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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
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.
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Veröffentlichungsjahr: 2010
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Table of Contents
The Oracle Universal Content Management Handbook
Build, administer, and manage Oracle Stellent UCM Solutions
The Oracle Universal Content Management Handbook
Build, administer, and manage Oracle Stellent UCM Solutions
Copyright © 2010 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: August 2010
Production Reference: 1040810
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-849680-38-7
www.packtpub.com
Cover Image by Dr. José Eugenio Gómez Rodríguez (<jegomezrdz@gmail.com>)
Credits
Author
Dmitri Khanine
Reviewer
Billy Cripe
Acquisition Editor
Amey Kanse
Technical Editor
Bhavesh D. Bhasin
Indexer
Monica Ajmera Mehta
Graphics
Nilesh Mohite
Editorial Team Leader
Gagandeep Singh
Project Team Leader
Lata Basantani
Project Coordinators
Poorvi Nair
Shubhanjan Chatterjee
Proofreaders
Chris Smith
Claire Cresswell-Lane
Production Coordinator
Adline Swetha Jesuthas
Cover Work
Adline Swetha Jesuthas
Foreword
Enterprise Content Management (ECM) is getting a lot of attention in corporations around the world today. Corporations create a large amount of unstructured content in the form of documents, scanned content, videos, audio, photos, images, and so on. Some statistics show that more than 80 percent of a corporation's intellectual property exists in the form of unstructured data. If that much of a corporation's intellectual property exists in an unstructured format how much time do employees spend searching the corporate network to locate and gather information? How much disk space do we consume saving copy after copy, revision upon revision of content only so we can find it later just to find we forgot where we put it?
This is where ECM system comes in to play. They are designed to manage unstructured content, provide search tools, enforce content security rules, web publishing, provide repository services to business systems, and many other functions depending on product offerings and corporate needs.
This book focuses on the ECM products offered by Oracle. In 2007 Oracle acquired Stellent, and has been working to integrate the Content Server into the entire Oracle product line. Oracle's vision is to offer a complete application stack integrating all the applications any organization needs to operate from top to bottom. Oracle has taken the Content Server core and plugged it into the Fusion Middleware stack giving repository services capability to all the enterprise business systems Oracle owns.
As UCM grows in adoption in organizations administrators are faced with managing a system that may be rapidly growing in usage creating a huge demands for UCM services. Understanding Oracle UCM, how it works, how to set it up and administration is essential to having an ECM system that performs and provides services expected by the end users.
There are many books about ECM and ECM systems in general but very few that cover Oracle Content Management products. If you want to learn about the Oracle Content Management system you would need to attend training classes or pour over the Oracle documentation to find out the information you need to install and set up UCM. This book condenses the Oracle documentation into short and understandable descriptions, and step by step instructions about how to set up, configure, and understand the workings of Oracle UCM version 10gR3. The language used by the author is very understandable and each topic is explained in plain talk, which makes the context of the book easy to understand by new as well as experienced administrators and users. This book does not cover hardware configurations and setup which is an entirely separate topic that depends on your organizations preferences for OS types, hardware manufacturer, and requirements but it will get you up and running and ready to manage your content once the hardware resources have been installed and configured to run in your organizations environment.
I don't understand what this sentence is trying to say!! All you need to do is open it up to any page and start reading. If you are an experienced administrator you will see how informational the book is. If you are a new to Oracle UCM you will enjoy getting right to the workings of Oracle UCM and quickly get to setting up your new UCM environment.
Allan Hoof,
Oracle UCM expert and President of the IOUG
Oracle Content Management Special Interest Group
Allan Hoof has been focused on implementing technology since the mid 90's. He started in the data management area focusing on the data files for the 3D CAD system Pro/ENGINEER. In 1997 he transitioned into the Enterprise Content Management field using Stellent products and continued with the Oracle Content Management products after the Oracle acquisition of Stellent. In his current position he manages the ECM environment which houses over 2 million content items in the ECM system. Allan also volunteers as the Oracle Content Management Special Interest Group (OCM SIG) President and as a COLLABORATE Conference Committee Content Management Track Manager with the Independent Oracle Users Group (IOUG).
