Oracle Content Server 10.1.3

Date: 2007/04/16-10.1.3
Oracle Content Server 10.1.3
Quick Start Tutorial
This document provides an overview of Oracle Content Server and the modules included
with it. It also covers download instruction, installation overview, product dependencies
and other topics that will help readers install and use the products. This document is not
intended to be a complete installation, administration or development guide, but rather a
tutorial providing a rapid overview of many of the most common topics. Pointers are
given throughout to additional documentation and samples and readers should also use
the many other documents available at http://otn.oracle.com/products/contentmanagement/.
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Contents
CONTENT SERVER, FOUNDATION OF UNIVERSAL CONTENT MANAGEMENT.................... 3
CONTENT SERVER DOCUMENT MANAGEMENT MODULES ...................................................... 7
PRODUCT DOWNLOADS......................................................................................................................... 9
INSTALLATION OVERVIEW................................................................................................................ 10
GENERAL INSTALLATION PROCESS ............................................................................................... 12
APPENDIX I............................................................................................................................................... 24
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Content Server, foundation of Universal Content
Management
PRODUCT OVERVIEW
Content Server is the foundation for a variety of Oracle content management products. It
provides a flexible, secure, centralized, web-based repository that manages all phases of
the content life cycle: from creation and approval to publishing, searching, expiration,
and archival or disposition. Every contributor throughout the organization can easily
contribute content from native desktop applications, efficiently manage business content
via rich library services, and securely access that content anywhere using a web browser.
All content, regardless of content type, is stored in the web repository or database for
management, reuse and access. While stored in the repository, all types of content ranging from e-mail, discussions, documents, reports, spreadsheets and records to
images, multimedia or other digital formats—receive the same set of fundamental core
services.
ARCHITECTURE OVERVIEW
The Content Server system is based on an open architecture. It uses standard web
browsers and communicates through HTTP, SOAP, and JavaBeans. Figure 1 on page 4
shows the basic architecture of Content Server, which consists of the following main
parts:
•
Content Server
•
Web Server
•
Content Information Database
•
Search Collection
•
Native File Repository (or “Vault”)
•
Web-Viewable File Repository (“Web Layout”)
•
Web Browser
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Figure 1: Basic Content Server Architecture
CONTENT SERVER
The content server is the core component of the Oracle content management products. It
is an advanced Java application that runs in the background (optionally as a service) and
controls all content management tasks. The content server maintains a repository of
content, which stores content in both their native and web-viewable file formats. In
addition, it maintains a database with metadata information about the content, which is
used for administrative, searching, and version control purposes.
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WEB SERVER
The web server functions as the main interface between the content server and the
“outside world.” The internal communication between the web server and content server
uses a direct socket connection from a plug-in in the web server to the content server. The
protocol for the communication is derived and enhanced from the CGI (Common
Gateway Interface) standard. A dedicated security filter runs continually on the web
server. This filter handles all interaction with web browsers and other applications, and
also checks user credentials.
CONTENT INFORMATION DATABASE
A database stores the metadata of all revisions of all the content managed by Content
Server. In addition to Oracle, various databases such as Microsoft SQL Server, and IBM
DB2 are supported (see product documentation for full details). The metadata provides
information about the content (for example, title, author, check-in date, and revision). It is
used to describe, find, and access the content. As such, it is not unlike catalog cards in a
library, where the information on the cards is used to keep track of the actual books,
enabling librarians and visitors to locate them.
In addition to the metadata, the database also stores a wide variety of other data,
including the user profiles (with the logon and security information for each individual
user), workflow definitions, subscriptions, and historical data. Depending on the search
solution used, the full text of content may also be stored in the database.
SEARCH COLLECTION
Content Server provides functionality to enable users to find content managed by the
content server. By default, the content database is used to provide search capabilities.
Metadata searching is offered by all supported databases, and some databases including
Oracle may be configured to provide full-text searching as well. Please refer to the
Content Server installation guide for details on modifying the database configuration to
support full-text searching and indexing.
