Oracle Universal Content Management Content Folios – Bundle and Render Content Vijay Ramanathan Principal Product Manager.

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Oracle Universal Content ManagementContent Folios – Bundle and Render ContentVijay RamanathanPrincipal Product Manager

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

Content FoliosAgenda

• Content Folios - A Business Case

• Technical Overview• Simple Folios

• Advanced Folios

• Folio Templates

• Customization• Creating a Custom Renderer

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Content Folios

Business Case

Content FoliosBusiness Case

Content FoliosBusiness Case

Content FoliosBusiness Case

Content FoliosBusiness Case

Content Folios

Content Folios

• New ways to group content together, and then do useful things with the groupings

• UCM’s approach differs from existing implementations of “virtual documents” or “compound documents”

• Folios makes possible a number of more content-centric and process oriented vertical solutions

Content FoliosExample uses for Content Folios

• Contracts• Manage sections separately, and assemble on-the-fly

• Marketing materials• Group text, images, and layout files to produce

communications

• Sales kits• Group presentations, fact sheets, etc. to support sales people

• Policies and procedures• Manage sections separately and assemble on-the-fly

• Reports• Information about competition, market opportunities, etc

Content FoliosPossible Vertical Solutions using Content Folios

• Compliance applications• Sarbanes-Oxley, ISO

• E-Learning applications• Course materials

• Process-oriented applications• Contract Management• Asset Licensing

• Applications in WCM• Folio as a mini-website

• Applications in DAM• Presentation management

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Content Folios

What is a Folio?

Content FoliosWhat is a Folio?

XML Document

Edit

Metadata

Revise and Render

Subscribe, Workflow, Discuss, etc.

Content FoliosWhat is a Folio?

• A Folio can be rendered into• PDF• ZIP• XML• Custom Formats (PPT, etc.)

• Oracle UCM provides• Customizable AJAX-based GUI to build and edit Folios• Service-oriented infrastructure that allows Folios to be

leveraged from external applications

Content FoliosCreating a new Folio

• From Content Management Menu

• From Search Results Page

• From Content Basket

Content FoliosContent Baskets

• Users can create of multiple named content baskets

• Baskets are available to the user only (not shared)

• A basket can be published as a Content Folio

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Content Folios

Terminology and Details

Content FoliosTerminology

• Contents of a Folio• Items & Slots

• Nodes

• Hyper-text

• Types of Folios• Simple Folio

• Advanced Folio

• Types of Advanced Folios• Ad-hoc Folios

• Template-based Folios

• Folio Viewing and Editing• Folio Editors

• Folio Viewers

• Folio Actions• Render

• Save

• Snapshot

• Lock/Unlock

• Subscribe

Content FoliosItems, Slots, Nodes and Hypertext

• Item - A content item in a Folio

• Slot - An empty placeholder for a content item

• Node - A container for items, slots and nodes• A node is not a separate folio

• Hypertext – An entry used to add a URL

Content FoliosSimple Folios and Advanced Folios

• Simple Folio• Flat, ordered list of items• Example: A PPT slide deck

• Advanced Folio• Allows for hierarchy within a Folio• Allows for additional properties on items, slots and nodes• Example: Assets needed to create a brochure

Content FoliosAdvanced Folios : Ad-hoc and Template-based

• Advanced Folios can be Ad-hoc or Template-based

• Ad-hoc Folios• Create any structure and put any content into the Folio• Edit the Folio in any desired fashion

• Template-based Folios• Edits are restricted by settings defined in a folio template• Folio template can be created by administrators

Content FoliosEditing and Viewing

• Edit mode - Allows users to edit a Folio• Simple Folio editor or Advanced Folio editor• Folio Template editor (administrators only)

• Viewer - A different mechanism to view a Folio• Example: View a folio as a mini-website

Content FoliosActions

Save changes to current revision

Create new revision

Lock items to current revision

Prevent further edits

Unlock locked folios

Download Folio in other formats

Content FoliosSubscribe

• Subscribe• Users can choose to be notified when

• Content is added to or removed from the Folio• Folio structure is changed (i.e. nodes or items are moved around)• Folio is revised• Items referenced by the Folio are revised

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Content Folios

Demonstration

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Content Folios

Folio Templates

Content FoliosFolio Templates

• Provides a starting point for users to create common advanced folios

• Allows admins to restrict functionality available to end users

• Examples:• Template for Contracts• Template for Sales Kit

• Template for Product Information Website

Content FoliosFolio Templates

• Can contain• Nodes

• Empty Slots

• Items

• Can limit the ability for end users to• Add, remove or move nodes, slots and items

• Add content of certain profiles or file types

• Render the folio using certain renderers

• Allows administrators to• Map folio to appropriate Content Profiles

• Map slots and nodes to appropriate Content Profiles

• Require capture an archive of items in folio at time of snapshot

• Force items to be cloned when Folios are created

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Content Folios

Folio Templates Demonstration

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Content Folios

Customizing Content Folios Creating a Custom Renderer

Content FoliosCreating a Custom Renderer – Step 1

• Write a Java class that implements FolioRenderer class

package folios.renderers;

import java.io.OutputStream;import java.util.*;

import intradoc.common.*;import intradoc.data.*;import folios.*;import folios.iterators.*;

public class FolioPptRenderer implements FolioRenderer{…}

Content FoliosCreating a Custom Renderer – Step 2

• Write a Java class that implements FolioIteratorCallback class

package folios.iterators;

import intradoc.common.*;import intradoc.data.*;. . .

import folios.*;import java.io.*;. . .

public class FolioPptIterator implements FolioIteratorCallback{. . .}

Content FoliosCreating a Custom Renderer – Step 3

• Create a table to list out details of the new renderer as follows

@ResultSet cpd_FolioPptRenderer

4

rendererID

name

actionDisplayLabel

renditionClass

ppt

PPT Rendition

wwCpdDownloadPptRendition

folios.renderers.FolioPptRenderer

@end

Content FoliosCreating a Custom Renderer – Step 4

• Merge the new table into the CpdRegisteredRenderers table as follows

@ResultSet MergeRules

4

fromTable

toTable

column

loadOrder

cpd_FolioPptRenderer

CpdRegisteredRenderers

rendererID

10

@end

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Content Folios

A Quick Look at PptFolioRenderer

Content FoliosUseful Resources

• Documentation• http://download-west.oracle.com/docs/cd/E10316_01/update/admin_

guide_folios_10en.pdf

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