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Oracle® Fusion Middleware Administrator's Guide for Oracle Imaging and Process Management
11
g
Release 1 (11.1.1)
Part Number E12782-03
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
About This Guide
1.2
Getting Started
1.3
About This Product
1.4
Understanding Applications, Inputs, Searches, and Connections
1.5
About System Administration
1.5.1
Administrative Accounts
1.5.2
Administrative Tools
1.5.3
System Administration Tasks Not Covered in This Guide
1.6
Integration with Key Oracle Technologies
1.6.1
Integration with Oracle Document Capture
1.6.2
Integration with an Oracle Content Server
1.6.3
Integration with Oracle WebLogic Server
1.6.3.1
Working Within a Clustered Environment
1.6.4
Integration with Oracle Workflow Server
1.7
Oracle Imaging and Process Management Architecture
1.7.1
Application Architecture Overview
1.7.2
Web Services and Java API
1.7.3
Business Logic and Agents
2
Managing Security
2.1
Security Model Overview
2.1.1
System Access
2.1.2
Installation Security Initialization
2.1.2.1
Migrating User Store from LDAP Server to Oracle Internet Directory
2.1.3
Definition Management Security Rights and Definition Security Rights
2.1.3.1
Definition Management Rights
2.1.3.2
Definition Rights
2.1.4
Users and Groups
2.2
Definition and Definition Management Security
2.2.1
Working With Definition Management Security
2.2.2
Working with Definition Security
2.2.3
Working with Document Security
2.2.4
Working with Annotation Security
2.2.4.1
Annotation Permissions
2.2.5
Security Example
2.3
System Level Security
2.3.1
Configuring a Fusion Middleware Application to use SSL
2.3.1.1
Configuring an SSL Oracle Content Server Repository Connection
2.3.2
Integrating with a Workflow
2.3.2.1
Integration Points
2.3.2.2
Workflow Connection Configuration
2.3.2.3
SSL Configuration
2.3.3
Configuring a Fusion Middleware Application to Use Web Services
2.3.4
Web Services Security Configuration for I/PM
2.3.4.1
Working with Oracle Web Services Manager
2.3.4.2
Setting Policies on Services
2.3.4.3
API Usage
2.3.4.4
Examples
2.3.4.5
Working With Keystores
2.3.4.6
Working with the CSF through WLST
2.3.5
Integrating Oracle I/PM With Oracle Access Manager 11g
2.3.6
Integrating Oracle I/PM With Oracle Access Manager 10g
2.3.7
Configuring Oracle Single Sign-On for Oracle I/PM
2.3.8
Configuring Oracle I/PM and Single Sign-On for Windows Native Authentication
3
Changing Configuration Settings
3.1
Configuration Overview
3.2
Post-Installation Configuration
3.3
Configuration of Repository Options
3.3.1
Storage Management
3.3.2
Repository Capacity
3.3.3
Storage Media
3.3.4
Oracle Content Server File Store Provider Rules
3.3.4.1
Disabling the Repository Weblayout Directory
3.3.5
Additional Oracle Content Server Components
3.3.5.1
Required Components
3.3.5.2
Optional Components
3.4
Exporting and Importing Definitions
3.4.1
Exporting Definitions
3.4.2
Importing Definitions
3.5
File Size Limits
3.6
Configuring MBeans
3.6.1
Oracle I/PM MBeans
3.6.2
Using WLST to Change MBeans
3.6.3
Using Enterprise Manager to Set an MBean Value
3.7
Setting Font Variables
3.7.1
Configuring MBeans
3.8
Configuring Display of Seconds in Search Results
3.9
Configuring Oracle I/PM Logging
4
Managing Applications
4.1
Application Overview
4.1.1
Document Overview
4.1.1.1
Uploading Documents
4.2
Creating An Application
4.2.1
Specifying General Properties
4.2.2
Defining Application Fields
4.2.3
Assigning Application Security
4.2.3.1
Copying Permissions From One User to Another User
4.2.4
Assigning Document Security
4.2.5
Assigning a Storage Policy
4.2.6
Configuring Workflow Integration
4.2.7
Reviewing Application Settings
4.3
Modifying an Existing Application
5
Managing Inputs
5.1
Input Definition Overview
5.2
Creating Input Definitions
5.2.1
Enabling and Disabling an Input Definition
6
Managing Searches
6.1
Search Overview
6.2
Creating a Search
6.3
Modifying an Existing Search
7
Managing Connections
7.1
Creating an Oracle Content Server Connection
7.2
Creating a Workflow Connection
7.2.1
Configuring SSL for the Workflow Server
7.2.2
Configuring a Workflow Connection CSF Credential
8
Working with Oracle UCM
8.1
Oracle Content Server Document Profiles
8.1.1
Global Profile Rules
8.1.2
Application Profile and Profile Rules
8.1.3
Working With Folders
8.1.4
Working With Oracle Universal Records Manager
8.1.4.1
Oracle Records Management and Oracle I/PM Content
8.1.4.2
Synchronizing with Oracle UCM Adapter for Oracle Content Server
8.1.5
Working With Information Rights Manager
8.1.6
Working With WebCenter Spaces
8.2
Understanding Document Storage
8.2.1
Oracle Content Server Document Properties
9
Understanding Input Agents
9.1
Enabling Input Agent
9.2
