7 Configuring Oracle Imaging and Process Management

This chapter describes how to configure an Oracle Imaging and Process Management (Oracle I/PM) application in an Oracle WebLogic Server domain, in these topics:

7.1 Completing the Oracle I/PM Configuration

Before you complete the configuration of Oracle I/PM, your system needs to have Universal Content Management (Oracle UCM) installed and configured. Oracle I/PM uses Oracle UCM for its repository. You can use either Oracle UCM 11g or Oracle UCM 10g as the Oracle I/PM repository. For information about configuring Oracle UCM 11g, see Chapter 4, "Configuring Oracle Enterprise Content Management Suite," Chapter 5, "Configuring Oracle Universal Content Management," and Section 7.1.1.1, "Configuring Oracle Content Server 11g to Work with Oracle I/PM." For information about using Oracle UCM 10g as the repository, see Section 7.1.1.2, "Installing and Configuring Oracle UCM 10g to Work with Oracle I/PM."

Note:

In a production system, Oracle Enterprise Content Management Suite applications need to use an external Lightweight Directory Application Protocol (LDAP) authentication provider rather than the Oracle WebLogic Server embedded LDAP server, which is part of the default configuration. If you want to reassociate the identity store for Oracle I/PM with an external LDAP authentication provider, it is easier to do this before you complete the configuration of the Oracle I/PM Managed Server and before you connect it to the Oracle Universal Content Management (Oracle UCM) repository. For more information, see Section 4.9, "Reassociating the Identity Store with an External LDAP Authentication Provider."

The user who logs in first to an Oracle I/PM Managed Server is provisioned with full security throughout the server. When this user first logs in, Oracle I/PM provides a user interface to complete the configuration, including connecting to a repository or repositories and, optionally, to a Business Process Execution Language (BPEL) server.

To complete the Oracle I/PM configuration, you need to perform these tasks:

  1. Section 7.1.1, "Configuring an Oracle UCM Repository for Oracle I/PM"

  2. Starting the Administration Server and the Oracle UCM Managed Server, as described in Chapter 10, "Verifying the Installation and Configuration"

  3. Starting the Oracle I/PM Managed Server and Accessing the Web Client

  4. Connecting to an Oracle UCM Repository

  5. Configuring the AgentUser and GDFontPath MBeans

7.1.1 Configuring an Oracle UCM Repository for Oracle I/PM

You can configure either Oracle Content Server 11g or Oracle Content Server 10g as the Oracle UCM Repository for Oracle I/PM.

7.1.1.1 Configuring Oracle Content Server 11g to Work with Oracle I/PM

Oracle UCM 11g is installed with Oracle Enterprise Content Management Suite. When an Oracle UCM Managed Server and Oracle I/PM Managed Server are configured in an Oracle WebLogic Server domain on the same host machine, the configuration of Oracle Content Server 11g to work with Oracle I/PM is automatic.

If Oracle UCM is installed in a domain that is later extended with Oracle IPM, then Oracle UCM will not be reconfigured to work with Oracle I/PM until the next restart of the Oracle UCM Managed Server. In this case, you must restart the Oracle UCM Managed Server before connecting to Oracle Content Server from the Oracle I/PM web client, as described in Section 7.1.3, "Connecting to an Oracle UCM Repository.".

If the Oracle UCM and Oracle IPM Managed Servers are configured to run on different machines, configuring Oracle I/PM will not configure Oracle UCM 11g to work with it. In this case, you must follow the manual configuration steps to configure Oracle UCM.

To configure Oracle UCM 11g manually to work with Oracle I/PM:

  1. Start the Oracle UCM Managed Server, as described in Section 10.2, "Starting Managed Servers."

  2. Access Oracle Content Server, as described in Section 5.2.1, "Starting Oracle Content Server."

  3. Enable the IpmRepository component:

    1. From the Oracle Content Server Admin Server, select Server Features.

    2. Select IpmRepository, and click the Update button.

    3. Click the OK button to enable this feature.

    4. Restart Oracle Content Server, as described in Section 5.2.4, "Restarting Oracle Content Server."

  4. Enter the following values on the Connection Settings page:

    • Repository Proxy: weblogic

    • Port: The IDC port of the Oracle UCM instance, 4444 by default

  5. Configure the Oracle UCM machine name as part of the Content Server Pool.

  6. Upgrade the default file store:

    1. Under Administration, select Providers.

    2. Select Info in the Action column of the DefaultFileStore row.

    3. When asked if you want to upgrade the file store, click Upgrade, and then click Update in the Edit File Store Provider dialog box.

