Вы находитесь на странице: 1из 42

Oracle WebCenter Content 11g

Hands-On Lab

Lab 01 WebCenter Content 11.1.1.8 New UI

Oracle WebCenter Content 11g Hands-On Lab Lab 01 – WebCenter Content 11.1.1.8 New UI Page 1

Overview

At the end of this exercise, you will be able to:

  • 1. Navigate on the New UI, exploring its features

  • 2. Manage Library Folders

  • 3. Share and Collaborate Documents

  • 4. Search and Filter Content in the Repository

Overview At the end of this exercise, you will be able to: 1. Navigate on the

Introduction

Oracle WebCenter Content, an offering in Oracle’s Fusion Middleware Product line, provides an

automated system for sharing, managing, and distributing business information that is, documents and other types of content. Release 11.1.1.8 offers completely redesigned web user interface (UI). It’s faster, more intuitive, and optimized for ease of use, and includes drag-and- drop convenience and sophisticated searching capabilities.

Acme Beer Company is a fictitious brewing company that uses WebCenter Content as its enterprise content management system. In this hands-on lab, you will use the new web UI to create and populate enterprise libraries, share and collaborate on document management tasks, and discover content using enhanced search and filtering capabilities.

Before you begin, download your lab files.

1. Open a browser window and enter http://localhost:16200/cs/ in the address bar. The home page for the native 11g user interface for WebCenter Content displays.

Introduction Oracle WebCenter Content, an offering in Oracle’s Fusion Middleware Product line, provides an automated systemhttp://localhost:16200/cs/ in the address bar. The home page for the native 11g user interface for WebCenter Content displays. Click Login and enter the credentials weblogic/welcome1 . Click Sign In. Page 3 of 42 " id="pdf-obj-2-21" src="pdf-obj-2-21.jpg">

Click Login and enter the credentials weblogic/welcome1. Click Sign In.

Introduction Oracle WebCenter Content, an offering in Oracle’s Fusion Middleware Product line, provides an automated systemhttp://localhost:16200/cs/ in the address bar. The home page for the native 11g user interface for WebCenter Content displays. Click Login and enter the credentials weblogic/welcome1 . Click Sign In. Page 3 of 42 " id="pdf-obj-2-27" src="pdf-obj-2-27.jpg">
2. Expand the Browse Content tray, and drill down to Folders > Enterprise Libraries > WebCenter

2. Expand

the

Browse Content tray, and

drill

down

to

Folders > Enterprise

Libraries > WebCenter Demonstration Assets > Hands On Labs.

2. Expand the Browse Content tray, and drill down to Folders > Enterprise Libraries > WebCenter

3. Click Hands On Labs. The content of the folder is displayed on the right: WCC Acme Beer Production HOLContent.zip.

2. Expand the Browse Content tray, and drill down to Folders > Enterprise Libraries > WebCenter
Click the file name and save the zip file to your local machine, and then log

Click the file name and save the zip file to your local machine, and then log out of WebCenter Content.

Click the file name and save the zip file to your local machine, and then log

4. On your local machine, navigate to WCC Acme Beer Production HOLContent.zip and extract the contents. There are two folders: Acme Production and Larry. The folders contain the files that you will work with in this handson lab.

Click the file name and save the zip file to your local machine, and then log
Click the file name and save the zip file to your local machine, and then log

Creating Enterprise Libraries

In this first exercise, you assume the role of content author. You create enterprise libraries, upload content, and organize the content into folders.

  • 1. Larry Smith is a member of the Acme Beer Production team. Log in to the new web user interface for WebCenter Content as Larry Smith.

