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VueLink for Oracle UCM User`s Manual

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1. _ Submit Update _ Reset Quick Heip 7 Inthe Folio dID field enter the folio dID For our example 15 is entered in the field 8 Click Submit Update Oracle Corp 38 VueLink for Oracle UCM The Content Information page of the master file appears with the updated Folio_dID Content Information for acterna proe base Windows Internet Explorer oo Y o http w2k3oucm 103fidcfideplg ideService DOC_INFO amp dID v e x Google i File Edit View Favorites Tools Help we k Si content Information for acterna proe base dh Page Ge Tools ORACLE Content Server Home Search New Check In My Profile Help My Content Server v Browse Content v Content Management v Administration Content Information Content ID 000010 Revision 2 Type ADACCT Acme Accounting Department Title acterna proe base Author sysadmin Comments Folio dID 15 Markup BasedID 0 Security Group Public Checked Out By Status Released Formats Application drw Web Location http w2k3oucm103 idc groups public documents adacct 000010 drw Native File 9545 0304 00 drw Discussion Create Discussion Folio Membership Show amp J Local intranet amp 1005 9 From the Content Actions menu select View in AutoVue AutoVue opens and displays the master file and XRefs defined in folio Note It is important to keep a 1 1 relation between a master file and its XRef folio This means t
2. Template for CAD with XRefs Attributes Collected Items xref 1 dwg xref 3 dwg xref 2 dwg xref 4 dwg main dwg Local intranet 12 From the Source Items window move the associated XRefs to the Insert XRefs folder using a drag and drop operation Note To select multiple files from the Source Items window press the Shift or Control keys while selecting Oracle Corp VueLink for Oracle UCM 31 For our example xref 1 dwg xref 2 dwg xref 3 dwg and xref 3 dwg are dragged from the Source Items window into the Insert XRefs folder http effeltower idc idcplg IdcService LOAD NEW TEMPLATE FOLIO amp templateName 000215 amp item 0 212 Windows Inter e Go S http leffeltower idc idcpla IdcService LOAD NEW TEMPLATE FOLIO amp templateName 000215t g Fie Edt view Favorites Tools Help k k E tosieftetowerdidlidcloztdcservicemstonD NEW ORACLE Home Search NewCheckIn MyProfile Help My Content Server v Browse Content Content Management v Administration Edit Folio NJ Unsaved Changes quick help Actions A E v E cap Folio Root O main dwa gt E Insert xRefs Ly items Insert Master Empty Name Insert Master Description Master file Content id Create date 2 20 08 3 32 PM Collected Items xref 1 dwg xref 3 dwg
3. ox Extension ox File Name gt Center lt Release Date gt Right x lt File Name Footers Left sx Publish State Center X lt Created Date Right X Status Set Font C Align To Margins Oracle Corp VueLink for Oracle UCM 21 Headers Footers Group The Headers Footers group defines the headers and footers to be included on every printed page of the document 1 Select the Headers Footers tab 2 To set the header and footer content enter text in the Header and Footer fields or select text from the Insert Code and Insert Variables lists Click Font to customize the font 4 Click OK when finished io Watermarks Group A watermark prints faintly on the current document s contents With the Watermarks group the watermark is defined as it will appear on the printed document 1 Select the Watermarks tab 2 Enter the text in the Watermark Text box The text displays as it will appear on the document Click Font to customize the font 4 Click OK when finished Uo Oracle Corp 22 VueLink for Oracle UCM File Compare With the Compare feature you can visually compare documents of the same type raster vector or 3D The two selected files display simultaneously in their own windows while the comparison findings display in a third window This feature is very useful for finding similarities and differences in revisions of a drawing With AutoVue
4. PAGE amp Action GetTemplatePa e E1 X Pick Folio Type A Simple Folio is a flat unstructured container for collecting content items The Advanced Folio option provides additional functionality and allows the collection space to be organized into a folder like hierarchy The structure of an Advanced Folio can be user defined or based upon a pre defined template Load folio Simple Folio 9 Advanced Folio Folio Template Folio Template for CAD with XRefs w 8 Select the Advance Folio option and then from the Folio Templates list select Folio Template for CAD with XRefs 9 Click Load folio Oracle Corp VueLink for Oracle UCM 29 The dialog box closes and the Edit Folio page appears in the browser The folio template appears on left side of the page and the selected master file and XRefs appear in the Source Items window http effeltower idcfidcple idcService LOAD_NEW_TEMPLATE_FOLIO amp templateName 00021 5titem_0 212 Windows Inter E E1 amp Gc gt l http feffeltower idcjideplg tdeService LOAD_NEW_TEMPLATE_FOLIO8templateName oo0zise Y 4 X cooale A l File Edit View Favorites Tools Help k k E htpizeffetomer idehacplgtrdcservice LOAD_NEW Ir BE Bl MICI IE ORACLE Home Search New Check In My Profile Help Y My Content Server Browse Content Content Management v Administration Edit Folio quick help v Actions gt B cap Folio Root v Source Items al
