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Oracle® Fusion Middleware Configuration Guide for Oracle Enterprise Repository
11
g
Release 1 (11.1.1.5.0)
Part Number E16580-07
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Basic Configuration
1.1
Overview
1.2
Departments
1.2.1
Creating a New Department
1.2.2
Editing Department Information
1.3
Users
1.3.1
Creating a New User
1.3.2
Viewing User Information
1.3.3
User Search
1.3.4
Cloning a User
1.3.5
Editing User Information
1.4
Projects
1.4.1
Viewing Project Details
1.4.2
Creating a Project
1.4.3
Editing a Project
1.4.4
Reassigning Users/Usage
1.4.5
Locating a Project
1.4.6
Closing a Project
1.4.7
Adding a Relationship to a Project
1.5
Roles
1.5.1
User Role Descriptions
1.5.2
Creating a New Role
1.5.3
Editing a Role
1.5.4
Deleting a Role
1.6
Access Settings
1.6.1
Granting Permissions to a Role
1.6.2
Editing Permissions
1.6.3
Verifying User Permissions
1.6.4
Security Considerations
1.6.4.1
Access Setting and the Asset Editor
1.6.4.2
Permissions
1.7
Sessions
1.7.1
Viewing Sessions
1.7.2
Deleting a Single Session
1.7.3
Deleting Multiple Session
2
Customizing Oracle Enterprise Repository
2.1
Overview
2.1.1
Accessing the Oracle Enterprise Repository Home Page
2.1.2
Customizing the Oracle Enterprise Repository Home Page
2.2
Rebranding Oracle Enterprise Repository
2.2.1
Start with CSS
2.2.2
Customizing Skins
2.2.2.1
Choosing a Skin
2.2.2.2
Creating a Skin
2.2.2.3
Images
2.2.2.4
Activating Your Custom Skin
2.2.2.5
Installing a Oracle-supplied Custom Skin in Oracle Enterprise Repository
2.2.2.6
Using the Directory Structure
2.3
Role/Department-based Homepage Display
2.3.1
Installation
2.4
Install Oracle Enterprise Repository Solution Packs
3
Configuring Oracle Enterprise Repository to use External Authentication Tooling
3.1
LDAP/Active Directory
3.1.1
Overview
3.1.2
Enable LDAP Integration System Properties
3.1.3
Modify LDAP/Active Directory Properties
3.1.4
Security Considerations
3.1.4.1
Use Case Sample Scenarios
3.1.5
LDAP Property Examples
3.2
eTrust Single Sign-On
3.2.1
Overview
3.2.2
Configure Oracle Enterprise Repository For Use With Single Sign-On Authentication
3.2.2.1
Enable Single Sign-On Integration System Properties
3.2.2.2
Using the Oracle Enterprise Repository SSO Integration with Basic Authentication
3.2.2.3
Modify Application Property Files Manually
3.2.3
Advanced Options
3.2.3.1
Creating/Assigning Default Roles for New Users
3.2.3.2
Create New Users/Allow Unapproved Users
3.2.3.3
Enable Unapproved/New User Login
3.2.3.4
New User Notification
3.2.3.5
Syncing Departments
3.2.3.6
Syncing Roles
3.2.3.7
Enable Debug Logging
3.3
Container Managed Setup
3.3.1
Overview
3.3.2
Configure the Container to Support Realm Authentication
3.3.3
Configure Oracle Enterprise Repository for Container Managed Authentication
3.3.4
Modify the Web Application's Web.xml File to Allow for Container Authentication
4
Configuring Advanced Role-based Access Control
4.1
Overview
4.2
Security Considerations
4.2.1
Access Settings and the Asset Editor
4.2.2
Enabling Custom Access Settings
4.3
Basic Concepts
4.3.1
Roles
4.3.2
Access Settings
4.4
Access Definitions
4.5
Process Overview
4.6
Granting and Denying Permissions
4.6.1
Grant/Deny Access to Specific Assets
4.6.1.1
Prerequisites
4.6.1.2
Create the Asset CAS
4.6.2
Grant/Deny Access to Specific Download Files Within an Asset
4.6.2.1
Prerequisites
