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User`s Manual - Oracle Documentation

1. eee te Oracle Com Oracle VueLink 192 for Oracle UCM Click Finish View the newly crested Folio in AutoVue Linking Master File to Folio You can also lik master fle ots folio so that the XRef ate retrieved and displayed when you view the master file Assuming a master file and its XRefs ate checked into UCM and an XRef folio is created using the CAD Folio template see Creating XRets Based CAD Folio Template lo the followin 1 Goto the Search Results page See Viewing Documents othe right af the XRef falio under the Actions colum cick Info QD The Content Information page appears Sa Oracle Com Oracle VueLink 1933 for Oracle UCM From the Address bar note the dD value of the flo For our example the JID values 15 QO Erensan iradon E ORACLE Content Serv 4 Click the Back buon on the web browser toolbar to return to the Search Results page 5 To the right ofthe master file under the Actions column click Info The Content Information Page appears 6 From the Content Actions menu select Update The Info Update Form page appears eA 7 die Folio dID enter the folio wD For our example LS is entered in the field Oracle Corp E Oracle VuoLink 19 3 for Oracle UCM Click Submit Update The Content Information page
2. od mere daa amar rend En rp hype itt Piece 128 we 3 nnne HS on aser ranas pn 23 hana Een me rp lt Oracle VueLink 18 3 for Oracle UCM 18 Viewing Documents from Oracle Web Center Suite 1 you have an integration fr Oracle Wel Center Suite OWCS and Oracle VuoL ink for Oracle UCM you can view documents fo the OWCS user interface the OWCS home page and enr your login information For example From the OWCS user interface right click le any ile excep am AutoVue Markup File and select Open ia AutoVue arme Note You can also select the file and from the toolbar click Open in Auto Loading Documents with Markups OWES also allows you to load a base file along with the associated Markup file Orato 16 Oracle VueLink 183 for Oracle UCM 1 a le with markups and from File menu select Properties The Document Properties page appears Document Properties p_a net in the Markup Name column click on the markup ik to Ioa the base file and associated markup in The OWCS user interface displays OWCS Markup Indicator con 7 far documents that have an associated Markup file When a cursor hovers over the OWCS Markup Markup files the document has Nola If a UCM session is not active on the machine you directed to the login page
3. printing overlays and hyperlink markup When opening an file the Fie Open dialog appears to enable you o search e repository Not Toopen ies thst on the local fe system from the Aut Vue client lick the File menu and then select Open Local File Toopen URLs fom the Autovu client click the File menu select Open URL and thea eater the desired URL sw display UCM Search To acess files using UCM search perfor the following 1 From the File menu select Open URL The File Open diclo appears Oracle Oracle VueLink 19 3 for Oracle UCM a 1 Click UCM Search The Search dialog appears 2 To search fora file in the UCM enter the Content ID Release From Date Release To Date nde otber sts ofthe file in the UCM Search dialog Oracle VueLink 192 for Oracle UCM Click Search looks for all documents the repository that matches the search criteria and populates the Search ests section Ao From the Seach Results section selecta and then click Load Flle to display the file in Auto Vue Note has multiple versions it appears as a root node in Search Results with the ile revisions as child nodes Expand the to view the revisions and corresponding information for example Author and Modification Dae eonen a ar er Er ID EEG one pup rece iini
4. Markup 2 2 M there ame exiting markups fom the status click the Markup Ineator buon The Markup Files appears 4 Saving Markups Saving a new Markup file 1o From the Markup menu select Save The Save Markup File dialog appears 2 Im the Name field enter a name for the Markup file Click OK The Markup is saved and remains in the AutVue viewing window Saving an existing Markup file Fronde Markup mente The Map ie sve and emis he Au Vie itin wind Oracle Oracle VueLink 19 3 for Oracle UCM Displaying Existing Markups mias a document in Aste doh filli 1 Fronde Markup mens select Open Nolo From the tolhar you can also click Open Markup 2 The Markup Files dialog appears mem 2 To view a Markup ile or flex seloct their respective check boxes M multiple files selected select the active Matkup frons the Active Markup ln 4 Promoting Markups 1t is possible o promote markups fom an ater version of a document to the current version When markups are promoted they are saved against the new version of the document Aller opening a document in AutoVue do the following 1 From the Markup menu select Open The Markup Files dialog appears Nolo From the toolbar you can also click Open Markup 2 Select the Revislons check box The Markup from previous versions of the base file