      Oracle UCM does the upgrade automatically.

7.1.1.2 Installing and Configuring Oracle UCM 10g to Work with Oracle I/PM

For an Oracle UCM 10g repository, Oracle I/PM requires Oracle Universal Content Management (Oracle UCM) 10gR3 (10.1.3.3.3), also referred to as Oracle Content Server 10gR3. After installing and configuring Oracle Content Server 10gR3, you need to update the system with the Content Server 10g Update Bundle. Both are required for Oracle UCM 10g to work with Oracle I/PM 11g.

You can download both Oracle Content Server 10gR3 and the Content Server 10g Update Bundle from Oracle E-Delivery or Oracle Technology Network (OTN). For more information about the software locations, see Section 1.2, "Software Downloads for Oracle ECM Installation and Configuration."

For information about installing and configuring Oracle Content Server 10gR3, see the Getting Started section of the Oracle Content Server page on Oracle Technology Network at

http://www.oracle.com/technology/products/content-management/cdbs/cs.html

If you are using Oracle I/PM 11g with Oracle Content Server 10gR3, make sure to update Content Server with the latest update patch.

7.1.1.2.1 Upgrading the JDK Version of Oracle Content Server 10g

After you deploy Oracle I/PM to an Oracle WebLogic Server Managed Server, by creating or extending a WebLogic Server domain, you need to upgrade the JDK version of your Oracle Content Server 10gR3 (Oracle UCM) installation to the same JDK 1.6 version that Oracle I/PM uses. This is the JDK version that you specified for the Oracle I/PM Managed Server on the Configure Server Start Mode and JDK screen of the Fusion Middleware Configuration Wizard. For information about the JDK version that Oracle I/PM supports, see the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network at

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

Refer to the Oracle Fusion Middleware 11g Release 1 (11.1.1.x) Product Area, System Requirements and Supported Platforms for Oracle Imaging and Process Management and Oracle Information Rights Management 11gR1 (xls).

For information about changing the JDK version that Oracle Content Server 10gR3 uses, see Oracle Universal Content Management Content Server Installation Guide, version 10gR3, for your operating system.

7.1.1.2.2 Configuring Oracle Content Server 10g to Work with Oracle I/PM

You need to configure Oracle Content Server before it can work with Oracle I/PM. During the configuration, restart Oracle Content Server whenever prompted to do so.

To configure Oracle Content Server 10g to work with Oracle I/PM:

  1. Update the IP address filter:

    1. On the system where Oracle UCM 10g is installed, run the following command:

      • UNIX operating system

        UCM_ORACLE_HOME/bin/SystemProperties
        
      • Windows operating system

        UCM_ORACLE_HOME\bin\SystemProperties
        
    2. With your system's DISPLAY environment variable to a valid X Server, click the Server tab in the display.

    3. In the IP Address Filter field, add a vertical bar (|) followed by the IP address of the system where Oracle I/PM is installed.

      For example: 192.0.2.1|192.0.2.130

      The IP address is required for the Oracle I/PM system to have access to the Oracle UCM system without authentication.

    4. Click OK.

      This change will require a restart of Oracle Content Server, which you can do at the end of this procedure, after installing the Oracle UCM components.

  2. Open the Oracle UCM web client in a web browser (http://hostname:port/location, such as http://myhost.mycompany.com:8000/idc), and log in.

  3. Open the Administration tray.

  4. Upgrade the default file store:

    1. Under Administration, select Providers.

    2. Select Info in the Action column of the DefaultFileStore row.

    3. When asked if you want to upgrade the file store, click Upgrade, and then click Update in the Edit File Store Provider dialog box.

      Oracle UCM does the upgrade automatically.

    Oracle I/PM content is not accessible in a web store. Oracle Content Server traditionally uses a weblayout directory on a file system to store content in a format for viewing in a web browser, but this feature does not have much use in an Oracle I/PM solution and uses extra disk space. After the file store upgrade, you should disable the weblayout functionality in Oracle Content Server for any file store provider configured for use as an Oracle I/PM volume.