You can also use an external search engine in place of the content database to provide the
full-text search functionality to the content server. When using Content Server as part of
Universal Content Management, you can optionally use integration kits provided for the
following external search solutions:
•
Autonomy/Verity VDK
•
FAST InStream
NATIVE FILE REPOSITORY (OR “VAULT”)
The “Vault” is a file repository or database where all revisions of checked-in files are
stored in their native format – that is, the file format they were originally created in (for
example, Microsoft Word). The default file system location is a directory called “vault”
under the installation directory of the content server instance, but you can use a shared
network location. The Content Server can be configured to store “vault” files in an
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Oracle database using the Oracle DB FileStoreProvider component. Please see product
documentation for more details.
WEB-VIEWABLE FILE REPOSITORY (OR “WEBLAYOUT”)
The “Weblayout” is a file repository or database where all revisions of checked-in files
are stored in their web-viewable format (for example, PDF). The default location is a
directory called “weblayout” under the installation directory of the content server
instance, but you can also use a shared network location. The content server can be
configured to store web viewable files in an Oracle database using the Oracle DB
FileStoreProvider component. However, it is worth noting that doing so may not be
recommended in all usages of content server (especially when deploying published web
sites).
WEB BROWSER
By default, standard web browser technology is used to access the content managed by
the Content Server. Several industry-standard web browsers are supported, including
Internet Explorer and Firefox. Users access through a web browser on their own
computer. They interface with a web server, which handles all communication with the
Content Server core.
A complete architecture overview can be found in the Getting Started with Content
Server document. See Appendix I for a list of referenced documents.
For more information on any of the topics discussed above, please refer to the product
documentation (see Appendix I for list of referenced documents).
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Content Server Document Management Modules
CONTENT SERVER
In addition to the server portion, the Oracle Content Server includes with it various
modules that allow you to:
•
Extend its behavior using some helpful “extras” (more on this later)
•
Deploy it as a document management solution accessible via desktop tools (such
as Windows Explorer, Microsoft Office applications, etc.)
•
View documents as web page (in HTML format) once they are in the repository
•
Develop custom applications that use the Content Server as the underlying
content repository
•
Scripts that allow you ingest documents scanned using Kofax Ascent Capture
The key modules included with the product are:
•
Content Server Components (Extras)
•
Desktop Integration Suite
•
Dynamic Converter
•
Content Integration Suite
•
Legacy Integration (provides link to Kofax Ascent Capture)
COMPONENTS
A number of components, providing advanced functionality are provided with the
Content Server. Some of these components are available to choose upon installation
while other are available in the “extras” directory inside the Content Server zip file.
DESKTOP INTEGRATION SUITE
Desktop Integration Suite provides a set of embedded applications that help you
seamlessly integrate your desktop experience with Content Server. More specifically, it
provides convenient access to the content server from Microsoft Windows Explorer,
desktop applications like Microsoft Word and Excel, and e-mail clients like Microsoft
Outlook and Lotus Notes.
DYNAMIC CONVERTER
Dynamic Converter is transformation technology and on-demand publishing solution for
critical business documents. With Dynamic Converter, you can easily convert any
business document into a Web page for a specified audience without use of the
application used to create that document. The benefits are immediate—information can
be exchanged freely without the bottleneck of proprietary applications.
Dynamic Converter offers a number of benefits to the user:
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•
Business documents can be easily viewed in a Web browser.
•
Native applications (such as Adobe Acrobat, Microsoft Word, etc.) are not
required.
•
Multiple renditions of a document are available for different devices (Web
browsers, wireless devices, etc.)
•
Numerous business document types, including legacy formats, are supported.
CONTENT INTEGRATION SUITE
Content Integration Suite (CIS) enables communication with Content Server and is
deployable on a number of J2EE application servers, in addition to working in non-J2EE
environments. CIS provides an interface to the fine-grained services of the servers
through an object-oriented services API called the Universal Content and Process
Management API (referred to as the UCPM API).
For more details on any of the topics discussed above, please refer to the product
documentation (see Appendix I for list of referenced documents).
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Product Downloads
The Content Server product set is contained in two zip files.
•
The first zip contains the Content Server and additional server side modules
(“extras”).
