Archive for the ‘Content Management’ Category

Responsive Search with PivotViewer

Wednesday, May 22nd, 2013

Searching for a specific document out of millions can be a daunting task, particularly if you don’t know what you’re searching for. Often the title is on the tip of your tongue, and you would know it if you saw it. Wouldn’t it be nice if search tools accommodated for vague criteria just as easily as pinpoint queries? What if users could take a heap of guesses and whittle it down into a small set of relevant results?

We set about to solve this problem for WebCenter Content by leveraging a tool designed to handle massive amounts of data. Microsoft’s PivotViewer feeds off data sources and molds them into views for the end user to consume. The most popular example of this technology in action is the Netflix catalog at http://netflixpivot.cloudapp.net, where 1000 movies from Netflix Instant are pulled down and organized by year, cast, rating, and more. The applications for such powerful control over this data are clear for anyone who can’t remember the name of the movie that starred so-and-so and was released at the turn of the century. We immediately recognized the value of this within the domain of Digital Asset Management, and so we brought it to WebCenter.

PivotViewer is a control for Microsoft Silverlight, which is installed as a browser plugin much like Flash. Once it receives a collection of data that it can understand, PivotViewer organizes the data by common attributes called facets, allowing documents to be sorted and filtered on any metadata field. The thumbnail rendition is pulled in to represent the document in the canvas. Silverlight operates asynchronously, meaning that it doesn’t need to wait for every image to download before it can be used.

PivotViewer grid view

PivotViewer grid view

This control is made accessible on the main search result page. In practice, users can perform a quick search for latest documents or use existing search methods to gather a large set of documents, and drill down from those results using PivotViewer. All that it needs is a QueryText parameter in the URL.

For example, say I was looking for a Powerpoint presentation that held an important piece of information, but I could only reliably identify it by its red background. I would first use the full-text search for fragments of content, narrowing candidates down to 200 or so results. These would be piped into PivotViewer to show two-dozen red-colored documents. Using the metadata filters, I would select the Presentation document type and the date range of its release, yielding 2 documents. This process allows quick retrieval in spite of the vague search criteria, and is much more precise than wading through 10 pages of possibilities.

Zoom-in details

Zoom-in details with quick links to the content info page and web viewable

Selecting a document brings up a short list of content information; these fields can be customized for each distribution of the component. Each of these fields is a hyperlink that can quickly create a filter on its value. Say that a collection of documents was checked in together: by finding one document and filtering on its Release Date and Document Type, the entire collection is immediately available to me. I can also create a filter across all fields with a keyword search.

Pivoting with PivotViewer

Pivoting with PivotViewer

Complementing the default grid layout is a bar chart representation of results along any metadata field. This view is helpful for identifying patterns within data, allowing me to actively pivot on fields and drill down on interesting pockets of documents. Every action is recorded in a breadcrumb trail at the top of the control, so if I ever get lost, a few clicks will undo the filters I’ve added and get me back to where I was.

All of these features are packed into a content server component and ready to be installed in a few clicks. Contact our sales team at sales@fishbowlsolutions.com to discuss your search needs and schedule a demo.

 

Fishbowl Webinar – A Path, Package, and Promise for WebCenter Content 11g Upgrades

Wednesday, March 20th, 2013

Oracle Universal Content Management 10gR3 was released in May 2007. Since that time, Oracle WebCenter Content 11g has been released, and Oracle WebCenter 12c is on the horizon. For 10gR3 customers, the next step down the WebCenter path is to upgrade to 11g. However, some customers don’t know where to begin in terms of an upgrade – not when their current version is supporting numerous business processes, contains thousand of high-value content items, and has been customized numerous time to meet business requirements.

Join Jason Lamon, Senior Marketing Associate, and Alan Mackenthun, Technical Program Manager at Fishbowl Solutions as they discuss Fishbowl’s path, package and promise for WebCenter Content 11g upgrades. They are also privileged to be joined by Mike Kohorst – IT Application Manager at Ryan Companies, who will discuss their recent 11g upgrade success, as well as their future plans for the system. We hope you will be able to join us!

