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Best Practices for Portal Document Management
Alan LevineTechnical Director
Oracle Consulting
Session id: 40293
Jerome Garrett Chief, Metadata Branch
U.S. Census Bureau
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Why Does Census need Portals?
85% of data is unstructured*– Formal documents, meeting minutes, notes,
spreadsheets, presentations, … Need a tool that supports consistent search
and retrieval of unstructured data Want to eliminate the “Web Master
Bottleneck” Desire to capture the metadata (data about
the data) from unstructured content
*Source: CIO Insight, May 2003
Census Bureau Oracle Portal History
2000– First WebDB 2.2 implementation at Census
2001– 4 Portals in production (WebDB 2.2)– Migration to Portal 3.0.9.x
2002– 8+ Portals in production– Taxonomy 1.0
2003– Migration to Portal 9.0.2.6 started– Taxonomy 2.0
Portal Usage at the Census Bureau
Document Repository– Organizational repository– Specialty areas such as Quality Management,
Project Management, Software Engineering
Organizational Intranet presence Web site consolidation Help Desk Message Archive Front end to custom applications
Census Bureau Examples …
Field DirectoratePortal
Project ManagementRepository Portal
Quality ManagementRepository Portal
Human ResourcesDivision Portal
Current PopulationSurvey Portal
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Taxonomy Overview
What is a taxonomy*?– Method of classifying content and assigning
relationships– Division of content into ordered groups or
categories How will a taxonomy improve use of a Portal?
– Helps with organization of content into a hierarchy of folders
– Provides alternative ways of locating documents via use of searchable attributes
*Source: dictionary.reference.com
Census Bureau Taxonomy 1.0
Initial attempt to standardize document attributes across multiple Portals within the Census Bureau
Based on Portal out-of-the-box attributes and the Dublin Core Metadata Initiative
Currently used in two production Portals at Census
Dublin Core Metadata Initiative
An open, international, consensus-driven association of metadata practitioners
Promotes the widespread adoption of interoperable metadata standards
Develops specialized metadata vocabularies See www.dublincore.org for more information
*Source: www.dublincore.org
A metadata standard for cross-domain information resource description
Dublin Core metadata can be assigned to any type of resource including documents
Consists of fifteen elements
Some overlap with Portal attributes
Title
Contributor
Source
Creator
Date
Language
Subject
Publisher
Relation
Description
Format
Coverage
Type
Identifier
Rights
Title
Contributor
Source
Creator
Date
Language
Subject
Publisher
Relation
Description
Format
Coverage
Type
Identifier
Rights
DCMI Element Set
Copyright © 1995-2003 DCMI All Rights Reserved.
Taxonomy 1.0 Implementation
Mapped DCMI Element Set to Portal out-of-the-box document attributes
Created custom attributes for non-mapped DCMI elements (10 out of 15)
Created BOC File, BOC Text, and BOC URL custom item types using Portal attributes and DCMI Element set
Removed File, Text, and URL as item types from Content Areas / Page Groups
Census Bureau Taxonomy 2.0
Shortcomings of Taxonomy 1.0– Lacked Census Bureau specific attributes– Was not easy to locate documents using Census
terminology
Taxonomy 2.0– Superset of Taxonomy 1.0– Adds Census specific document attributes– Will be more widely adopted
Taxonomy 2.0 Implementation
Comprised of four groups of attributes– Base Document Attributes (16)– Additional Dublin Core Attributes (8)– Project Management Attributes (3)– Census Software Process Improvement Attributes (3)
Only four required attributes Centrally maintained and “pushed” to target Portals Will be rolled out under Portal 9.0.2.6+ Some re-mapping of existing attributes will be
required
Taxonomy 2.0: BoCFile Item Attributes
Taxonomy 2.0: BoCFile Item Attributes
Example:Adding a BoC File Item
Example:Adding a BoC File Item
Example:Adding a BoC File Item
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Portal 3.0.9.x User Interface
Wanted to mix content (documents) and portlets on the same pages
Used Folder Portlets to expose Content Areas Often used Tabs to expose multiple content
areas via the same Page
Folder Portlet Example
Folder Portlet Challenges
Not all content management functionality exposed via the Folder Portlet
Needed to provide links into Content Area interface
Required training users in two interfaces Needed to provide navigation back to the
Page interface
Portal 9.0.2 User Interface
New terminology for 9.0.2– Folder == Page– Content Area == Page Group
All content management functionality now available via the Page interface
Non-technical users still want to view a hierarchy of pages as folders
Managing all content in a single Page Group is easy More challenging to expose multiple folder hierarchies
(Page Groups) via Tabs on a single page Requires use of Page Portlets in 9.0.2
Publishing Page Portlets
PageGroup 1
PageGroup 2
Publish Root Pageas a Portlet
Place Page Portletson “container” Pages
Page Group 0, Page X, Tab A Page Group 0, Page X, Tab B
Publish Root Pageas a Portlet
Page Portlets Uncovered
9.0.2.2 & 9.0.2.3– Only use Page Portlets for read only access– Edit functionality often takes the user outside the context of
the current page– ZIP and WebDAV limitations
9.0.2.6– Allows “in-place” editing of content including document
create/update/delete and page creation/deletion– Users can work within the Page Portlet and not leave the
context of the container page– ZIP and WebDAV fully supported
Page Portlet Example(in Edit mode)
Simplifying Page Portlet Use
Goal – provide a consistent user interface for non-technical users throughout a Page Group