5. To view markups after opening a document in AutoVue do the following 1 From the File menu select Markup to enter Markup mode Alternately right click the workspace and select Markup Note From the toolbar you can also click Markup L 2 From the File menu select Open The Markup Files dialog box appears Markup Filey Select Markup File s review sysadmin 3 To view a Markup file or files select their respective check boxes 4 If multiple Markup files are selected select the active Markup file from the Active Markup list 5 Click OK Promoting Markups It is possible to promote markups from an earlier version of a document to the current version When markups are promoted they are saved against the new version of the document After opening a document in AutoVue do the following 1 From the File menu select Markup to enter Markup mode Alternately right click the workspace and select Markup The Markup Files dialog box appears Note From the toolbar you can also click Markup L Oracle Corp 18 VueLink for Oracle UCM 2 From the File menu select Open The Markup Files dialog box appears Markup Files Select Markup File s Name Author Revision reviews ysadmin C reviewt Beam O Feview2 ysadmin C ikh ysadmin I Bwefasd sysadmin 3 Select the All Revisions check box The Markup files from previous versions of the base files appear in the list 4
6. xref 2 dwg xref 4 dwg main dwa J Local intranet v Element Info a I END Name xref 4 dug Description undefines siot Content id 000158 Create date Oracle Corp 32 VueLink for Oracle UCM The Content Check In Form dialog box appears with the Set Folio Profile page loaded Content Check In Form Windows Internet Explorer ORACLE Set Folio Profile Select a content profile to be applied to the new folio or leave set to none to check in without a profile Profile None vl 14 Click Next The Folio Check In page appears Content Check In Form Windows Internet Explorer ORACLE Folio Check In Use the form below to check the folio into the Content Server Type ADENG Acme Engineering Department v Title Folio for Main dwg Author sysadmin i sysadmin Security Group Secure Content ID Revision Comments Markup BasedID Release Date Expiration Date Oracle Corp VueLink for Oracle UCM 33 15 From the Type list select a type For our example ADENG Acme Engineering Department is selected 16 Enter a title name in the Title field For our example the title is Folio for Main dwg 17 Click Check In The Folio Check In Confirmation dialog box appears http w2k3oucm103 idc idcplg ldcService CHECKIN FOLIO CONFIRM amp dID 59 EEX ORACLE Fol
7. Folio Template The following steps explain how to create external references XRefs based on the CAD Folio template For demonstrative purposes a 2D AutoCAD design example is provided For our example the master file is main dwg and it s associated XRefs are xref 1 dwg xref 2 dwg xref 3 dwg and xref 4 dwg 1 Run your web browser 2 Loginto the Oracle UCM 3 If required enter your username and password The Search page appears Home Page for sysadmin Windows Internet Explorer G 3 v 2 http Jeffeltower idc idcplgzIdcService Y 4 X File Edit View Favorites Tools Help 3 d S Home Page for sysadmin c te B d Ezp Page iG Tools ORACLE Home Search New Check In My Profile Help Y My Content Server v Browse Content v Content Management v Administration Search Title Content ID Release Date From Sort By Release Date Descending v Local intranet R100 4 Click Search Oracle Corp 26 VueLink for Oracle UCM The Search Results page appears Search Results Windows Internet Explorer EOR c http Jeffeltower idc idcplg IdcService GET SEARCH RESULTS amp QueryTe x 5 x sale Go Edit File View Favorites Tools Help w od E search Results A D ae rege Tons Q ORACLE Home Search New Check In My Profile Help My Content Server v Browse Content v Content Ma