  5. Configure system properties:

    1. Confirm that the SearchIndexerEngineName variable matches the type of Oracle UCM system to use (DATABASE.METADATA, DATABASE.FULLTEXT, or OracleTextSearch).

    2. Under Administration tray, select Admin Server.

    3. Click idc.

    4. Select General Configuration, on the left.

    5. Select Automatically assign a content ID on check in.

    6. Specify an Auto Number Prefix value, such as ucm1.

    7. Set the EnableIdcProfileField variable to 1 by adding the following line to the Additional Configuration Variables box:

      EnableIdcProfileField=1
      
    8. Click Save.

  6. Install Oracle UCM components:

    1. Select Component Manager, on the left.

    2. In the Install New Component section, click Browse, browse to the /extras directory, and select any components you want to install.

    3. Click Open.

    4. Click Install.

      If the Component Manager redirects your request to port 80, you can reconfigure your web server to use port 80.

      Restart Oracle Content Server when prompted.

    5. Fill in any necessary details for each component you selected, and then click Continue.

      The menu displays several selections, some of which are checked. You can accept the default selections.

    6. Click here to return to the Component Manager.

    7. In the Install New Component section, click Browse.

    8. Browse to the ECM_ORACLE_HOME/ipm/lib directory, and select IpmRepository.zip.

    9. Click Open.

    10. Click Install.

      Restart Oracle Content Server when prompted.

    11. Click Continue.

    12. Click here to return to the Component Manager.

    13. In the Install New Component section, click Browse and browse to the /extras directory.

    14. Select any components in the /extras directory and IpmRepository.

    15. Click Enable.

    16. Fill in any necessary details for each component you selected, and then click Continue.

      Restart Oracle Content Server when prompted.

    17. Click here to return to the Component Manager.

    18. From the Options list on the left, select Start/Stop Content Server.

    19. Select Restart.

    20. Ensure that Oracle Content Server is running after you restart it.

7.1.1.2.3 Adding the Administrator User and Administrators Group to Oracle UCM

You need to add the administrator user to Oracle UCM and assign it to the Administrators group before this user can perform administration tasks on Oracle UCM.

To add the administrator user and Administrators group to Oracle UCM

  1. In the Oracle UCM web client, select Admin Applets under Administration.

  2. Click User Admin.

  3. On the Security tab, select Permissions By Role.

  4. Select Add New Role.

  5. In the Role Name field, enter Administrators.

  6. Click OK.

  7. Click Close.

  8. Click Add.

  9. For Authorization Type: Local, click OK.

  10. Create the administrator user, and enter the password.

  11. Click the Roles tab.

  12. Click Add Role.

  13. Select Administrators, and then click OK.

  14. Click OK.

  15. Close the User Admin applet.

7.1.1.3 Configuring a File Store Provider for Content Storage

An administrator can configure a file store provider in Oracle Content Server 11g to control how and where files are stored and managed within the Oracle Content Server instance. Instead of storing all content on a single file system, you can use a file store provider to store content across multiple file systems as well as within a database. The File Store Provider component is installed and enabled by default with Oracle Content Server installation and configuration.

For Oracle I/PM, you should add a file store provider to use instead of the default file store provider. Also, you should disable the traditional web layout functionality for the file store.

For more information, see "Configuring a File Store System" in Oracle Fusion Middleware System Administrator's Guide for Universal Content Management.

7.1.1.3.1 Configuring a File Store Provider

A file store provider can be a combination of any media supported by Oracle Content Server. Because the document storage location is not defined by the media being used for storage, the term volume is used to represent a storage location when an application is defined in the Oracle I/PM user interface. Oracle I/PM connects to a volume defined and configured in Oracle Content Server by an administrator. You cannot use Oracle I/PM to create or define a volume.

An Oracle Content Server administrator can configure a file store provider. For more information, see "File Store Administration Interface" in Oracle Fusion Middleware System Administrator's Guide for Universal Content Management.