The file name for this zip file will be in the format
ContentServer_<os>_10gR3_<date>.zip, where
o <os> represents the Operating System (e.g. Windows, Linux, Solaris)
o <date> represents the date the product was released (e.g. 20070416)
•
The second zip file contains various Document Management modules distributed
with the Content Server. The file name for this zip file will be in the format
ContentServer_DocMan_10gR3_<date>.zip, where
o <date> represents the date the product was released (e.g. 20070416)
This zip file contains the additional zip files as follows:
o
ContentIntegrationSuite_10gR3_<date>.zip
o
Desktop_10gR3_<date>.zip
o
DynamicConverter_10gR3_<date>.zip
o
Legacy_10gR3_<date>.zip
Each zip file contains the product referred to in the file name.
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Installation Overview
These instructions are based on the 10.1.3 release of Oracle Content Server and are aimed
at a installing a desktop development environment or test-drive environment.
IMPORTANT: It is highly recommended that you refer to the Content Server
Installation Guide for latest compatibility information. Please ensure that you have read
that document before proceeding to do any production environment installation. Please
see Appendix I for a list of referenced documents.
CONTENT SERVER PREREQUISITES
The table below outlines a general set of suggested system requirements that you need to
have before you can install the content server and its modules. Please note that this is not
a complete list of supported hardware and software platforms. Many more software and
hardware platforms are supported by the Content Server. For complete details, please
refer to the Content Server Installation Guide (see Appendix I).
Table 1: Suggested Configuration for Windows-based Installation
CPU
Intel, AMD, or compatible; 1 CPU; at least 1 GHz
RAM
1 GB
Disk Space
Approximately 750 MB (does not include database space or growth space for native and
web viewable file repositories (if located on the content server computer).
Operating
System
•
Windows 2003 Server, Standard or Enterprise Edition
•
Windows 2000 Server (SP 4)
•
Windows XP (only for desktop-based development environments. It is not officially
supported for production deployments).
JVM
Sun 1.5 (you may choose to install this as part of content server)
Web
Server
(required on the
same machine)
•
Microsoft IIS 6 or 5
•
Apache 2.0.55 or higher; or Apache 2.x
Database
•
Oracle Database 10g Release 2, Standard or Enterprise Edition
•
Oracle Database 10g Express Edition (Use Express Edition only for development
environments. You will need to change the database configuration to accept at
least 15 connections since that is the number of database connections the Content
Server creates by default.)
•
Microsoft SQL Server 2005 with Service Packs, SQL Server 2000 (SP 4)
•
Internet Explorer 6 or 5.5
•
Firefox 1.5 or 2.0 (and higher)
Web Browser
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Table 2: Suggested Configuration for Linux
CPU
X86-based PC; 1 CPU; at least 1 GHz
RAM
1 GB
Disk Space
Approximately 750 MB (does not include database space or growth space for native and
web viewable file repositories (if located on the content server computer).
Operating
System
•
Oracle Enterprise Linux
•
Red Hat Linux ES 4 (32 or 64 bit), ES 3 (32 bit), AS 4 (32 or 64 bit), AS 3 (32 bit)
•
SuSe Linux Enterprise Server 10 (32 or 64 bit), Enterprise Server 9 (32 bit)
JVM
Sun 1.5 (you may choose to install this as part of content server)
Web
Server
(required on the
same machine)
•
Apache 2.0.55 or higher; or Apache 2.x
Database
•
Oracle Database 10g Release 2, Standard or Enterprise Edition
•
Oracle Database 10g Express Edition (Use Express Edition only for desktop-based
development environments. You will need to change the database configuration to
accept at least 15 connections since that is the number of database connections the
Content Server creates by default.)
•
Internet Explorer 6 or 5.5 (when connecting from Windows desktop)
•
Firefox 1.5, or 2.0 and higher (on Windows or Linux)
Web Browser
Please refer to Content Server Installation Guide for full details on configuration options.
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General Installation Process
The Content Server is provided as two zip files on OTN.
•
Content Server
o One zip file per platform; contains the Content Server and server-side
components
•
Content Server Document Management Modules
o Contains Desktop Integration Suite, Dynamic Converter, Content
Integration Suite and Legacy Integration module (Kofax release scripts).