5. ofthe master ile appears with the updated Folio ID 9 From the Content Actions nena select in AutoVue opens and displays tbe master ile and XRefs defined in folio Note Is important o keep a 1 1 relation between a master file and its XRef folio This means that every time a new revision of the master Fle crated it must be linked to new sevision of folio and vice Versa Oreto Oracle VueLink 193 for Oracle UCM Feedback Oracle pod ld appreciate your racle ink for Oracle call or email us Your input Telephones 41514908400 Email su Doracle cam Web Site itpswww oracle comiautoweiingex html Sales Inquiries Telephone 1 514050 E mail aulowessles wworaciecom Customer Support Web Site bitputwww oracle com supportindex htm Drace Comp
6. Afer providing the information he file can be open the AutoVue cien Indicator tooltip appears listing the number of Oracle VueLink 18 3 for Oracle UCM Viewing Documents for Oracle UCM Desktop Integration Suite Oracle Voci for Oracle UCM supports viewing Rom Oracle UCM Desktop Integration Suite DIS Todos performs ib following Open Windonws Explorer or Microsoft Outlook if you have Micrsoft Office installed and browse t the Oracle Content Server directory From the Oracle Content Servers dictos select one backend UCM system to connect to and ener login information and password Tae folders contained within the repository pear Browse the folders to select the fle you want 1o view Content Information page appears in the lower part of the window From the Content Actions menu select in Auto Vue The file opens in the Aue client Notet The Content Actions also allows you to Email AutoVue Link Refer to Emaling AvtoVue nk for more information Oreto Oracle VueLink 192 for Oracle UCM Managing Markup Files Creating Markups pesa docent ia AV 2 Markup nen New to enter Markup mod Nota From the ta you ean slso lik New Markup 2 ctv cunt playin Map mode eal for yout crete marks Ifyou have just ied creating a Markup fle nd you ke crest pew fi om e Fe ment eet New Note hth you can also click New
7. Oracle VueLink 19 3 for Oracle UCM User s Manual An Integration between Oracle Universal Content Management and AutoVue Web Version retin am wel alone adr pct and aer illc pe eee cing disent or Spon of he oram be quio The information contend document bet to change notice I yu id problems documento icem seme or ee Programa no at hese Porat be eed rant an ome by an mcam Stes Government the Flowing soc apse Government comptroller v vommercl ctc di pursuant applicable Federal Acquistion eru and gene specie As ach we dpa and pation of Progam nd bial di ll sj oth etc et rth inthe Splice Oracle ene agreement and to the extent applicable the atonal igh se forth ip FAR 5227 1 Computer Stare Rented Risks Dune 1957 Oracle Corporation 300 Oracle ars Redwood Ci 91085 The Programs fr nein any ck aii ane ns eis or ober anges D Ore not pose for 2 th quay of hi pat products or services ob ling any of ets he agr Set withthe pace ores wary bin lated Paced pads aur Oracle VueLink 19 3 for Oracle UCM INTRODUCTION Functional Overview Why does the 26 16 17 VIEWING DOCUMENT Viewing from the Search Result
8. af CAD Folio Root CAD Fala Aant Ip 11 From the Source ims window move the fon the Source Items window into Insert Master Empty le using drag and drop operato The is assigned the name of he mane Oracle VueLink 19 3 for Oracle UCM 35 For our example mug ix dagged from the Source window into the Insert Maste Empt The fei renamed to Nolo In the Element Info panel do not change the default mame For example Insert Mase 2 From the Soure ems window move the associated XRefs the Insert folder using a drag and drop operation Note To select multiple files iom the Source window press the Shift or Contr keys while selecting Oreto E Oracle Vulink 193 for Oracle UCM Far our example xe dwg xref 2 dwg dwg and ste dug are dragged frm the Source Hems window into the er XReh folder The Content Check dialog box appears with the Set Folio Profle page lade Oracle VueLink 19 3 for Oracle UCM M Click Nex The Folio Check In page appears a oa p 15 From the Type list select a type For our example ADENG Acme Engineering Department is selected 16 Enter a tile nae in the Title field For our example the title is Folio for Main dwg 1 Click Check In The Folio Check In Confirmation dialog box appears