7.1.1.3.2 Disabling Web Layout Functionality for Oracle I/PM

Oracle Content Server traditionally uses a /weblayout directory on a file system to store content in a format for viewing in a web browser, even if the main storage volume is set up in a database. This file system store is useful for making content retrieval faster for a web site or for storing a secondary file that describes the primary content item, but it does not have much use in an Oracle I/PM solution. Files copied to a /weblayout directory in an exclusively Oracle I/PM solution would never get used, taking up unnecessary storage space. Oracle recommends disabling the web layout functionality for any file store provider that is configured for use as an Oracle I/PM volume.

An administrator can disable the web layout functionality by selecting the Is Webless File Store option on the Add/Edit Storage Rule page for a file store provider in Oracle Content Server. For more information, see "Add/Edit Storage Rule Page" in Oracle Fusion Middleware System Administrator's Guide for Universal Content Management.

7.1.2 Starting the Oracle I/PM Managed Server and Accessing the Web Client

After you start the Administration server and the Oracle I/PM and Oracle UCM Managed Servers, you can access the Oracle I/PM web client.

To access the Oracle I/PM web client:

  1. Start the Oracle I/PM Managed Server, as described in Section 10.2, "Starting Managed Servers."

  2. Access the web client at this URL: http://hostname:16000/imaging

    Log in with the administrator user name and password.

    Note:

    This first user to connect to the Oracle I/PM system is registered as the Oracle I/PM administrator.

7.1.3 Connecting to an Oracle UCM Repository

Before Oracle I/PM can use the Oracle UCM repository, you need to configure a connection to Oracle Content Server. You can create a connection to it from Oracle I/PM.

To connect to an Oracle UCM repository:

  1. Open a web browser, and navigate to this web site: http://hostname:16000/imaging

  2. Log in with the administrator user name and password.

  3. Navigate to the Manage Connections tray, and select Create Content Server Connection from the list.

  4. Enter a name for the connection on the Basic Information page and, optionally, a description, and then click Next.

  5. Enter the following values on the Connection Settings page:

    • Repository Proxy: weblogic

    • Port: The IDC port of the Oracle UCM instance, 4444 by default

    If the Oracle UCM server is on the same machine as the Oracle IPM server, select Use Local Content Server. If the servers are not installed on the same machine, you will need to configure the Oracle UCM machine name as part of the Content Server Pool.

  6. Click Next.

  7. Enter a Connection Security value for the connection.

    Select which users and groups should have permission to access, modify, delete, or grant others access to this connection definition. At least one user or group must have the grant access permission.

  8. Click Next.

  9. At the Summary screen, click Submit.

7.1.4 Configuring the AgentUser and GDFontPath MBeans

Three agents run outside of Oracle I/PM, so they need to log into the Oracle I/PM system using a standard user in the security store. Oracle I/PM assigns security to this user name, which you need to configure as the agent user, by setting the AgentUser MBean. The user selected for the agent user is not allowed to sign on using the Oracle I/PM user interface.

For conversions to work correctly on a UNIX operating system, it needs to have TrueType fonts available. If these fonts are not available on your system, you need to install them. To set the font path on a UNIX operating system, you need to configure the GDFontpath MBean.

You can configure these MBeans through the System MBean Browser in Oracle Enterprise Manager Fusion Middleware Control.

To configure the AgentUser and GDFontPath MBeans:

  1. Access the Oracle I/PM domain in Fusion Middleware Control at the following URL:

    http://adminServerHost:adminServerPort/em
    

    For adminServerHost, specify the name of the computer that hosts the Administration Server for your domain. For adminServerPort, specify the listen port number for the Administration Server. The default number is 7001. For example:

    http://myHost:7001/em
    

    To log in, supply the user name and password that were specified on the Configure Administrator User Name and Password screen in the configuration wizard.

  2. In the navigation tree on the left, expand Application Deployments, and then click imaging (IPM_server1).

  3. On the Application Deployment menu, select System MBean Browser.

  4. In the navigation tree on the System MBean Browser page, under Configuration MBeans, close the com.bea folder.

  5. Expand the oracle.imaging folder, under Application Defined MBeans.

  6. Expand the Server: IPM_server1 and config folders.

  7. Click config.

  8. Set the value of the AgentUser attribute to a user name that already exists in the Oracle WebLogic Server LDAP authentication provider, click Apply, and then click Return.

    The selected user for AgentUser cannot log in to the Oracle I/PM application through its user interface.