4.6.2.2
Create the File CAS
4.7
Configuring Access Settings for Existing Roles
4.7.1
User Roles and Default Privileges
4.7.2
Access Options
4.7.2.1
Option I: Grant or deny access to specific assets using CAS
4.7.2.2
Option II: Grant or deny access to specific files and assets using CAS
4.8
Role-based Access Control Use Cases
4.8.1
Use Case 1: Expose Web Services to Customers and Trading Partners
4.8.1.1
Benefit
4.8.1.2
Overview
4.8.1.3
Solution
4.8.2
Use Case 2: Manage Intellectual Property in a Global Economy
4.8.2.1
Benefits
4.8.2.2
Overview
4.8.2.3
Solution
4.8.3
Use Case 3: Establish a Federated Repository
4.8.3.1
Benefit
4.8.3.2
Overview
4.8.3.3
Solution
4.8.4
Use Case 4: Manage the Asset Lifecycle
4.8.4.1
Benefit
4.8.4.2
Overview
4.8.4.3
Configuring the Use Case Solutions
4.8.4.4
Asset Lifecycle Management Solution Validation Tests
4.8.5
Use Case 5: Limit Access to Source Code Files to Asset Production Teams
4.8.5.1
Benefit
4.8.5.2
Overview
4.8.5.3
Solution
4.8.6
Use Case 6: Grant Browse-only Repository Access to Specific Groups
4.8.6.1
Benefit
4.8.6.2
Overview
4.8.6.3
Solution
4.8.6.4
Validation Test
5
Password Encryption
5.1
Accessing Oracle Enterprise Repository Diagnostics Page
5.2
Generating Encrypted Passwords
5.2.1
Encrypted Passwords Used in Oracle Enterprise Repository Deployment
5.2.2
Other Passwords
5.3
Encrypting the Configuration File Passwords
5.3.1
Harvester Configuration File
5.3.2
Exchange Utility Configuration File
5.3.3
Workflow Configuration File
6
Configuring and Using Automated Harvesting in Design-time and Runtime Environments
6.1
Getting Started with Harvester
6.1.1
Prerequisites
6.1.2
Harvester Functionality
6.1.3
Artifacts/Products Version Matrix
6.2
Configuring the Harvester
6.2.1
Obtaining the Harvester
6.2.2
Configuring the Harvester for the Command Line
6.2.2.1
Setting Repository Connection Information for the Command Line
6.2.2.2
Selecting the Artifacts to Harvest for the Command Line
6.2.3
Using Harvester within an Integrated Development Environment
6.2.4
Invoking the Harvester Using the Repository.Submit Ant Task
6.2.4.1
Specifying Parameters for the repository.submit Ant Task
6.2.4.2
Specifying Parameters as Nested Elements
6.2.4.3
Running the Harvester from Ant
6.2.4.4
Using the Third-Party Tasks
6.2.5
Invoking Harvester from WLST
6.2.6
Runtime Harvesting Details
6.2.6.1
Harvesting from Oracle SOA Suite Server
6.2.6.2
Harvesting Web Services from WebLogic Server
6.2.6.3
Harvesting Web Services from Oracle Service Bus
6.2.7
Performing Optional Harvester Configuration
6.2.7.1
Oracle Metadata Service URLs
6.2.7.2
Classpath URLs
6.2.8
Configuring Logging for the Harvester
6.2.9
Transaction Handling in Harvester
6.2.10
Advanced Configuration
6.3
Harvesting of Artifacts
6.3.1
Harvesting Artifacts
6.3.1.1
BPEL
6.3.1.2
WSDL
6.3.1.3
XSD
6.3.1.4
XSL
6.3.1.5
Harvesting Oracle SOA Suite
6.3.1.6
JCA Adapters
6.3.1.7
Applications via Oracle BSE (WSDL/SOAP)
6.3.1.8
Proxy Service or Business Service
6.3.1.9
Oracle Service Bus (OSB) Project
6.3.1.10
Oracle BPEL Process Manager (BPMN)
6.3.2
Harvesting Oracle Business Process Analysis Projects
6.3.3
Harvesting Oracle Business Process Manager 11
g
Projects
6.3.4
Harvesting Oracle Service Bus 10
g
Assets
6.3.5
Harvesting a SOA Project from JDeveloper
6.3.6
Harvesting Deployed Composites from JDeveloper
6.3.6.1
Associate JDeveloper Application with Oracle Enterprise Repository Project
