle Content Server Security ............................................. 36Practice 2-2: Enrichment Creating A Search Result Template................................. 39

Practice 3-1: Managing Role-Based Security .............................................................. 44

Practice 3-2: Creating Security Groups and Roles ...................................................... 45Practice 4-1: Creating Users ........................................................................................ 59

Practice 4-2: Creating User Metadata Fields ............................................................... 75

Practice 4-3: Enrichment Granting Subadministrator Rights ................................... 84Practice 5-1: Reviewing the Account-Based Security Model...................................... 93

Practice 5-2: Enabling and Creating Accounts ............................................................ 94

Practice 5-3: Assigning Accounts to Users................................................................ 100Practice 6-1: Creating Content Types ........................................................................ 116Practice 6-2: Creating Custom Metadata Fields ........................................................ 122

Practice 7-1: Creating a Dependent Choice List (Part I) ........................................... 131

Practice 8-1: Creating a DCL (Part II) ....................................................................... 155Practice 9-1: Creating Global Rules .......................................................................... 167

Practice 10-1: Managing Global Rules ...................................................................... 188

Practice 11-1: Creating Content Profiles ................................................................... 206Practice 12-1: Using General Configuration Options................................................ 253

Practice 12-2: Enabling New Locales........................................................................ 257

Practice 12-3: Enrichment Comparing Stand-Alone and Browser System Properties

..................................................................................................................................... 265Practice 13-1: Installing and Enabling Components.................................................. 267

Practice 14-1: Setting up WebDAV on a Client Machine ......................................... 273

Practice 14-2: Contributing Content by Using WebDAV ......................................... 291Practice 15-1: Working with Batch Loader ............................................................... 302

Practice 15-2: Preparing a Batch Load File............................................................... 307

Practice 16-1: Reviewing Workflow Types............................................................... 317Practice 16-2: Reviewing Workflow Step Types....................................................... 318

Practice 17-1: Creating a Criteria Workflow............................................................. 320

Practice 17-2: Writing to the Companion File........................................................... 344Practice 18-1: Extending your Workflow.................................................................. 350

Practice 19-1: Creating a Workflow Step Template.................................................. 372Practice 19-2: Creating a Workflow Script Template................................................ 381

Practice 20-1: Creating a Basic Workflow ................................................................ 392Practice 21-1: Creating a Report................................................................................ 406

Practice 22-1: Managing Content .............................................................................. 414

Practice 22-2: Working with Subscriptions ............................................................... 428Practice 23-1: Migrating System Configurations ...................................................... 438

Practice 24-1: Migrating Tables................................................................................. 455


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Practice 24-2: Migrating Content............................................................................... 470


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Practicing Oracle Content Server User Skills

This practice covers the following topics:

Logging in to Oracle Content Server

Checking in new content Subscribing to a content item

Revising content

Updating content metadata1) Check in the following content. The content is located in the

E:\Stellent\Lab_Files\Acme_Activitydirectory.

Content

ID

Type Title Security

Group

File

01 ADMKT BW Corporate Logo Public Acme_Logo_BW.gif

02 ADCORP Employee Phone List Public Acme_Phone_List.xls

Answer:

1. Open a browser window and enter a URL similar to the following:

http://:/trainingFor example, http://hostname/stellent

2. Click the Loginicon on the Oracle Content Server Portal page. Entersysadminas the username and idcas the password. Click OK.


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0 Practicing Oracle Content Server User Skills (Continued)


3. Click New Check Inon the menu bar.


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4. In the ContentID field, enter 01and select ADMKT Acme MarketingDepartmentfrom the Type drop-down list.

5. In the Title field, enter BWCorporateLogo. Check that the Security Group isPublic. Click Browseto navigate to the file that you want to check in.


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6. Navigate to the E:\stellent\lab_Files\Acme_Activityfolder andselect the Acme_Logo_BW.giffile from the listing. Click Open.


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7. Verify that all the entries are correct and click Check In.

8. The following confirmation message is displayed.


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9. Click Check In Similar in order to check in theAcme_Phone_List.xlsfile.Change the values appropriately. Click Check In.

10. The confirmation message is displayed.

2) Subscribe to the BW Corporate Logo.

Answer:


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1. Open the Content Informationpage for the BW Corporate Logocontent item.

There are different ways to achieve this; one is to conduct a QuickSearch. In the

Quick Search box, enter BW Corporate Logoremember that database searchesare case-sensitiveand click the Quick Search button.

2. When the Search Results page is displayed, click the icon for BW CorporateLogo.

3. The Content Informationpage is displayed.

4. Click Content Actionsand select Subscribe from the drop-down menu.


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5. If asked, enter [email protected] the email address. You are prompted foran email address if your profile does not contain one.

3) Where can you view your subscriptions?

Answer:

1. Expand My Content Serverand click My Subscriptions. The BW Corporate

Logosubscription is displayed.

4) Check out the Employee Phone List.

Answer:

1. Conduct a search for the Employee Phone Listand open the Content Informationpage for the content item. Click Content Actionsand select Check Outfrom the

drop-down menu.


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2. The Check Out Confirmationmessage is displayed.

5) Open the Employee Phone List and add an entry with your name to the phone book.

Answer:

1. Right-click theAcme_Phone_List.xlslinkand save the file to your desktop.


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2. Open the file and add an entry, your name, for example:

3. Save the sheet and close Microsoft Excel.

6) Check the Employee Phone List back in and review the content.

Answer:


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1. On the Check Out Confirmationmessage page, click Check In.

2. The revision number has increased. Click Browse to navigate to your desktop(or

wherever you just saved your file). Click Check In.


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3. A confirmation message is displayed.

4. To check the phone book, click Content Info. On the Content Informationpage

clickAcme_Phone_List.xlsto open the file.

5. Verify that you can see the added entry.

7) Check out the Employee Phone List and undo the check out.

Answer:

1. Follow the first step in #4 to check out the content item.


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2. In the content server Navigation pane, expand Content Managementand click

Checked-Out Content.