Understanding Input Files
9.3
Using Input Filing Commands
9.3.1
Locale
9.3.2
New
9.3.3
Supporting Content
9.3.4
Apply Annotations
9.3.5
Workflow Inject Document
9.4
Input Agent Processing
9.4.1
Input Directory Structure
9.4.2
Input Agent Processing Order
9.4.2.1
Polling
9.4.2.2
Processing
9.4.3
Changing Oracle WebLogic Server Work Manager Settings
9.5
Checking Results and Error Files
10
Understanding Workflow Agents
10.1
Business Process Management
10.2
Business Process Execution Language (BPEL)
10.2.1
Configuring Workflow Properties
10.2.1.1
Workflow Payload Mapping Functions
10.2.1.2
Required Payload Element (MinOccurs) Handling
10.2.1.3
Date Field Format
10.2.1.4
Doc Property Functions
10.2.1.5
Field Value Functions
10.2.1.6
Format Value Function
10.2.1.7
Supporting Content Function
10.2.2
Payload Limitations
10.2.3
Mapping Secure Workflow Services
10.2.3.1
Configuring Message Protection Policies
10.2.3.2
Configuring SAML Policies
10.2.4
Changing WebLogic Server Work Manager Settings
10.2.5
Using a Workflow Connection CSF Credential
10.2.6
Workflow Agent Retry Sequence
10.2.7
Configuring the Workflow Faults Table
10.2.8
Initiating a Workflow Process Instance
11
Troubleshooting
11.1
Decimal Field Error
11.2
Oracle I/PM and Windows Server Prerequisites
11.3
NULL Number Fields
11.4
Full-Text Search Fails On Large Documents
11.5
Repository Capacity Errors
11.6
Font Errors
11.7
Input Agent and Input File Issues
11.7.1
Input Agent Will Not Detect and Process Input Files
11.7.2
Auto-detect Not Determining Character Set
11.7.3
Input File Entries Have Errors
11.8
Advanced Viewer Transformation Errors
11.9
Problems with TIFF Display in Viewer
11.10
Shared Temp Directory in Linux Causes Display Failure
11.11
Shifting Redaction and Other Annotations
11.12
Logging of ImagingException
11.13
Tracking Events in the Oracle I/PM and Oracle Content Server Log Files
11.14
Using Oracle Dynamic Monitoring System with Oracle I/PM
11.15
Reviewing Audit History of Deleted Documents
11.16
Deciphering Nested Stack Errors
11.17
Oracle I/PM Session Time Out When Using OSSO Requires Browser Refresh
11.18
Oracle Content Server 10g Provides Incorrect Dates for Workflow
11.19
Doc URL Returned With Invalid IP Address
11.20
Required Fields Added to Oracle Content Server Must Have Default Value Specified
11.21
Oracle I/PM Viewer Fails On UNIX, AIX, and Solaris SPARC
11.22
Viewer Displays Blank Page Instead of Document
11.23
HTML Login Form Displayed Instead of Document in Advanced Viewer Mode
11.24
Viewer Reports Magic Number Error
11.25
Invalid Skin Preference Displays Generic User Interface
11.26
Problem Displaying Second Page of Microsoft PowerPoint 2007 Document
A
User Interface
A.1
Icons
A.2
Navigator Pane
A.3
Navigation Train
A.4
Upload Document Page
A.5
Update Document Page
A.6
Export Definitions: Export Comments Page
A.7
Export Definitions: Applications Page
A.8
Export Definitions: Searches Page
A.9
Export Definitions: Inputs Page
A.10
Export Definitions: Summary Page
A.11
Import Definitions: File Location Page
A.12
Import Definitions: Select Imports Page
A.13
Import Definitions: Validate Imports Page
A.14
Import Definitions: Summary Page
A.15
Search Properties Page
A.16
Search Results Formatting Page
A.17
Search Conditions Page
A.18
Search Parameters Page
A.18.1
Operator Properties Dialog Box
A.19
Search Security Page
A.20
Add Security Member Page
A.21
Search Preview and Test Page
A.22
Search Review Settings Page
A.23
Search Summary Page
A.24
Application General Properties Page
A.25
Application Field Definitions Page
A.26
Application Security Page
A.27
Application Document Security Page
A.28
Application Storage Policy Page
A.29
Application Workflow Configuration Page
A.30
Workflow Server Properties Page
A.31
Workflow Component Properties Page
A.32
Workflow Payload Properties Page
A.32.1
Edit Format Value Page
A.32.2
Edit Supporting Content Value Page
A.33
Application Review Settings Page
A.34
Application Summary Page
A.35
Input Basic Information Page
A.36
Input Identify and Parse File Parameters Page
A.37
Input Field Mapping Page
A.37.1
Define Date Format Page
A.38
Input Security Page
A.39
Input Review Settings Page
A.40
Input Summary Page
A.41
Content Server Connection Basic Information Page
A.42
Content Server Connection Content Server Settings Page
A.43
Content Server Connection Security Page
A.44
Content Server Connection Review Settings Page
A.45
Content Server Connection Summary Page
A.46
Workflow Connection Basic Information Page
A.47
Workflow Connection Settings Page
A.48
Workflow Connection Security Page
A.49
Workflow Connection Review Settings Page
A.50
Workflow Connection Summary Page
A.51
Definition Management Security
Index
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