About the Author
Dmitri Khanine is one of the most respected names in Oracle UCM. He is among the two people in the world who is recognized as leading community enthusiast and advocate 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: <dk@stellentExperts.com>.
I want to thank Hellen, my beautiful wife and my lifetime companion, for her loving support and being by my side no matter what, and my lovely kids—Gaby and Nathan—for bringing joy and energy into my life.
About the Reviewer
Billy Cripe is currently the Vice President of Marketing for Oracle E20 Partner, Fishbowl Solutions (http://www.fishbowlsolutions.com). Prior to this position Billy was the Director of Product Management for Oracle ECM and E20. Billy has over 11 years of experience in the ECM industry as a client, developer, consultant, and product strategist. He has been involved with the architecture, development, and implementation of key information management systems at clients from large multi-national corporations to local municipalities and small businesses.
Billy Cripe is co-author of the book "Reshaping Your Business with Web 2.0" (McGraw-Hill 2008) along with Oracle VP of Product Management Vince Casarez, Oracle SE Philipp Weckerle and Web 2.0 Guru Jean Sini. Billy is also the author of the eBook, "Two Types of Collaboration and Ten Requirements for using them" (Smashwords, 2010).
Billy has traveled all over the world speaking and meeting with customers on the importance, value, and strategy of enterprise information management. He has been widely published online and in print on Enterprise 2.0 and Social Enterprise Information Management. You can keep up with him on Twitter at: <@billycripe> or on his blogs http://cfour.fishbowlsolutions.com and http://www.enterprise20.tv.
Acknowledgement
I would like to thank Dmitri Khanine and the Independent Oracle ECM Knowledge Center for inviting me to participate in this work. Dmitri's easily accessible writing style and his ability to distill the complexities of enterprise content management into those core capabilities that people actually need is refreshing.
I would also like to thank the team at Fishbowl Solutions for supporting my work on this and similar projects. This reflects our core belief that a healthy ECM community is maintained and enriched through participation with others who share our passion even as we compete for business.
I would be remiss if I failed to offer my thanks to Packt Publishing for bearing with my schedule with the grace and gentleness they consistently offered.
Finally, thanks to my wife and kids for giving up evenings with Dad as I worked with Dmitri on this project.
Preface
If you ever wanted to learn Oracle UCM, successfully deliver a project, or take your career to the next level—this will be the most important book you ever read. Why? Because the text you're looking at right now is a lot more than just a book.
Your complete Oracle UCM mastery system
That's right, this IS your complete Oracle UCM mastery system—the book itself is just a component. And this system will take you to where you need to b fast. Let me show you in more specific details the actual components, that work together to get you there:
Not only these unique components will help you achieve your professional goals, over time, they will take you straight to Oracle UCM mastery and get you to the top ranks of your team, your company and, maybe even your industry.
And now let me pause for a second and describe the ideal audience—people, who will reap maximum benefits from The Oracle UCM Handbook and this Complete Oracle UCM Mastery System.
What this book covers
In this section I'll quickly guide you through the chapters of the book itself, and show you what each of them will help you achieve.
Chapter 1, Getting Up and Running, is a deluxe walkthrough that takes you over building your personal "sandbox", downloading free unlimited evaluation software, and completing the installation. It also "shows you around the house" to get you instantly familiar with core UCM Document Management.
Chapter 2, Major Controls, guides you through all major controls of Content Server in time it takes to have lunch. Get instantly familiar with operations, diagnostics, and troubleshooting, and also learn how to manager users.
Chapter 3, Metadata, helps you master standard and custom metadata, and learn how to quickly perform complex customizations on Check In, Content Info, and Search screens without a single line of code.
Chapter 4, Understanding Security, gets you a crystal clear understanding of UCM Security Model and how to get it right, the first time around, to avoid costly redesigns.