3. In the Actions column, click the icon and select Undo Check Out.

4. The Content Informationpage is displayed.8) Update the metadata for the BW Corporate Logocontent item. Change the title to

Black and White Corporate Logo.

Answer:

1. Conduct a search for the BW Corporate Logo. Click the Actionsicon and select

Content Information. Or you could click the icon.


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2. On the Content Information page, click Content Actions and selectUpdatefrom

the drop-down menu.

3. In the Info Update Form page, change the title to read Black and White

Corporate Logo. Click Submit Update.


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4. The new title is displayed.


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Reviewing Administrative Skills


Identifying administrative tasks

Describing the typical managed content process Finding administrative help

Associating administrative utilities with their corresponding function

1) List five administrative tasks.

Answer:

Possible tasks include:

Understanding security concepts and implementing a security model

Implementing a metadata model

Configuring Oracle Content Server

Contributing mass content

Creating workflows

Managing content

Exporting, importing, and replicating content

Modifying content server pages

Creating custom HTML pages

Configuring the system to manage and index files

Archiving and replicating information

Working with content server security

Adjusting system properties

Reviewing log files

2) Number the processes listed below to show the correct order.

Answer:

8 Content is revised and the process starts again.

4 If applicable, the content enters the workflow.

6 The content is released to the content server Web site.

1 Content is checked in to Oracle Content Server.

3 The Web-viewable format of the content item is placed into the Weblayout

directory.

7 The content is checked out.

2 The original file format of the content item is placed into the vault directory.

5 The content is full-text indexed.


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0 Reviewing Administrative Skills (Continued)


3) Browse to the Administration Applets page and click Help.

Answer:

1. The Oracle Content Server default home page is displayed.

2. The Navigation pane lists the Administration link.


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3. On the Oracle Content Server Home page, click Administrationin the

Navigation pane.

4. Click Admin Applets.


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5. The administrative tools are displayed in the content panel.

6. Click Helpon the main menu.


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7. The Help menu is displayed.

4) List the ContentsLinks.

Answer:

Welcome, Planning, Content Server, Content Server Add-Ons, Folders/WebDAV,

and Records Manager

5) Browse to the My Content Server > My Profile page and click Help.

Answer:

1. Click My Content Serveron the navigation pane.


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2. Click My Profile.

3. Click Helpon the main menu.

4. The Help menu is displayed.

6) List the Contentslinks.

Answer:


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Welcome, User Information, Folders/WebDAV, Image Manager, Physical Content

Manager, Records Manager, and Video Manager

7) What do you notice?

Answer:

There are different menus depending on where you access Help.

8) Match the applet or link in Column A with its description in Column B. Remember,you can always refer to the online Help available in Oracle Content Server.

Answer Column A Column B

Archiver A. Edit the search results page.

Repository Manager B. Create custom metadata.

Web Layout Editor C. Replicate content.

Workflow Admin D. Set up an approval process for content.

Configuration Manager E. Design your security model.

User Admin F. Delete expired content.

Answer:

Answer Column A Column B

C Archiver A. Edit the search results page.

F Repository Manager B. Create custom metadata.

A Web Layout Editor C. Replicate content.

D Workflow Admin D. Set up an approval processfor content.

B Configuration Manager E. Design your security model.

E User Admin F. Delete expired content.

9) List the Administrative Utilities that are accessible from the Start menu where the

content server is installed but are not accessible from the Web browser.

Answer:

Content Server Analyzer and Batch Loader


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Enrichment Using The Expanded Search Form

This practice shows how to use the Expanded Search Form to build and save a query.

1) Open the Expanded Search Form and search for all the content items where theAuthor is sysadmin.

Answer:1. On the Oracle Content Server top menu bar, click Search.

2. If the Query Builder Form page opens, click Search Formsand select Expanded

Form.


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0 Enrichment Using The Expanded Search Form (Continued)


3. Complete the query as follows. Then click Search.

4. The Search Resultspage is displayed.


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Enrichment Using Query Builder

This practice covers using Query Builder to build and save queries.

1) Open the Query Builder Formand search for all the content items where ContentType matches ADCORP or ADMKT.

Answer:1. On the Oracle Content Server top menu bar, click Search.

2. The Search: Expanded Formpage opens. Click Search Formsand selectQuery Builder Form.

3. The Search: Query Builder Formpage opens. Under the Query Builder

section, select Content Typefrom the Select a Fielddrop-down list.


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0 Enrichment Using Query Builder (Continued)


8. Select Content Typefrom the Select a Fielddrop-down list.

9. Complete the query as follows:

10. Click Search.

11. The Search Resultspage is displayed.

2) Save the query and name it ctsearch.

Answer:


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0 Enrichment Using Query Builder (Continued)


1. On the Search Resultspage, click Query Actionsand select Save Search.

2. Enter ctsearchand click OK.

3) Verify that the query was saved.

Answer:

1. Click My Content Server> My Saved Queries. The ctsearchquery is

displayed.


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Enrichment Using Quick Search

1) Perform a search using Quick Search.

Answer:

1. On the Oracle Content Server main menu, click the icon to the left of theQuick Searchfield. Select Edit.

2. In the Targeted Quick Searches Defined by Adminssection, click Create

New.

3. Enter sas the Targeted Quick Search Key and SecurityGroupas theTargeted Quick Search Label.


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0 Enrichment Using Quick Search (Continued)


4. For Security Group as the desired metadata field, enter a value of #s. Then clickSave.

Note: Your screen may show Query Builder instead of Metadata Search.

5. The Targeted Quick Searches page lists the newly created search.


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This practice covers the following topics: Recognizing the Oracle Content Server security components

Comparing sample security models

Verifying security


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Exploring Oracle Content Server Security

Identify the content server security component that is being described.

1) Which Oracle Content Server security component defines the permissions that users

have to security groups?

Answer:

Roles

2) Which Oracle Content Server security component comprises a set of content items towhich users are granted permission based on their roles?

Answer:

Security Groups

3) Which Oracle Content Server security component describes a person who has been

assigned a username and password for the content server?