Creating Enterprise Libraries In this first exercise, you assume the role of content author. You createhttp://localhost:16225/wcc/faces/wccmain in the address bar. The home page for WebCenter Content displays. b. Enter your credentials, larry.smith/welcome1 , and click Login. The Find Documents page displays. The Find Documents page lists all documents in the system to which you have access. It also provides ways to filter the documents that are displayed, thereby helping you find specific documents more quickly. 2. Navigate to the Libraries page by clicking the Browse link. 3. Create new Enterprise Library a. Click Create Library Page 6 of 42 " id="pdf-obj-5-17" src="pdf-obj-5-17.jpg">

The Find Documents page displays. The Find Documents page lists all documents in the system to which you have access. It also provides ways to filter the documents that are displayed, thereby helping you find specific documents more quickly.

  • 2. Navigate to the Libraries page by clicking the Browse link.

Creating Enterprise Libraries In this first exercise, you assume the role of content author. You createhttp://localhost:16225/wcc/faces/wccmain in the address bar. The home page for WebCenter Content displays. b. Enter your credentials, larry.smith/welcome1 , and click Login. The Find Documents page displays. The Find Documents page lists all documents in the system to which you have access. It also provides ways to filter the documents that are displayed, thereby helping you find specific documents more quickly. 2. Navigate to the Libraries page by clicking the Browse link. 3. Create new Enterprise Library a. Click Create Library Page 6 of 42 " id="pdf-obj-5-26" src="pdf-obj-5-26.jpg">
  • 3. Create new Enterprise Library

    • a. Click Create Library

Creating Enterprise Libraries In this first exercise, you assume the role of content author. You createhttp://localhost:16225/wcc/faces/wccmain in the address bar. The home page for WebCenter Content displays. b. Enter your credentials, larry.smith/welcome1 , and click Login. The Find Documents page displays. The Find Documents page lists all documents in the system to which you have access. It also provides ways to filter the documents that are displayed, thereby helping you find specific documents more quickly. 2. Navigate to the Libraries page by clicking the Browse link. 3. Create new Enterprise Library a. Click Create Library Page 6 of 42 " id="pdf-obj-5-34" src="pdf-obj-5-34.jpg">
b. In the dialog that opens, enter the following: Name Acme Production Description Security Group Forecasts,
b. In the dialog that opens, enter the following: Name Acme Production Description Security Group Forecasts,
b.
In the dialog that opens, enter the following:
Name
Acme Production
Description
Security Group
Forecasts, planning, and production
collateral
Employee
have access
c.
Click Finish
d.
Security Group determines who has access to the library. If you are in the assigned security
Security Group determines
who has access to the
library. If you are in the
assigned security group, you
to the library
with the permissions set by
your role, unless filtered out
by an account or an access
control list.

Now Edit the Security Properties of the Enterprise library you just created by selecting the Production library and clicking on the Library Properties icon on the top right:

b. In the dialog that opens, enter the following: Name Acme Production Description Security Group Forecasts,
e. Include settings for the Acme Production library. Give all users assigned to the Production role
  • e. Include settings for the Acme Production library. Give all users assigned to the Production role Read (R), Write (W), Delete (D), and Admin (A) privileges. In addition, give users assigned to the Marketing role Read (R) access only.

  • the

In

Roles section of the

Access Control Lists, begin to enter

Production in the Add Roles field and select Production from the

drop-down list.

 
  • The Production role has Read access. Click W, D, and A to grant Write, Delete, and Admin privileges, respectively.

  • Now begin to enter Marketing in the Add Roles field and select Marketing from the drop-down list. Ensure that the Marketing role has Read (R) access:

e. Include settings for the Acme Production library. Give all users assigned to the Production role
 Add users Larry Smith and Tom Smith to the Access Control List. Note: Users must
  • Add users Larry Smith and Tom Smith to the Access Control List. Note: Users must be explicitly added to the ACL even though they are members of the roles that have access. This is necessary to work around a bug with security and type-ahead searches.

  • In the Add Users field, enter Larry and select Larry.Smith from the drop-down list. Then enter Tom and select Tom.Smith from the drop- down list. Give both users all privileges. Hint: Click A (Admin) and all the privileges are granted.