Chapter 5, Understanding Workflows, explains what UCM workflows can do for you and how to use them. It includes tutorial for advanced workflow design that shows you how to use jumps, sub-workflows, basic and criteria workflows, tokens, and aliases.
Chapter 6, Understanding Virtual Folders and WebDAV, tells you all about Virtual Folders. It is a detailed walkthrough that shows how to set up and use folder structures, so you can bring alive your shared drives and other existing content.
Chapter 7, Under the hood, is an in depth review of the file system, content store, and important utilities (for managing System Configuration and Process Administration), also discover how Content Server is designed to be so lightning-fast.
Chapter 8, Backup, Restore, and Content Migration, shows you how to backup and restore the Content Server like a pro—to avoid devastating data losses. Also learn to use Archiver—to remove inactive content, migrate items to other servers, and mass-update metadata. (This tip alone can white-out days of mind-numbing manual labor from your life's chart).
Chapter 9, Migrating Configuration, shows you how to transfer just the changes you want from Development to Testing and Production environments. Avoid the quicksand of manually applying the same changes to multiple environments.
Chapter 10, Customizing Oracle UCM, introduces you to all the tools and techniques available for altering UCM interface and behavior. It also shows you how to smoothly integrate 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.
Chapter 11, Web Content Management and Collaboration, is your complete step by step walkthrough of creating killer websites with Site Studio Designer. It walks you through the server-site set up, and how to best use templates, regions, and fragments.
Appendix A, Exploring Oracle UCM Product Offering, gives you an in-depth review of the entire Oracle UCM Product Offering, insider tips, strongest sides, and the caveats you need to be aware of—when using dozens of products and components within the UCM Suite (and how to avoid missing the cut by picking a wrong tool for the job).
Appendix B, Detailed Oracle UCM Resource Directory, is your instant access to many valuable print and online resources, trusted system integrators, UCM training providers and more. Here're just a few categories of resources you will find in Appendix B:
Be sure to check your Resource Directory when you are done reading the chapters.
And now let's see what kind of hardware and software you will need to run the examples and follow the tutorials from this book.
What you need for this book
If you want to build your own local copy of the Content Server, to run the examples and follow the tutorials in this book, you will need a Windows (2000, XP, Vista, or Windows 7) desktop or laptop with 5 GB of free disk space and at least, 1GB of RAM. You can also use your existing development or sandbox environment running Oracle Content Server v.10g R3, in which case all you need on your local machine is a web browser.
And now let's get right into the Eight-hour Quick Start System.
Eight-hour quick start system
Welcome to the eight hours quick start! This section is different—it's here to give you a rocket boost to help you get comfortable with Oracle UCM in a hurry. If you are "under the gun" to decide if your project can be accomplished with UCM or you found yourself on a deep end of the pool of a UCM implementation—this section will be the helping hand you need.
Even though the book you're reading right now is the fastest way to master Oracle UCM I know about, this may still not be "fast enough" for what you're trying to accomplish. So how do we force-feed the UCM expertise directly into your brain? The answer may shock and delight you.
We will rely on the famous 80/20 rule. 80 percent of what you really need to learn only takes 20 percent of time to master. The rest of the time is spent on the remaining 20 percent of knowledge!
In this section I'll help you identify the knowledge you need and help you find it within this book at maximum speed.
Ready? Let's get into it. But first, I want to tell you something that will help you get even better results.
Five reasons to feel excited about learning Oracle UCM
I want you to feel this way because you picked a very good product to master. Here's why:
So let's take a look at your eight-hour Quick Start System.
What are you going to learn?
There are two types of facts you'll be acquiring today. The basic concepts behind Oracle UCM, that unlock the rest of the knowledge for you, and additional stuff that your project at hand may urgently require.
Required information that you must internalize
No matter what you're planning on doing with Oracle UCM, you need to start with the Content Server. All major UCM modules, such as Document Management, Web Content Management, and Records Management are all based on it.
