Table of Contents
- Title and Copyright Information
- Preface
- Part I Understanding Oracle WebCenter Content
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Part II Basic Applications Administration
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2
Getting Started Managing Oracle WebCenter Content
- 2.1 Understanding Management Responsibilities
- 2.2 Understanding Management Tools
- 2.3 Interface Overview
- 2.4 Starting and Stopping Oracle WebCenter Content Server and Inbound Refinery Instances
- 2.5 Accessing Oracle WebCenter Content Instances
- 2.6 Running Administration Applications as Applets
- 2.7 Running Administration Applications via the Oracle WebCenter Content Administration App
- 2.8 Running Administration Applications in Standalone Mode
- 3 Finding Status and Error Information
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2
Getting Started Managing Oracle WebCenter Content
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Part III Managing Content
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4
Managing Content
- 4.1 Starting the Repository Manager
- 4.2 Configuring the Repository Manager Content List
- 4.3 Managing Content Using Repository Manager
- 4.4 Managing Revisions Using Repository Manager
- 4.5 Subscribing to Content
- 4.6 Signing Content Electronically
- 4.7 Managing Native Content Conversion
- 4.8 Defining Content Types
- 5 Organizing Content
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6
Managing Workflows
- 6.1 Understanding Workflows
- 6.2 Planning a Workflow
- 6.3 Creating a Criteria Workflow
- 6.4 Creating a Basic Workflow
- 6.5 Customizing Workflows
- 6.6 Workflow and Script Templates
- 6.7 Workflow Scenarios
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6.8
Workflow Tips and Tricks
- 6.8.1 Requiring Step Authentication
- 6.8.2 Setting Up Parallel Workflows
- 6.8.3 Adding Ad Hoc Step Users
- 6.8.4 Customizing Criteria Workflow Emails
- 6.8.5 Workflow Escalation
- 6.8.6 Other Customizations
- 6.8.7 Triggering Criteria Workflows from Folders
- 6.8.8 Searching Within a Workflow Step
- 6.8.9 Suppressing Workflow Notifications
- 7 Customizing Repository Fields and Metadata
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8
Categorizing and Linking Content
- 8.1 About Categorizing and Linking Content
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8.2
Categorizing Content
- 8.2.1 XML Conversion
- 8.2.2 Search Rules Overview
- 8.2.3 Running Content Categorizer
- 8.2.4 Setting Up Content Categorizer
- 8.2.5 Search Rules
- 8.2.6 Sample doc_config.htm Page
- 8.2.7 XSLT Transformation
- 8.3 Using the Link Manager Component
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9
Tracking Content Access
- 9.1 About Content Tracker
- 9.2 Understanding the Content Tracker Functionality
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9.3
Operational Details
- 9.3.1 Data Collection
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9.3.2
Data Reduction
- 9.3.2.1 Standard Data Reduction Process
- 9.3.2.2 Data Reduction Process with Activity Metrics
- 9.3.2.3 Data Reduction Cycles
- 9.3.2.4 Access Modes and Data Reduction
- 9.3.2.5 Reduction Sequence for Event Logs
- 9.3.2.6 Reduction Schedules
- 9.3.2.7 Running Data Reduction Manually
- 9.3.2.8 Setting Data Reduction to Run Automatically
- 9.3.2.9 Deleting Data Files
- 9.3.3 Content Tracker Event Logs
- 9.3.4 Combined Output Table
- 9.3.5 Data Output
- 9.3.6 Tracking Limitations
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9.4
Data Tracking Functions
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9.4.1
Activity Snapshots
- 9.4.1.1 Search Relevance Metrics