8. Select the check box to the left of one Markup file from the previous version The Markup file is shown with the current version base file 5 When you save the selected markup with or without any modifications it is saved as the markup of the current base file version Deleting Markups After opening a document in Autovue do the following 1 From the File menu select Markup to enter Markup mode Alternately right click the workspace and select Markup The Markup Files dialog box appears Note From the toolbar you can also click Markup L 2 Select one or markups from the list 3 Click Delete Oracle Corp VueLink for Oracle UCM 19 A message prompt appears as shown to let you confirm the deletion of the desired Markup file or files j Delete review3 markup file 4 Click Yes The selected Markup file or files are deleted from the list of markups The Markup Files dialog box displays the remaining Markup files Oracle Corp 20 VueLink for Oracle UCM Printing Headers Footers and Watermarks With AutoVue and VueLink for Oracle UCM it is possible to print document attributes in a header a footer or as a watermark 1 From the File menu select Print The Print Properties dialog box appears 2 Customize the print properties as shown in the following figure Print Properties Options Headers Footers Watermark Margins Pen Settings Insert Code Six Workflow State ox Comments gt
9. the right of the XRef folio under the Actions column click Info J Oracle Corp VueLink for Oracle UCM 35 The Content Information page appears Content Information for folio for acterna Windows Internet Explorer Go ig http ljwekaoucmiO3jidelideplg TdcServicembOC INFO dID ISidDocName o0 v File Edit View Favorites Google l fer Tools Help we k E content Information for folio For acterna i fm dh E Page Tons ORACLE Content Server Home Searh New Chi v My Content Server kin My Profile Browse Content v Content Management v Administration Content Information v Content Actions v E mail Content ID 000012 Revision 2 Type ADACCT Acme Accounting Department Title folio for acterna Author sysadmin Comments Folio dID 0 Markup BasedID 0 Security Group Public Checked Out By Status Released Formats text xcsr Web Location http w2k3oucm 103 idc groups public documents adacct 000012 xcsr Native File 000012 xcsr Discussion Create Discussion Folio Links Show 2 3 5 08 3 56PM 1 3 5 08 3 56 PM Actions Delete Delete Oracle Corp 36 VueLink for Oracle UCM 3 From the Address bar note the dID value of the folio For our example the dID value is 5 Content Information for folio for acterna Windows Internet Explorer Go X Io http w2k3oucm103 idc ideplg IdcService DOC INF
10. O amp d SESESe dDocName 000012 File Edit View Favorites Tools Help we k amp m Content Information For folio For acterna ORACLE Content Server Home Search New Check In My Profile Help My Content Server v Browse Content v Content Management v Administration Content Information 4 Click the Back button on the web browser toolbar to return to the Search Results page 5 Tothe right of the master file under the Actions column click Info i The Content Information Page appears 6 From the Content Actions menu select Update Oracle Corp VueLink for Oracle UCM 37 The Info Update Form page appears Info Update Form for acterna proe base Windows Internet Explorer Y o http fw2k3oucm103fidcfideplg IdcService GET_UPDATE_FO Y ren x c i File Edit View Favorites Tools Help w k Erto Update Form for acterna proe base jmmr em dh i Page C Toos ORACLE Content Server Home Search New Check I My Profile Help My Content Server v Browse Content v Content Management v Administration Info Update Form for acterna proe base Content ID 000010 Type ADACCT Acme Accounting Dep artme nt v Title acterna proe base Author sysadmin sysadmin R Security Group Public Nj Revision Comments Folio dlD 15 Markup BasedlD 0 Release Date 3 5 08 4 00 PM Expiration Date A
11. Searches Collected Items xref 1 dwg o xref 3 dwg xref 2 dwa xref 4 dwg d main dwg Local intranet 10 Click CAD Folio Root to expand Insert Master Empty and Insert XRefs appear as subdirectories of CAD Folio Root Insert Master Empty Insert XRefs 11 From the Source Items window move the master file from the Source Items window into Insert Master Empty file using a drag and drop operation The file is assigned the name of the master file Oracle Corp 30 VueLink for Oracle UCM For our example main dwg is dragged from the Source Items window into the Insert Master Empty The file is renamed to main dwg http Heffeltower idcidcplg ldcService LOAD NEW TEMPLATE FOLIO amp templateName 000215t amp item 0 212 Windows Inter EBX GO BhreoitetetonertacitclrisserviceLOAD_NEW_TENPLATE routoetenpateiame nnzts w s X ose Jet i File Edit View Favorites Tools Help We Be E ntpsfjefekowerdclidepktdcservicemton New iR d E Page G Toos ORACLE Home Search NewCheckIn My Profile Help My Content Server v Browse Content Content Management v Administration Edit Folio quick help EE can Folio Root Insert Master Empty i main dwg gt C insert xrefs Source Items al v Actions E cap Folio Root Name CAD Folio Root Description
