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Overview
Oracle Content Services is a database-centric content management
system that provides an integrated solution for files and document lifecycle
management. Oracle Content Services enables enterprise customers to utilize
one application to manage all of their unstructured information.
Application Administration tasks performed by the Business
Administrator involves managing categories, users, quota, libraries, content,
and records at the Site and Container level. Application administration is divided
into multiple administrator roles that can be assigned at the Site level only
or at both the Site and Container level.
By associating categories with files and modifying the attributes
of a category, users can organize and classify their information. Users can
also search for files by category and by a category's attributes.
Users can categorize files by applying categories to them in the File Properties
window. Configuration Administrators and administrators of Libraries and folders
can exclude or specify required or optional categories for folders. If required,
users must enter information for these categories when uploading or checking
in files.
Categories can be divided into sub-categories, and can have
one or more attributes. Categories are created and configured for a Site by
the Category Administrator. Categories are listed and sorted by name.
Category Administrators manage categories within a Site. They
can create categories for a Site, thereby defining a hierarchy of categories
and Sub-categories available to users in a Site. In addition, Category Administrators
modify and delete categories, as well as add additional categories to any point
in the category hierarchy.
Category Administrators can create, modify, and delete categories
within a Site. A name must be provided for each category when it is created.
Category Administrators can also add and remove category attributes.
The only modification that can be made to an existing attribute is the default
value, and whether or not it can be prompted.
This tutorial covers how to set the default library quota
and how to set the retention period for archived content.
Max, the Business Administrator, is responsible for administering
all Application Administration tasks in Oracle Content Services. This includes
managing the Categories and SubCategories.
To create a root category, perform the following steps:
1.
Open a new browser window and enter the following URL:
http://<OCS
host>:7778/content
The Oracle Collaboration Suite Content Services window
is displayed. Click Launch.
2.
In the Sign In window, log on with your <username>
and <password> and then click Sign In.
3.
If this is the first time you are signing in to Oracle Content Services,
you will see the Welcome to Oracle Content Services page. Click OK.
4.
The Oracle Content Services user interface window is displayed in end-user
mode. Click Switch to Administration mode.
5.
The Administration page is displayed by default. Click the Manage
Categories link to view the Manage Categories page.
Tip: Click the Switch to Administration (key) icon in the
left of the window if the Administration page is not displayed. Select
View > Panes > Administration menu options
as an alternative to the Switch to Administration icon.
6.
Click New Category.
7.
The Categories Information pop-up page is displayed. Enter the details
in the Name and Description fields and then click OK.
8.
The Manage Categories page is displayed again. Click the arrow next to
"/" to expand the root category.
9.
The newly-created category is displayed. Sign out and close the user
interface window and the Oracle Collaboration Suite Content Services window.
To create a subcategory, perform the following
steps:
1.
Open a new browser window and enter the following URL:
http://<OCS
host>:7778/content
The Oracle Collaboration Suite Content Services window
is displayed. Click Launch.
2.
In the Sign In window, log on with your <username>
and <password> and then click Sign In.
3.
If this is the first time you are signing in to Oracle Content Services,
you will see the Welcome to Oracle Content Services page. Click OK.
4.
The Oracle Content Services user interface window is displayed in end-user
mode. Click Switch to Administration mode.
5.
The Administration page is displayed by default. Click the Manage
Categories link to view the Manage Categories page.
Tip: Click the Switch to Administration (key) icon in the
left of the window if the Administration page is not displayed. Select
View > Panes > Administration menu options
as an alternative to the Switch to Administration icon.
6.
The Manage Categories page is displayed with the available categories.
Select the option button next to a displayed category to indicate that
you want to create a subcategory under this category.
7.
Click New Sub-Category.
8.
The New Category pop-up page is displayed. Enter the details in the Name
and Description fields and then click OK.
9.
The Manage Categories page is displayed again. Click the arrow next to
the newly-created category to expand the category.
10.
The newly-created subcategory is displayed. Sign out and close the user
interface window and the Oracle Collaboration Suite Content Services window.
Max has to modify the subcategory called Quarters
to rename it to FYQuarters. He uses the following steps to perform the
task. He must use the same steps if he wants to modify a category.
To modify a subcategory, perform the following
steps:
1.
Open a new browser window and enter the following URL:
http://<OCS
host>:7778/content
The Oracle Collaboration Suite Content Services window
is displayed. Click Launch.
2.
In the Sign In window, log on with your <username>
and <password> and then click Sign In.
3.
If this is the first time you are signing in to Oracle Content Services,
you will see the Welcome to Oracle Content Services page. Click OK.
4.
The Oracle Content Services user interface window is displayed in end-user
mode. Click Switch to Administration mode.
5.
The Administration page is displayed by default. Click the Manage
Categories link to view the Manage Categories page.
Tip: Click the Switch to Administration (key) icon in the
left of the window if the Administration page is not displayed. Select
View > Panes > Administration menu options
as an alternative to the Switch to Administration icon.
6.
The Manage Categories page is displayed. Select the option button next
to the subcategory whose properties you want to edit.
Tip: If you do not see the subcategory, click the arrow next to
"/" to expand the root category.
7.
Click Modify Category.
8.
Change the subcategory details as required and then click OK.
9.
The changes are displayed in the category listing. Sign out and close
the user interface window and the Oracle Collaboration Suite Content Services
window.
Max has to delete the subcategory called Billing
under Regions. He uses the following steps to perform the task. He must
use the same steps to delete a category.
To delete a subcategory, perform the following
steps:
1.
Open a new browser window and enter the following URL:
http://<OCS
host>:7778/content
The Oracle Collaboration Suite Content Services window
is displayed. Click Launch.
2.
In the Sign In window, log on with your <username>
and <password> and then click Sign In.
3.
If this is the first time you are signing in to Oracle Content Services,
you will see the Welcome to Oracle Content Services page. Click OK.
4.
The Oracle Content Services user interface window is displayed in end-user
mode. Click Switch to Administration mode.
5.
The Administration page is displayed by default. Click the Manage
Categories link to view the Manage Categories page.
Tip: Click the Switch to Administration (key) icon in the
left of the window if the Administration page is not displayed. Select
View > Panes > Administration menu options
as an alternative to the Switch to Administration icon.
6.
The Manage Categories page is displayed with available categories. Click
the arrow next to the displayed category under which the subcategory exists.
7.
Select the option button next to the subcategory that you want to delete.
8.
Click Delete.
9.
The subcategory is removed from the category listing. Sign out and close
the user interface window and the Oracle Collaboration Suite Content Services
window.
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