9. and Footer fields select ext Ii he Insert Code ind Insert Variables lists Click Font to customize the font 1 Click OK when finished Watermarks Group watermark prints faintly on the current document s contents Wit the Watermarks group the watermark is defined sit will appear on tbe printed document 1 Select the Watermarks tab 2 Enter the text in tbe Watermark Text box The text displays as will appear on the document Click Font to customize the font Click OK when finished Drace 2 Oracle VueLink 19 3 for Oracle UCM Converting Documents to Other Formats You can use to convert documents to other formats fr example TIFF and then check in the converted document back into the UCM repository a separate Note TIFF PDF and BMP are the currently supported formats for saving to the backend UCM system 1 Open a document in Auto 2 From the File menu select Convert The Convert dialog appear From the Convert to Format list select the TIFF format 4 Select the Rendition option 5 Modify any ober options as required Click OK File conversion begins Auto Vue convert file to the TIFF format and checks it into the UCM repository as separate Oracle VueLink 19 3 for Oracle UCM 23 With he Compare feature you can visually compare documents of the ame type raster vector of 3D The two selected files display simul
10. arking up documents using rich set of graphical and textual tols Reviewing your markups and the markups of your coworkers Creste Mobile Pack fra that can include te resources and associated markups security linking to the Docbase access contol ist ACL Thyougbout tis manual the family af AutoVue Products referred to as Auto Vue The AutoVue family of products includes Auto Vue Office AutoVue 2D Professional Auto Vue 3D Professional Advanced Auto Vue EDA Professional and AutoVue Electro Mechanieal Professional Refer to Supported File Formats document for further information about the specifie features and le formats supported by each Auto Vue product Functional Overview Oracle for Oracle UCM adds document viewing and markup capabilities to the UCM server Though the use of a web browser in an inranevinernet environment Oracle for Oracle UCM provides a seamless Interface between the UCM server and the Auto Vue server Maltupianotiongredines are automatically saved in the library defined in UCM during the Vuel ink installation ond are available for obe users to edit ar view depending on their secese level to that library This means users can Save markups for documents for which they have read only access if the permission i granted for the markup library Oracle foe Oracle UCM and AutoVue provide users with the following powerful features and capabilities locally or remo
11. ased on the CAD Folio template Far demonstrative purposes 2D AutoCAD design example is provided For our example the master is aix deg nd i s associated are dwg uel deg und dug 1 Run your weh browser Login w the Oracle UCM M required enter your username and passioni The Search page appears poc 4 Click Search Oracle Corp 2 Oracle VuoLink 193 for Oracle UCM The Search Results page appears S Scroll down the page and select the check boxes to the left of the master and i s associated For our example the main dwg xrel dwg xref 2 dwg vel deg and vedi check boxes selected Oracle VueLink 19 3 for Oracle UCM 6 From the Actions menu select Add items to foli The Add er To Folin dialog box appears 7 Select the New fll option and then click Next The Pick Folio Type page appeues in the dialog box Select the Advanee Folio option and then fom the Folio Templates list select Folio Template far CAD with Click Load flo Oracle VuoLink 19 3 for Oracle UCM The dislog box closes and the Edit Folio page appears in the browser The template appears on leftside of the page and the selected master file and XRefs appear in the Source Temis window N 10 Click CAD Folio w expand Insert Master Empty and Insert XRef appear as
12. ated with current document AResouce baton on the left side of he Autovo status bar indicates that one f the components required n avuratly and fully display the document i missing Resources consist of fons External Reference Files Ref and other resources Click this button for details about the missing infomation Ma document has other files associated with i asis the case with XRefs Auto Vue checks all the associated field as well XRef are supported through the use of Folios Refer to the Appendix w leam how to associate XRefs with master files based on the Folio To view a file from a local disk o network drive click Fle Open gi Viewing Markups with the Markup Icon Ia file has associated markups a Markup V icon appears to the right of the Info QO icon To view how many markups in he you can hover the mouse cursor over the markup ioon i view ohipa When ou click on the Markup icon al markups thut belong to the display in the Seach Results page Oreto Oracle VueLink 19 3 for Oracle UCM Viewing from the Content Information 1 Toth right af the document you want to view under the Actions column click Info QD The Content Information page appears ee ert e 2 From the Content Actions menu slot View in Auto Vue Viewing a Revision To iew opie rn facce do allowing 1 aol he Content Imo page and under the Revision calura ik
