Oracle® Cloud Administering Oracle Content Management F24099-27 September 2021 Oracle Cloud Administering Oracle Content Management, F24099-27 Copyright © 2017, 2021, Oracle and/or its affiliates. Primary Author: Sarah Bernau Contributors: Bonnie Vaughan, Bob Lies, Bruce Silver, Ron van de Crommert, David Jones, Keith MacDonald, Mark Paterson, Andy Peet, Indira Smith, Sherri Ahern, Michele Chock 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. 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Contents Preface Audience x Documentation Accessibility x Diversity and Inclusion x Related Resources x Conventions xi 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 Starter vs. Premium Edition 1-4 Your Role as Administrator 1-7 Administrative Interfaces 1-8 Administrative Tasks 1-14 Roles 1-16 Typical Organization Roles 1-17 Application Roles 1-19 Task and Feature Comparison by Application Role 1-26 Resource Roles (Permissions) 1-30 Security 1-38 2 Deploy Oracle Content Management Understand Your Deployment Architecture Options 2-1 Implement a Backup Region 2-4 iii Configure a Web Application Firewall 2-7 Create a WAF Policy 2-7 Upload Your SSL Certificate and Key 2-7 Create a Secondary Origin 2-8 Publish Your Changes 2-8 Update DNS Configuration 2-9 Configure WAF on Your Instances 2-9 Switch Your WAF Origin 2-9 Set Up a Test to Production (T2P) Deployment 2-10 Install the Oracle Content Management Toolkit on Your VM Compute Instance 2-11 Register Your Source and Target Servers 2-12 Transfer Your Enterprise Sites 2-13 Create and Activate an Oracle Cloud Account 2-13 Create an Instance from the Infrastructure Console 2-14 Create a Compartment for Oracle Content Management 2-14 Delegate Creation of Oracle Content Management Instances to SSO Users 2-15 Delegate Creation of Oracle Content Management Instances to Non-Federated Users 2-16 Create an Instance in a Secondary Oracle Identity Cloud Service (IDCS) Domain 2-18 Create an Instance in Another Region 2-20 Create a Private Instance Using Oracle Cloud Infrastructure FastConnect 2-20 Get Your Tenancy OCID 2-21 Create a Local Peering Gateway 2-21 Create a Requestor Group 2-22 Create a Requestor Policy 2-22 Create a Support Request 2-23 Create Your Oracle Content Management Service Instance 2-23 Set Up Users and Groups 2-27 Create Groups for Your Organization 2-27 Assign Roles to Groups 2-28 Add Users 2-29 Assign Users to Groups 2-29 3 Roll Out the Service Understand the Roll-Out Process 3-1 Provide Sign-In and Get-Started Information to Users 3-2 Deploy the Desktop App 3-2 Run the Executable Installer from the Command Line 3-3 Run the MSI Installer 3-5 Deploy the MSI Installer Through Active Directory’s Group Policy 3-7 iv Set Installation Defaults 3-7 4 Configure System Settings Configure General Settings 4-1 Restrict File and Asset Types and Sizes 4-1 Apply Custom Branding and URLs 4-2 Enable or Disable Email Notifications 4-3 Set the Default Time Zone and Language 4-4 Purge Content Delivery Network (CDN) Cache 4-4 Configure Security Settings 4-4 Enable Cross-Origin Resource Sharing (CORS) 4-4 Embed Content in Other Domains 4-6 Configure Billing Settings 4-6 Configure Analytics Settings 4-8 Configure Users Settings 4-8 Set the Default Resource Role for New Folder Members 4-9 Synchronize User Profile Data 4-9 Display Conversation Membership Messages for Users 4-9 Override Storage Quota for a User 4-10 Transfer File Ownership 4-10 View and Resynchronize Groups Out of Sync 4-11 Override Temporary Quota for a User 4-11 Revoke Access to Linked Devices 4-11 Change Settings for Groups 4-12 Configure Assets Settings 4-12 Configure Sites Settings 4-13 Allow Sites to Be Created 4-14 Enable Governance for Sites 4-14 Set Minimum Security for Online Sites 4-14 Allow Sharing of Sites and Themes 4-15 Limit Site, Template, or Component Creation to Site Administrators 4-15 Add Analytics Tracking Code to Sites 4-15 Set Custom Cache Control Headers for Compiled Sites 4-16 Set a Compilation Endpoint URL 4-17 Automatically Handle Expired Sites 4-17 Install Default Site Templates 4-17 Enable Custom Sign-In 4-18 Configure SEO for Sites Settings 4-21 Enable Prerender 4-21 Configure User Agents 4-21 v Configure Experiences Settings 4-21 Configure Documents Settings 4-22 Restrict File and Folder Deletions 4-22 Set User Quotas and Manage Storage Space 4-22 Set Default Link Behavior 4-23 Configure Conversations Settings 4-24 Configure Metadata Settings 4-24 5 Manage Users, Groups, and Access Enable Single Sign-On (SSO) 5-1 Manage Users with Oracle Identity Cloud Service 5-2 Manage Groups with Oracle Identity Cloud Service 5-3 Manage Groups 5-3 Assign Roles to Groups 5-4 Assign Users to Groups 5-4 Set the Default Resource Role for New Folder Members 5-5 Synchronize User Profile Data 5-5 Display Conversation Membership Messages for Users 5-5 Override Storage Quota for a User 5-6 Transfer File Ownership 5-6 View and Resynchronize Groups Out of Sync 5-7 Override Temporary Quota for a User 5-7 Revoke Access to Linked Devices 5-7 Change Settings for Groups 5-8 6 Analyze Service Usage Understand Analytics 6-1 View the Analytics Dashboard 6-3 View User Statistics 6-4 View Assets and Content Metrics 6-5 Repositories Metrics 6-6 Content Metrics 6-7 Channels Metrics 6-8 Collections Metrics 6-9 View Sites and Channels Analytics 6-11 View Files and Conversations Statistics 6-12 Documents Metrics 6-12 Shared Links Metrics 6-14 Conversations Metrics 6-14 vi View Capture Metrics 6-15 View Reports and Metrics 6-16 7 Manage the Service Monitor Your Instances 7-1 Manage Vanity Domains 7-2 Monitor Billing and Usage 7-4 Report Issues 7-4 A Troubleshoot I can't access the administration pages A-1