- 9.4.1.2 Enabling the Snapshot Function
- 9.4.1.3 Creating the Search Relevance Metadata Fields
- 9.4.1.4 Setting a Check-in Time Value for the Last Access Field
- 9.4.1.5 Populating the Last Access Field for Batch Loads and Archives
- 9.4.1.6 Linking Activity Metrics to Metadata Fields
- 9.4.1.7 Editing the Snapshot Configuration
- 9.4.2 Service Calls
- 9.4.3 Web Beacon Functionality
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9.4.1
Activity Snapshots
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10
Managing Content Profiles
- 10.1 About Content Profiles
- 10.2 Content Profile Elements
- 10.3 Content Profile Rules
- 10.4 Display Results of Reordered Metadata Fields
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10.5
Managing Rules
- 10.5.1 Creating, Editing, or Deleting a Rule
- 10.5.2 Creating, Editing, or Deleting a Global Rule
- 10.5.3 Adding Metadata Fields in a Rule
- 10.5.4 Grouping Metadata Fields
- 10.5.5 Adding, Editing or Deleting Activation Conditions in Rules
- 10.5.6 Custom Conditions and Side Effects
- 10.5.7 Setting Default Values, Derived Values and Restricted Lists
- 10.5.8 Editing Default or Derived Values and Restricted Lists
- 10.5.9 Setting the Display of a Required Field
- 10.6 Content Profile Triggers
- 10.7 Creating and Using Content Profiles
- 10.8 Content Profile Examples
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4
Managing Content
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Part IV Managing Records
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11
Managing a Records Retention Schedule
- 11.1 Understanding Retention Schedules
- 11.2 Using a Series
- 11.3 Managing Retention Categories
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11.4
Managing Record Folders
- 11.4.1 Creating a Record Folder
- 11.4.2 Creating a Volume Folder
- 11.4.3 Viewing Information
- 11.4.4 Editing a Record Folder
- 11.4.5 Changing the Disposition Applied to a Folder
- 11.4.6 Moving a Record Folder
- 11.4.7 Closing or Unclosing (Reopening) a Record Folder
- 11.4.8 Freezing or Unfreezing a Record Folder
- 11.4.9 Canceling, Expiring, and Rescinding Folders
- 11.4.10 Deleting a Record Folder
- 11.4.11 Setting Dates with External Folders
- 11.4.12 Classification Settings for Folders
- 11.4.13 Folder Examples
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12
Managing Security for Records
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12.1
Understanding Records Security
- 12.1.1 Retention Management in an Organization
- 12.1.2 General Security Settings
- 12.1.3 Security Roles and Definitions
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12.1.4
Rights and Roles for Records Tasks
- 12.1.4.1 Triggers
- 12.1.4.2 Periods
- 12.1.4.3 Supplemental Markings
- 12.1.4.4 Security Classifications
- 12.1.4.5 Custom Security Fields
- 12.1.4.6 Custom Category or Folder Metadata Fields
- 12.1.4.7 Classification Guides
- 12.1.4.8 Freezes
- 12.1.4.9 Series
- 12.1.4.10 Categories
- 12.1.4.11 Folders
- 12.1.4.12 Content
- 12.1.4.13 Disposition Rules
- 12.1.4.14 Archiving
- 12.1.4.15 Screening
- 12.1.4.16 Audit Trails
- 12.1.4.17 Links
- 12.1.4.18 Reports
- 12.1.4.19 Customization
- 12.1.4.20 General Configuration
- 12.1.5 Rights and Roles for PCM Tasks
- 12.1.6 External Source Tasks and Defaults for Predefined Roles
- 12.1.7 Permissions Matrix
- 12.2 Setting Security Preferences
- 12.3 Assigning Rights to User Roles
- 12.4 Specifying PCM Barcode Values for Users
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12.5
Classified Security
- 12.5.1 Security Classifications
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12.5.2