 Add users Larry Smith and Tom Smith to the Access Control List. Note: Users must
 Click SAVE . 4. Create folders in the library. a. Select the new library to
  • Click SAVE.

4. Create folders in the library.

  • a. Select the new library to open it:

 Click SAVE . 4. Create folders in the library. a. Select the new library to
Create Folder…
Create Folder…
  • b. Create folders to build out the following structure:

Create Folder… b. Create folders to build out the following structure: 5. Upload content to your

5. Upload content to your library.

  • a. Open Windows Explorer and navigate to the folder called Acme Production.

  • b. Populate each of the folders in your library with the corresponding content on your laptop. Hint: Select the folder in WebCenter Content, click Upload > Standard Check-In and then drag the files from Windows Explorer to the Document Upload dialog. Click Upload All. Note: Not all folders contain content.

Create Folder… b. Create folders to build out the following structure: 5. Upload content to your
Page 12 of 42
Page 12 of 42

Sharing and Collaborating

In this section, you manage and collaborate on a business document with another user.

Larry Smith has created a production plan. He works with the content in his private library and then moves the document to a shared folder so that his teammate, Tom Smith, can review and edit it.

1. Create a new Enterprise Library called Larry’s Library. Make this library private, that is, accessible to only Larry.

a.

Refresh the Browse Libraries page by clicking the Browse link:

 
a. Refresh the Browse Libraries page by clicking the Browse link: b. Name Larry’s Library Description

b.

 

Name

Larry’s Library

 

Description

My private library

 

Security Group

Employee

c.

Click Create Library. In the dialog that opens, enter the following on the first screen of the Create Enterprise Library dialog:

Click Next. Restrict access to this library to Larry Smith only. In the Access Control Lists section, begin to enter Larry’s user name (larry.smith) in the Add Users field. The filtered list of users is displayed. Select Larry.Smith.

Sharing and Collaborating In this section, you manage and collaborate on a business document with another
d. Ensure that Larry has all privileges: R (read), W (write), D (Delete), and A (Admin).

d.

Ensure that Larry has all privileges: R (read), W (write), D (Delete), and A (Admin). Click Finish.

d. Ensure that Larry has all privileges: R (read), W (write), D (Delete), and A (Admin).
2. Create folders to build out the following structure 3. Upload content to Larry’s library. a.
  • 2. Create folders to build out the following structure

2. Create folders to build out the following structure 3. Upload content to Larry’s library. a.
  • 3. Upload content to Larry’s library.

    • a. Open Windows Explorer and navigate to the folder called Larry.

    • b. Populate each of the folders in Larry’s library with the corresponding content in the folder Larry on your laptop.

2. Create folders to build out the following structure 3. Upload content to Larry’s library. a.

Hint: Select the folder in WebCenter Content, click Upload > Standard Check-In and then drag the files from Windows Explorer to the Document Upload dialog. Click Upload All.

Note: Not all folders contain content. In addition, there are three image documents at the root level of the folder Larry.

4. Open the Production Plans folder in Larry’s Library. Check out and edit the document Draft Beer Production Plan.docx. When you are done, check in this new revision.

  • a. Right-click in the row for the document and select Check Out and Edit from the context menu:

As an alternative, you can click the document name to open it in
As
an
alternative, you can click
the document name to
open
it
in

the

Document Viewer and then select Check Out and Edit from the More menu

Hint: Select the folder in WebCenter Content, click Upload > Standard Check-In and then drag the
b. Enter your credentials ( larry.smith/welcome1 ) if prompted. The document opens in Microsoft Word. (

b. Enter your credentials (larry.smith/welcome1) if prompted. The document opens in Microsoft Word. (Note: If a Security Warning displays, select Don’t Block and proceed.

