Hidden Gems in WebCenter Content[UGF9933]

Jonathan HultTechnical Director - State, Local and Commercial Consulting

Mythics

Oracle Architecture. Procurement. Training. Consulting. MYTHICS COMPLETE.2

Agenda

• Introduction• Mythics

• Me

• WebCenter Content overview

• Tips / Features

• Q&A

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• Founded in 2000

• Oracle VAR & Systems Integrator

• 1 of Oracle’s Top 10 Largest partners worldwide

• 2013, 2014, 2015 Winner - Oracle Excellence Award: Specialized Partner of the Year-North America: Software

• 2014 Oracle Excellence Award for Specialized Partner of the Year: Global (selected #1 among 20,000 partners around the world)

• Oracle Platinum Partner: Specialized 34 Oracle certified specializations across the Oracle product set

Architecture

Procurement

Training

Systems Integration

About Mythics

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Assessment & Business Planning• Demonstrations• POVs• Innovation Center

Procurement Services• Contract Vehicles• Contract Negotiation• Order Execution• Contract Management• Project EstimatingPost Sales Support

• Pre-Delivery

• Pre-Implementation

Consulting Services• Architecture• Implementation • Migration• Systems Integration• Managed Services

Mythics is Full Service

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Mythics FMW

Mythics Consulting promotes comprehensive solutions standing on Oracle Fusion Middleware technology

Certifications• ADF• CAF• WebCenter Content• WebCenter Portal• BPM• SOA• WebLogic• Exalogic

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Technical Director - State, Local and Commercial Consulting319.601.9581jhult@mythics.comhttps://jonathanhult.comhttp://mythics.com

Jonathan Hult

• Centers for Medicare & Medicaid Services• CSX• United States Department of State• FDNY• National Academy of Sciences• NetApp• RONA• Sherwin-Williams• U.S. Navy Naval Air Systems Command

Some clients I’ve worked with

• Oracle ADF 11g• Oracle Linux 6• Oracle WebCenter Content 11g• Oracle WebCenter Portal 11g• Oracle WebLogic Server 12c

Certifications

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WebCenter Content - Features

• Metadata (tagging)

• Revision control (checkout/checkin)

• Security (role and/or user based)

• Search & full-text indexing

• Workflow

• Records & lifecycle management

• Scan & capture (paper -> digital)

• OCR (image -> text)

• Conversion to other formats (image -> PDF)

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Content Lifecycle

Publish

Create

Index

Store

Retain

Cleanse

Search

Distribute

VersionCapture

Manage

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Disclaimer

• Tips from many sources

• Blogs, vendors, documentation, etc.

• All credit goes to original source(s)

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Query Folders

• Part of FrameworkFolders component

• Dynamic

• Content based on query

• Setup using query builder

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Mass Metadata Updates

• Update metadata on multiple content items at once

• Fairly frequent request

• Methods

• Excel Spreadsheet

• Archiver

• Records Management

• Query Folders

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Mass Metadata Updates - Excel Spreadsheet

• Old school

• Uses Excel spreadsheet

• Steps

• Login

• Define search query

• Retrieve results

• Update values in cell

• Run update

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Mass Metadata Updates - Archiver

• Creates new revision

• Heavy process just for updating

• New Admin rights

• Steps

• Setup new archive

• Define export query

• Export content

• Setup Import Value Map

• Import content

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Mass Metadata Updates - Records Management

• Must have Records Management enabled

• Run Now or Schedule

• Steps

• Records > Global Updates > Content

• Define query (and view preview)

• Define new metadata values

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Mass Metadata Updates - Query Folders

• Define new query folder (or use existing)

• Use Folder Propagation

• Limit: first 50 items

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Mass Metadata Updates - Resources

• Excel Spreadsheet• Redstone Content Solutions: http://www.redstonecontentsolutions.com/technical-

blog/remote-metadata-update-viaexcel

• Archiver• Oracle Documentation:

http://docs.oracle.com/cd/E29542_01/doc.1111/e26692/migrationexport.htm

• Oracle Documentation: http://docs.oracle.com/cd/E29542_01/doc.1111/e26692/migrationimport.htm

• Records Management• Team Informatics: http://blog.teaminformatics.com/2014/10/02/easy-mass-metadata-

updates-in-webcenter-content/

• Query Folders• Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/mass_metadata_updates_with_folders

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Site Studio Archiver Collection

• Special type of archive within Archiver• Create archives which are stored as zips

• Front-end GUI access to files (no disk access needed)