Answer:

Users4) Which Oracle Content Server security component is an optional component that

enables greater flexibility and granularity in a security structure than security groups

alone?

Answer:

Accounts

5) Compare and differentiate the two security models discussed in this lesson in thespace provided below.

Answer:

The two basic security models are standard or role-based and account-based securitymodels.

Standard or role-based security model

It uses the security groups, roles, permissions, and user securitycomponents.

Many roles can be created for the set of security groups.

Many users can be assigned a single role.

Many roles can be assigned to one user.

Account-based security model

Generally, accounts are used when you require more than 50 security

groups. It extends the role-based security model.

It enables you to obtain greater flexibility and granularity in your securitystructure than security groups alone

It is centered more on users than on information.


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Exploring Oracle Content Server Security (continued)


6) Verify the security configuration of your Oracle Content Server instance. Open a

Web browser window and log in as sysadminwith idcas the password. Navigateto the Content Check In page.

Answer:

1. On the Oracle Content Server Home page, click New Check Inon the main

menu.

7) Click the down arrow to open the Security drop-down list. The available securitygroups are listed.

8) Is it possible to select more than one security group?

Answer:

No

9) Does an Account field appear on the check-in page?

Answer:

No. Accounts have not been enabled.


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Exploring Oracle Content Server Security (continued)


10) What components of security are defined as a group of content?

Answer:

Security Groups and Accounts

11) What component of security gives a user access to a security group?

Answer:Roles


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Enrichment Creating A Search Result Template

This practice covers how to create custom search result templates by identifying the

information and specifying the display options.

1) Create a custom search result template that contains the title, security group, releasedate, and the native file extension information.

Answer:1. On the Oracle Content Server Home page, expand My Content Serverin the

navigation pane on the left. Click My Search Result Templates.

2. Click the plus sign in the Actions column for SearchResultsHeadline.

3. EnterMyHeadline01in the Content List Template ID field andMyCustomHeadlineViewin the Content List Template Label field.

4. Select the Title, Security Group, Release Date, and Native File Extension

metadata fields in the Available Fields column. Click the right arrow to add these

fields to the Columns section. You may use the [CTRL] key to select multiple


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0 Enrichment Creating A Search Result Template (Continued)


fields.

5. The selected metadata fields are listed in the Columns section.


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3. For Author, select Matchesfrom the drop-down list and enter sysadmin. Then,click Search.

4. On the Search Results page, click Change Viewand select My Custom Headline

View.


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5. The search result is displayed in the format defined by the MyHeadline01search

template.


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This practice covers the following topics: Managing role-based security

Creating security groups and roles

Managing Role-Based Security

This practice covers the role-based security model components and how to use role-based

security to give users access to Oracle Content Server.

1) List the components that are used in the role-based security model in the spaceprovided below.

Answer:

The components used in a role-based security model include:

Security Groups

Roles

Permissions Users

2) Illustrate how the components from the previous question work together to give

people access to the content stored in Oracle Content Server.Answer:

A security group is a set of files grouped under a unique name. Every file in the

content server repository belongs to one and only one security group.

A role is a set of permissions (Read, Write, Delete, Admin) for one or more security

groups. The administrator creates and assigns roles to users within the system to

control access to the content stored in the repository.

Oracle Content Server includes four defined role permissions: Read, Write, Delete,and Admin.

Administrators assign roles, permissions, and security groups to users.


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Creating Security Groups and Roles


Creating security groups and roles

Assigning permissions to users

1) Group the content of the Acme Company by department with the exception of public

content. Public content should be checked in to the already existing Public security

group. Create the following security groups:

Finance Marketing Human_Resources

Answer:

1. Use the User Admin applet on the Administration page to create security groups.

On the Oracle Content Server Home page, expand Administration. Then click

Admin Applets.


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0 Creating Security Groups and Roles (Continued)


2. Click the User Adminicon.

3. The User Admin applet opens in a separate window.


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4. Click Security> Permissions by Groupon the menu bar.

5. In the Permissions by Group pop-up window, click Add Group.


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6. Enter Financeas Group Name and if you like, a meaningful description. ClickOK.

7. Repeat steps 5 and 6 to create the Marketingand Human_Resourcessecurity

groups. All the security groups are listed. Click Closebut keep the applet window


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open.

2) As Acmes administrator, you met with each department head and charted out the

access and the permissions that each user needs. Here are Acmes requirements:

Department heads need RWD permission to their primary departments and Rpermission to all other departments, except Finance.

All other employees need RW permission to their primary departments and R to

all other departments, except Finance.

Complete the chart by filling in the permissions based on the requirements.


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Answer:

Acme Employees Finance Marketing Human_Resources Public

Chief Financial Officer RWD R R R

Accountants RW R R R

Marketing Director --- RWD R R

Graphic Artists (part ofthe Marketing

department)

--- RW R R

Marketing Analysts--- RW R R

HR Director--- R RWD R

Recruiter--- R RW R

3) Develop the roles required to handle Acmes privacy policy.

Answer:There are multiple possibilities for roles. The first table shows how to design roles

according to the employees title. This will most likely give you the least amount of

roles, but it does not allow for a lot of flexibility.

Role Name Defined Permissions

CFO Finance (RWD), Marketing (R), Human_Resources (R)

accountant Finance (RW), Marketing (R), Human_Resources (R)

marketing_dir Marketing (RWD), Human_Resources (R)

marketing_emp Marketing (RW), Human_Resources (R)

hr_dir Marketing (R), Human_Resources (RWD)

recruiter Marketing (R), Human_Resources (RW)

The second table shows how to design roles according to the security group

permissions. This means more roles but also gives greater flexibility.

Role Name Defined Permissions

Finance_RWD Finance (RWD)

Finance_RW Finance (RW)


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Marketing_RWD Marketing (RWD)

Marketing_RW Marketing (RW)

HR_RWD Human_Resources (RWD)

HR_RW Human_Resources (RW)

Internal_R Marketing (R), Human_Resources (R), Public (R)

4) How many roles did you list?