13. bilities af our designing tol to meet your specifie needs Why does the UCM User Need a Viewing and Markup Tool Typically in an organization a document has a life eyele and is routed to several people as part of workflow eyele The following figure shows an example af a possible workflow cycle a minimum ter are three types af people who interact with a document Creator or Author af a document The crestor is usually the person responsible for cresting or modifying document with an editing application such as Micosot Word or AutuCAD Reviewer of document Thx individual usually reviews a document and provides commen to the autor other reviewer In a paper based environment the document is printed on paper and sento alist of reviewers Each reviewer provides feedhuck in several ways annotates th paper output directly using a pen attaches sticky ots and crestes one or more annotation documents The annotated document along wil other material then Sent toa supervisor who reviews the material possibly from several reviewers and may consolidate the Comments into one set This et passed back to the creator modify the document Several revisions ar Version af the document may produced during this process Users of document Once the review cycle complete possibly involving several version of the the document is published final document is made available w th
14. ct Cross Probe The Select Files fr Cross Probing dialog appears Click Browse to select a f le from the local file system 4 Click UCM Seareh to select a file from the backend UCM Note To specify a URL enter the URL in the Fle Name field Click OK For mace information on accessing the backend UCM system using UCM Search refer to Accessing Files Stored in Backend UCM System from AutoWe Oracle VueLink 19 3 for Oracle UCM 25 Mockup With AutoVue you can import 3D files from the backend UCM system into the curent AutoVue window 1 Viewa 3D document with AutoVue 2 From the File menu select Import File For Mockup The Inport Design dialog appear Toad files click Add The File Open dislog appears To search through the backend UCM system click UCM Search specify the search criteria and then select a file fro the search resus 5 Click Browse to select a file from the local file system Note To specify a URL enter the URL in the File Name field 6 Orac 2 Oracle VueLink 19 3 for Orac Batch Print Wi AutoVue you can print a set of files in a single atch You can also select fles that in the backend UCM system to ald othe list of files to be primed 1 rom the File meno select Batch Print The Batch Prime dialog appears 2 Click Add to add files to the list of files to be printed The File Open dislog appears To search thro
15. ents that may consist of extemal references layers and blocks Oracle VueLink 19 3 for Oracle UCM Viewing Documents 1 Run your web bowser and then go the UCM home page Forexanple rtg syserver LEX 505560 ORACLE cott terr Qus 1 Click Login prompted emer your username and pase Oracle Corp Oracle VueLink 19 3 for Oracle UCM The Search page appear mE Te D ge puma Q Br cmn ORACLE Content Server ERE ETTE ei Sut By Reese Doe V Descending 3 Ener the Tide Content ID Release Date or Full Text Search of the document in dei respective fields and then click Search Note view the complete ary leave al the fields empty and click The Search Results page appears The following sections provide amato ways in which to view a document w Oracle VueLink 19 3 for Oracle UCM Viewing from the Search Results Page To the right of the document you want to view under the Actions column click Actions f From tbe menu that appears select View In Auto Vue applet is launched and the selected document displays the Auto Vue client Note It is portat to note the following Markup Indicator on the ef side of the Auto Vue status indicates that one or more Markup files ase associ
16. nchronize al ofthe markups created in the Mobile Pack to your backend system These markups will be associated with the fle in tbe backend system Trom which you originally created the Mobile Pack For more information on Mobile Pack refer to the Anto Vue Web Version User s Manu Orac Oracle VueLink 19 3 for Oracle UCM 2 Intellistamp ofthe new supported markup entities s The Intelistamp markup entity lets you create amp that includes document and user information metadata pulled directly from the backend UCM system When an clamps added automatically retrieves the current value of the attributes from the document However itis possible to change these values and set he new values back into the system through the Tristan To use the stamp definition and background image should be setup by he administrator Oracle V cLink for Oracle UCM comes with a predefined stamp and image The default stamp includes following Documents Tile Documents Author Document s Creation Date Documents Revision For infomation an adding and creating an refer to the Creating an Intellistamp section of the Auto Vue Web Version User s Manual Drace Corp Oracle VueLink 19 3 for Oracle UCM Oracle Corp Oracle VueLink 18 3 for Oracle UCM n Appendix Creating XRefs Based on CAD Folio Template The following steps explain how to creste external references b