Managing Security Classifications
- 12.5.2.1 Enabling or Disabling Classified Security
- 12.5.2.2 Creating Custom Security Classification
- 12.5.2.3 Editing a security classification
- 12.5.2.4 Setting the Order of Security Classifications
- 12.5.2.5 Deleting a Security Classification
- 12.5.2.6 Setting the Declassification Time Frame
- 12.5.2.7 Viewing Security Classification References
- 12.5.2.8 Assigning a Classification to a User
- 12.5.2.9 Changing a User's Classification
- 12.5.2.10 Removing a User's Classification
- 12.5.3 Classification Guides
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12.5.4
Managing Classification Guides
- 12.5.4.1 Creating or Editing a Classification Guide
- 12.5.4.2 Deleting a Classification Guide
- 12.5.4.3 Viewing Classification Guide Information
- 12.5.4.4 Creating Classification Topic
- 12.5.4.5 Editing a Classification Topic
- 12.5.4.6 Editing Classification Topic Settings
- 12.5.4.7 Deleting a Classification Topic
- 12.5.4.8 Viewing Classification Topic Information
- 12.5.5 Supplemental Markings
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12.5.6
Managing Supplemental Markings
- 12.5.6.1 Enabling or Disabling Supplemental Markings
- 12.5.6.2 Disabling Supplemental Markings
- 12.5.6.3 Creating Supplemental Marking
- 12.5.6.4 Editing a Supplemental Marking
- 12.5.6.5 Viewing Supplemental Marking Information and References
- 12.5.6.6 Deleting a Supplemental Marking
- 12.5.6.7 Assigning User Supplemental Markings
- 12.5.6.8 Removing Supplemental User Markings
- 12.5.6.9 Using Restricted and Formerly Restricted Supplemental Markings
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12.6
Custom Security
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12.6.1
Managing Custom Security
- 12.6.1.1 Enabling or Disabling Custom Security Usage
- 12.6.1.2 Creating a Simple Custom Security Field
- 12.6.1.3 Editing a Custom Security Field
- 12.6.1.4 Adding Advanced Security
- 12.6.1.5 Editing Advanced Security
- 12.6.1.6 Viewing Simple Custom Security Field Information
- 12.6.1.7 Deleting a Simple Custom Security Field (Simple)
- 12.6.2 Simple Custom Security Field Example
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12.6.1
Managing Custom Security
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12.1
Understanding Records Security
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13
Defining and Processing Dispositions
- 13.1 Working with Triggers
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13.2
Managing Freezes
- 13.2.1 Creating a Freeze
- 13.2.2 Editing a Freeze
- 13.2.3 Viewing Freeze Information
- 13.2.4 Deleting a Freeze
- 13.2.5 Freezing Items, Folios or Folders
- 13.2.6 Unfreezing Frozen Items or Folders
- 13.2.7 Searching for Frozen Content and Folders
- 13.2.8 Re-Sending an Email Notification for a Freeze
- 13.2.9 Example: Creating a Freeze
- 13.3 Creating Dispositions
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13.4
Processing Dispositions
- 13.4.1 Items Subject to Review
- 13.4.2 Approval and Completion
- 13.4.3 Frozen Items and Event Processing
- 13.4.4 Searching Retention Steps and Actions
- 13.4.5 Using Batch Processing
- 13.4.6 Specifying an Alternate Reviewer
- 13.4.7 Managing Disposition Tasks
- 13.4.8 Pending Event Processing
- 13.4.9 Processing Dispositions
- 14 Managing the Oracle WebCenter Content Records Adapter
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15
Managing Physical Content
- 15.1 Configuring Physical Content Management
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15.2
Configuring Storage Space
- 15.2.1 Browsing the PCM Storage Space
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15.2.2