Answer:

Six

5) Create the roles required to handle Acmes privacy policy.

Answer:

1. In the User Admin applet window, click Security> Permissions by Role.


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2. The Permissions by Role pop-up window opens. Click Add New Role.

3. Enter CFOas Role Name. Then click OK.

4. Repeat steps 2 and 3 and create the roles, accountant, marketing_dir,

marketing_emp, hr_dir, and recruiter. When finished, the roles are displayed


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in the Roles column.

5. Assign appropriate permissions to the roles. Start with the CFO role.

6. Select CFOand Finance. Click Edit Permissions.


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7. Select the check boxes for Read, Write, and Delete. Then click OK.

8. Verify that Finance is listed with RWD permissions. Select Human_Resources.

Click Edit Permissions.


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9. Select the check box for Read. Then click OK.

10. Human_Resourcesis listed with Read rights. Select Marketingand click Edit

Permissions.

11. Select the check box for Read. Then click OK.


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12. The permissions for the CFO role are displayed.

13. Repeat steps 5 to 12 to assign appropriate permissions to the accountantrole.

14. Repeat steps 5 to 12 to assign appropriate permissions to the hr_dirrole.


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15. Repeat steps 5 to 12 to assign appropriate permissions to the marketing_dir role.

16. Repeat steps 5 to 12 to assign appropriate permissions to the marketing_emprole.

17. Repeat steps 5 to 12 to assign appropriate permissions to the recruiter role.


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18. Click Close. Keep the User Admin applet open.


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This practice covers the following topics: Creating users

Creating user metadata fields

Granting subadministrator rights

Creating Users

During this practice, you perform the following tasks:

Evaluating necessary roles for each user Creating users

Creating an alias group

1) In the previous exercise, you created security groups and roles. Now you are ready to

create user logins and assign appropriate permissions.A subset of users is listed below. Evaluate the permission chart and roles created in

the previous activity. Write down the roles that you must assign to each user.

Name Position Required Roles

Haley Resource HR Director

Mike Marketing Marketing Director

Greg Graphic Graphic Artist

Elena Edit Marketing Editor

Tina Translator Marketing Translator

Fran Chief Chief Financial Officer

Ned Numbers Accountant

Answer:

Name Position Required Roles

Haley Resource HR Director hr_dir

Mike Marketing Marketing Director marketing_dir

Greg Graphic Graphic Artist marketing_emp

Elena Edit Marketing Editor marketing_emp

Tina Translator Marketing Translator marketing_emp

Fran Chief Chief Financial Officer CFO

Ned Numbers Accountant accountant


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0 Creating Users (continued)


2) Create the following users and assign each user their roles.

Hint: Deselect the User Filter check box in the User Admin applet to view your

global users.

Auth Type User Name Full Name Password

Local hresource Haley Resource idc

Local marketing Mike Marketing idc

Global ggraphic Greg Graphic idc

Local eedit Elena Edit idc

Global ttranslator Tina Translator idc

Local fchief Fran Chief idc

Local nnumbers Ned Numbers idc

Answer:

1. Create the hresourceuser. In the User Admin applet window, click Add.


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2. Verify that the Authorization Type is Local. Click OK.

3. Enter hresourcein the Name field and HaleyResourcein the Full Namefield. Enter idcas the password and repeat it in the Confirm Password field.


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Click Roles.

4. Click Add Role.


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5. Select hr_dirfrom the list. Then click OK.

6. Click hr_dirto list the assigned groups and rights. Click OK.


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7. The hresourceuser is listed.

8. Repeat steps 2 to 6 to create themmarketinguser.


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9. Repeat steps 2 to 6 to create the ggraphicuser.

10. Repeat steps 2 to 6 to create the eedituser.


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11. Repeat steps 2 to 6 to create the ttranslatoruser.

12. Repeat steps 2 to 6 to create the fchiefuser.


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13. Repeat steps 2 to 6 to create the nnumbersuser.

14. Close the User Admin applet.

3) Open a new browser session and log in as the Human Resources Director, Haley

Resource, with hresourceas the username.


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1. Click Searchon the main menu bar. The Security Group drop-down menu lists

Human_Resources, Marketing, and Public.:

5) Navigate to the Check In page. What security groups appear in the Security Groupdrop-down menu?

Answer:

1. Click New Check Inon the main menu bar.


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2. Click the Security Group drop-down menu. Only Human_Resources is listed.

6) Explain why the security group options differ.

Answer:

Haley Resource was given Read and Write permission to the Human_Resourcessecurity group but only Read permission to Marketing and Public. Because she does

not have Write permission to Marketing and Public, those options will not appear in

the drop-down list on the Check In page.

7) Can Chief Financial Officer, Fran Chief, check in a content item into theHuman_Resources security group?

Answer:

No, because he has only Read permissions for the Human_Resources group.

8) Close all browser windows except the one where you logged in as sysadmin. Createa Graphic Artistsalias and include Greg Graphic.

Answer:


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1. In the User Admin applet, click the Aliasestab.

2. Click Add.


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3. Enter Graphic_Artistsin the Alias Name field. Click Add.

4. Deselect the Use Filter check box and see global users as well.


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5. Select ggraphicand click OK.


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6. The Add New Alias window lists ggraphic. Click OK.

7. The Graphic_Artistsalias is displayed.


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Creating User Metadata Fields

Replace this text to describe your practices, and add steps here...

Acme wants the ability to filter its users based on Departments. To do this, you must

create a user metadata field with the following requirements:

Employees should be able to view this field in their user profile but they should

not be able to change it. There should be an option list with the following options:

Marketing

Finance

Sales

Research and Development

Human Resources

Answer:

1. In the User Admin applet, click the Information Fields tab.


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Creating User Metadata Fields (continued)


2. Click Add.

3. Enter Departmentin the Field Name field. Then click OK.


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4. Select the Option List check box. Then click Edit.

5. Enter the list of options. Then click Sort Now.


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6. The list is now sorted. Click OK.