6.3.6.2
Consume WSDL Services from Oracle Enterprise Repository
6.3.7
Detecting Duplicate Artifacts
6.3.8
Downloading Harvested Artifacts
6.3.9
Searching Harvested Assets
6.3.9.1
Using Consumption Method
6.3.9.2
Using Metadata
6.3.10
Previewing of the Created Assets in Harvester
6.3.11
Best Practices
6.3.11.1
Recommended Privileges for Harvesting
6.3.11.2
Do Not Override the Namespace Parameter
6.3.11.3
Namespaces in WSDL Files
6.3.11.4
Harvesting Completed Work
6.3.11.5
Harvesting and Maintenance Releases of XSD
6.3.11.6
Harvesting Metadata throughout the Asset Lifecycle
6.3.11.7
Downloading WSDL Artifacts
6.3.11.8
Harvesting Retired Endpoints
6.3.11.9
Harvesting SOA Projects
6.3.11.10
Harvesting from Oracle JDeveloper 11
g
6.3.11.11
Harvesting a File in the Harvester Folder
6.3.11.12
Running Harvester and Exchange Utility on the Same Computer
6.3.11.13
Harvesting Composite Service WSDL
6.3.12
Known Issues
6.3.12.1
Asset Types Must be Present in the System
6.3.12.2
Two Versions of an Asset Type
6.3.12.3
Do Not Delete the Harvester-Specific Metadata Entries in a in a Harvested Asset
6.3.12.4
Supported Remote Server Types
6.3.12.5
Using Incorrect Encrypted Password
6.3.12.6
View in Repository Option
7
Configuring Metrics
7.1
Introduction
7.2
Metrics Elements
7.2.1
Overview
7.2.2
Adding a Reusable Metrics Tab
7.3
Validate the Elements on the Asset Type
7.4
Running Queries Against the Database
7.4.1
dbqueries
8
Configuring Email Notifications and Distribution Lists
8.1
Using Email Notifications/ Email Distribution Lists
8.1.1
Email Notifications from Oracle Enterprise Repository
8.1.2
When List Members Are Copied on E-mails
8.2
Managing E-mail Distribution Lists
8.3
Updating a Distribution List
8.4
Email Templates
8.4.1
Editing Email Templates
9
Configuring Oracle Enterprise Repository Workflow
9.1
Overview
9.1.1
Understanding the Registration Process
9.1.1.1
Automated Asset Registration Using Automated Workflows
9.1.1.2
Accepting a Submission
9.1.1.3
Registering an Asset
9.1.1.4
Completing the Tab Approval Process
9.1.1.5
Audit Log, Reviews, and Notes
9.1.2
Installing Oracle Enterprise Repository Workflow into Oracle BPM 10.3
9.1.2.1
Step 1: Requirements
9.1.2.2
Step 2: Install OBPM and Apply Patch
9.1.2.3
Step 3: Obtain the Oracle Enterprise Repository Workflow Installer
9.1.2.4
Step 4: Configure the build.properties File
9.1.2.5
Step 5: Configure the setenv File
9.1.2.6
Step 6: Edit the workflow.xml File
9.1.2.7
Step 7: Regenerate the workflow.xml File
9.1.2.8
Step 8: Encrypt the workflow.xml File
9.1.2.9
Step 9: Copy the JDBC jar(s)
9.1.2.10
Step 10: Change Permissions
9.1.2.11
Step 11: Run the Setup Script
9.1.2.12
Step 12: Verify the Setup Script
9.2
Introduction to the Oracle Enterprise Repository Automated Workflows
9.2.1
Example "Community Flow" Use Case
9.2.1.1
Software Components
9.2.1.2
Automated Workflows
9.2.1.3
Event Management Tools
9.2.2
Getting Started with Automated Workflows
9.2.2.1
Steps to Configure the Oracle Enterprise Repository Event Manager
9.2.2.2
Use Cases
9.2.2.3
Configuring the Event Manager
9.2.2.4
Triggering an Asset Event
9.2.2.5
Steps to Configure and Run the Oracle Business Process Management Process Engine
9.2.2.6
Triggering an Asset Submission Event
9.3
Configuring the Oracle Enterprise Repository Event Manager
9.3.1
What is the Oracle Enterprise Repository Event Manager?