A complete Content Server installation will involve
•
Installing the content server and server-side components. Once you have done
this the content server is ready for use.
•
Installing Dynamic Converter on to the Content Server. This module is only
needed if you wish the Content Server to automatically generate HTML versions
of the documents checked in.
•
Installing Desktop Integration Suite on your Windows Desktop. This module is
only needed if you wish to interact with the Content Server via Windows Explorer
or via Microsoft Office applications (Word, Outlook, etc.)
•
Installing Content Integration Suite (on the application server or standalone).
This module is only required if you plan to develop custom Java applications that
will use the Content Server as an underlying repository.
•
Configuring Kofax release scripts. This is required only if you plan to use
Content Server in conjunction with a Kofax Ascent Capture to manage scanned
documents.
INSTALLING CONTENT SERVER
Once you have verified that the pre-requisites outlined above have been met, you can
now install the Content Server.
•
Here are some points to consider before you install the Content Server:
o Create a database user that the content server will use to talk to the
RDBMS. Ensure that the user has enough privileges to create and
manipulate tables. Review the installation guide for more on this topic.
o If you are using Oracle Database Express Edition, configure it to accept at
least 15 connections.
o On Windows, choose IIS 6.0 web server (if available) for simplest
configuration. Installing with Apache on Windows may require additional
configuration. See installation guide for details.
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o If you choose to install with SQL Server database (on Windows), you will
need to provide a JDBC driver. See pages 4-9 to 4-12 of the Content
Server Installation Guide (Windows) for complete details on this.
o For the simplest installation, you may want to choose not to install the
FileStoreProvider component (part of the “bundled” components listed as
part of the install) when prompted. Please refer to the File Store Provider
Installation and Administration Guide for complete details on this
component before installing and enabling it.
o Install the Sun Java Plugin for your web browser so that you can run
administration applets
Now you can proceed to the install:
•
Download the Content Server zip file for Windows from the OTN website to your
local machine where you wish to install it.
•
Extract the zip file to a temporary location.
•
You will find the installer located in the UCM\ContentServer\<OS> directory.
E.g. UCM\Content Server\win32, UCM\ContentServer\linux.
•
Run the Installer from a command prompt or by double-clicking on the icon.
NOTE: This is a command-line based installer. There is no GUI. Throughout the
installation, when entering a text value, you can press Enter to accept the default
value that appears in the square brackets ([]). When selecting from a list, you
can select the choice preceded by an asterisk (the default) by pressing Enter.
•
You will then be prompted to specify various installation options (installation
directory, JVM, web server, database, etc.). Options will be provided where
appropriate. Defaults will be provided where appropriate. Please refer to the
Content Server Installation Guide (Windows Guide: pages 4-2 to 4-17; Unix
Guide: 4-1 to 4-13) for step by step instructions.
o The installation will be easiest if you accept most of the defaults.
o For a simple installation, choose Standard Security (when prompted)
unless you wish to configure content server to use NTLM and ADSI
(which will require more configuration). With Standard Security, the
Content Server will manage users in its local user store.
o On Windows, choose IIS 6.0 web server (if available) for simplest
configuration. Installing with Apache on Windows may require additional
configuration. See installation guide for details.
o If you choose to install with SQL Server database (on Windows), you will
need to provide a JDBC driver. See pages 4-9 to 4-12 of the Content
Server Installation Guide (Windows) for complete details on this.
o For the simplest installation, you may want to choose not to install the
FileStoreProvider component (part of the “bundled” components listed as
part of the install) when prompted. Please refer to the File Store Provider
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Installation and Administration Guide for complete details on this
component before installing and enabling it.
•
Once you have completed the content server installation, open a web browser and
point it to http://<yourServer>/<yourWebRelativeRoot>/portal.htm (e.g.
http://localhost/idcm1/portal.htm).
•
You should see the content server log in page. Click on the ‘Login’ icon. You
will be prompted for a username/password.
o Default Username: sysadmin
o Default Password: idc
•
Once you have logged in, content server is ready to use. You can click then ‘New
Check In’ link in the top navigation menu to check in new documents.
•
You can search for checked in documents using the Quick Search box in the top
right hand window, or by clicking on the “Search” link in the top navigation
menu.