The best way to get started and understand the base Content Server paradigms is by reading the introduction in Chapter 1. Easily enough, it's called "Here's an easy way to understand the Content Server".
Note
If you're in a rush, don't install your local copy of Content Server at this point. Just flip through the pages and focus on introductions, summaries, headers, and illustrations.
Not sure what this sentence is trying to say! When you're learning at a maximum speed, you need to go for the "bird eye" view of all of the content.
Once you have a feel for how it works, take it a bit deeper and learn more about metadata and security. These are the two most important aspects of any Content Server implementation, and the one that you must understand in order to succeed.
I'm not asking you to carefully read and study the chapters at this point. You're after the "what" question, not the "how". Flip through the pages and see:
At this point, you will find yourself a lot more comfortable and ready to focus on your specific UCM assignment.
Other stuff you might find useful
If you plan on doing some hands-on Content Server administration, review Chapter 2, Major Controls. This will get you instantly familiar with operations, diagnostics, and UCM troubleshooting, and show you how to manage users.
If you are planning on customizing Oracle UCM, skim Chapter 7 and Chapter 10. This will give you important insights about the inner workings of Content Server, its key file formats and all the tools, and choices you have for customizing its interface and behavior.
And if you are working or planning to work with a vendor then be sure to review the section called Five ways to maximize results and avoid disaster when working with a UCM vendor in Chapter 10. These street-tough project success tips will help you reduce your risk and avoid severe penalties to your budget, timeline, and your system functionality.
And last, but not least, I urge you to scan through Appendix A and get yourself familiar with the entire Oracle UCM product line up. Not only you will see how other modules integrate with Content Server, you will see what other tools and integration options you have at your disposal.
That's it. How did you do? Still have a bit of time left of your eight hours? Then how about some activity? Why not have a little fun with actually installing your own local copy of the Content Server? Or you can simply skim Chapter 1 and see what it takes to install.
Quick start summary
Congratulations! You've just accomplished something that a vast majority of technical people cannot even dream possible. You've got yourself a solid understanding of Oracle UCM—in just under eight short hours. I agree, you may not be ready to take over a high volume production environment, but I'm sure, you can find your way around it.
So now, let's pick up everything we've left off in the first reading. Let's get some practice and get you bumped up to next level of Oracle UCM mastery.
And before I see you in Chapter 1, let's take one quick important step that will literally put your learning on auto-pilot and help you achieve your career objectives faster than you ever dreamed possible.
Your fastest way to Oracle UCM mastery
You will soon be finished with the book material, but it doesn't mean you will not continue to benefit from it for years to come, and I don't mean re-reading the chapters when you need a refresher. That goes without saying…
What I do mean is the fact that any book is limited in what the author can relate to you. And you need a steady flow of insider information to keep you up in the top ranks of your chosen filed, any field. And Oracle UCM is no exception.
That's why, to thank you for investing in this book, I've set aside your own private and personal spot in the Independent Oracle UCM Knowledge Center. Claim it and you will accomplish these three critical objectives:
Imagine waking up in the morning feeling yourself on the top of your profession. Going to work, mentally repeating to yourself "I'm the best! In my team… In my company… I'm the best!", and knowing in your heart of hearts, IT'S TRUE!
Few people are really motivated to learn anything. Even fewer are keeping their skills updated on a regular basis. Just a tiny number of brave souls can keep themselves on top—week after week, month after month…
A few short months from now you can easily be considered a top Oracle UCM expert in your team, your company and, maybe even your industry.
And here's the secret of…
How to quickly get on top and stay there
Feel at ease and relaxed when everyone else is painfully grinding out every little bit of knowledge they acquire. And the secret (and the fastest) way to the top is simply to be on the right bus!
Let me explain. It's tough to make yourself learn something new every day, and many people run out of enthusiasm almost immediately. So why not try the other way? Why not simply subscribe to an e-mail list and let the publisher do the hard work? All you need to do is look over the tips, tricks, and trade secrets you receive right in your in-box, and use them to your advantage.