9.3.2
Configuring the Event Manager's System Settings
9.3.2.1
Enabling the Event Manager
9.3.2.2
Configuring Optional Event Manager Settings
9.3.3
Configuring the Subscription Manager
9.3.3.1
Configuring Web Service Endpoints
9.3.3.2
Setting the Expression to Filter Events
9.3.4
Configuring Logging of Event Manager Events
9.4
Administrating Oracle Business Process Management Processes
9.4.1
Overview
9.4.2
Administering Oracle Business Process Management Web Applications
9.4.2.1
Starting the Oracle Business Process Management Admin Center
9.4.2.2
Starting the Oracle Business Process Management Process Engine
9.4.2.3
Defining the Oracle Business Process Management Participants
9.4.3
Tuning the Oracle Business Process Management Automated Workflows Engine
9.4.3.1
Advanced Properties
9.4.3.2
Database Runtime Properties
9.4.3.3
Memory and Execution Thread Properties
9.4.4
Configuring a Standalone Process Engine for Failover
9.4.5
Using the Oracle Business Process Management Log Viewer
9.4.5.1
Filtering Event Log Messages for Oracle Enterprise Repository Flows
9.5
Configuring Automated Workflows
9.5.1
Overview of Automated Workflows
9.5.2
Creating and Customizing a Workflow Configuration File
9.5.2.1
Defining the Oracle Enterprise Repository Connection and Registrar
9.5.2.2
Encrypting the Registrar User Password
9.5.3
Wiring Asset Events to Flows
9.5.4
Automatic Asset Registration Flows
9.5.4.1
Configuring Community Flows
9.5.4.2
Configuring Automated Acceptance and Automated Registration Flows
9.5.5
Multi-tier Automatic Assignment Flows
9.5.5.1
Use Cases
9.5.5.2
Using an <alerid> for Tab Approvals
9.5.5.3
Setting Up a Community for Multi-tier Tab Approval
9.5.5.4
Setting Up an Asset Type for Multi-tier Tab Approval
9.5.6
Metadata Change Flows
9.5.6.1
Use Cases
9.5.6.2
Configuring Metadata Change Flows
9.5.7
Time-based Escalation Flows
9.5.7.1
Tracking Unsubmitted Assets
9.5.7.2
Tracking Unaccepted Assets
9.5.7.3
Tracking Unapproved Assets
9.5.7.4
Tracking Unregistered Assets
9.5.8
Validation Expiration Flows
9.5.8.1
Asset Expiration Warning Notification
9.5.8.2
Unregister Assets After Expiration
9.5.8.3
Inactivate After Expiration
9.5.8.4
Delete Assets After Expiration
9.5.9
Customizing Email Notification Templates
9.5.10
Email Notification Use Cases
9.5.11
Known Issues
9.6
Configuring JMS Servers for Oracle Enterprise Repository
9.6.1
Overview of JMS for the Event Manager
9.6.2
Configuring Connectivity Properties for External JMS Servers
9.6.2.1
Enabling and Configuring an External JMS Server
9.6.2.2
Configuring JMS Message Header Properties
9.6.2.3
Miscellaneous JMS Properties
9.6.2.4
Configuring External JMS Jar Files
9.6.3
Configuring the Embedded ActiveMQ JMS Server to Use a Database
9.6.3.1
Configuring JMS Durable Subscribers for Web Service Endpoints
9.6.4
Configuring JMS Servers in an Oracle Enterprise Repository Cluster
9.6.4.1
Enabling JMS Clustering Mode
9.6.4.2
Configuring Embedded JMS Servers for Clustering
9.6.4.3
Configuring External JMS Servers for Clustering
9.6.5
Configuring a JMS Provider In WebSphere 6.1.0.5
9.7
Monitoring and Managing Events
9.7.1
Overview
9.7.2
Monitoring Events
9.7.2.1
Prerequisites
9.7.2.2
Usage
9.7.3
Cleaning Up Stored Events
9.7.3.1
Prerequisites
9.7.3.2
Usage
9.7.3.3
Sample Event Cleanup
9.7.4
Configuring Workflow
9.7.4.1
Refreshing the Workflow Config File
9.7.5
Encrypting Your Passwords
9.8
Extending the Event Manager for Web Service Endpoints
9.8.1
Overview
9.8.2
Developing a Web Service Endpoint
9.8.3
Web Service Operations
9.8.3.1
Available Web Service Operations
9.8.3.2
Selecting a Web Service Operation
9.8.3.3
Developing a Notifier Plug-in
9.8.4
Developing an Endpoint with an Incompatible Contract
10
Configuring Oracle Enterprise Repository to Exchange Metadata with the Oracle Service Registry
10.1
Getting Started With the Oracle Registry Repository Exchange Utility
10.1.1
What is the Oracle Registry Repository Exchange Utility?