•
Please refer to the Content Server User Guide for information on how to navigate
around the Server.
Here are some important post-installation steps to configure the content server:
•
By default, the Content Server is configured to do metadata-only search using the
database. If you wish to have documents full-text indexed, you will have to
configure the content server to use the Database Fulltext option, or you can install
the Autonomy VDK component that is available on OTN. You can find a link to
VDK
from
the
Content
Server
page
on
OTN
(http://www.oracle.com/technology/products/content-management/cdbs/cs.html).
See Appendix I for list of referenced documents.
•
To configure to the Content Server to use Database Full-text indexing, you will
need to as follows:
o Open the <installDir>/<instanceName>/config/config.cfg file in a
text editor
o Find the configuration entry named SearchIndexerEngineName. If you
don’t find it, just add it to the end of the file.
o Change the value of this configuration entry to (or create it anew with
value of ) DATABASE.FULLTEXT (case sensitive). Your entry should now
look like SearchIndexerEngineName=DATABASE.FULLTEXT
o Save and close the file. For the change to take effect, you will need to
restart the Content Server instance. You can do this from the Content
Server’s Admin Server. On Windows, if you installed the Content Server
as a service, you can also use it from the Windows Service Manager
utility. To restart the Content Server from the Admin Server:
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•
ƒ
Log in to the Content Server via the web interface as sysadmin
(default password is idc).
ƒ
Expand the ‘Administration’ tray and click on the ‘Admin Server’
link. The admin server will open in a new browser window.
ƒ
If your are prompted to log in, log in as sysadmin
ƒ
On the main page of Admin Server, you will see an entry for your
instance with Start/Stop/Restart icons before it.
ƒ
Simply click on the Restart icon
If you are using Oracle Database 10gR2 and wish to have checked in documents
be full-text indexed, in addition to configuring the Content Server for this, you
may need to do the following:
o Open SQL*Plus and log in to your database instance using a system
administrator privileges
o Run the following script:
ƒ
<installDir>/<instanceName>/database/oracle/admin/ste
llentrole.sql
o Run the following command to grant this new role to the user that Content
Server uses to connect to the database.
ƒ
GRANT STELLENT_ROLE TO <user>;
where <user> is the JDBC user the Content Server uses to connect to the
database.
o To enable the search results snippet functionality with Oracle Database
10gR2, log in to the the database with SQL*Plus as the Content Server
JDBC user and run the following script:
ƒ
•
<installDir>/<instanceName>/database/oracle/admin/bat
chsnippet.sql
Change the password for the Content Server’s sysadmin user. By default, the
sysadmin password is ‘idc’. It would be best to change it to something that only
you know. To do this:
o Log into the Content Server via the web interface as sysadmin
o Click on the ‘My Profile’ link the top navigation menu.
o On the page that loads, enter your new password in the ‘Password’ and
‘Confirm Password’ boxes.
o Press the ‘Update’ button at the bottom of the page.
o You will be prompted to re-login to the Content Server. Log in using the
new password.
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INSTALLING FOLDERS AND OTHER CONTENT SERVER COMPONENTS
(“EXTRAS”)
The Content Server zip file includes a set of “extras” (components) that can be installed
after the content server installation if desired.
NOTE: It is strongly recommended that you install the Folders component right after
installing the content server. This component is required to enable folder browsing
functionality in the server. It is also required in order to use the Windows Explorer
Integration that is part of the Desktop Integration Suite.
•
These components are zip files that can be installed on the Content Server using
the Component Wizard utility.
•
On Windows, the Component Wizard utility can be launched from Start Æ
Programs Æ Oracle Content Server Æ <Instance Name> Æ Utilties Æ
Component Wizard
•
On Unix, the Component Wizard utility can be launched by running the
<installDir>/<instanceName>/bin/ComponentWizard.