3.0.9– Folder Portlets did not expose significant functionality– Most functionality controlled by styles– Users could easily create folders and documents
9.0.2– Far more functionality exposed to the non-technical user– Use Page Templates to provide a framework for managing
content on pages and providing consistency
Page Templates
Provide users with a standard structure for pages within one or more page groups
Strict enforcement or allow users to add to the templates
Control of page elements such as– Placement of navigational aides– Page Region attributes– Access control
Simple Page Template
Page Path (Bread Crumbs)
Sub-Pages (Folders)
Documents
Quick Picks
Provides basic functionality for document management
Page TemplateExample
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Search and Retrieval: 3.0.9
Relied on simple custom search Portlet– Modified HTML from the standard Search Portlet and
published as an HTML Portlet
Advanced Search available but not heavily used Used standard Search Results Page Experimented with the custom search API
Search and Retrieval: 9.0.2.6
All search interfaces based on the Custom Search Portlet
– More powerful and flexible than Advanced Search
Created “Basic Search Portlet” by modifying the HTML of a Custom Search Portlet
– Published as an HTML Portlet
Created “Advanced Search Page” by using Custom Search Portlet
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Content Loading
Loading 100’s or 1000’s of documents one at a time is time consuming
Much time is spent creating folders/pages, browsing for files on your PC, and waiting for the files to be uploaded
Portal supports use of ZIP files and WebDAV to simplify bulk loading of content
Still need to set attributes of individual items once loaded
Using ZIP Files
Supported since Portal 3.0 Two step process
1. Upload a ZIP file as a “ZIP item”2. Expand the ZIP item inside of the Portal
Automatically creates a folder/page hierarchy based on folder hierarchy in ZIP file
Automatically loads the items in a ZIP item into the appropriate Portal folders/pages
Warning: You are taken out of the context of the Portlet after expanding a ZIP item from a Folder/Page Portlet
Example:ZIP File Contents
Example:Create ZIP File Item
Example:Create ZIP File Item
Example:ZIP File Item Loaded
Example:Unzip file contents
Example:Unzip Log
Example:Unzip file contents
Using WebDAV
Functionality– Load and browse documents from Windows
Explorer– Edit items “in-place”
Enabling WebDAV– Out-of-the-box with Portal– Map Windows Web Folder to Portal
Example: WebDAVAccess to Portal
Agenda
U.S. Census Bureau Portal Background Taxonomy Implementation User Interface Search and Retrieval Content Loading Portal 3.0.9.x to 9.0.2.6 Migration
Migration to Portal 9.0.2.6
Why Migrate? How to Migrate? How is Content Management impacted by the
migration?
Why Migrate to 9.0.2.6
Portal Enhancements such as …– WebDAV– Elimination of Content Areas– More robust user interface tools
9iAS R2 Features– Single Sign-On and OID integration– High Availability– Section 508 (Accessibility)
3.0.9.x
How to Migrate to 9.0.2.6
Migrate all at once– More room for error– More time consuming to
resolve issues– Big Bang Approach
3.0.9.x
DatabaseSSO
Middle TierRepository
Migrate incrementally– Issues easier to resolve– Built-in checkpoints mean less work
to redo– Increased probability of success
MigrateDatabase
Rununder
R2
MigrateSSO
MigrateRepository
Incremental 9.0.2.6 Migration
Patch Portal up to at least 3.0.9.8.3 (if necessary) Migrate 3.0.9.8.x Portal repository database from
Oracle 8.1.7 to Oracle 9.0.1.4 (if necessary) Run 3.0.9.8.x Portal repository under 9iAS 9.0.2
Middle Tier Install 9.0.2.6 middle-tier software Migrate SSO to 9.0.2.5 Upgrade Portal Repository from 3.0.9.8.x to 9.0.2.6 Upgrade Portal Repository database to Oracle 9.2
(optional)
Post 9.0.2.6 Migration Steps
Follow required steps from the documentation Additional user interface cleanup
– Much less than expected
Custom Portlet cleanup– A bit more than expected– Deprecated API’s were the main issue
Migration Concerns
What happens to my content areas? How will I manage so many pages after the
migration? What happens to my folder portlets? Will I have to re-map all of my folder portlets to their
respective pages? Will the migrated folder portlets still have the same
look and feel? How long will it take to recreate the same look and
feel after the migration?
Pre-Migration
Post-Migration
Pre-Migration
Post-Migration
Pre-Migration
Post-Migration
Content Area Migration
Content Areas become Page Groups Page Template created for each Page Group
– Page regions based on layout of Content Area– Attributes match Folder Styles
Folder Portlets become Page Portlets– Appropriate regions selected for display in Page
Portlet
Migrated Content Area
Page Template forPage Group
Select Regions forPage Portlet Display
Summary
Use a taxonomy to assist users with navigation and searches
– Too many mandatory attributes can discourage Portal use– Too few attributes might not add value– Sell the value of the taxonomy to your user community
Bulk upload tools reduce data load time– Still need to set document attributes
WebDAV simplifies document updates– Edit-in-place via Windows Explorer
Summary
Use Page Templates to provide a consistent user interface
– Within and across Page Groups– Make it easy enough for non-technical users
9.0.2 Custom Search Portlet offers significant improvements over 3.0.9 Advanced Search
Move to 9.0.2.6 for Document Management– Incremental migration is easiest
Requirements will change– Stay in touch with your user community
Reminder – please complete the OracleWorld online session survey
Thank you.
Session id: 40293
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