10.1.1.1
Valid Metadata Entities
10.1.1.2
Prerequisites
10.1.2
Example Use Cases
10.2
Configuring the Oracle Registry Repository Exchange Utility
10.2.1
Installing and Configuring the Oracle Registry Repository Exchange Utility
10.2.1.1
Install the Oracle Registry Repository Exchange Utility
10.2.1.2
Configure Using the Asset Type Name
10.2.2
Installing Oracle Service Registry
10.2.3
Configuring the Oracle Registry Repository Exchange Utility Configuration File
10.2.3.1
Setting the Repository Connection Information
10.2.3.2
Setting the Registry Connection Information
10.2.3.3
Setting the Repository Query
10.2.3.4
Setting the Destination Registries
10.2.3.5
Setting the Registry Query
10.2.3.6
Setting the Source Registry
10.2.4
Configuring Oracle Enterprise Repository Categorizations in the UDDI Mappings File
10.2.5
Configuring the tModelKey UDDI Setting
10.2.6
Understanding the Oracle Registry Repository Exchange Utility's Property File
10.3
Using the Oracle Enterprise Repository Exchange Utility
10.3.1
Running the Oracle Registry Repository Exchange Utility
10.3.1.1
Invoking the Oracle Registry Repository Exchange Utility Using Workflows
10.3.2
How the Exchanged Metadata Is Synchronized
10.3.2.1
Synchronizing the Metadata Published from Oracle Enterprise Repository to Oracle Service Registry
10.3.2.2
Synchronizing the Metadata from Oracle Service Registry to Oracle Enterprise Repository
10.3.3
Searching for Oracle Service Registry Exchanged Metadata in Oracle Enterprise Repository
10.3.4
Checking the Oracle Registry Repository Exchange Utility Log File
10.3.5
Known Issues
10.3.5.1
Resynchronizing Oracle Service Registry Services
10.3.5.2
Publishing Services to Oracle Service Registry
10.3.5.3
Running an Incorrect Version of Java
11
Configuring Prescriptive Reuse
11.1
Overview
11.2
Creating a Compliance Template Type
11.3
Creating a Compliance Template
11.4
Apply a Compliance Template to a Project
11.5
Using Assets Associated with Compliance Templates (Prescribed Assets)
11.6
Running a Project Compliance Report
12
Configuring Assets in Progress
12.1
Overview
12.2
Viewing Assets in Progress
12.3
Enabling Assets in Progress
12.4
Disabling Assets in Progress
12.5
Enabling Viewing of Assets in Progress Through an IDE
13
Configuring Automated Usage Detection
13.1
Overview
13.2
Enabling SFID
13.3
Adding the SFID Element to a Type
13.4
Adding an SFID to an Asset
13.4.1
Update an SFID File
13.4.2
Remove an SFID File
13.5
SFID Tool Kit
13.5.1
Installation and Configuration
13.5.1.1
Enabling Harvesting of Unrecognized SFIDs
13.5.1.2
Object Model
13.5.1.3
Description of Sample Directory Crawler
13.6
SFID Manager
13.6.1
Enabling the SFID Manager
13.6.2
Using the SFID Manager
13.7
Calculating the SFID Programmatically
13.8
SFID Limitations
14
Configuring Policy Management
14.1
Overview
14.2
Activating the Policy Management Feature
14.3
Creating a Policy Type
14.4
Adding the Policy Assertion Element to the Policy Type
14.5
Creating a Policy
14.6
Adding the Applied Asset Policies Element to a Type
14.7
Applying a Policy to an Asset
14.8