•
Once you have launched Component Wizard, click on the ‘Install…’ button
•
When prompted, click the ‘Select…’ button to select the desired extra from the
“extras” directory. E.g. Folders.zip
•
Click the OK button
•
You may be prompted to specify some installation parameters. Specifically, for
Folders component specify the following:
o Information field to store CollectionID: xCollectionID (default)
o Allow users with Read permission to download content: Yes (default)
o Allow Folders to be Hidden: No (this is NOT the default but will simplify
your installation. See Folders Installation Guide for more information on
this.)
o Allow Folders to be Read Only: No (this is NOT the default but will
simplify your installation. See Folders Installation Guide for more
information on this.)
o Allow folder move: Yes (default)
o Allow folder deletion: Yes (default)
o Field to inhibit metadata propagation: xInhibitUpdate (default)
o Enable trash settings: No (this is NOT the default but will simplify your
installation. See Folders Installation Guide for more information on this.)
o Choose to install Folder WebDAV: Yes (ensure check box is checked)
o WebDAV cookie encryption key: Enter a new key
o Max folders per folder: Accept default
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o Max items for folder: Accept default
o Initial folder identifier for server: Accept default
o Preserve folder hierarchy during archive transfer: Yes (this is NOT the
default so please ensure that you check the box).
•
You will be prompted to specify if you want the component to be installed. Click
‘Yes’.
•
A manual restart of the Content Server is required after the installation of the
component.
•
You can restart the Content Server via the Admin Server (see instructions on page
14-15 of this document). On Windows, if you installed the content server as a
service, use the Windows Service Manager utility to restart the content server
instance. On Unix, you can restart the content server by running
<installDir>/<instanceName>/etc/idcserver_restart
•
Once you have installed Folders, you can log in to the Content Server and start
browsing the virtual folder tree by expanding the ‘Browse Content’ tray. Please
refer to Folders User Guide for more information (see Appendix I).
•
Please refer to Folder Administration Guide to understand all Folders
configuration options. See Appendix I.
INSTALLING CONTENT SERVER DOCUMENT MANAGEMENT MODULES
•
Download the ContentServer_DocMan_10gR3_<date>.zip from the Oracle
Technology Network website.
•
Extract the zip file to a temporary location
•
You will find four zip files in there:
•
o
ContentIntegrationSuite_10gR3_<date>.zip
o
Desktop_10gR3_<date>.zip
o
DynamicConverter_10gR3_<date>.zip
o
Legacy_10gR3_<date>.zip
Each zip file contains the product referred to in the file name.
INSTALLING AND CONFIGURING DYNAMIC CONVERTER (DC)
Detailed instructions for installing Dynamic Converter (DC) are provided in the Dynamic
Converter Installation Guide (see Appendix I). In general, the installation can be
performed as follows:
•
Extract the contents of the DynamicConverter_10gR3_<date>.zip file into a
temporary directory location. You will find the following files in there:
o
DynamicConverter.zip
o
Release Notes Document (PDF)
o
Installation Guide (PDF)
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o
Administration Guide (PDF)
o
Template Editor Guide (PDF)
•
Dynamic Converter can be installed on the Content Server using the Component
Wizard utility to install the DynamicConverter.zip file.
•
On Windows, the Component Wizard utility can be launched from Start Æ
Programs Æ Oracle Content Server Æ <Instance Name> Æ Utilties Æ
Component Wizard
•
On Unix, the Component Wizard utility can be launched by running the
<installDir>/<instanceName>/bin/ComponentWizard.
•
Once you have launched Component Wizard, click on the “Install…” button
•
When
prompted,
click
the
“Select…”
button
to
select
the
DynamicConverter.zip file
•
Click the OK button
•
You will be prompted to specify if you want the component to be installed. Click
‘Yes’.
•
A manual restart of the Content Server is required after the installation of the
component.
•
You can restart the Content Server via the Admin Server (see instructions on page
14-15 of this document). On Windows, if you installed the content server as a
service, use the Windows Service Manager utility to restart the content server
instance. On Unix, you can restart the content server by running
<installDir>/<instanceName>/etc/idcserver_restart
•
To use Dynamic Converter functionality, you must check in at least 1 conversion
template, and configure the content server to use it as the default conversion
template.
Sample conversion templates are provided in the
<installDir>/<instanceName>/custom/DynamicConverter/Samples
directory. Please review the Dynamic Converter Administration Guide for
complete details on how Dynamic Converter can be configured for optimal usage.
