ORACLE UNIVERSAL CONTENT MANAGEMENT – DOCUMENT TYPES

Hisham Galal http://www.hishamgalal.com

Document Types

Document types are classification for content, but in ECM that classification should be based on business use, and document types are different than file types.

I said content, not document because content is more general word, for example graphic files are content but they are not documents, however memo is a document and content.

Create Document Types in UCM Open “Admin Applets” page

Click on “Configuration Manager” icon, that will open "Configuration Manager Applet”

Create Document Types in UCM From the Applet choose “Options” menu,

then choose menu item “Content Types”

Create Document Types in UCM Document Types screen will be opened,

in that screen we have a list of document types.

Create Document Types in UCM

Click on “Add” button to add a new document type

In UCM, to add new Document type, just add document type label, Description, and descriptive Image

In our exampleLabel = “Vacation Request”Description = “Vacation request document”Image =

You think we are done!

Did we finish creation of the document type “Vacation_Request” ?

No we didn’t finish, it’s just the beginning, so what’s the next steps Define meadata associated with that

document type Create “Content Rules and Content profiles” May be you need to create workflow for that

type of document

Metadata Fields

Now we need to define the list of metadata fields associated with “Vacation_Request” document type. Employee Name From Date To Date Approved Manager Approved HR Replaceable Employee Vacation Reason Comments

I Think those metadata fields are the necessary metadata fields for “Vacation_Request” document type.

Metadata Fields

Content Profiles & Rules

UCM provides us with unique features called “Content Profiles & Rules” which allow us to create checkin, search, and information screens without writing code, just using administration tools, also content rules give us full control on metadata fields.

As we see from the previous slide, the newly created metadata fields are added with the other metadata fields in the checkin page, which is not what the end user needs. The end user needs to see a vacation request screen with the necessary fields only.

Content Rules

Before creating Content Profiles, we need to create Content Rules first.

From Configuration Manager Admin Applet, open Rules tab

Content Rules

Click Add button Enter Rule Name and

Description

Don’t make rules, that will

be used with “Profiles”,

global rules

Content Rules

Next, we will add metadata fields that will be used with that rule, note we are not creating complex metadata fields.

Content Profiles

Next, we want to create content profiles From Configuration Manager Admin

Applet, open “Profiles” tab

Content Profiles

First, before creating Content Profiles, we should choose trigger field, in this case I will choose document type

Content Profiles

Click on Add button, to create new profile

Note: for trigger value we

chose “Vacation_Request”

Document Type, we added the

rule we created before, also

I chose to

“Exclude non-rule fields”

We are done

We begun by creating document type and we have ended by creating content profile, and that’s the result

The End

As you saw document types are vital in content management systems like UCM.

I wish these slides were helpful for you, if you have questions or you need some details contact me

hisham.galal.eldin@gmail.comhttp://www.hishamgalal.com