Book Image

The Oracle Universal Content Management Handbook

By : Dmitri Khanine
Book Image

The Oracle Universal Content Management Handbook

By: Dmitri Khanine

Overview of this book

Oracle UCM is a world-leading Enterprise Content Management platform. From Document Management, Web, Records, and more—Oracle has got all your business needs covered. Oracle UCM enables your organization to efficiently manage, store, preserve, and deliver content and documents. Written by Oracle ACE Dmitri Khanine, this book is a complete practical guide to building an ECM system and successfully configuring, administering, and operating it. It also shows you how to efficiently manage your organization's content and customize the UCM to fit your needs. This book wastes no time in getting you up and running and dives straight into the installation of the content server in Chapter 1. In the second chapter, you will master all the major controls and the admin interface. Metadata—a very important ingredient of any ECM—is thoroughly covered in Chapter 3. The book then moves on to the important tasks of securing your ECM system, configuring and managing workflows, and understanding and implementing virtual folders. The book also gives you an under-the-hood view of Stellent in Chapter 7. In the later chapters, you will learn how to migrate content like a pro and easily customize Oracle ECM. A bonus addition to the book is the final chapter, which is an easy-to-follow primer on web content management.
Table of Contents (21 chapters)
The Oracle Universal Content Management Handbook
Credits
Foreword
About the Author
About the Reviewer
Acknowledgement
Preface
Free Chapter
1
Getting Up and Running
Exploring Oracle UCM Product Offering
Index

Customizing the check-in and content info forms


I saved the best for the last, didn't I? So how do you only show the fields that you really want to show? And how do you move them around on the form so they make the most sense?

There are two ways. Let's see them one by one.

How to hide unused fields all the time

Content Server has a tool for controlling how meta fields appear on the check-in form, content info, search, and so on. It calls Rules.

Go to the Rules tab on Configuration Manager, and click on Add to open the Add New Rule dialog (as shown in the following screenshot):

  1. Mark the rule as Global.

  2. Give it a name. I recommend that you prefix global rules with "g" or "Global_".

  3. Flip to the Fields tab. This is where the magic starts happening!

  4. Click on Add.

  5. Let's say, we wanted to hide Trash Delete Date. Pick that in the Field Name dropdown (as shown in the following screenshot):

    Note

    You can also move fields around on the form. This is what the Field Position dropdown is for.

  6. Define what you want...