Oracle WebCenter Content: Desktop provides a set of embedded applications that help you seamlessly integrate your
Oracle WebCenter Content: Desktop
provides a set of embedded
applications that help you seamlessly
integrate your desktop experience with
Oracle WebCenter Content Server. In
this scenario, it provides access to the
content server from Microsoft Office
applications such as Word.
b. Enter your credentials ( larry.smith/welcome1 ) if prompted. The document opens in Microsoft Word. (
  • c. Make some changes to the document, for example, modify the date, bold face some text, change the font color, etc. When you are done, check your revision in by selecting WebCenter Content > Check In. You can provide a check-in comment and then click OK.

c. Make some changes to the document, for example, modify the date, bold face some text,

5. Return to WebCenter Content. Click the Refresh icon to reload the page with any updates. You should see a revision for the document. Select the revision and view the document. Do you see your edits?

c. Make some changes to the document, for example, modify the date, bold face some text,
Refresh
Refresh

Close the Document Viewer window.

6. Larry

is

now ready

to share

the

Draft Beer Production Plan

document with his

teammate, Tom, and ask him to review and edit it.

Configure the security on the folder Shared With Tom so that user Tom Smith will be able to collaborate with Larry.

a. Open the properties for the folder Shared With Tom: right-click the folder name and select Properties from the context menu:

Refresh Close the Document Viewer window. 6. Larry is now ready to share the Draft Beer
The Folder Properties dialog opens b. Click the Security tab. In the Users section of Access

The Folder Properties dialog opens

b. Click the Security tab. In the Users section of Access Control Lists, begin to enter Tom’s name in the Add Users field. Select Tom.Smith. Note that Tom only has Read (R) access on the folder:

The Folder Properties dialog opens b. Click the Security tab. In the Users section of Access
c. Grant Tom Write ( W ) privilege on the folder by selecting W . Click
  • c. Grant Tom Write (W) privilege on the folder by selecting W. Click Save.

c. Grant Tom Write ( W ) privilege on the folder by selecting W . Click
7. Move the latest revision of Draft Beer Production Plan.docx to the Shared With Tom folder.

7. Move the latest revision of Draft Beer Production Plan.docx to the Shared With Tom folder.

  • a. Click Browse to refresh the Browse Libraries page.

  • b. Open Larry’s Library by selecting it in the list of libraries.

  • c. Click the Production Plans folder to open it.

  • d. Select the check box for Draft Beer Production Plan.docx. Actions display across the top of document list based on your selection. Click Move.

7. Move the latest revision of Draft Beer Production Plan.docx to the Shared With Tom folder.
The Move dialog opens. e. Select the folder Shared With Tom and then click Save .

The Move dialog opens.

  • e. Select the folder Shared With Tom and then click Save.

The Move dialog opens. e. Select the folder Shared With Tom and then click Save .

Verify that the document is no longer in the Production Plans folder.

The Move dialog opens. e. Select the folder Shared With Tom and then click Save .

8.

Propagate the security settings for the Shared With Tom folder to its contents and subfolders.

  • a. Right-click the folder Shared With Tom and select Propagate Metadata from the context menu. The Propagate Metadata dialog opens.

  • b. Select the check box for User Access List and then click Propagate.

8. Propagate the security settings for the Shared With Tom folder to its contents and subfolders.
  • 9. As Larry Smith, log out of WebCenter Content.

8. Propagate the security settings for the Shared With Tom folder to its contents and subfolders.
10. Log in as user Tom Smith ( tom.smith/welcome1 ), a member of Acme Beer’s Production

10. Log in as user Tom Smith (tom.smith/welcome1), a member of Acme Beer’s Production team. Larry has asked you to review the Draft Beer Production Plan and make any updates to the document before it is presented to a wider audience.

  • a. Enter your credentials and click Login:

10. Log in as user Tom Smith ( tom.smith/welcome1 ), a member of Acme Beer’s Production
  • b. WebCenter Content opens and the Find Documents page displays. In the Search field, begin typing production. The search box expands to provide suggestions based on the text you entered. From the list, click the document Draft Beer Production Plan.docx.