12. VueLink for Oracle UCM User s Manual Release 19 2 E12171 01 An Integration between Auto Vue Web Edition and Oracle Universal Content Management Server VueLink for Oracle UCM User Manual E12171 01 Copyright 2008 Oracle and or its affiliates All rights reserved The Programs which include both the software and documentation contain proprietary information they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright patent and other intellectual and industrial property laws Reverse engineering disassembly or decompilation of the Pro grams except to the extent required to obtain interoperability with other independently created software or as specified by law is prohibited The information contained in this document is subject to change without notice If you find any problems in the documentation please report them to us in writing This docu ment is not warranted to be error free Except as may be expressly permitted in your license agreement for these Programs no part of these Programs may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government the following notice is applicable U S GOVERNMENT RIGHTS Programs software databases and related documenta tion and tec
13. ar revision Other Useful Features Compare The Compare feature is a very useful for finding similarities and differences in different version of a drawing With this feature documents of the same type raster vector or 3D are visually compared The two selected files display simultaneously in their own windows while the comparison findings display in a third viewing window Engineering Documents VueLink if fully equipped to handle complex engineering documents that may consist of external references layers and blocks Oracle Corp VueLink for Oracle UCM Viewing Documents Run your web browser and then go the UCM home page For example http myserver idc 7 Guest Home Page Windows Internet Exklorer oc hd Io http fefFeltowerfidc File Edit View Favorites Tools Help Ua E uest Home Page tec E dh p Page Tools gt ORACLE Welcome to Content Server FULL ACCESS Log in to use the content server with your full access privileges tn Login GUEST ACCESS Use the navigation items below to access public content only Home ali Library Search Login Home Library Search 3 Local intranet 2 Click Login If prompted enter your username and password Oracle Corp 10 VueLink for Oracle UCM The Search page appears Home Page for sysadmin Windows Internet Explorer Go X Io http Jeffeltower idc idcplg IdcService i 4 4 X Google F
14. aving a new Markup file seen 16 Saving an existing Markup file sseeeee 16 Displaying Existing Markups 4 ecce e ee eee ee eere eere etta n etna 17 Promoting MarkWps eee ee en o eon enne ra aeo oa eo o eor e Pos oS FE ien C eo Son 17 Deleting Markubps 4 e eere eee e eese eee en esa eo setae st tes ease ease esa asas 18 PRINTING HEADERS FOOTERS AND WATERMARKS orent ontario Ent aE orb KE von kae noe r er EUG 20 Headers Footers Group eee e ee eee eren eee ee seen sene etna e etna 21 Watermarks Group e eee tove ee eee eene seen een veses sete seta isospin ieie 21 FILE COMPARE iecit eeei esee e pi eee EV exe Sa pev UpE M Sean US 22 APPENDIX 6 etasaiscckbqkt oe Gat edpuekasi cete sdok bo i eth o p CE RLA Ee Edu suya eae eG Cn 25 Creating XRefs Based on CAD Folio Template 25 Linking Master File to Folio cec ee crescere eee netus 34 FEEDBACK ooh rosteste essene eaaeaoue ne 39 General Inquiries e ssessocssocesoscocecoocooccoccsoecsoossoocosososecosecoseoosesossose 39 Sales InQquiFi6s eieoe eo eee et orae deve tro sees eo e ea ge a eoa e ona ioco su us eS einn 39 Customer SUppOoLrt ete ee eite ea obese sete eor o eo eR posni oor p Po cepe etse saepe 39 Oracle Corp iv VueLink Oracle Corp VueLink for Oracle UCM 5 Intro
15. can save markups for documents for which they have read only access if the permission is granted for the markup library VueLink for Oracle UCM and AutoVue provide users with the following powerful features and capabilities locally or remotely via a web browser Oracle Corp 6 VueLink for Oracle UCM e Securely view documents in their native format without editing them e View hundreds of 2D EDA 3D Engineering and Business document formats e Simultaneously work with multiple markup layers and files e Create markups annotations redlines directly on stored documents or renditions using a rich set of annotation tools e Create hyperlink connections to other related documents e Consolidate several Markup files perhaps from different reviewers into a single Markup file e Associated markups with a specific document revision Markups may be migrated to new revisions as required e Graphically compare different revisions of engineering drawings or 3D Assemblies e Print documents with headers footers and watermark information queried from specified document attributes VueLink for Oracle UCM also provides you with a basis to which other powerful functions can be added via custom designed tools to further enhance your UCM installation Custom designed tools offer many possibilities For example you can create an intelligent custom stamp such as an Engineering stamp that queries for information that can be included as marku