One day I'll ask you to read a short article. The other day, it will be a three minute screen cast video, and before you know it, you will find yourself in the top ranks of Oracle UCM.
Don't miss your bus. Stop by www.stellentexperts.com/handbook and pick up your free subscription. This elite community of professionals is not open to just anyone. I don't want the tire-kickers and wannabes as subscribers. That's why I'm keeping this subscription page hidden.
Your subscription will also help you get the most of this book's content and digest it even faster. So don't delay. These great insider tips, tricks, in-depth articles, and exclusive special offers are only e-mailed once and will not be repeated. Why is this important?
Let me give you an example. The all-new UCM 11gR1 has just been released, and while most of this book's content still applies to the new version, a few specific areas (such as installation and user management) have been changed. I'll be covering those in a series of articles. But if you miss out on, say the one covering the installation—you will have to study the Installation Guides and make your own mistakes, and you don't need to waste your days on trial and error!
I've already seen this mistakes being made and have the solution ready for you. All you need to do is simply this: go to www.stellentexperts.com/handbook and claim your free Oracle UCM continuing education.
Sincerely,
Dmitri Khanine
P.S. You are not risking anything by subscribing to this free exclusive newsletter. Your email address will never be sold, traded or misused, and you can unsubscribe at any time. You have nothing to lose and everything to gain. Don't risk missing out on this great career booster. Subscribe now, while this information is still fresh in your mind.
Who this book is for
This book and this system is for all IT professionals—who would like to win an unfair advantage of Oracle UCM mastery for their project and their jackpot career, and for Oracle Stellent UCM Users, Administrators, and Developers who're ready to jump up to the next level of expertise.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "Close all of your browser windows and re-login to Content Server as sysadmin."
A block of code is set as follows:
When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:
Any command-line input or output is written as follows:
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "They were moved to the Trash folder".
Note
Warnings or important notes appear in a box like this.
Tip
Tips and tricks appear like this.
Reader feedback
Feedback from our readers is always welcome. Let us know what you think about this book—what you liked or may have disliked. Reader feedback is important for us to develop titles that you really get the most out of.
To send us general feedback, simply send an e-mail to <feedback@packtpub.com>, and mention the book title via the subject of your message.
If there is a book that you need and would like to see us publish, please send us a note in the SUGGEST A TITLE form on www.packtpub.com or e-mail <suggest@packtpub.com>.
If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, see our author guide on www.packtpub.com/authors.
Customer support
Now that you are the proud owner of a Packt book, we have a number of things to help you to get the most from your purchase.
Errata
Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by visiting http://www.packtpub.com/support, selecting your book, clicking on the let us know link, and entering the details of your errata. Once your errata are verified, your submission will be accepted and the errata will be uploaded on our website, or added to any list of existing errata, under the Errata section of that title. Any existing errata can be viewed by selecting your title from http://www.packtpub.com/support.
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We appreciate your help in protecting our authors, and our ability to bring you valuable content.
Questions
You can contact us at <questions@packtpub.com> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Getting Up and Running
In this chapter you will accomplish two important objectives—you will build your own portable Oracle Universal Content Management (Oracle UCM) environment and you will understand the basics of the Content Server and major Content Management paradigms. More specifically, you will learn:
Ready? Let's get started with a quick overview.
Installation overview
A few years ago, we made a mistake during a server upgrade and had to spend two days restoring from a tape backup. Technology changed since then and you can avoid our mistakes. Now you have more memory in a basic laptop than we had in our servers!
You can have a copy of your entire production environment run on a single machine and you can "dry-run" important upgrades and installations, before you even consider applying them to your live production servers.
And it doesn't even take a lot of resources. So why not put your spare RAM to good use? Let's bring up Oracle Content Server in a virtual environment.
What do I mean by "virtual environment"? Let's see this in more detail.
Quick primer on virtual environments
A Virtual Machine (a VM) is "an efficient, isolated duplicate of a real machine."
Source: Wikipedia
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