10. Log in as user Tom Smith ( tom.smith/welcome1 ), a member of Acme Beer’s Production

The Document Viewer opens, displaying the latest revision of the production plan.

10. Log in as user Tom Smith ( tom.smith/welcome1 ), a member of Acme Beer’s Production
  • c. Check out the document so that you can edit it. From the More menu, select Check Out and Edit.

c. Check out the document so that you can edit it. From the More menu, select
  • d. Make some changes to the document. When you are done, check your revision in by selecting WebCenter Content > Check In. You can provide a check-in comment and then click OK.

c. Check out the document so that you can edit it. From the More menu, select
  • e. Return to WebCenter Content. Click the Refresh icon to reload the page with any updates

c. Check out the document so that you can edit it. From the More menu, select
f. As user Tom Smith, log out of WebCenter Content 11. The Draft Beer Production Plan
  • f. As user Tom Smith, log out of WebCenter Content

f. As user Tom Smith, log out of WebCenter Content 11. The Draft Beer Production Plan

11. The Draft Beer Production Plan is ready to be shared with a wider audience. As Larry Smith, move the document to the Planning folder in the Acme Production enterprise library.

  • a. Log in as Larry Smith (larry.smith/welcome1).

  • b. Click Browse and select Larry’s Library. Open the Shared With Tom folder. Select the check box for Draft Beer Production Plan.docx.

f. As user Tom Smith, log out of WebCenter Content 11. The Draft Beer Production Plan
c. Click Move . The Move dialog opens. Begin to enter Production in the destination field,

c.

Click Move. The Move dialog opens. Begin to enter Production in the destination field, and then select Acme Production.

c. Click Move . The Move dialog opens. Begin to enter Production in the destination field,
c. Click Move . The Move dialog opens. Begin to enter Production in the destination field,

d.

The

dialog refreshes and displays

the

folders in the Acme Production

enterprise library. Select Planning as the folder to which you want to move

the document and then click Save.

d. The dialog refreshes and displays the folders in the Acme Production enterprise library. Select Planning

e. Propagate the security setting for the Acme Production library to its folders and content.

  • Right-click the library name and select Propagate Metadata from the context menu.

d. The dialog refreshes and displays the folders in the Acme Production enterprise library. Select Planning
 In the Propagate Metadata dialog, scroll down to Role Access List and select it, and
  • In the Propagate Metadata dialog, scroll down to Role Access List and select it, and then click Propagate.

 In the Propagate Metadata dialog, scroll down to Role Access List and select it, and
f. Verify that the Draft Beer Marketing Plan document is in the Planning folder, and that
  • f. Verify that the Draft Beer Marketing Plan document is in the Planning folder, and that the Production and Marketing roles have access to it.

f. Verify that the Draft Beer Marketing Plan document is in the Planning folder, and that
g. As user Larry Smith, log out of WebCenter Content Page 32 of 42
  • g. As user Larry Smith, log out of WebCenter Content

g. As user Larry Smith, log out of WebCenter Content Page 32 of 42

Searching and Filtering

In this section, you use the search and filtering capabilities in WebCenter Content to discover documents.

  • 1. The search box provides search and filter options for locating documents, folders, and libraries. Find the documents that you are currently following.

  • 2. Log in to WebCenter Content as user Lisa Smith (lisa.smith/welcome1). Click the filter icon in the Search box and select Authored by you:

Searching and Filtering In this section, you use the search and filtering capabilities in WebCenter Content

The search returns those documents that you are have authored. The filter Favorited by you returns documents that you have marked as favorite. And the filter Followed by you returns those documents that you are monitoring for changes. When an item you are following changes, you are notified by email.

  • 3. Further restrict your search and find all documents that you uploaded to the content server using the Certifications profile and having the word organic in the title.