16. cle is not responsible for a the quality of third party products or services or b fulfilling any of the terms of the agreement with the third party including delivery of products or services and warranty obligations related to purchased products or services Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party Oracle is a registered trademark of Oracle Corporation and or its affiliates Other names may be trademarks of their respective owners VueLink iii Contents INTRODUCTION ac sviccsvasecsscaciesevenasenseaionts ERE Po nM rSn ee tp ovS ERE Cen enu 5 Functional Overview esee ecce eerte eren eene etn etate etas etas etae to as 5 Why does the UCM User Need a Viewing and Markup Tool 7 Markup File Management ecce ee eee eese een eee ee eto testen a sten aee 8 Other Useful F atures eerte eene eno rte reo reete tton re tese raort peus 8 VIEWING DOCUMENTS 5 scicicccasesscoccesveteseccecsevestessevesssedeveeseseents 9 Viewing from the Search Results Page cssccssscsssscsssscsssscees 11 Viewing from the Content Information Page 12 Viewing a RevIsioD tates nie 14 MANAGING MARKUP FILES eere eee ee ee eere een 15 Creating Markups ecce ee eee eee eee en eee en esta setas setae stas e eaae eaa 15 MSEMIPAPINII TC 16 S
17. duction VueLink for Oracle UCM provides an interface between the Oracle Universal Content Management UCM server and AutoVue Web Edition This interface enables you to add powerful viewing and markup capabilities to your UCM viaa web browser in an intranet or the Internet AutoVue VueLink VueLink and AutoVue will provide you with the following functionality e Document viewing of native formats e Graphically marking up documents using a rich set of graphical and textual tools e Reviewing your markups as well as the markups of your co workers Throughout this manual the Autovue family of products is referred to as AutoVue These products include AutoVue Office AutoVue 2D Professional AutoVue 3D Professional Advanced AutoVue EDA Professional and AutoVue Electro Mechanical Professional Refer to the AutoVue documentation for information about the specific features and file formats supported by each AutoVue product Functional Overview VueLink for Oracle UCM adds document viewing and markup capabilities to the UCM server Through the use of a web browser in an intranet internet environment VueLink for Oracle UCM provides a seamless interface between the UCM server and the AutoVue server Markups annotations redlines are automatically saved in the library defined in UCM during the VueLink installation and are available for others users to edit or view depending on their access level to that library This means users
18. fields as well XRefs are supported through the use of Folios Refer to the Appendix to learn how to associate XRefs with master files based on the CAD Folio template To view a file from a local disk or network drive click File Open p Viewing from the Content Information Page 1 To the right of the document you want to view under the Actions column click Info i Oracle Corp VueLink for Oracle UCM 13 The Content Information page appears Content Information for bike view from version and compare Windows Internet Explorer BE S http effeltowerfidcjideplg ideService DOC_INFO amp dID 14 x es x e ejz Fie Edit View Favorites Tools Help we k E content Information for bike view From version f ec dh Page OG Tools ORACLE Home Search New Check In My Profile Help Y My Content Server v Browse Content v Content Management v Administration Content Information v Content Actions v E mail Content ID 000074 Revision 3 Type ADACCT Acme Accounting Department Title bike view from version and compare Author sysadmin Comments apxReadOnly FALSE apxInibitMetadataUpdate FALSE apxTrashDeleteOldName apxTrashDeleteLocation 0 apxFolder 0 apxTrashDeleter apxHidden apxTrashDeleteDate Markup BasedID Security Group Public Checked Out By Status Released Formats Application dgn Links Web Location http effeltower idc aroups p
19. hat every time a new revision of the master file is created it must be linked to a new revision of folio and vice versa Oracle Corp VueLink for Oracle UCM 39 Feedback Oracle products are designed according to your needs We would appreciate your feedback comments or suggestions If at any time you have questions or concerns regarding VueLink for Oracle UCM call or email us Your input is an important part of the information used for revision General Inquiries Telephone 1 514 735 3219 Fax 514 735 6440 E mail info cimmetry com Web Site http www oracle com applications autovue index html Sales Inquiries Telephone 1 514 735 3219 or 1 800 361 1904 Fax 514 735 6440 E mail sales cimmetry com Customer Support Telephone 1 514 735 9941 Web Site http www cimmetry com support Oracle Corp