7. Click OK.


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9. To add the metadata, click OK.

9) Edit the sysadmin user and select Research and Development for the Departmentvalue.

Answer:


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1. From the Users tab, select sysadminand click Edit.

2. From the Department drop-down list, select Research and Development.


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3. Click OK.

10) From the Web browser, view the sysadmins User Profile.

Answer:

1. On the main menu bar, click My Profile.


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2. The Department field is listed and its value shows Research and Development.


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Enrichment Granting Subadministrator Rights

This practice covers making users subadministrators.

1) Acmes Marketing Director Mike Marketing (mmarketing) wants to create new

users, workflows, and manage content in the Marketing security group. Which are the

administrative utilities that he will need access to?

Answer:Mike Marketing needs access to the following applets:

User Admin Repository Manager

Workflow Admin

2) Create the sub_adminrole that defines the permissions required for a marketing

subadministrator with access to the administrative utilities from the previousquestion.

Answer:

1. From the User Adminapplet, click Security> Permissions by Role .


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Enrichment Granting Subadministrator Rights (continued)


2. Click Add New Role.

3. In the Role Name field, enter sub_admin. Then click OK.


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4. Click Edit Applet Rights.

5. Select the following check boxes. Then click OK.


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1. Selectmmarketingfrom the Users tab and click Edit.

2. Click Roles.


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2. Provide the login credentials:mmarketingas the username and idcas thepassword. Then click OK.

3. From the navigation pane, click Administration.

4. Click Admin Applets. The assigned applets are displayed.

5) Explore the functions that the subadministrator can perform.

Answer:


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This practice covers the following topics: Reviewing the account-based security model

Enabling and creating accounts

Assigning accounts to users

Reviewing the Account-Based Security Model


Describing the account-based security components Using the account-based security model to manage access to content

1) List the components that are used in the account-based security model.

Answer:

The components used in an account-based model include:

Users

Security Groups Roles

Permissions

Accounts

2) Illustrate how the components from the previous question work together to givepeople access to the content stored in Oracle Content Server.

Answer:

Every content item is assigned to a security group and if you have enabled accounts,

content items can also be assigned to an account.

An account is a group of content that introduces another metadata field that is filled

out upon content check in. A user must have access not only to the security group butalso access to the account to check in or view content in that account.

Unlike the concept of roles, users are directly assigned permission (Read, Write,

Delete, or Admin) to an account.


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Enabling and Creating Accounts


Setting up an account-based security model

Enabling accounts Creating accounts

1) Acme has decided to use accounts as part of its security model. Enable Accounts.

Remember to restart your server.

Answer:

1. In the navigation pane of the Oracle Content Server Home page, click

Administration.

2. From the Administration tray, click Admin Server.


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Enabling and Creating Accounts (Continued)


3. The Oracle Content Admin Server page opens. Click the training instance button.

4. From the Options for trainingpane, click General Configuration.

5. In the General Configurationpane, scroll down to the Additional

Configuration Variables section. Add the following entry:UseAccounts=true


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Hint: Configuration entries are case-sensitive.

.


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6. Click Save.

7. Restart the content server. Click the icon.

8. Close the Admin Server window.

2) Acme requires two accounts:

Classified Europe

Department heads will use the Classifiedaccount to secure highly confidential

content. For example, employee salaries in HR, paycheck files in Finance, researchand development files in Marketing.

Acme is launching a new campaign in Europe. Marketing reports, materials, and

analysis specific to Europe should be checked into the Europeaccount.

Create the Classifiedand the Europeaccounts.

Answer:

1. If the User Admin applet is still open, close it and reopen it. On the User Adminmenu bar, select Security> Predefined Accounts.


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Note:You can also perform this using the stand-alone applet.

2. The Predefined Accounts window appears. Click Add.


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3. Enter Classifiedas the Predefined Account. Click OK.Note:In the Predefined Account field, do not use spaces or symbols.

4. The Classifiedaccount is displayed. Repeat steps 1 to 3 to create the Europeaccount. Click Close.


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Assigning Accounts to Users

1) Assign the department heads the Classifiedaccount with RWDpermissions. Assign

the Department metadata field accordingly.

Name Position

Haley Resource HR Director


Fran Chief Chief Financial Officer

Answer:

1. From the User Admin applet, select Haley Resource (hresource) and click

Edit.


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Assigning Accounts to Users (continued)


2. Click the Accounts tab.

3. Click Add


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4. From the Account drop-down menu, select the Classifiedaccount.

5. Deselect the Admin check box from the permissions list.


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6. Click OK.

7. Click OK.

8. Repeat steps 1 to 7 to assign the Classifiedaccount and the RWDpermissions to

Mike Marketing and Fran Chief.

2) Assign the marketing users the Europeaccount. The department head should have

RWDpermission and all other marketing employees the Rpermission.


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Name Position


Greg Graphic Graphic Artist

Elena Edit Marketing Editor

Tina Translator Marketing Translator

Answer:

1. From the User Admin applet, select Mike Marketing (mmarketing) and click

Edit.


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2. Click the Accounts tab.

3. Click Add


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4. From the Account drop-down menu, select the Europeaccount. Deselect the

Admin check box from the permissions list. Then click OK.

5. Click OK.


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6. From the User Admin applet, deselect the Use Filter check box. Select Greg

Graphic (ggraphic) and click Edit.


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7. Click the Accountstab.


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8. Click Add

9. From the Account drop-down menu, select the Europeaccount. Deselect the

Write, Delete, and Admin check boxes from the permissions list. Then click OK.


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10. Click OK.

11. Repeat steps 6 to 10 to assign the Europeaccount and the Rpermission to Elena

Edit (eedit) and Tina Translator (ttranslator).

3) Open a new browser session and log in as the Marketing Director, Mike Marketing,

withmmarketingas theusername.

Answer:

1. Open a browser window and navigate to Oracle Content Server Welcome page.

Click Loginand provide the login credentials:mmarketingas the username and


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idcas the password. Click OK.

4) What accounts appear in the Account drop-down list on the New Check In page?