• Easily export and import

• Requirements:• Have SiteStudio component installed/enabled

• Use special collection: <instance name>_sitestudiobackupcollection

Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/restoring_archives_through_site_studio

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Persist URL parameters

• Persist certain parameters

• /cs/idcplg/_p/min-1/cc?IdcService=…

• Can only use values in PersistentUrlKeys table

• pukKey = pukParam

• cc = ClientControlled

• min = coreContentOnly

• simple = isSimplePage

Fishbowl Solutions: http://cfour.fishbowlsolutions.com/2013/12/19/webcenter-content-how-to-persist-parameters-across-links-ie-corecontentonly1/

• lang = UserLanguage

• tz = UserTimeZone

• layout = lmLayoutOverride

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Search Views

• Add additional information to search screen

• Write custom Idoc Script

• Search Results > View > Customize

• Use Advanced Description Form

• docLoadResourceIncludes()

Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/spice_up_your_search_results_i

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Search Snippets

• Search term in context of usage• Similar to Google

• Requires OracleTextSearch

• Disabled by default

• Configuration setting to enable• OracleTextDisableSearchSnippet=0

Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/nice_features_oracletextsearch

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Metadata Autocomplete

• Type-a-head results

• Not built in; some customization required

• Increase user buy-in

A-Team: http://www.ateam-oracle.com/autocomplete-for-metadata-in-webcenter-content/

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Black Hole Checkin

• Checkin content and then not be able to view/retrieve it

• Archiver• Define export query/archive

• Automatic replication from/to same instance

• Import Value Map

• Criteria Workflow• wfUpdateMetaData() Idoc Script function

• Does not work with standard system metadata fields

Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/ucm_black_hole_check_in

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Metadata Only Content Items

• Track items without requiring a file

• Configuration settings

• AllowPrimaryMetaFile=true

• AllowAlternateMetaFile=true

• Configure in a rule (allows more flexibility)

• Use with workflow

Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/check-ins_without_files_ucm

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Access Control Lists

• Set at content item level

• Users

• Roles

• Groups

• Same permission set: Read / Write / Delete / Admin

• Performance hit compared to just security groups (roles) and accounts

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Access Control Lists - Resources

• Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/access_control_lists_for_roles

• Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/new_security_configuration_flag_ucm_ps3

• Bex Huff: http://bexhuff.com/2009/09/the-deep-dark-secret-origin-of-oracle-ucms-security-model

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Content Folios

• XML content item which links to other content items

• Organizational construct

• Group a set of documents

• Lock/unlock

• Snapshot

• Provide different rendition types• PDF

• ZIP

• PPT

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Content Folios - Resources

• Fishbowl Solutions: http://www.fishbowlsolutions.com/fishbowl/groups/public/documents/white_papers/033162.pdf

• Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/crawling_a_content_folio

• Jonathan Hult: https://jonathanhult.com/blog/2012/07/folio-rendition-zip-no-hda/

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Desktop Integration Suite

• Checkout/checkin

• Versioning

• Metadata tagging

• Drag & drop upload

• Search

• Office and Adobe integration

• Metadata pop-ups

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Cloning Content Items

• 10g• Must have the SampleWikis component enabled

• Service: CHECKIN_NEW_ITEM_BY_NAME

• Available via menu item

• Kyle Hatlestad: https://blogs.oracle.com/kyle/entry/clone_your_content_in_ucm

• 11g• Built in

• Service: COPY_REVISION

• No graphical interface

• Not scriptable (cannot call from Idoc Script)

• Jonathan Hult: https://jonathanhult.com/blog/2013/04/clone-content-webcenter-content-11g/

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Database Tables

• Alias

• AliasUser

• ArchiveChangedRows

• ArchiveHistory

• Counters

• DocFormats

• DocMeta

• DocMetaDefinition

• DocTypes

• Content item / revision based tables

• DocMeta, Documents and Revisions

• This list is not all inclusive

• Some custom components (e.g. FrameworkFolders) add custom tables

• DocumentAccounts

• DocumentHistory

• Documents

• OptionsList

• Revisions

• RoleDefinition

• SecurityGroups

• Subscription

• Users

• UserSecurityAttributes

• WorkflowAliases

• WorkflowCriteria

• WorkflowDocAttributes

• WorkflowDocuments

• WorkflowHistory

• Workflows

• WorkflowStates

• WorkflowSteps

Jonathan Hult: https://jonathanhult.com/blog/2012/12/webcenter-content-database-tables/