17. ose requiring view only access othe document At this stage the document may be provided for viewing either n native format or print rendition provides the capability of marking up document and string markup information as an annotation ile in Be UCM library There are different types of markup entities offered in addition to hyperlink capabilities Markup File Management More than one Markup file can be attached to a document In addition users have the options of displaying multiple Markup files simultaneously Ifthe document currently displayed has segistered markups a Markup Indicator displays in the loser left corner of the status bar alerting tbe user toe existence of one or more Markup files Markup files also automatically wack the revisions of a document so that each revision has a set of related Markup files When markups are Valid for a subsequent revision they can be promoted to that particular revision Oracle VueLink 19 3 for Oracle UCM Other Useful Features Compare The Conpar festure is a very useful fr finding similarities and dienen dien version of a drawing With this feature documents of the same type ster vector or 3D are visually compared The two selected files display simultaneously in their own windows while the comparison findings display in a viewing window Engineering Documents fully equipped to handle complex engineering docum
18. s Page Viewing Markups with the Markup Icon Viewing from the Content Information Page Viewing a Revision ing AutoVue Link Email AutoVue Link in Scarch Results Page Email AutoVue Link in Content Information Page Accessing Files Stored in the Backend UCM System from AutoVue UCM Scarch Viewing Documents from Oracle Web Center Suite Loading Documents with Markups Viewing Documents for Oracle UCM Desktop Integration Suite Em Saving a new Markup file Saving an existing Markup file PRINTING HEADERS FOOTERS AND WATERMARKS Headers ooters Group Watermarks Group CONVERTING DOCUMENTS TO OTHER FORMA FILE COMPARE CROSS PROBING MOCKUP BATCH PRIN FILE OVERLAYS MOBILE PACK INTELLISTAMP APPENDIX Creating XRefs Based on CAD Folio Templat Linking Master File to Folio FEEDBACK General Sales Inquiries Customer Support Corp 4 Oracle VueLink 19 3 for Oracle UCM Oracle Oracle VueLink 19 3 for Oracle UCM 5 Introduction Oracle foe Oracle UCM provides an interface between he Oracle Universal Content Management UCM Servet and Auta Vue Web Version This interface enables you to add powerful viewing and markup capabilities to your UCM via a Web browser in an intranet or the Internet ORACLE m fmm M VueLink and provide you with the following functionality Document viewing native formats Graphically m
19. s appear in the list Selet he check to the left of one Markup from the previous version The Markup le is shown with the version base file 4 When you save the selected markup with ar without any modifications itis saved as the markup of be current base file version E Oracle VueLink 183 for Orac Deleting Markups After opening a document in Autovue do the following 1o From the Markup menu select Open The Markup Files dialog appears Note From the you can also click Open Markup 2 2 Select one or markups from the list Click Delete A message prompt appears as shown to let you confirm the deletion f the desired Markup file or files 2 wee ene nant lt 4 Click Yes The selected Markup or files are deleted rm the list of markups The Markup Files dialog box displays the emsining Markup Hes Oracle VueLink 193 for Oracle UCM a Printing Headers Footers and Water marks With AuioVue and Oracle VocLink far Oracle UCM tis possibile to peint document atibus i header u foot watermark 1 From the File mena select Print The Print Properties dialog box appears 2 Customize the print properties as shown in e following figure ems ere ete Headers Footers Group The HederFootes group defines the headers and footers to be included on every printed page of the document rand footer content ener text in the Header
