The Oracle Universal Content Management Handbook

The Oracle Universal Content Management Handbook
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Table of Contents
Sample Chapters
  • 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

Book Details

Language : English
Paperback : 356 pages [ 235mm x 191mm ]
Release Date : August 2010
ISBN : 1849680388
ISBN 13 : 9781849680387
Author(s) : Dmitri Khanine
Topics and Technologies : All Books, Enterprise Products and Platforms, Oracle Fusion Middleware, Content Management (CMS), Enterprise, Oracle

Table of Contents

Chapter 1: Getting Up and Running
Chapter 2: Major Controls
Chapter 3: Metadata
Chapter 4: Understanding Security
Chapter 5: Understanding Workflows
Chapter 6: Understanding Virtual Folders and WebDAV
Chapter 7: Under the Hood
Chapter 8: Backup, Restore, and Content Migration
Chapter 9: Migrating Configuration
Chapter 10: Customizing Oracle UCM
Chapter 11: Web Content Management and Collaboration
Appendix A: Exploring Oracle UCM Product Offering
Appendix B: Detailed Oracle UCM Resource Directory
  • Chapter 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
        • Iterative development
    • Summary
  • Chapter 2: Major Controls
    • Where to start?
      • View or change configuration
        • Admin Applets
        • Admin Server
        • Folder Configuration
      • Keep it up and running
        • Log files
        • System Audit Information
        • 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
  • Chapter 3: Metadata
    • Exploring metadata
      • Standard metadata
        • Lab 2: Exploring standard metadata
      • Content Types
        • Lab 3: Exploring content types
      • Custom metadata
        • Lab 4: Exploring custom metadata
        • How to add new fields
        • How to add fields that depend on each other
    • 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
  • Chapter 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
  • Chapter 5: Understanding Workflows
    • How to set up and change workflows
      • Discover the Workflow Admin application
        • Lab 7: Using automatic workflows
      • 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
  • Chapter 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
        • Understanding folder security
      • Important global settings
    • How to use WebDAV and Desktop Integration
      • Customizing folder behavior
    • 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
  • Chapter 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
  • Chapter 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
        • 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
    • Summary
  • Chapter 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
  • Chapter 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
      • Customizing interface
        • Dynamic pages
        • 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
  • Chapter 11: Web Content Management and Collaboration
    • Getting ready for Web Content Management
      • Introducing Oracle Site Studio
      • Installing Oracle Site Studio
    • 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
    • Adding online collaboration
      • Using Oracle WebCenter
      • Finding UCM sample components
        • RSS feeds
        • Blogs and wiki components
    • Summary
  • Appendix 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
  • Appendix B: Detailed Oracle UCM Resource Directory
    • Free online resources
      • Oracle UCM—specific 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

Dmitri Khanine

Dmitri Khanine is one of the most respected names in Oracle UCM. He one of the two people in the world who are recognized as leading community enthusiasts and advocates in the field of Content Management with a prestigious Oracle ACE award. He also runs the Independent Oracle UCM Knowledge Center.
Dmitri is available for a limited number of training, speaking and consulting engagements. You can reach him at

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Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

Frequently bought together

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What you will learn from this book

  • 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

In Detail

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.

A practical and effective handbook for mastering Oracle UCM


This book employs the tactic of "you and me talking", which makes learning effortless and fun... even addictive! It's full of specific examples, shortcuts, and ready-to-use strategies. You'll end up with a working, ready-to-use Oracle UCM system by the end of Chapter 2. And you can jump chapters and read them in any order that better suits your passion or your assignment at hand.

Who this book is 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.

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