Managing Storage Spaces
- 15.2.2.1 Creating a Storage Location
- 15.2.2.2 Batch Creating Storage Locations
- 15.2.2.3 Editing a Storage Location
- 15.2.2.4 Viewing Information about a Storage Location
- 15.2.2.5 Deleting a Storage Location
- 15.2.2.6 Blocking a Storage Location
- 15.2.2.7 Reserving or Canceling a Reservation for a Storage Location
- 15.2.2.8 Viewing All Items in a Storage Location
- 15.2.2.9 Printing Labels for Storage Locations
- 15.2.3 Example: Creating a Single Storage Location
- 15.2.4 Example: Creating a Batch of Storage Locations
- 15.3 Offsite Storage
- 15.4 Managing Physical Items
- 15.5 Managing Reservations and Barcodes
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16
Processing Reservations and Chargebacks
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16.1
Managing Chargebacks
- 16.1.1 Understanding the Chargeback Process
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16.1.2
Configuring Chargeback Processing
- 16.1.2.1 Creating or Editing a Charge Type
- 16.1.2.2 Viewing a Charge Type
- 16.1.2.3 Deleting a Charge Type
- 16.1.2.4 Creating or Editing a Payment Type
- 16.1.2.5 Viewing a Payment Type
- 16.1.2.6 Deleting a Payment Type
- 16.1.2.7 Creating or Editing a Customer
- 16.1.2.8 Viewing a Customer
- 16.1.2.9 Deleting a Customer
- 16.1.2.10 Creating Automatic Transactions
- 16.1.2.11 Creating or Editing a Manual Transaction
- 16.1.2.12 Deleting a Manual Transaction
- 16.1.3 Managing Chargeback Tasks
- 16.2 Processing Reservations
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16.1
Managing Chargebacks
- 17 Configuring Related Content (Links) for Records
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18
Managing the Records System
- 18.1 Scheduling Tasks
- 18.2 Using Performance Monitoring
- 18.3 Using Custom Scripts
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18.4
Using the Audit Trail
- 18.4.1 Configuring the Audit Trail
- 18.4.2 Specifying Metadata Fields to Audit
- 18.4.3 Searching within the Audit Trail
- 18.4.4 Setting Default Metadata for Checking In Audit Trails
- 18.4.5 Checking In and Archiving the Audit Trail
- 18.4.6 Searching an Archived Audit Trail
- 18.4.7 Viewing an Archived Audit Trail
- 18.4.8 Creating an Audit Trail Report
- 18.5 Using Default Reports
- 18.6 Archiving and Transferring Information
- 19 Using Federated Search and Freeze
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11
Managing a Records Retention Schedule
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Part V Managing Content Conversion
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20
Configuring Inbound Refinery
- 20.1 Prerequisites for Configuring Inbound Refinery
- 20.2 Content Server and Refinery Configuration Scenarios
- 20.3 Configuring Content Server and Refinery Communication
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20.4
Configuring Content Servers to Send Jobs to Refineries
- 20.4.1 Understanding File Formats and Conversions
- 20.4.2 Managing File Types
- 20.4.3 Configuring the Content Server for PassThru Files
- 20.4.4 Configuring the Content Server Refinery Conversion Options
- 20.4.5 Configuring Image Files to Bypass Preview
- 20.4.6 Overriding Conversions at Check-In
- 20.4.7 Modifying Default Content Conversion Settings
- 20.5 Viewing Status Details
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20.6
Configuring Refinery Conversion Settings
- 20.6.1 Calculating Timeouts
- 20.6.2 Setting Accepted Conversions
- 20.6.3 Setting Multi-Page TIFF Files as the Primary Web-Viewable Rendition
- 20.6.4 Setting Up Thumbnails
- 20.6.5 Configuring Rendering Options on UNIX