20. taneously in their own windows while the comparison findings display in window feature is very useful for finding similarities and differences in revisions of a drawing ih you can compane any two versions of document opening a document in Auto Vue do the following 1 From the Analysis menu slet Compare The File Open dislog appears 2 Select a version from the Document Versions list Note To select a through UCM Search or Browse rather than select a version from the Document Version Tist deselect the Document Versions check box To search through the backend UCM system click UCM Seareh specify the search criteria and then select a file from the search resus To select a local file click Browse Browse through the local file system and select a file Note To specify a URL enter the URL in the File Name field 55 Click OK atr you select a file Tn comparison mode displays the files in three windows the first window contains the original document the second window contains he version to compare against and the third window displays the comparison result The comparison result window uses color scheme to communicate the esl of the file comparison co Corp Oracle VueLink 192 for Oracle UCM Cross Probing AutoVae lets you specify files saved ia the UCM repository far cross probing 1o Display a document with 2 From the Analysis menu sele
21. tely via web browser Securely view documents in their native format without editing tem View hundreds of 2D EDA 3D Engineering and Business document formats Simultaneously work with multiple markup tyes and files reste Mobile Pack for a file that can include the resources and associated markups Create markups annotstions edlines dicil stored documents or renditions using a rich set of annotation tok Create hyperlink connections to oder related documents Consolidate several Markup les perhaps fom different reviewers ito single Markup file Associated markups with a specifie document revision Markups may be migrated to new revisions as required Graphically compare different revisions of ensiacering drawings ar 3D Assemblies Print documents with headers footers and watermark information queried from specified document Oracle VaeLink foe Oracle UCM also provides you with a basis to whieh other powerful functions can e added vis custom designed tools to further enhanee your UCM instillation Custom designed tools offer many possibilities Fr example you can create an intelligent custom stamp such as an Engineering stamp that queries for information can be included as markups Oracle VueLink 19 3 for Oracle UCM AutoVue is fully configurable or you to customize your own tools IF you prefer contact your account manager oe ur customer support representatives to discus the possi
22. the ako prc resa cont ica page Oracle Corp 12 Oracle VueLink 19 3 for Oracle UCM Tie Content Information page loads the speci revision 20 the document from the Content Actions menu select View AutaVue Emailing AutoVue Link You can email he Auto Vue Tink om either the Search Results or Content Information page by selecting the AutoVue Link option Note When a user clicks on the Hink if there is not an active UCM session on the machine the login page appears Atter the wer enters the login information ad clicks on the ink agaia the displays in the Auto Vae client Email AutoVue Link in Search Results Page right af the document you want to view under the Actions colum click Actions 2 From the menu that appears select Email AutuVue Link mail client opens with a link wo the document in the body of the message and the name af the document in the email subject Email AutoVue Link in Content Information Page To the af the document you want to view under the Actions column click Info The Coaten Everton appears From the Content Actions menu select Email Auto Vue Link Accessing Files Stored in the Backend UCM Sys tem from AutoVue UCM Search allows you to acess files that ane in the backend UCM system from within the Auto Vue window Using UCM Scarch from within the repository you can apen or viewing comparison cos probing mockup bah
23. ugh the backend UCM system click UCM Search specify the search criteria and then select a file from the search resus 4 Click Browse to select a file from the local file system Note To specify a URL enter the URL in the Fle Name field Click OK The selected files appear in the list of files to be printed 6 To print these files lick Print Orac Oracle VueLink 193 for Oracle UCM a File Overlays Auto Vue allows you to specify a file saved in backend UCM system for an overlay 1 Open the you want to use as the base fie fr the overlay rom the File menu select Import File as Overlay The Overlay dialog appears Click Ad The Please Select an Overlay dialog appears Select a file w overlay and then click Oper Toadd another file to overlay repeat steps 3 through d 6 When done click OK hase file displays with the selected overlays For more information on accessing the UCM repository using UCM Search referto Accessing Files Stored in the Backend UCM System trom Auto Vue Oracle VueLink 19 3 for Oracle UCM Mobile Pack Using the Mobile feature in you can create a Mobile Pack packaged file that contains the base file all tne external sources fonts XR needed fully display the file and existing markups for the file When you are finished working with the Mobile Pack you can update your changes to the backend UCM system You can sy

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