Archive for the ‘UCM’ 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.

 

WebCenter Content (Oracle UCM) Multi-Upload and Batch Metadata Editor

Thursday, May 9th, 2013

Today I would like to share something Fishbowl Solutions has been working on internally for a little while now and started to implement at customer sites – Fishbowl Multi-Upload and Batch Metadata Editor.

This component was initially developed as part of Fishbowl’s Innovation Event. The combination of the first place and second place idea meshed very well together in delivering a seamless method for bulk contributing and editing metadata. This is now within production at a customer site with several modifications made to satisfy their requirements.

The main use case for this component is the mass uploading of content to get it into the system for categorization now, or at a later time.  Providing a staging ground for content to get it in the system and off the user’s desktop is crucial for an enterprise solution. In addition, the mass tagging and editing of metadata all at once is a feature that has been missing within content server from its inception.  As many of you know, Bex Huff of Bezzotech has a Microsoft Excel Spreadsheet (Remote Metadata Updater) that uses SOAP calls to communicate with content server to perform edits to content’s metadata after a search query is performed.  My goal was extend this functionality within Oracle WebCenter Content using modern-day advancements in JavaScript and browser capabilities.

This was done using a combination of several API’s, PlupLoad (Oracle uses an older version of this for their Drag & Drop upload feature within WebCenter Spaces Document Explorer Taskflow), Handsontable, JQuery, (in addition to extensively utilizing my WebCenter Content and Jquery Framework for calling WebCenter Content services) and Fishbowl’s overall knowledge of WebCenter and web development techniques.

The most compelling feature that was added for this deployment is “Profile Awareness”.  By this I mean all aspects of the profile and rules set up within content server are taken into consideration.  This includes, but is not limited to:

  • Metadata field state (hidden, edit, info only, required, excluded)
  • Custom field labels
  • Standard list and profile restricted lists for drop down lists
  • Date selection
  • Default values for profiles
  • Metadata field ordering if rule is set as a group

Here are several screenshots of the features and use case it provides (click on any of them to see actual sizes):

  • A user had several images to upload and know they will go within a certain profile.  Navigate to the upload page and drag and drop the files into the drop area:

  • All of the items are now checked into the content server into a private workspace for that user.  Within the workspace you can filter by keywords uploaded and categorize content by profile. (Note: You can also tag content without profiles as well).
  • As there are bound to be erroneous uploads of duplicates, or extra files, supporting a delete function was crucial.
  • The user is now ready to check the boxes for the items they want to categories and tag with final metadata.  Here we present the user with a spreadsheet within the browser.  This is built using the Handsontable JQuery plugin which supports common Excel like features; copy / paste, undo, and cell dragging.  UCM is integrated to provide a high level of context while editing this data; Dropdowns, date fields, required fields, and info only fields aid in user tagging.
  • With column support for dropdowns and dates.
  • Once the user is done editing, they can execute an update.  The table will provide feedback in real time as each item is updated.  The result of the update will be relayed to the user via row highlighting and an error / exception table informing them of the failure.

This expands upon the use case of updating content already in the system with the spreadsheet (Note: That use case is still supported, however, locked down to administrators only).

I hope you find this post compelling about the power that Fishbowl can provide by combining ideas from an innovation event with the years of experience Fishbowl has within the WebCenter Content (UCM) world to provide ease of contribution and bulk editing of content. For more information, feel free to reach out to us at 952-465-3400 or info@fishbowlsolutions.com.

Thanks,

AJ LaVenture
Senior Software Consultant

 

Reach the Oracle WebCenter Summit with Fishbowl Solutions at Collaborate 13

Wednesday, April 3rd, 2013

I have been using the analogy that sometimes getting WebCenter projects started, progressed or completed is like climbing a mountain. Customers aren’t always sure where to begin, how to stay on path, or what obstacles may lie ahead. Most customers seem to want to evolve their WebCenter use cases, say from standard content management to an enterprise portal, but not knowing such things as the amount of effort required, technical complexities, and deployment options tends to keep such projects at the base of the proverbial WebCenter mountain.

What better place to start your trek up that mountain than Denver, Colorado – site of Collaborate 13. Fishbowl Solutions will be there, and we would enjoy discussing your WebCenter projects and how we might assist in helping those projects get started, progressed and completed – avoiding the cliffs and jagged rocks along the way. We would also like to share with you some new and exciting ways that your trek can be made easier through our value-add WebCenter solutions. Here is a quick description of the solutions we will highlight at Collaborate 13:

These solutions will be demonstrated in our booth – #1277 – and will be discussed across our six presentations. Be sure to check out our Collaborate 13 page for all the details on our Collaborate activities. We look forward to helping you start your WebCenter ascent at Collaborate 13.

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.