  9. On a UNIX operating system, set the value of the GDFontPath attribute to the location of your True Type Fonts (TTF) files; for example:

    /usr/share/X11/fonts/TTF
    

    For systems on which Oracle WebLogic Server includes a JDK, you can find some TTF files in the JDK/jre/lib/fonts directory.

    Some standard font locations on different UNIX platforms follow:

    • Solaris SPARC: /usr/openwin/lib/X11/fonts/TrueType

      Note:

      For document conversions on a Solaris SPARC platform, Oracle I/PM requires the GNU Compiler Collection (GCC) package 3.4.2 or later in the /usr/local/packages directory.

      Install this package on the Solaris operating system that will run Oracle I/PM. You can download GCC from the Sunfreeware web site at

      http://www.sunfreeware.com
      

      You also need to set the LD_LIBRARY_PATH environment variable to /usr/local/packages/gcc-3.4.2/lib before starting the Oracle I/PM Managed Server. If you are using a later version of GCC, set that version instead of 3.4.2.

    • AIX: /usr/lpp/X11/lib/X11/fonts/TrueType

    • HP-UX Itanium: /usr/lib/X11/fonts/TrueType

  10. Click Apply.

  11. Restart the Oracle I/PM Managed Server.

7.2 Configuring the Full-Text Features in the Oracle UCM Repository

Oracle I/PM supports two types of Full-Text searching under Oracle UCM: DATABASE.FULLTEXT and Oracle Text Search. Oracle I/PM can use the full-text features if you configure full-text searching in the Oracle UCM repository first. For DATABASE.FULLTEXT systems, after the indexes are rebuilt, nothing needs to be done on the Oracle I/PM side. Oracle Text Search, however, requires that the index be rebuilt every time a new application is built with the FullText option.

7.3 Connecting to a BPEL Server

A connection to a BPEL server is used to connect to the server through the BPEL EJB API. The information will be used for communication though the T3 protocol (not through HTTP). Before Oracle I/PM can connect to a BPEL server, you need to configure a connection to it. From the Oracle Imaging and Process Management user interface, you can create a BPEL connection and configure SSL for the BPEL server.

For more information, see "Creating a Workflow Connection" in Oracle Fusion Middleware Administrator's Guide for Imaging and Process Management.

7.4 Setting Oracle I/PM System Security

On a new Oracle I/PM system, the first user to log in is automatically granted full permissions. Typically, this initial user associates other users or groups, after which his or her permissions are changed or revoked as needed.

If security provider changes are made after this initial user login to Oracle I/PM, follow the steps below to reset Oracle I/PM system security. For example, if you later change the security configuration to point to an Oracle Internet Directory provider or a Microsoft Active Directory provider, you must reset Oracle I/PM system security.

  1. Manually create or migrate users and groups to the new external security provider, using utilities as needed.

    For more information, see Section 4.9, "Reassociating the Identity Store with an External LDAP Authentication Provider."

  2. Run the refreshIPMSecurity() WLST MBean command.

    For more information, see Oracle Fusion Middleware WebLogic Scripting Tool Command Reference.

    Note:

    During the refresh, users or groups for whom matching identifying information is not found are ignored. As security changes are made, invalid users or groups are removed from the Oracle I/PM database.

7.5 Installing and Configuring Oracle Application Extension Framework

Oracle Application Extension Framework (AXF) is automatically installed with Oracle I/PM. For information about configuring and using AXF and the AXF database tables, see Oracle Fusion Middleware E-Business Suite Adapter for Oracle Enterprise Content Management Administrator's Guide or Oracle Fusion Middleware Administrator's Guide for Oracle PeopleSoft Adapter for Oracle Enterprise Content Management.

To verify that the AXF infrastructure is properly installed, two simple solutions, HelloWorld and HelloBpel, are included with AXF. HelloWorld is a basic solution that returns a Hello string. The HelloBpel solution includes a BPEL process to verify the BPEL integration.