- 20.6.6 Specifying the Font Path
- 20.6.7 Configuring Timeout Settings for Graphics Conversions
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21
Managing Inbound Refinery
- 21.1 Managing Refinery Authentication and Users
- 21.2 Managing Refinery Conversion Queues
- 21.3 Managing Refinery Agents
- 21.4 Managing Refinery Providers
- 21.5 Viewing Refinery Information
- 21.6 Configuring the Web Server Filter
- 21.7 Publishing Dynamic and Static Layout Files
- 21.8 Active Virus Scanning on Windows
- 21.9 Changing the Date Format and Time Zones
- 21.10 Monitoring Refinery Status
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22
Working with Conversions
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22.1
Managing PDF Conversions
- 22.1.1 PDF Conversion Considerations
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22.1.2
Configuring PDF Conversion Settings
- 22.1.2.1 Configuring Content Servers to Send Jobs to Inbound Refinery
- 22.1.2.2 Setting PDF Files as the Primary Web‐Viewable Rendition
- 22.1.2.3 Installing a Distiller Engine and PDF Printer
- 22.1.2.4 Configuring Third‐Party Application Settings
- 22.1.2.5 Configuring Timeout Settings for PDF Conversions
- 22.1.2.6 Setting Margins When Using Outside In
- 22.2 Managing Tiff Conversions
- 22.3 Managing XML Conversions
- 22.4 Converting Microsoft Office Files to HTML
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22.1
Managing PDF Conversions
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23
Working With Image and Video Conversions
- 23.1 Understanding Digital Asset Manager
- 23.2 Configuring Digital Asset Manager
- 23.3 Setting Up and Managing Image Conversions
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23.4
Setting Up and Managing Video Conversions
- 23.4.1 Installing Vantage
- 23.4.2 Setting the Shared Directory Path for Vantage
- 23.4.3 Setting Media Locations
- 23.4.4 Using Streaming Servers
- 23.4.5 Defining Video Rendition Sets
- 23.4.6 Importing the WindowsMediaWorkflow.xml File
- 23.4.7 Understanding the Vantage Workflow
- 23.4.8 Managing Video Conversion
- 23.4.9 Using the Command-Line Interface (CLI) Tool for Video Rendition Sets
- 24 Managing PDF Watermark
- 25 Supported File Formats
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20
Configuring Inbound Refinery
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Part VI Managing Dynamic Conversion
- 26 Introduction to Dynamic Converter
- 27 Configuring Dynamic Converter
- 28 Managing Template Rules
- 29 Managing Conversion Templates
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30
HTML Conversion Templates
- 30.1 About Templates
-
30.2
Using the HTML Conversion Template Editor
- 30.2.1 Formatting Different File Types
- 30.2.2 Adding Document Properties
- 30.2.3 Adding Text Elements
- 30.2.4 Adding Navigation Elements
- 30.2.5 Configuring HTML Settings
- 30.2.6 Adding Output Markup Items
- 30.2.7 Adding Output Text Formats
- 30.2.8 Adding Format Mapping Rules
- 30.2.9 Adding Output Page Layouts
- 30.2.10 Previewing Your Content
- 30.2.11 Saving Your Template
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31
Classic HTML Conversion Layout Templates
- 31.1 About Classic HTML Conversion Layout Templates
- 31.2 Layout Template Contents
- 31.3 Tokens in Layout Templates
- 31.4 Sample Layout Templates
- 31.5 Creating a Layout Template for Your Content Items
- 31.6 Associating a Layout Template With a Template Rule
- 31.7 Specifying a Default Layout Template
- 31.8 Including Scripts, Images, and CSS in a Layout Template
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32
Managing Script Templates
- 32.1 About Script Templates