Answer:

1. On the main menu bar, click New Check In.


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2. The Account drop-down list displays two accounts: Classified and Europe.

3. Close the browser window.

5) Open a browser window and log in as the Graphic Artist, Greg Graphic, with a

username of ggraphic.

Answer:

Open a browser window and navigate to Oracle Content Server Welcome page. Click

Loginand provide the login credentials: ggraphicas the username and idcas the


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password. Click OK.

6) Navigate to the Content Check In page.

Answer:

On the main menu bar, click New Check In.

7) What accounts appear in the Account drop-down menu, if any?

Answer:


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The Content Check In Form page lists no account.

8) Why does the number of accounts differ on Check In pages for Mike Marketing and

Greg Graphic?

Answer:

Mike Marketing was assigned the Classifiedand the Europeaccounts and he hasWritepermissions for both accounts whereas Greg Graphic has only Readpermissions.

9) Can Mike Marketing check in an HR classified file because he has been given RWD

permission to the Classifiedaccount? If not, why?

Answer:

No, Mike Marketing is only allowed to check in documents to the Marketing securitygroup that he has been granted.


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This practice covers: Creating content types

Creating custom metadata fields


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Creating Content Types

This practice covers creating content types.

1) Acme has decided to create its own content Types rather than use the default Types

installed with the content server. Create the content types that follow. Be sure to spellthese carefully as these Types will be used in later activities. Create an option list for

the Types.

Name Description GIF

News_Release Public News Release admkt.gif

Policy Policy textdoc.gif

Forms Forms form.gif

Graphics Graphics graphic1.gif

Materials Marketing and Training Materials adeng.gif

Benefits Benefits adacct.gif

Answer:

1. Close the User Admin applet window, if not already closed. Close all the Oracle

Content Server browser windows except the one where you are logged in assysadmin. From the Administration page, click the Configuration Managericon to create the News_Releasecontent type.

2. On the menu bar of the Configuration Manager applet, select Options >

Content Types.


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0 Creating Content Types (Continued)


Note: You can also perform this using the stand-alone applet.

3. Click Add.

4. In the Name field, enterNews_Release.Enter the Description as PublicNewsRelease.


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Note:In the Field Name field, do not use spaces or symbols.

5. From the Image drop-down list, select admkt.gif. Click OK.


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6. Repeat steps 2 to 5 to create the other Types.

2) Delete all the default content types except ADMKTand ADCORPbecause there are

content items checked in using these.

Answer:


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1. Select the ADACCTtype and click Delete.


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2. Repeat the previous step 1 to delete all other default types except ADCORP andADMKT. Click Close.

.


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Creating Custom Metadata Fields

This practice covers creating custom metadata fields.

1) Acme is an international company that wants to organize its content by language,

thereby enabling users to quickly, for example, locate Spanish content. Create acustom metadata field named Language_Typewith the following requirements:

Field Name: Language Field Caption: Language

Field Type: Text Field Order: 3

Enable on User Interface: Enabled

Enable for Search Index: Indexed

Option List Type: SelectListValidated LanguageList: English, Spanish, French, and German

Answer:

1. To create the Languagecustom metadata field, click the Information Fieldstab.Note: You can also perform this using the stand-alone applet.


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Creating Custom Metadata Fields (Continued)


2. Click Add.

3. Enter Languagein the Field Name field. Then click OK.Note: In the Field Name field, do not use spaces or symbols.


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6. Select the Enable Option List check box to create an option list drop-down

menu. Click Configure.

7. As Option List Type, select SelectListValidatedfrom the drop-down menu.


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10. Click OKtwice to close all windows. The Languagefield is displayed.


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11. Click Update Database Design.


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This practice covers the following topics: Creating schema table

Adding schema views


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Creating a Dependent Choice List (Part I)

1) Which Oracle Content Server feature involves the structure that is set up and used to

manage the information lists and the corresponding option lists?

Answer:

The metadata schema mapping feature involves the structure that is set up and used to

manage the information lists and the corresponding option lists.2) List the schema elements in the space provided below.

Answer:

Schemas comprise:

Tables database tables that store the choices displayed in the information field

(metadata) option lists

Views a tailored presentation of the corresponding table Relationships define the dependencies between tables and are essential in

generating the appropriate dependent choice lists

Custom metadata fields to display on the user interface

3) Acme has determined that there is a need for the contributor to determine whether andwhere a content item needs to be included on their Web site. Because of the numerous

sections on the site, you have determined that it would be best to create two metadata

fields called Web Section and Web Subsection. The contributor chooses a Websection that will then populate the choices for the Web subsection.

Create the Web Sectiontable. The table should consist of two columns:

ws_id(an abbreviation for Web Section ID)

This column is an integer and a primary key.

Label

This column is varcharand 30 characters long.

Answer:


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0 Creating a Dependent Choice List (Part I) (Continued)


1. The Configuration Managerapplet is used to create schema tables. Click the

Tablestab.

2. Click Create table.

Note: You can use the core Content Server system tables such as Revisions,


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Alias, Documents, and Users; however, you cannot save any edits to those tables.

3. EnterWebSectionin the Table Namefield andWebSectiontablein theTable Description field.Click Add.


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4. Enterws_idas the Column Name, select intfrom the Column Typedrop-downlist. Select the Primary Key check box. Click OK.

5. Thews_idcolumn is displayed. Click Add .


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6. Enter SectionLabelas the Column Name, select varcharfrom the ColumnTypedrop-down list, and set the Column Length to 80. Click OK.

7. Click Add Recommended.


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8. The recommended columns are added. Click OK.


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9. The WebSectiontable is listed.

.

4) Create the WebSubsectiontable. The table consists of three columns:

sub_id(an abbreviation for Web Subsection ID)

This column is an integer and a primary key. ws_id(an abbreviation for Web Section ID)

This column is an integer and corresponds to thews_idcolumn in the Parent

WebSection table.

Labelvarcharof a length of 30 characters

Answer:


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1. Click Create table on the Tables tab.