To get the system functioning, however, it is sufficient to check in and use the
‘Blank.ttp’ GUI template. You can do this as follows:
o Locate the ‘Blank.ttp’ template file in the Samples directory mentioned
above.
o Open a web browser and go to the content server log in page (e.g.
http://localhost/idcm1/portal.htm)
o Log in as a user with administrative rights.
ƒ
Default admin username: sysadmin
ƒ
Default admin password: idc
If you changed the sysadmin password after installing the content
server, please use that password.
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o Expand the ‘Administration’ tray and click on ‘Dynamic Converter
Admin’
o On the page that follows, click ‘Check In Existing Template’
o A Check In Form similar to the one shown below will be displayed:
o Enter the following metadata:
ƒ
Content ID: blankTemplate
ƒ
Type: ADACCT (or any other Document Type that you prefer)
ƒ
Title: Blank Template for DC
ƒ
Author: sysadmin
ƒ
Security Group: Public
ƒ
Template Type: GUI Template
ƒ
You may leave all other fields blank or with default values
o Click the ‘Browse…’ button next to the ‘Primary File’ field and select the
‘Blank.ttp’ file from the Dynamic Converter Samples directory
o Click the ‘Check In’ button. You now have to configure the Content
Server to use the ‘blankTemplate’ as the default conversion template.
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o Go to the Dynamic Converter Admin page from the ‘Administration’ tray.
o On the page that loads, click the ‘Configuration Settings’ link.
o A page similar to the following will be loaded:
o Under the ‘Default Template’ section, click the ‘Available Templates’
option list and select ‘blankTemplate’.
NOTE: If you don’t find the template listed there, ensure that you set
the value for “Template Type” to “GUI Template” at the time of check
in.
o Click the ‘Update’ button on the bottom of the page.
•
To verify that Dynamic Converter is working properly, check in any Word
document by clicking the Check In link on the top navigation menu, and filling
out the New Check In form (just like you checked in the Convertion Template).
•
After the check in is complete, go to the Content Information page for that
document (link will be on the Check In Confirmation page) and click on the
‘HTML’ link towards the bottom of the page.
Quick Start Tutorial - Oracle Content Server 10.1.3
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INSTALLING AND CONFIGURING DESKTOP INTEGRATION SUITE (DIS)
The Desktop Integration Suite can be installed on your Windows Desktop. Detailed
installation instructions can be found in the Desktop Integration Suite Installation Guide
(see Appendix I). In general, the installation outline is as follows:
•
Please ensure that you have installed the Folders component and the WebDAV
component (part of Folders) before installing and configuring DIS.
Instructions for installing Folders are on pages 16-17 of this document.
•
Extract the contents of the DesktopIntegrationSuite_10gR3_<date>.zip file
to a temporary directory on your desktop. In the zip file, you will find the
following items:
o
Setup executable
o
DesktopIntegrationSuite.zip component
o
emailmetadata.zip component
o
WebdavClientHelper65.zip component
o
Desktop Installation Guide
o
Desktop User Guide
o
Desktop Release Notes
•
Install and enable the DesktopIntegrationSuite.zip, emailmetadata.zip and
WebdavClientHelper65.zip files onto your content server using the Component
Wizard utility. Steps for this are exactly like those outlined for Extras and
Dynamic Converter. Note that you can install the components one at a time, but
then restart the content server (after all three have been installed). You do not
have to restart the content server after each component is installed.
•
You may want to create additional email metadata fields. To do this, please refer
to page 2-5 of the Desktop Integration Suite Installation Guide (see Appendix I).
•
Exit all Office applications including Outlook.
•
Run the setup.exe file to install the Desktop Integration Suite on your desktop.
•
Follow the prompts as directed. For an easy installation, choose to install all the
pieces. This includes:
o Microsoft Windows Explorer Integration
o Microsoft Outlook Integration (Lotus Notes integration will also be
installed)
o Microsoft Word Integration
o Microsoft Excel Integration
o Microsoft PowerPoint Integration
•
You can accept the default installation location.
•
Click ‘Finish’ when the installer is done.
Quick Start Tutorial - Oracle Content Server 10.1.3
Page 21
•
Next, you have to configure the Desktop Integration modules to connect to the
content server.