- 32.2 Elements
- 32.3 Indexes
-
32.4
Macros
- 32.4.1 About Macros
- 32.4.2 Units: {## UNIT}, {## HEADER}, and {## FOOTER}
- 32.4.3 Insert Element: {## INSERT}
- 32.4.4 Conditional: {## IF...}, {## ELSEIF...}, and {## ELSE}
- 32.4.5 Loop: {## REPEAT}
- 32.4.6 Linking With Structured Breaking: {## LINK}
- 32.4.7 Linking With Content Size Breaking: {## ANCHOR}
- 32.4.8 Comment Put in the Output File: {## IGNORE}
- 32.4.9 Comment Not Put in the Output File: {## COMMENT}
- 32.4.10 Including Other Templates: {## INCLUDE}
- 32.4.11 Setting Options Within the Template: {## OPTION}
- 32.4.12 Copying Files: {## COPY}
- 32.4.13 Deprecated Template Macros
- 32.5 Pragmas
- 32.6 Setting Script Template Formatting Options
- 32.7 Breaking Documents by Structure
- 32.8 Breaking Documents by Content Size
- 32.9 Using Grids to Navigate Spreadsheet and Database Files
- 33 Working with Converted Content
-
34
Implementation Considerations
- 34.1 Metadata Fields With Multi-Byte Characters
- 34.2 Conversion of PDF Files in UNIX
- 34.3 Embedded Graphics on UNIX
- 34.4 Use of Vector Versus Raster Graphics Formats
- 34.5 Converting Vector Graphics and Spreadsheet Text in UNIX
- 34.6 URL Rewriting
- 34.7 Relative URLs in Templates and Layout Files
- 34.8 Browser Caching
- 34.9 Image Sizing Rules
- 34.10 CSS Considerations
- 34.11 Style Names Used by Dynamic Converter
- 34.12 Overriding Dynamic Converter Styles
- 34.13 Pragma.CSSFile and {## LINK}
- 34.14 Well-Formed HTML
- 34.15 Positional Frames Support
- 34.16 Template Writing Tips
- 35 Conversion Filters
- 36 Input File Formats
- 37 Office 2007/2010 Considerations
-
Part VII Desktop Management
-
38
Managing Desktop
- 38.1 Custom Installation Options for the Client Software
- 38.2 Setting the Web Browser Search Provider Name for a Content Server Instance
- 38.3 Enabling Subfolder Searching
- 38.4 Mapping Email Metadata
- 38.5 Configuring Form-Based Login
- 38.6 Customizing the Form-Based Login Regular Expression
- 38.7 Setting the Naming of Files for Checked-In Email Messages
- 38.8 Enabling Related Content Links for Checked-In Email Attachments
-
38
Managing Desktop
-
Part VIII Troubleshooting
- 39 Troubleshooting Workflows
- 40 Troubleshooting Content Tracking Issues
-
41
Troubleshooting WebDAV
- 41.1 Zero-Byte Files
- 41.2 No Connection to WebDAV Folder
- 41.3 Other Connection Issues
- 41.4 Double-Byte Characters in File Name
- 41.5 Number Sign in Virtual Folder Name or File Name
- 41.6 ExtranetLook Component Problem
- 41.7 Content Item "Stuck" in Auto-Contribution Workflow Step
- 41.8 Deleting Content from Contribution Folders for Site Studio Website
- 41.9 WebDAV Drag and Drop Does Not Work with Windows 2000
- 41.10 Folder Shortcuts Do Not Show Latest Changes
- 41.11 Profile Rule for All WebDAV Requests
-
42
Troubleshooting Inbound Refinery
-
42.1
Troubleshooting PDF Conversion Problems
- 42.1.1 Troubleshooting Process for PDF Conversion Issues
- 42.1.2 Common Conversion Issues
-
42.1.3
Inbound Refinery Setup and Run Issues
- 42.1.3.1 Inbound Refinery Won't Process Any Files
- 42.1.3.2 Missing IDC PDF Converter Printer
- 42.1.3.3 Error: 'Unable to convert. The printer is not installed'
- 42.1.3.4 Conversions Keep Timing Out
- 42.1.3.5 Microsoft Word Files Won't Convert
- 42.1.3.6 Microsoft Excel Files Won't Convert
- 42.1.3.7 Microsoft PowerPoint Files Won't Convert
- 42.1.3.8 Microsoft Visio Files Won't Convert
- 42.1.3.9 FrameMaker Files Won't Convert
- 42.1.3.10 WordPerfect Files Won't Convert
- 42.1.4 PDF Display Issues
- 42.2 Troubleshooting Tiff Converter Problems
- 42.3 Troubleshooting XML Converter Problems
-
42.1
Troubleshooting PDF Conversion Problems