Oracle® Cloud Managing Assets with Oracle Content Management F24097-25 September 2021 Oracle Cloud Managing Assets with Oracle Content Management, F24097-25 Copyright © 2018, 2021, Oracle and/or its affiliates. Primary Author: Sarah Bernau Contributing Authors: Bruce Silver, Bonnie Vaughan Contributors: Ron van de Crommert This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. 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Contents 1 Get Started Overview of Oracle Content Management 1-1 Access Oracle Content Management 1-1 Understand Roles 1-2 Manage Assets 1-2 Manage Content 1-3 Collaborate on Content 1-3 Build Sites 1-3 Integrate and Extend Oracle Content Management 1-4 Get Started 1-4 Key Concepts 1-4 Repositories 1-5 Asset Types 1-6 Localization Policies 1-8 Publishing Channels 1-9 Taxonomies 1-10 Digital Assets 1-12 Content Items 1-14 Smart Content 1-15 Video Plus 1-17 Understand the Content Management Structure 1-20 Icon Quick Reference 1-24 2 Manage Asset Types Create a Content Type 2-2 Create a Digital Asset Type 2-4 Associate an Asset Type with a Repository 2-7 Edit Content Types 2-7 Copy an Asset Type 2-8 Share an Asset Type 2-8 Delete an Asset Type 2-9 View Asset Type Properties 2-9 iii Data Fields 2-9 Customize the Rich-Text Editor Toolbar 2-11 3 Manage Localization Policies Create a Localization Policy 3-1 Delete a Localization Policy 3-2 4 Manage Publishing Channels Create a Publishing Channel 4-1 Share a Publishing Channel 4-2 Delete a Publishing Channel 4-2 View Publishing Channel Properties 4-2 5 Manage Taxonomies Create a Taxonomy 5-2 Promote a Taxonomy 5-3 Publish a Taxonomy 5-3 Edit a Taxonomy 5-3 Delete a Taxonomy 5-3 Export a Taxonomy 5-4 Import a Taxonomy 5-4 View Taxonomy and Category Properties 5-5 6 Manage Repositories Create an Asset Repository 6-1 Create a Business Repository 6-4 Share a Repository 6-6 Granular Permissions 6-7 Copy Assets from One Repository to Another 6-12 Import Assets 6-13 Republish HTML Renditions of Assets 6-14 View Repository Properties 6-15 Give a Site Access to Multiple Repositories 6-15 Convert a Legacy Repository to Support Digital Asset Types 6-15 7 Manage Workflows Use Seeded Content Workflows 7-2 iv One-Step Content Approval Workflow Example 7-2 One-Step Content Approval and Publish Workflow Example 7-3 Two-Step Content Approval Workflow Example with Single Change Request Option 7-3 Two-Step Content Approval Workflow Example with Multiple Change Request Option 7-3 Three-Step Content Approval Workflow Example with Single Change Request Option 7-4 Three-Step Content Approval Workflow Example with Multiple Change Request Option 7-4 Register Workflows 7-5 Edit Workflow Membership 7-6 Assign Workflow Roles 7-6 8 Manage Audience Attributes View Attributes 8-1 Create Custom Attributes 8-2 9 Use Digital Assets Get to Know the Assets Page 9-2 Add and Remove Assets 9-5 View and Manage Digital Assets 9-8 Search, Filter, and Sort Assets 9-18 Tag Assets 9-21 Assign Asset Categories 9-22 Smart Categorization 9-23 Edit an Image 9-24 Edit a Video 9-25 Convert a Digital Asset to a Custom Asset Type 9-27 Convert a Standard Video to Video Plus 9-28 Manage Image Renditions 9-29 Change the Status of Assets 9-29 Lock or Unlock Assets 9-30 Use Workflows 9-31 Submit Assets to Workflow 9-33 View Workflow Status 9-33 Complete Your Workflow Tasks 9-34 Workflow Process for Asset with Dependencies 9-35 Publish Assets 9-36 Manage Asset Publishing Jobs 9-38 View Asset Publishing Event Logs 9-40 Use the Adobe Creative Cloud Extension 9-41 Install the Extension 9-42 v Customize the Extension 9-43 Use the Extension 9-43 Use Workflows in the Extension 9-49 Troubleshoot the Extension 9-50 Revoke Access to a Third-Party Cloud Storage Provider 9-50 10 Use Structured Content (Content Items) Understand Structured Content 10-2 Create Content Items 10-6 View and Manage Content Items 10-7 Compare Content Item Versions 10-17 Use Content Items 10-18 Work With Language Assets 10-18 Review and Add Languages to a Content Item 10-20 Localize Content Items 10-21 Integrate Translation Connectors 10-22 Localize Content Items From the Assets Page 10-23 Manage Asset Translation Jobs 10-25 Locales for Translation 10-26 Custom Locales for Translation 10-26 Create Custom Locales for Translation 10-26 11 Use Recommendations View Recommendations 11-1 Create Recommendations 11-2 Define Audience Rules 11-3 Group Audience Rules 11-4 Test Recommendations 11-5 Create and Manage Test Profiles 11-6 Publish a Recommendation 11-6 Example Recommendation 11-7 12 Use Collections Create a Collection 12-1 Share a Collection 12-2 A Troubleshoot I don’t see any asset types A-1 vi I see files in my assets list I don’t recognize A-1 I don’t see the asset or collection I need A-1 I can’t delete a digital asset A-1 I can’t delete a publishing channel A-2 vii Audience Preface This document describes how you can manage all your digital assets in Oracle Content Management for use in different channels, including websites, marketing materials, email campaigns, online stores, and blogs. Audience This publication is intended for Oracle Cloud users who want to work with files using a web browser, via the desktop synchronization application, or a mobile device. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup? ctx=acc&id=docacc. Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/ lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired. Diversity and Inclusion Oracle is fully committed to diversity and inclusion. Oracle respects and values having a diverse workforce that increases thought leadership and innovation.