20. hnical data delivered to U S Government customers are commercial com puter software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use dupli cation disclosure modification and adaptation of the Programs including documentation and technical data shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement and to the extent applicable the additional rights set forth in FAR 52 227 19 Commercial Computer Software Restricted Rights June 1987 Oracle Corporation 500 Oracle Parkway Redwood City CA 94065 The Programs are not intended for use in any nuclear aviation mass transit medical or other inherently dangerous applications It shall be the licensee s responsibility to take all appropriate fail safe backup redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes and we disclaim liability for any damages caused by such use of the Programs The Programs may provide links to Web sites and access to content products and services from third parties Oracle is not responsible for the availability of or any content provided on third party Web sites You bear all risks associated with the use of such content If you choose to purchase any products or services from a third party the relationship is directly between you and the third party Ora
21. ile Edit View Favorites Tools Help w d Sirene Page for sysadmin te H x Esp Page T E Tools a ORACLE Home Search New Check In My Profile Help v My Content Server v Browse Content v Content Management v Administration Title Content ID Release Date From m i To Sort By Release Date v Descending v J Local intranet 100 3 Enter the Title Content ID or Release Date of the document in their respective fields and then click Search Note To view the complete library leave all the fields empty and click Search The Search Results page appears The following sections provide alternate ways in which to view a document Oracle Corp VueLink for Oracle UCM 11 Viewing from the Search Results Page To the right of the document you want to view under the Actions column click Actions From the menu that appears select View in AutoVue 7 Search Results Windows Internet Explorer er XE E hitp iieffeltoner idciideplg tdcService GET SEARCH RESULTS amp QueryTeo X File Edit View Favorites Tools Help w amp E Search Results m Bg dh Page Gi Toos ORACLE Home Search New Check In My Profile Help My Content Server vy Browse Content Content Management v Administration Search Results Items 21 40 of 60 v Change View v Query Actions 9 Page 2 v of3 Y Actions Title Author Act
22. io Check In Confirmation The following folio has been successfully checked into Content Server Select a navigation option below and click Finish Content ID 000054 Title Folio for Main dwg Title sysadmin 9 Continue editing the folio O view content information for the folio O view the folio 18 Click Finish View the newly created Folio in AutoVue Oracle Corp 34 VueLink for Oracle UCM For our example the AutoCAD design displays as in the following image Note that annotations are for illustrative purposes only and are used to identify XRefs File Edit Entities Markup View Analysis Options Help NEM Untitled m Zo RAR 45 e XE SansSerif viz B I UzER Eod ge border is main cwg xref 2 dwg Entity Au f untitledi border is on Zyxref 1 dwesy Z xref 2 dwcsys yxref 3 dwcsys Z xref 4 dwcsys PE HEHE pg JN DONI X NI xref 3 dwg xref 4 dwg ue l z Bookmarks Markup Tree Ka main dwg AutoCAD 2004 2 78 Pg 1 4 11194 bytes Dan 17 2008 0 23 0 78 Linking Master File to Folio You can also link a master file to its folio so that the XRefs are retrieved and displayed when you view the master file Assuming a master file and its XRefs are checked into UCM and an XRef folio is created using the CAD Folio template see Creating XRefs Based on CAD Folio Template do the following 1 Go to the Search Results page See Viewing Documents 2 To