Date: Thursday, March 21st
Time: 1 pm EST, Noon CST
Register: https://www2.gotomeeting.com/register/684506914

 

“Fishbowl Mobile Library” Android Tablet App Now Available on Google Play

Monday, March 4th, 2013

Free Application Showcases WebCenter Mobile Access Capabilities for Sales Enablement and Offline Content Access

Fishbowl Solutions is excited to announce the release of our Fishbowl Mobile Library Android application on the Google Play Store. This free version of Fishbowl’s Mobile Tablet Application for Oracle WebCenter Content allows customers to experience mobile WebCenter functionality first hand. By enabling mobile access to Oracle WebCenter Content, users can find, store, view, and organize content from the Oracle WebCenter repository directly on their tablets.

Features of the Fishbowl Mobile Library app include access to Oracle WebCenter Content with the ability to view content including PDFs, HTML, images, and video, as well as the option to keep local copies of content items for offline use. These copies are synced with WebCenter when reconnected. Customized Folder View options enable the user to organize local content into a personalized folder structure and the Content Sharing feature provides the option to add items to an email cart which emails links to download items from a secure temporary download site.

The Android application is built on Fishbowl’s Mobility API and serves as a reference for mobile applications integrated with Oracle WebCenter Content. This mobile content library application framework is currently in production on both Android Tablets and the Apple iPad.

To learn more about the Fishbowl Mobile Library app, please visit our Fishbowl Solutions Mobile Tablet App Page or download the app from the Google Play Store.

The app is also available for iPad from the iTunes Store download the free Fishbowl ECM Mobile App Download on iTunes.

How to Assign a Group of People to a Disposition Action using Oracle WebCenter

Tuesday, February 5th, 2013

The following blog post comes from Fishbowl Senior Software Consultant Alan Mackenthun. Alan is Fishbowl’s resident records management expert and has been architecting such systems for over nine years. In working with a WebCenter customer, Alan was able to propose a solution that will enable the customer to configure WebCenter so that a group of users can be dynamically assigned to review dispositions. This isn’t a well-documented feature so we wanted to share it with the rest of the WebCenter community.

At its core records management is the management of the destruction of content when it’s no longer needed.  Usually, business processes dictate that someone review the content and approve destruction before the content is permanently deleted. Out of the box, you can either assign a specific user as a reviewer on a retention step or you could allow the default system reviewer alias to review dispositions, but there was no way to assign a group of users or to dynamically assign users.

Assigning a specific user may work in smaller organizations but even then, if a specific user is assigned and then they go on vacation or leave the company, all related disposition rules would have to be found and updated.  It was very difficult to make this work in a larger organization where document owners could be spread among separate business units or departments.

With the enhancement documented in the TKB referenced below, you can easily reference an alias in disposition rules.  To do so simply enter:

alias:<myAlias>

as the reviewer where “<my alias>” is the name of the alias you’d like to reference.  The real benefit here is that if you have Departmental Record Coordinators (DRCs) who review content in certain categories scheduled for destruction (disposition), you can assign the alias rather than named users.  Then if the DRC changes, the client only needs to update the alias, rather than all categories where that DRC was referenced.

Additionally, leveraging the ability to reference a script function gives you much more power.  Some categories of content, such as correspondence or memos, span all business units and departments.  On the other hand, there isn’t one person or group in an organization who should be approving the destruction of this content.  Instead, this feature allows you to reference a script function that can take the value of a business unit and/or department metadata field and map the value of this organizational unit to a user or alias who would be assigned as the reviewer. To do so simply enter:

script:<myScript>

as the reviewer where “<myscript>” is the name of the custom IdocScript function you’d like to reference (of course we at Fishbowl would be happy to help implement such a function if needed).

Oracle Support Document 1470906.1 (How to Request Approval Notification for a Group of People for a Disposition Action) can be found at: https://support.oracle.com/epmos/faces/DocumentDisplay?id=1470906.1

IOUG Webinar – SharePoint is NOT an ECM System – Reasons Why

Tuesday, December 18th, 2012

Microsoft SharePoint represents one of the fastest growing technology products of all time. Customers like SharePoint because it makes collaboration easy as sites can be created without IT’s involvement. However, with this ease-of-use comes the explosion of sites containing content that IT eventually has difficulty managing. Factor in limited records management functionality and organizations may be faced with 100s of unmanaged sites containing orphaned content.  Join us for this webcast as we discuss use cases for SharePoint and why those use cases do not include enterprise content management. You will also learn how SharePoint and Oracle WebCenter can be integrated so that the benefits of each system can be leveraged but WebCenter becomes the system of record for enterprise content. Come hear how organizations are utilizing this integration to improve governance, compliance and security.

Date: Tuesday, December 18
Time: 12:00 PM – 1:00 PM CST

Register