Viewing Policy Status
14.9
Validating Policy Assertions
14.10
Running the Oracle Enterprise Repository Policy Reports
15
Configuring BI Publisher Enterprise Server
15.1
Deploy Oracle Enterprise Repository Pre-configured BI Publisher Content
15.2
Define Security Model
15.2.1
Users
15.2.2
Roles and Permissions
15.3
Configuring the Oracle Enterprise Repository JDBC Data Source
15.4
Configuring the BI Publisher Server - Cache Expiration
15.5
Validating the Installation and Configuration of BI Publisher
15.6
Configuring the Oracle Enterprise Repository System Settings to Enable Reporting
15.7
Configuring the Oracle Enterprise Repository System Settings to Allow Authenication Proxying
16
System Settings Overview
16.1
Access System Settings
16.2
Search for System Settings
16.3
Enable System Settings Properties
16.4
Move Settings to Database
16.5
System Settings in Oracle Enterprise Repository
16.5.1
Functional Settings
16.5.1.1
General User Interface
16.5.1.2
Search
16.5.1.3
Print Asset Detail via PDF
16.5.1.4
Projects and Navigator
16.5.1.5
Assets in Progress
16.5.1.6
Policy Management
16.5.1.7
Notifications
16.5.1.8
Access Control
16.5.1.9
Software File Identification (SFID)
16.5.1.10
Use - Download
16.5.1.11
Custom Links
16.5.1.12
Reports
16.5.1.13
Miscellaneous
16.5.2
Server Settings
16.5.2.1
General
16.5.2.2
Server Resources
16.5.2.3
Email
16.5.2.4
Upload Area
16.5.2.5
Audit
16.5.2.6
Caching
16.5.3
Enterprise Authentication Settings
16.5.3.1
General
16.5.3.2
Authentication Token
16.5.3.3
Password Settings
16.5.3.4
Plugin Login Settings
16.5.3.5
LDAP and Active Directory Settings
16.5.3.6
Single Sign-On (SSO) Settings
16.5.3.7
Container Login Settings
16.5.3.8
Cookie Login Settings
16.5.3.9
Guest Login Settings
16.5.4
Open API Settings
16.5.4.1
Open API
16.5.5
External Integration Settings
16.5.5.1
UDDI
16.5.5.2
File Stores
16.5.5.3
Rational ClearCase
16.5.5.4
Eventing
16.5.6
Import / Export and Introspection Settings
16.5.6.1
Import / Export
16.5.6.2
WSDL and XSD
16.6
Known Issues
A
Other Configurations
A.1
Customize the Oracle Enterprise Repository Help System
A.1.1
Download the Help File
A.1.2
Configure the Custom Help URL Property
A.2
Creating and Configuring an Upload Submission Directory
A.2.1
Asset Upload System Settings
A.2.2
Creating and Configuring an Artifact Store
A.2.3
Selecting a New Artifact Store
A.3
Creating an Asset Audit Log
A.4
Plug-ins and Adapters
A.5
Oracle Enterprise Repository Default Artifact Store Integration
A.6
Maintaining XSLT Templates for use with the Export-to-PDF Feature
A.6.1
Under Tomcat
A.6.2
Maintaining XSL:FO Templates for use with Oracle Enterprise Repository
A.7
Support for UTF-8/Unicode Characters
A.8
Asset Type Inventory
A.8.1
Base Data Pack
A.8.2
Harvester Solution Pack
A.9
Data Rules
A.9.1
Flags on Asset Type Elements
A.9.2
Grandfathered Data
A.9.3
Element Storage
A.9.4
Elements Required to Exist on Asset Types
A.9.5
Elements Tied to Functionality
A.9.6
Description of the Asset Type Catalog
A.10
Harvester Properties Matrix
Index
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