Tuesday Mar 26, 2013

Sharing a saved query through Desktop Integration Suite and folders

I had someone recently ask if there is a way to create a query folder through Desktop Integration Suite (DIS).  Query folders are a new feature available in Framework Folders that basically run pre-defined searches within the context of a folder.  While not immediately obvious, there is a way to do it. 

First, you perform your search through DIS and get your results in the Search Results folder.

DIS Search

Image Search

Search Results

You then take those results and right-click to save them as a Saved Query.  It now goes under the My Saved Queries folder within My Content Server.   Now you can hold down the Ctrl key and drag it to one of the folders under Browse Content.  

SaveQuery

Saved query

Query copied

Query in web UI

And that's all you need to create that query folder in DIS! 


Friday Sep 14, 2012

Mass Metadata Updates with Folders

With the release of WebCenter Content PS5, a new folder architecture called 'Framework Folders' was introduced.  This is meant to replace the folder architecture of 'Folders_g'.  While the concepts of a folder structure and access to those folders through Desktop Integration Suite remain the same, the underlying architecture of the component has been completely rewritten.  One of the main goals of the new folders is to scale better at large volumes and remove the limitations of 1000 content items or sub-folders within a folder.  Along with the new architecture, it has a new look and a few additional features have been added.  One of those features are Query Folders.  These are folders that are populated simply by a query rather then literally putting items within the folders.  This is something that the Library has provided, but it always took an administrator to define them through the Web Layout Editor.  Now users can quickly define query folders anywhere within the standard folder hierarchy.  

Within these new Query Folders is the very handy ability to do metadata updates.  It's similar to the Propagate feature in Folders_g, but there are some key differences that make this very flexible and much more powerful.

  • It's used within regular folders and Query Folders.  So the content you're updating doesn't all have to be in the same folder...or a folder at all.  
  • The user decides what metadata to propagate.  In Folders_g, the system administrator controls which fields will be propagated using a single administration page.  In Framework Folders, the user decides at that time which fields they want to update.
  • You set the value you want on the propagation screen.  In Folders_g, it used the metadata defined on the parent folder to propagate.  With Framework Folders, you supply the new metadata value when you select the fields you want to update.  It does not have to be defined on the parent folder.

Because of these differences, I think the new propagate method is much more useful.  Instead of always having to rely on Archiver or a custom spreadsheet, you can quickly do mass metadata updates right within folders.  

Here are the basic steps to perform propagation.

  1. First create a folder for the propagation.  You can use a regular folder, but a Query Folder will work as well.

    CreateQueryFolder1

    CreateQueryFolder2

  2. Go into the folder to get the results.  

    Query Folder Result

  3. In the Edit menu, select 'Propagate'.

    Propagate Menu

  4. Select the check-box next to the field to update and enter the new value  Click the Propagate button.

    Propagate Window

  5. Once complete, a dialog will appear showing it is complete

    Confirmation

What's also nice is that the process happens asynchronously in the background which means you can browse to other pages and do other things while it is still working.  You aren't stuck on the page waiting for it to complete.  In addition, you can add a configuration flag to the server to turn on a status indicator icon.  Set 'FldEnableInProcessIndicator=1' and it will show a working icon as its doing the propagation.

Propagate Indicator

There is a caveat when using the propagation on a Query Folder.   While a propagation on a regular folder will update all of the items within that folder, a Query Folder propagation will only update the first 50 items.  So you may need to run it multiple times depending on the size...and have the query exclude the items as they get updated.

One extra note...Framework Folders is offered as the default folder architecture in the PS5 release of WebCenter Content.  But if you are using WebCenter Content integrated with another product that makes use of folders (WebCenter Portal/Spaces, Fusion Applications, Primavera, etc), you'll need to continue using Folders_g until they are updated to use the new folders.

About

Kyle Hatlestad is a Solution Architect in the WebCenter Architecture group (A-Team) who works with WebCenter Content and other products in the WebCenter & Fusion Middleware portfolios. The WebCenter A-Team blog can be found at: https://blogs.oracle.com/ ateam_webcenter/

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