7.5.1 Verifying the AXF Installation with HelloWorld

Follow these steps to enable the HelloWorld solution:

  1. As the AXF database user, run the insertHelloCommand.sql script from the following directory:

    • UNIX operating system

      MW_HOME/ECM_ORACLE_HOME/axf/drivers/HelloWorld/dbscripts
      
    • Windows operating system

      MW_HOME\ECM_ORACLE_HOME\axf\drivers\HelloWorld\dbscripts
      

    Note:

    For IBM DB2 only, add the following line to beginning of the insertHelloCommand.sql script before you run it:
    CONNECT TO soadb USER am3_ipm USING oracle;
    
  2. Access the driver page of the AXF web application using the following URL:

    http://host:port/imaging/faces/Driver.jspx

  3. Enter the following values:

    • Solution Namespace: HelloWorld

    • Command Namespace: Hi

    • User Name: jcooper

      Note:

      This user name is valid only if you are using the application server's built-in jazn.xml security
  4. Click Execute Command.

    An AXF response should display with a populated Conversation ID. If the response is returned, the AXF infrastructure is functioning correctly, and commands can be added and executed.

7.5.2 Verifying the AXF Installation with HelloBpel

The HelloBpel solution includes a BPEL Process and a SQL script to set up the HelloBpel SolutionNamespace for use by that process. The BPEL Process and database script can be found in the installation package under the following directory:

  • UNIX operating system

    MW_HOME/ECM_ORACLE_HOME/axf/drivers/HelloBpel
    
  • Windows operating system

    MW_HOME\ECM_ORACLE_HOME\axf\drivers\HelloBpel
    

To enable the HelloBpel solution:

  1. Edit the following HelloBPEL SQL script to modify all password entries as required for your environment:

    • UNIX operating system

      MW_HOME/ECM_ORACLE_HOME/axf/drivers/HelloBpel/dbscripts/insertHelloBPELData.sql
      
    • Windows operating system

      MW_HOME\ECM_ORACLE_HOME\axf\drivers\HelloBpel\dbscripts\insertHelloBPELData.sql
      

    If the Oracle UCM Managed Server is not on the same host as AXF, you also need to replace Localhost with the name of the Oracle UCM host, such as content.example.com, or the IP address, such as 192.0.2.25.

    For IBM DB2 only, add the following line to beginning of the HelloBPEL SQL script:

    CONNECT TO soadb USER am3_ipm USING oracle;
    
  2. Run the HelloBPEL SQL script.

  3. With JDeveloper 11g, open HelloBPEL.jws from following directory:

    • UNIX operating system

      MW_HOME/ECM_ORACLE_HOME/axf/drivers/HelloBpel/bpel
      
    • Windows operating system

      MW_HOME\ECM_ORACLE_HOME\axf\drivers\HelloBpel\bpel
      

    Deploy the process to your BPEL server. For assistance with this task, consult the JDeveloper documentation.

  4. Access the driver page of the AXF web application using the following URL:

    http://host:port/imaging/faces/Driver.jspx

  5. In the AXF Command Driver screen, enter the following values:

    • Solution Namespace: HelloBpel

    • Command Namespace: OPEN_TASKLIST

    • User Name: jcooper

      Note:

      This user name is valid only if you are using the application server's built-in jazn.xml security
  6. Click Execute Command.

    A response should be displayed in the response screen.

  7. Click Execute Response, and log in when prompted.

    The AXF Task List screen should be displayed. If there are no tasks in the TaskList, open the BPEL Console, create a new instance of HelloWorldBPELProcess, and refresh the Task List.

7.6 Installing and Configuring Oracle Document Capture and Oracle Distributed Document Capture

Oracle Document Capture provides high-volume production scanning from a central location, while Oracle Distributed Document Capture provides a user-friendly web interface that enables distributed enterprises to capture images easily from remote locations.

For information about installing and configuring Oracle Document Capture, see Oracle Document Capture Installation Guide and Oracle Document Capture Administrator's Guide.

For information about installing and configuring Oracle Distributed Document Capture, see Oracle Distributed Document Capture Installation Guide and Oracle Distributed Document Capture Administrator's Guide.

In addition, the Oracle I/PM 11g Commit Driver is required to commit documents from capture to Oracle I/PM. The commit driver is available at the following location, listed under Oracle Document Capture 10g Commit Drivers:

http://www.oracle.com/technology/software/products/content-management/index_dc.html

For instructions on using the Oracle I/PM 11g Commit Driver, see Oracle Distributed Document Capture/Oracle Document Capture Supplemental Administrator's Guide at the following location:

http://download.oracle.com/docs/cd/E10316_01/capture.htm