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

How to set up and change workflows


First thing's first. Let's start by looking at the tools that you will be using to set up and configure your workflows.

Discover the Workflow Admin application

Go to Administration | Admin Applets and launch Workflow Admin. The Workflow Admin application comes up (as shown in the following screenshot):

There are three tabs:

  • Workflows: This tab is used for administering Basic or Manual Workflows. We will be covering them later in this chapter.

  • Criteria: This tab deals with Automatic or Criteria Workflows—the type we will be using most often.

  • Templates: This is the place where you can pre-assemble Workflow Templates—reusable pieces that you can use to create new basic workflows.

Let's create a simple automatic workflow. I call it automatic because content enters the workflow automatically when it is modified or created.

Note

If you will be using e-mail notifications then be sure to check your Internet Configuration screen in Admin Server. See Chapter 2, Major Controls...