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2. EnterWebSubsectionas the Table NameandWebSubsectiontableasthe Table Description.Click Add.

3. Enter sub_idas the Column Name, select intfrom the Column Typedrop-downlist. Select the Primary Key check box. Click OK.


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6. The sub_idandws_idcolumns are listed. Click Add .

7. Enter Labelas the Column Name, select varcharfrom the Column Typedrop-down list, and set Column Length to 80. Click OK.


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8. Click Add Recommended.

9. The recommended columns are added. Click OK.


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10. The WebSubSectiontable is listed.

5) Create two associated views named:

WebSection_view

WebSubsection_view

Answer:


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1. From the Configuration Manager applet, select the Views tab. Click Add.


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2. Select the WebSectiontable to be used in the view. Click Next >.

3. Select the columns for the schema view. Click Finish.


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4. In the View Name field, enterWebSection_viewand add a meaningful ViewDescription. Click OK.

5. TheWebSection_viewview is listed. Repeat steps 2 to 4, selecting thesub_id,ws_id,and SubsectionLabelcolumns, to add the


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WebSubsectiontable to theWebSubsection_viewview.

6) For theWebSection_view, add the following column values:

ws_idLabel

1 Training

2 Support

Answer:


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1. From the Configuration Manager applet, select the Views tab. Select the

WebSection_viewview. Click Edit Values.


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2. Click Add.

3. Enter 1in thews_idfield and Trainingin the Label field. Click OK.


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4. Repeat steps 2 to 3 to add the additional values. Click Close.

7) For theWebSubsection_view, add the following column values:

sub_idws_id Label

1 1 Course Descriptions

2 1 Course Locations

3 2 Contact Us

4 2 New Release Info

Answer:


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1. Select theWebSubsection_viewview on the Views tab and click EditValues.


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2. Click Add.

3. Enter 1in the sub_idfield, 1in thews_idfield and Course Descriptionin the Label field. Click OK.


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4. Repeat steps 2 to 3 to add the additional values. Click Close.


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This practice covers the following topics: Establishing a relationship

Creating dependent and independent metadata fields

Publishing a schema


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Solutions for Practice 1-1: Creating a DCL (Part II)

This practice covers the following tasks:

Creating a relationship

Creating metadata fields using the relationship

1) Create a relationship named WebSection2WebSubsection . Define a relationship in

which thews_idcolumn in the WebSubsectiondependent table corresponds to the

ws_idcolumn in the WebSectionparent table.

Answer:

1. From the Configuration Manager applet, click the Relations tab.


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Solutions for Practice 1-1: Creating a DCL (Part II) (Continued)


2. Click Add.

3. EnterWebSection2WebSubsectionin the Relationship NameandRelationship Description fields.

4. Select the WebSectiontable from the Parent Infodrop-down list and thews_idcolumn that is used to establish the dependencies.

Select the WebSubsectiontable from the Child Infodrop-down list and the


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ws_idcolumn that is used to establish the dependencies. Click OK.

2) Create the WebSectionFieldcustom metadata field with an option list. Select the

appropriate view to be used, but do not define dependencies. The WebSectionFieldisthe independent field.

Answer:

1. From the Configuration Manager applet, click the Information Fields tab.


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2. Click Add .

3. EnterWebSectionFieldas the Field Name. Click OK.


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4. Select the Options List. Click Configure .

5. Select Use viewand selectWebSection_viewfrom the drop-down list. ClickOK.

3) Create the WebSubsectionFieldas a dependent, or a child custom metadata field

with an option list. Select the appropriate view and define the dependency andrelationship.

Answer:


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1. Onthe Information Fields tab, click Add .

2. EnterWebSubsectionFieldin the Field Name field and click OK.


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3. Select the Option Listand click Configure.

4. Select Use viewand selectWebSubsection_viewfrom the drop-down list.

5. Select Enabledand select xWebSectionFieldfrom the Depends on field drop-

down list. Select the WebSection2WebSubsectionrelationship from the drop-


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2. An information message is displayed. Click OK.

5) Publish schema.

Answer:

1. From the Configuration Manager applet, click Optionson the main menu bar and

select Publish schema from the drop-down list.

6) Navigate to the Check In page and test the dependent choice list. Select both Trainingand Support and make sure that the appropriate values display in the Web Subsection

field.


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3. Select Supportfor WebSectionField. The WebSubsectionFielddrop-down list

displays the appropriate values.


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This practice covers the following topics: Creating global rules

Grouping metadata fields

Hiding metadata fields


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Creating Global Rules


Differentiating between a Profile and a Rule

Creating global rules Grouping metadata fields

Hiding metadata fields

1) Differentiate between a Profile and a Rule.

Answer:

Content profiles are used as a type of filter for the information that is displayed. Acomplete content profile contains a set of one or more rules that are used to control

the display of metadata fields on the Check In and Search pages, and a trigger value.

Rules determine how metadata fields are displayed on the Check In, Update, ContentInformation, and Search pages, and whether a rule will be used (depending on how it

is evaluated).

2) Which type of rule is always evaluated?

Answer:Global rules are always evaluated whereas non-global rules are evaluated only when

associated with content profiles.

3) Create a global rule named GroupDateFields that groups the Expiration and Releasedates under a header titled Date Fields.

Answer:


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Creating Global Rules (continued)


1. From the Configuration Manager applet,click theRules tab.


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2. Click Add.

3. EnterGroupDateFields

as the Nameand enter a meaningful description.

Select the Is global rule with priority check box. Select the Is group check box.


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Select the Has group header check box and click Edit.


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5. Select the Fields tab.


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6. Click Add.

7. Ensure that Display information fields is enabled and Display application fieldsis disabled.


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8. Select Release Datefrom the Field Name drop-down list. Click OK.

9. Select Editfrom the drop-down list. Click OK.


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10. Click Add.

11. Verify that Display information fields is enabled and Display application fieldsis disabled. Select Expiration Datefrom the Field Name drop-down list. Click

OK.


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12. Click OK.


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13. Click OK.

