On the Information Fields tab of the Configuration Manager, click Add. Click OK. Configure the properties for the field, and click OK. Double-click the field name, or select the field and click Edit. Edit the field and any accompanying option lists or vie

2-8 Application Administrators Guide for Content Server

2.3.2 Managing Custom Fields

The tasks involved in managing custom metadata fields and application fields are similar. This section describes the following tasks: Keep in mind that changes to custom metadata fields may affect the database where information about metadata fields is stored or the search index where the metadata values are stored. Changes to application fields do not affect the database or the index. ■ Adding a Metadata Field ■ Editing a Metadata Field ■ Adding or Editing an Application Field ■ Defining an Option List ■ Updating the Database ■ Rebuilding the Search Index

2.3.2.1 Adding a Metadata Field

To add a new metadata field:

1. On the Information Fields tab of the Configuration Manager, click Add.

The Add Metadata Field Name Screen is displayed. 2. Enter a new field name. Duplicate names are not allowed. Maximum field length is 29 characters. The following are not acceptable: spaces, tabs, linefeeds, carriage returns and ; ? : + ~ |

3. Click OK.

The AddEdit Metadata Field Screen is displayed.

4. Configure the properties for the field, and click OK.

5. Click OK.

6. Update the database design and rebuild the search index if necessary.

2.3.2.2 Editing a Metadata Field

To edit a metadata field:

1. Double-click the field name, or select the field and click Edit.

The AddEdit Metadata Field Screen is displayed.

2. Edit the field and any accompanying option lists or views.

3. Click OK.

Note: When you add a custom metadata field, the system automatically prefixes the name with an ’x’ to ensure that it is unique and does not conflict with any reserved names. Similarly, when you define a custom user information metadata field, the system automatically prefixes the name with a ’u’ to ensure that it is also unique and does not conflict with any reserved names. For more information about adding custom user information fields, see the Oracle Fusion Middleware System Administrators Guide for Content Server. Managing Repository Content 2-9

2.3.2.3 Adding or Editing an Application Field

To add a new or edit an existing application field, perform these steps:

1. To add a new field, click Add on the Application Fields tab of the Configuration

Manager. To edit and existing field, select it in the Field Info area and click Edit. The AddEdit Application Field Screen is displayed.

2. Enter a new field name or select a previously entered field to edit. When entering

a new name, duplicate names are not allowed. Maximum field length is 29 characters. The following are not acceptable: spaces, tabs, linefeeds, carriage returns and ; ? : + ~ |

3. Click OK. The

AddEdit Metadata Field Screen is displayed.

4. Configure the properties for the field, and click OK.

5. Click OK.

2.3.2.4 Defining an Option List

To define an option list: 1. From the AddEdit Metadata Field Screen or the AddEdit Application Field Screen , click the Enable Option List check box, then click Configure. The AddEdit Custom Info Field: Configure Option List is displayed. 2. Choose the type of option list to use from the menu. 3. Choose how to access the values for the option list. You can create new values for the list, use values from a view, or use values in a tree hierarchy. 4. Determine the dependencies for the option list.

5. Click OK when done.

2.3.2.5 Updating the Database

If you have made changes that need to be saved to the database, the Update Database Design button becomes active. To update the database: 1. On the AddEdit Metadata Field Screen , click Update Database Design. The Update Database Design Screen is displayed:

2. If deleting fields, select the ones to delete, then click OK. Added and edited fields

are displayed and cannot be selecteddeselected.

3. Click OK.

2.3.2.6 Rebuilding the Search Index

If you have made changes that require rebuilding of the search index, the Rebuild Search Index button becomes active. To rebuild the search index:

1. Click Rebuild Search Index.

2. If a message asks you to update the database design before rebuilding the search index, click Update Database Design to save changes to the database before proceeding.

3. When the message Rebuild initiated is displayed, click OK.

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2.4 Managing Content Revisions

This section discusses these topics: ■ About Repository Manager on page 2-10 ■ Managing Content on page 2-12 ■ Managing Workflow Revisions on page 2-17 ■ Displaying Revisions with the Filter on page 2-11 ■ Changing the Default Sort Order of the Opening Query on page 2-11 ■ Adding a New Content Item on page 2-13 ■ Viewing Content Metadata on page 2-13 ■ Updating Content Metadata on page 2-13 ■ Reviewing Expired Content from Repository Manager on page 2-13 ■ Adding a New Revision on page 2-16 ■ Checking Out a Revision on page 2-16 ■ Undoing a Revision Checkout on page 2-16 ■ Resubmitting a Revision for Conversion on page 2-17 ■ Deleting a Revision on page 2-17 ■ Deleting All Revisions of a Content Item on page 2-17 ■ Approving a Revision in a Workflow on page 2-18 ■ Rejecting a Revision in a Workflow on page 2-18

2.4.1 About Repository Manager

The Repository Manager is an administration application used to manage content item revisions, subscriptions, and the Indexer. To access the Repository Manager as an applet, click the Administration tray link in the portal navigation bar. Click the Admin Applets link. Select Repository Manager from the applets displayed. You can also run Repository Manager in standalone mode. See Running Administration Applications in Stand-alone Mode on page 1-4 for details. You can use the Functions menu of the Repository Manager to perform a variety of administrative functions on specific revisions. For example, you can check in, check out, view and update metadata, approve and reject revisions in a workflow, and delete revisions. Right-clicking a revision on the Displaying Revisions with the Filter displays a shortcut menu, which includes all of the options on the Functions menu.

2.4.2 Managing Revisions

This section covers these topics: Caution: Depending on the size of your search index and available system resources, the search index rebuild process can take several days. If rebuilding is necessary, rebuild at times of non-peak system usage.