•
Configure the Windows Explorer Integration to connect to the Content Server as
follows.
o Open Windows Explorer
o Navigate to the bottom of the folder list (left pane). There will be a
‘Stellent Folders’ item.
o Right-click on ‘Stellent Folders’ and click ‘Add Server’ menu option.
o The ‘Add Server’ dialog will be displayed.
o In the ‘Server Name’ text box, enter a name of the server (e.g. Localhost,
My Content Server, etc.)
o In the ‘Server Webdav URL’ text box, enter the Webdav URL to the
server. It will be as follows:
ƒ
http://<serverName>/<instanceName>/idcplg/webdav
ƒ
Example: http://localhost/stellent/idcplg/webdav
o In the ‘Stellent CGI URL’ box, enter the server URL in the following
format:
ƒ
http://<serverName>/<instanceName>/idcplg
ƒ
Example: http://localhost/stellent/idcplg
o Click the ‘OK’ button.
•
To configure the Email client and Office applications to connect to the Content
Server, please refer to the Desktop Integration Suite Installation Guide, pages 3-5
to 3-11.
INSTALLING CONTENT INTEGRATION SUITE (CIS)
Content Integration Suite is only required if you are planning to develop custom Java
applications (in a J2EE or non-J2EE environment) that will use Content Server as the
repository. CIS can be installed on the Oracle Application Server and other applications
servers such as BEA WebLogic, and IBM WebSphere.
•
Extract the ContentIntegrationSuite_10gR3_<date>.zip file to a directory.
•
You will find the following contents:
o A ‘components’ directory
o A ‘config’ directory
o A ‘deployments’ directory
o A ‘docs’ directory
o An ‘sdk’ directory
o Release Notes document (PDF)
Quick Start Tutorial - Oracle Content Server 10.1.3
Page 22
For instructions on how to deploy CIS, please refer to the Content Integration Suite
Installation Guide (see Appendix I). The Installation Guide is also in the ‘docs’ directory
included with CIS.
INSTALLING LEGACY INTEGRATION (KOFAX ASCENT CAPTURE INTEGRATION)
This module needs to be installed only if you will be connecting the Content Server and
Kofax Ascent Capture to check in scanned documents. The integration is a custom
release script that runs in Ascent Capture. The script takes the scanned images and index
data processed in Ascent Capture and produces TIFF files that are checked directly into
the content server.
•
Extract the Legacy_10gR3_<date>.zip file to a directory
•
Run the setup.exe file and follow the prompts.
Quick Start Tutorial - Oracle Content Server 10.1.3
Page 23
Appendix I
This section contains references to various documents that you will find useful as you
start working with the Oracle Content Management products. Please note that all these
documents are available in the product zip files that you download from OTN, and in the
Documentation section of OTN that can be found at the following location:
http://download.oracle.com/docs/cd/E10316_01/index.htm
CONTENT SERVER
•
Content Server Installation Guide (Windows)
•
Content Server Installation Guide (Unix)
•
Getting Started with Content Server 10gR3
•
Content Server 10gR3: Planning and Installation Guide
•
10gR3 Content Server User Guide
•
10gR3 Modifying the Content Server Interface
•
Verity Integration Guide 10gR3
DYNAMIC CONVERTER
•
Dynamic Converter 10gR3 Installation Guide
•
Dynamic Converter 10gR3 Administration Guide
•
Dynamic Converter 10gR3 Template Editor Guide
DESKTOP INTEGRATION SUITE
•
Desktop Integration Suite 10gR3: Installation Guide
•
Desktop Integration Suite 10gR3: User Guide
•
Desktop Integration Suite 10gR3: Administration Guide
CONTENT INTEGRATION SUITE
•
Content Integration Suite (CIS) 10gR3: Installation Guide
•
Content Integration Suite (CIS) 10gR3 : Developer Guide
FOLDERS AND WEBDAV
•
10gR3 Folders and WebDAV Installation Guide
•
10gR3 Folders and WebDAV Administration Guide
•
10gR3 Folders and WebDAV User Guide
Quick Start Tutorial - Oracle Content Server 10.1.3
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