4) Create a global rule named HideInhibitPropagation that hides the InhibitPropagation on all pages.(Use Comments if Hide Inhibit Propagation isnt in the list )

Answer:


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1. On the Rules tab in the Configuration Manager applet, click Add.

2. Enter HideInhibitPropagationas the Nameand a meaningful description.Select the Is global rule with priority check box. Select the Use rule activation


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condition check box and click Edit.


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3. On the Conditions tab, click Add.

4. Enter a Name. Click OK.

5. Select the Use actioncheck box as the activation condition on the General tab.Select Check In New,Content Information, Search, Check In Selected, and


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Content Update check boxes. Click OK.


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6. Click the Fields tab.

7. Click Add.


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8. Ensure that Display information fields is enabled and Display application fieldsis disabled. Select Inhibit Propagationfrom the Field Name drop-down-list.

Click OK.

9. Select Hiddenfrom the Typedrop-down list. Click OK.


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10. Click OK.

5) Navigate to the Check In page and verify that the Release Date and Expiration Datemetadata fields are grouped under Date Fields, and that the Inhibit Propagation field

is hidden. Also check that the Inhibit Propagation field does not show up on the

Search page.

Answer:

1. On the Oracle Content Server Home page, click New Check Inon the main

menu.


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2. The Release Date and Expiration Date metadata fields are listed under the Date

Fields group header. There is no Inhibit Propagation field displayed.

3. Click Searchon the main menu.


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4. Click Search Forms> Expanded Formif the Query Builder Form is displayed.

5. There is no Inhibit Propagation field listed.


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This practice covers the following topics: Deriving a metadata field value

Using Idoc Script variables


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0 Managing Global Rules (continued)


condition check box and click Edit.



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4. Enter DeriveCommentsCondin the Name field. Click OK.

5. On the General tab, select the Use actionand the Check In New check boxes.Click OK.


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8. Verify that Display informationfieldsis enabled and Display applicationfields

is disabled. Select Commentsfrom the Field Name drop-down list. Click OK.

9. Select the Is derived field check box. Click Edit.


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11. Enter CommentsCondin the Name field. Click OK.


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12. Select Commentsfrom the Field drop-down list. Select Containsfor the

Operator value. Leave the value empty. Click Add.


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13. Click Compute.

14. From the Select Field window, select the Author from the drop-down list. Click

OK.


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15. Click OK.


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16. Click OK.


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18. The DeriveCommentsrule is listed. Close the Configuration Manager applet

window.

2) Configure the content server by adding the Idoc Script variables that are necessary tomake all the required field labels red and prefixed with an asterisk (*).

Answer:1. In the navigation pane on the Oracle Content Server Home page, click

Administration.


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2. From the Administration tray, click Admin Server.

3. The Oracle Content Admin Server page opens. Click the training instance button.


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4. In the Options for trainingpane, click General Configuration.

5. In the General Configurationpane, scroll down to the Additional

Configuration Variables section. Add the following entry:NotationForRequiredFields=*


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Hint: Configuration entries are case-sensitive.


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6. Click Save.

7. Restart the content server. Click the icon.

3) Open the New Check In Form page to verify that your configuration was successful.

Answer:

1. On the Oracle Content Server Home page, click New Check In.


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2. The New Check In Form page displays the field style as expected.


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This practice covers the following topics: Creating rules

Defining a trigger field

Creating a content profile


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Creating Content Profiles

This practice demonstrates the following topics:

Creating a rule that will be used for the content profile

Creating a trigger Creating a content profile

1) Create a rule named HR_Benefits. This rule should activate on the Check In and

Search pages and be defined as follows:

Typedefaults to Benefitsand is read-only Security Groupdefaults to Human_Resourcesand is read-only

The Accountfield is hidden

Answer:

1. Start the Configuration Manager applet and click the Rulestab.


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Creating Content Profiles (continued)


2. Click Add.


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3. Enter HR_Benefitsin the Name field and select the Use rule activationcondition check box. Click Edit.


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4. Click Add.

5. Enter HR_BenefitsCondin the Name field and click OK.


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6. Select the Use actioncheck box and select the Check In New, Check InSelected, and Search check boxes. Click OK.


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7. Click the Fieldstab.


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8. Click Add.

9. Verify that Display informationfields is enabled and Display applicationfields

is disabled. Select Typefrom the Field Name drop-down list. Click OK.


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10. From the Type drop-down list, select Info Only. Select the Use default value

check box and click Edit.


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11. Click Add.

12. Enter BenefitsCondas the Name and click OK.


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13. Click the drop-down list for the Valuefield and select Benefits.


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14. Click OK.


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15. Click OK.


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16. To add a Security Group, click Add.

17. Select Security Groupfrom the Field Name drop-down list. Click OK.


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18. From the Type drop-down list, select Info Only. Select the Use default value

check box and click Edit.


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19. Click Add.

20. In the Name field, enter GroupCond. Click OK.


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21. Click the drop-down list for the Valuefield and select Human_Resources.


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22. Click OK.


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23. Click OK.


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24. Click Add.

25. From the Field Name drop-down list, select Account. Click OK.


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26. From the Type drop-down list, select Hidden. Click Ok.


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27. Click OK.


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28. The HR_Benefitsrule is displayed.

2) Create a rule named HideWebFields. This rule should activate on the Check In and

Search pages and should hide the Web Section and Web Subsection fields.

Answer:


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1. On the Configuration Managers Rules tab, click Add.


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2. Enter HideWebFieldsin the Name field and select the Use rule activationcondition check box. Click Edit.


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3. Click Add.

4. EnterWebFieldsCondas the Name and click OK.


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5. Select the Use actioncheck box and select the Check In New, Check InSelected, and Search check boxes. Click OK.


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6. Click the Fieldstab.

7. Click Add.


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is disabled. Select WebSectionFieldfrom the Field Name drop-down list. Click

OK.

9. From the Type drop-down list, select Hidden. Click OK.


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10. Click Add.


is disabled. Select WebSubsectionFieldfrom the Field Name drop-down list.

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