    • a. Expand the filter options in the Search bar and select Certifications in the list of Search Forms

Searching and Filtering In this section, you use the search and filtering capabilities in WebCenter Content

The search form for Certifications displays

  • b. Enter organic in the Title field and click Search:

Searching and Filtering In this section, you use the search and filtering capabilities in WebCenter Content
Note the search results Page 34 of 42

Note the search results

Note the search results Page 34 of 42
Note the search results Page 34 of 42

4. Execute another search with the same criteria, but also include a full-text search for the word hops.

  • a. Click Certifications in the Search bar to open the Certifications search form:

4. Execute another search with the same criteria, but also include a full-text search for the
  • b. Enter hops in the Full-Text Search field, and then click Search:

4. Execute another search with the same criteria, but also include a full-text search for the

Note the results

4. Execute another search with the same criteria, but also include a full-text search for the
5. Mark the Organic Hope Standard document as a favorite. a. Click the Star next to

5. Mark the Organic Hope Standard document as a favorite.

a. Click the Star next to Organic Hops Standards.doc favorite: to mark it as a
a.
Click the Star next to Organic Hops Standards.doc
favorite:
to mark
it
as
a

The document is then marked as Favorite

5. Mark the Organic Hope Standard document as a favorite. a. Click the Star next to
6. Clear the filters in the Search by clicking the X next to each filter. Now
  • 6. Clear the filters in the Search by clicking the X next to each filter. Now search for the documents Favorited by you. Organic Hops Standard.doc should return in the results list:

6. Clear the filters in the Search by clicking the X next to each filter. Now
  • 7. Find all the documents to which you have access that were authored by Bob Grant from the Sales department. Hint: Use the appropriate metadata search form.

    • a. Click the Search link to refresh the Find Documents page.

    • b. In the Search box, select the Sales And Marketing search form from the list of filters.

6. Clear the filters in the Search by clicking the X next to each filter. Now
c. In the Author field, begin to enter Bob Grant , and then select Bob’s name
  • c. In the Author field, begin to enter Bob Grant, and then select Bob’s name from the list.

c. In the Author field, begin to enter Bob Grant , and then select Bob’s name
  • d. Click Search and view the results:

c. In the Author field, begin to enter Bob Grant , and then select Bob’s name
8. Click the Browse link to browse available libraries. Use the Search box to locate product
8. Click
the
Browse link to browse available
libraries. Use the
Search box to locate
product descriptions in the Acme Marketing enterprise library that contain IPA in the
title.
  • a. From the list of libraries, select Acme Marketing to open it.

8. Click the Browse link to browse available libraries. Use the Search box to locate product
8. Click the Browse link to browse available libraries. Use the Search box to locate product

Note that the Search box now reflects a filter for the library:

Note that the Search box now reflects a filter for the library: b. Click Product Descriptions
  • b. Click Product Descriptions in the folder list and note the additional filter added to the Search box.

Note that the Search box now reflects a filter for the library: b. Click Product Descriptions
Note that the Search box now reflects a filter for the library: b. Click Product Descriptions
  • c. Using the asterisk (*) wildcard, search for documents with IPA in the file name

Use * to match any number of characters. Use ? to match any single character.
Use * to match any number of characters.
Use ? to match any single character.

The search results are displayed:

Note that the Search box now reflects a filter for the library: b. Click Product Descriptions
9. Logout from WebCenter Content. Page 41 of 42

9. Logout from WebCenter Content.

9. Logout from WebCenter Content. Page 41 of 42
Oracle WebCenter Content 11g Hands On – LAB 1 New UI Hands-On August, 2013 Author: Denis

Oracle WebCenter Content 11g Hands On LAB 1 New UI Hands-On August, 2013 Author: Denis Abrantes

Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A.

Worldwide Inquiries:

Phone: +1.650.506.7000

Fax: +1.650.506.7200

oracle.com

Copyright © 2012, Oracle. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, Fatwire and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Oracle WebCenter Content 11g Hands On – LAB 1 New UI Hands-On August, 2013 Author: Denis