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Integrations

• Data Formats

• Web Services

• RIDC

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Data Formats

• SOAP (XML) format

• IsSoap = 1

• JSON format

• IsJson=1

• HDA format

• IsJava = 1

• URL or DataBinder

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Web Services

• Utilize SOA

• SOAP via HTTP

• WSDL

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Web Services - Resources

• Jon McDonald:• http://www.oracle.com/technetwork/articles/soa/mcdonald-webcenter-

content-services-1930993.html

• Oracle Documentation:• https://docs.oracle.com/cd/E29542_01/doc.1111/e26694/wsdl_and_soap.htm

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Remote Intradoc Client (RIDC)

• Integration utility

• Java based (as is WebCenter Content)

• Handles connection pooling, security, protocol specifics

• Socket, HTTP(S), JAX-WS

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RIDC - Resources

• Usage examples• Jonathan Hult: https://jonathanhult.com/blog/2012/12/ridc-examples/

• JavaDoc• Oracle: http://docs.oracle.com/cd/E23943_01/apirefs.1111/e17274/toc.htm

• Jython wrapper• Justin Paul:

https://blogs.oracle.com/OracleWebCenterSuite/entry/jython_examples_using_ridc

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Custom Components - Overview

• Add additional functionality

• Provided by many vendors including Oracle

• Not supported by Oracle unless provided by Oracle

• Recommendations

• HowToComponents

• AlphabetizeMenus

• LoadRuleSideEffect

• LoginFormAutofocus

• Oracle UCM jQuery Plugin for AJAX

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Custom Components - Java

• Java classes

• 10g: ucm_dir/custom/CS10gR35CoreUpdate/classes.jar

• 11g: middleware_home/Oracle_ECM1/ucm/idc/jlib/idcserver.jar

• Jonathan Hult: https://jonathanhult.com/blog/2012/12/where-are-the-intradoc-java-classes-located/

• Javadoc

• Old (not updated)

• Not complete (many classes missing)

• Not well documented• http://jonathanhult.com/intradoc-api/

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Custom Components - Idoc

• 10g: ucm_dir/custom/CS10gR35CoreUpdate/core/resources/• Idoc: std_page.htm

• Queries: query.htm

• Services: std_services.htm

• Tables: std_resources.htm

• 11g: middleware_home/Oracle_ECM1/ucm/idc/resources/core/• Idoc: idoc/*

• Queries: tables/query.htm

• Services: tables/std_services.htm

• Tables: tables/std_resources.htm

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Custom Components - Resources

• Already built

• Jonathan Hult:• https://jonathanhult.com/blog/downloads/webcenter-content-third-party-

components/

• https://jonathanhult.com/blog/code-portfolio/

• How to build

• Multiple sources:• https://jonathanhult.com/blog/2015/08/custom-webcenter-content-components-

links/

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Debugging

• Enable/disable different sections

• services, requestaudit, search*, system, systemdatabase, indexer*, filestorage*, jps

• Administration > System Audit Information > View Console Output

• Custom Components

• Report.trace() Java method

• Add your own tracing section

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Debugging - Resources

• Kyle Hatlestad:• https://blogs.oracle.com/kyle/entry/caught_in_the_act

• https://blogs.oracle.com/kyle/entry/expanding_on_requestaudit_tracing_who

• https://blogs.oracle.com/kyle/entry/configuring_trace_file_size_and

• Kevin Smith: • https://blogs.oracle.com/ecmarch/entry/webcenter_content_trace_sections

• Redstone Content Solutions: • http://www.redstonecontentsolutions.com/technical-blog/content-server-

tracing-and-creating-your-own-custom-tracesections

• Dmitri Khanine:• http://www.dmitrikhanine.com/2013/11/this-handy-trace-log-trick-makes.html

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Good Blogs to Reference

• A-Team: http://www.ateam-oracle.com/

• Bex Huff: http://bexhuff.com

• Fishbowl Solutions: http://cfour.fishbowlsolutions.com/

• Proactive Support - WebCenter Content: https://blogs.oracle.com/proactivesupportWCC/

• Redstone Content Solutions: http://www.redstonecontentsolutions.com/technical-blog/

• SENA Systems : http://techblog.aurionpro.com/

• Team Informatics: http://blog.teaminformatics.com/

• TekStream: http://www.tekstream.com/newsroom/blog/

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References I contribute to

mythics.com/blogJonathanHult.com

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Jonathan HultTechnical DirectorState, Local and Commercial Consulting

319.601.9581jhult@mythics.comhttps://jonathanhult.comhttp://mythics.com

Thank You!

Hidden Gems in WebCenter Content - [UGF9933]