23. ions 000183 BOARD ipt Content Information 000182 ARROW ipt Check Out Get Native File 000181 ilearn asm iam Check In Similar 000176 Nd Send link by e mail View in AutoVue 000178 testt sysadmin 000177 vue jsp 1 28 08 sysadmin 000175 pdf 1 25 08 sysadmin 000174 folio without master file 1 25 08 sysadmin 000173 Folio 7 Main 1 25 08 sysadmin 000168 Folio 5 main dwg 1 23 08 sysadmin 000167 Folio 4 main dwg 1 22 08 sysadmin 000165 Folio 3 Main dwg 1 21 08 sysadmin 000164 MY MAIN DWG FOLIO 1 18 08 sysadmin v 3 Local intranet 100 An AutoVue applet is launched and the selected document displays in the Auto Vue Client Note It is important to note the following A Red Light button kal on the left side of the Auto Vue status bar indicates that one or more Markup files are associated with the current document Oracle Corp 12 VueLink for Oracle UCM A Resource button on the left side of the Autovue status bar indicates that one of the components required to accurately and fully display the document is missing Resources consist of fonts External Reference Files XRefs and other resources Click this button for details about the missing information f a document has other files associated with it as is the case with XRefs AutoVue checks out all the associated
24. n sent to a supervisor who reviews the material possibly from several reviewers and may consolidate the comments into one set This set is then passed back to the creator to modify the document Several revisions or version of the document may be produced during this process Users of document Once the review cycle is complete possibly involving several version of the document the document is published The final document is made available to those requiring view only access to the Oracle Corp 8 VueLink for Oracle UCM document At this stage the document may be provided for viewing either in its native format or as a print rendition VueLink provides the capability of marking up a document and storing markup information as an annotation file in the 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 If the document currently displayed has registered markups a Red Light button 39i displays in the lower left corner of the status bar alerting the user to the existence of one or more Markup files Markup files also automatically track the revisions of a document so that each revision has a distinct set of related Markup files When markups are valid for a subsequent revision they can be promoted to that particul
25. nagement v Administration Search Results Items 21 40 of 60 v Change View v Query Actions e Page 2 v of 3 gd v Actions Title ID Actions 000183 BOARD ipt 000182 ARROW ipt 000181 ilearn_asm iam 000176 word 000178 testt Content Information Check Out Get Native File Check In Similar Send link by e mail sysadmin 000177 vue jsp sysadmin 000175 pdf 1 25 08 sysadmin 000174 folio without master file 1 25 08 sysadmin 000173 Folio 7 Main 1 25 08 sysadmin 000168 Folio 5 main dwg 1 23 08 sysadmin 000167 Folio 4 main dwg 1 22 08 sysadmin 000165 Folio 3 Main dwg 1 21 08 sysadmin 000164 MY MAIN DWG FOLIO 1 18 08 sysadmin 5 and it s associated XRefs Oracle Corp Scroll down the page and select the check boxes to the left of the master file VueLink for Oracle UCM 27 For our example the main dwg xref 1 d wg xref 2 d wg xref 3 dwg and xref 3 dwg check boxes are selected Search Results Windows Internet Explorer Ge J v E htp lleffelkowerlidcfidcplgzIdcService GET SEARCH RESULTS amp QueryText amp SortField dInDat 5 X File Edit View Favorites Tools Help ee search Results Add to active Content Basket J i Da
26. ps AutoVue is fully configurable for you to customize your own tools If you prefer contact your account manager or our customer support representatives to discuss the possibilities of our designing a tool to meet your specific needs Oracle Corp VueLink for Oracle UCM 7 Why does the UCM User Need a Viewing and Markup Tool Typically in an organization a document has a life cycle and is routed to several people as part of a workflow cycle The following figure shows an example of a possible workflow cycle Check in LAN or Work in Py Dial up Progress Markups Check out Client Document Consolidate Database Markups Document Qo o0 o0o2 Other documents As a minimum there are three types of people who interact with a document Document Project Manager Markups e Creator or Author of a document The creator is usually the person responsible for creating or modifying a document with an editing application such as Microsoft Word or AutoCAD e Reviewer of document This individual usually reviews a document and provides comments to the author other reviewer In a paper based environment the document is printed on paper and sent to a list of reviewers Each reviewer provides feedback in several ways annotates the paper output directly using a pen attaches sticky notes and creates one or more annotation documents The annotated document along with other material is the
