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

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Content Folios Agenda Content Folios - A Business Case Technical Overview Simple Folios Advanced Folios Folio Templates Customization Creating a Custom Renderer

<Insert Picture Here> Content Folios Business Case

Content Folios Business Case

Content Folios Business Case

Content Folios Business Case

Content Folios Business Case

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 Folios Example 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 Folios Possible 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

<Insert Picture Here> Content Folios What is a Folio?

Content Folios What is a Folio? XML Document Edit Metadata Revise and Render Subscribe, Workflow, Discuss, etc.

Content Folios What 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 Folios Creating a new Folio From Content Management Menu From Search Results Page From Content Basket

Content Folios Content 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

<Insert Picture Here> Content Folios Terminology and Details

Content Folios Terminology 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 Folios Items, 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 Folios Simple Folios and Advanced Folios 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 Folios Advanced 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 Folios Editing 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 Folios Actions 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 Folios 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

<Insert Picture Here> Content Folios Demonstration

<Insert Picture Here> Content Folios Folio Templates

Content Folios Folio 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 Folios Folio 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

<Insert Picture Here> Content Folios Folio Templates Demonstration

<Insert Picture Here> Content Folios Customizing Content Folios Creating a Custom Renderer

Content Folios Creating 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 Folios Creating 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 Folios Creating 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 Folios Creating 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

<Insert Picture Here> Content Folios A Quick Look at PptFolioRenderer

Content Folios Useful Resources Documentation http://download-west.oracle.com/docs/cd/E10316_01/update/admin_guide_folios_10en.pdf

Q & A vijay.ramanathan@oracle.com