27. te Author lo h BOARD ipt 1 31 08 sysadmin 000182 ARROW ipt 1 31 08 sysadmin 000181 ilearn_asm iam 1 31 08 sysadmin 000176 word 1 30 08 sysadmin 000178 testt 1 29 08 sysadmin 000177 vue jsp 1 28 08 sysadmin 000175 pdf 1 25 08 sysadmin 000174 folio without master file 1 25 08 sysadmin 000173 Folio 7 Main 1 25 08 sysadmin 000168 Folio 5 main dwg 1 23 08 sysadmin 000167 Folio 4 main dwg 1 22 08 sysadmin 000165 Folio 3 Main dwg 1 21 08 sysadmin 000164 MY MAIN DWG FOLIO 1 18 08 sysadmin 000163 Folio 2 main dwg 1 18 08 sysadmin 000160 Folio main dwg 1 17 08 sysadmin 000155 xref 1 dwg 1 17 08 sysadmin 000157 xref 3 dwg 1 17 08 sysadmin 000156 xref 2 dwg 1 17 08 sysadmin 000158 xref 4 dwg 1 17 08 sysadmin 000154 main dwg 1 17 08 sysadmin 3 Local intranet 6 From the Actions menu select Add items to folio The Add Item To Folio dialog box appears http effeltower idc idcplg IdcService GET DOC PAGE amp Action GetTemplatePa DEAR Add Items To Folio You can either put the selected items into an existing folio or create a new folio 9 New folio Existing folio 7 Select the New folio option and then click Next Oracle Corp 28 VueLink for Oracle UCM The Pick Folio Type page appears in the dialog box http effeltower idc idcplg IdcService GET DOC
28. ublic documents adacct 000074 dqn Native File bike2 dan Folio Membership Show Archived Folio Membership Show Revision Release Date Expiration Date Status Actions 31 1 10 08 12 29 PM None Released Delete 2 12 18 07 3 16 PM None Released Delete 1 12 18 07 3 15 PM Released Delete bz Local intranet 2 From the Content Actions menu select View in AutoVue Oracle Corp 14 VueLink for Oracle UCM Viewing a Revision To view a specific revision of a document do the following 1 Scroll to the bottom of the Content Information page and under the Revision column click the link to go to that particular revision content information page The Content Information page loads the specified revision 2 To view the document from the Content Actions menu select View in AutoVue Oracle Corp VueLink for Oracle UCM 15 Managing Markup Files read Markups Open a document in AutoVue From the File menu select Markup to enter Markup mode Alternately right click the workspace and select Markup Note From the toolbar you can also click Markup LI Powered by AutoVue Windows Internet Explorer DER about blank File Edit View Favorites Tools Help we k f Powered by Autovue 2 A deh i Page Gi Toos Fie Edit Entities Markup View Analysis Options Help Wfrevew v0 vA AR 8 pe E Senser v e B I UE m E author 2 add front tire sysadmin 5 2 Cloud s
29. you can compare the any two versions of a document After opening a document in AutoVue do the following From the Analysis menu select Compare The File Open dialog box appears Document versions Im view from version and compare Ver 3 bike view from version and compare Ver 3 File Name bike view from version and compare Ver 1 2 Select a version from the Document Versions list 3 Toselect 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 4 Click OK after you select a file In comparison mode AutoVue displays the files in three windows the first window contains the original document the second window contains the Oracle Corp VueLink for Oracle UCM 23 version to compare against and the third window displays the comparison result Powered by AutoVue Windows Internet Explorer about blank File Edit View Favorites Tools Help d Powered by Autovue File View Analysis Options Help WastzAN Pa pike2 don bike2 dgn MicroStation Desic 114 Pa 1 2 27136 bytes Dec 18 2007 Use the following table to interpret the comparison results Color Description Green An addition to the document Red A deletion from the document Blue No changes Oracle Corp 24 VueLink for Oracle UCM Oracle Corp VueLink for Oracle UCM 25 Appendix Creating XRefs Based on CAD
30. ysadmin Box sysadmin B Qi OcCirde sysadmin add front tire M a El o s 9 My za a a ol y emm s SEATANGLE 73 00DA G65 H 2 DRDUMDCLR 2 9000 Bookmarks Markup Tree CASG P see 9 biez don MicroStetionDesigntb4 s Pg 1 2 p7136bytes Pec 18 2007 11 83 67 94 The current active document displays in Markup mode ready for you to create markups If you have just finished creating a Markup file and you would like to create anew Markup file from the File menu select New Note From the toolbar you can also click New NEW Oracle Corp 16 VueLink for Oracle UCM 3 If there are exiting markups from the status bar click the Red Light button ig The Markup Files dialog box appears Markup Files Select Markup File s Name Author Revision C review1 ysadmin O review2 ysadmin 4 _New gt l revisions 4 Click New Saving Markups Saving a new Markup file 1 From the File menu select Save The Save Markup File As dialog box appears Save Markup File As OK Mame review3 2 Inthe Name field enter a name for the Markup file 3 Click OK The Markup file is saved and remains in the AutoVue viewing window Saving an existing Markup file From the File menu select Save The Markup file is saved and remains in the AutoVue viewing window Oracle Corp VueLink for Oracle UCM 17 Displaying Existing Markups

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