6 Road Map to Manuals

Each Oracle Access Manager manual is written to help individuals who are responsible for specific tasks on the job. Each Oracle Access Manager deployment may involve the following individuals at various times during the overall implementation process:

• Technical architects

• Network, system, database, and Web administrators

• IT and application developers

• Quality Assurance (QA) engineers

• Business analysts

This chapter provides a brief overview of each manual in the Oracle Access Manager suite as outlined in Table 6-1. Included in each discussion is a brief overview of the intended audience and recommended prerequisite knowledge and skills for the tasks that are described in the book. Individual discussions follow the table.

Table 6-1 Oracle Access Manager Manuals

Title	Purpose
Oracle Access Manager Release Notes	Provide up-to-the-minute details about Oracle Access Manager, changes and new features, and more.
Oracle Access Manager Patch Set Notes	Provide instructions to install or remove the patch set, known issues for the patch set, and more.
Oracle Access Manager Introduction	Acquaints you with Oracle Access Manager 10g (10.1.4.0.1) concepts, features, and applications.
Oracle Access Manager Installation Guide	Guide you as you prepare your environment, then install and set up Oracle Access Manager.
Oracle Access Manager Upgrade Guide	Guide you as you upgrade an earlier Oracle Access Manager installation to the latest version.
Oracle Access Manager Identity and Common Administration Guide	Provides details you must perform Identity System and common administration tasks.
Oracle Access Manager Access Administration Guide	Provides details you must perform Access System administration tasks.
Oracle Access Manager Deployment Guide	Helps you fine tune and manage the Oracle Access Manager installation.
Oracle Access Manager Customization Guide	Provides details to help you customize Oracle Access Manager to change the appearance of applications or change how to control Oracle Access Manager.
Oracle Access Manager Developer Guide	Acquaints you with the application programming interfaces (APIs) provided by Oracle Access Manager and how to write custom applications and plug-ins that use the programmatic access provided to gain access toOracle Access Manager functionality, and, in some cases, to extend that functionality
Oracle Access Manager Integration Guide	Guides you as you integrate Oracle Access Manager with other supported Oracle and third-party products.
Oracle Access Manager Schema Description	Acquaints you with the Oracle-provided objects and attributes that control the behavior of Oracle Access Manager.

6.1 Oracle Access Manager Release Notes

For up-to-the-minute details and known issues about the product release, see the Oracle Access Manager Release Notes.

6.1.1 Audiences

Everyone should review the latest Oracle Application Server Release Notes for their product. For example:

• If you are new to Oracle Access Manager and want to ensure you have the latest details, check the Oracle Access Manager Release Notes.

• If you have used Oracle Access Manager and want to quickly update your knowledge, Oracle Access Manager Release Notes summarize the latest enhancements and changes.

See Also:

Oracle Access Manager Patch Set Notes

6.1.2 Prerequisites

None.

6.2 Oracle Access Manager Patch Set Notes

Oracle Access Manager Patch Set Notes provide information that you need before applying the patch set, including:

• Prerequisites and instructions to install or remove the patch set

• Known issues related to the patch set

• Specific bugs fixed in the patch set

6.2.1 Audiences

Everyone who needs the latest information about Oracle Access Manager and the latest patch set.

6.2.2 Prerequisites

None.

6.3 Oracle Access Manager Introduction

Look to the introduction (the guide you are now reading) for:

• A complete list of what is new in this release

• An introduction to product concepts, features, components, applications, and functions

• An overview of integration and customization options

• An introduction to globalization, localization, and multibyte language support that includes a summary of system behavior

• A brief introduction to system behaviors

• An introduction to installation and multi-language environments

• A road map to all Oracle Access Manager manuals and their audiences, with suggested prerequisite knowledge and skills

• A glossary of terms

6.3.1 Audiences

Anyone interested in learning about Oracle Access Manager should begin with the Oracle Access Manager Introduction.

6.3.2 Prerequisites

None

6.4 Oracle Access Manager Installation Guide

The Oracle Access Manager Installation Guide helps you prepare your environment, then install and set up Oracle Access Manager. The guide includes:

• An introduction to installation and the sequence of tasks that you must perform

• Installation prerequisites, considerations, and options

• Preparation worksheets that you can complete to help streamline your experience and document your Oracle Access Manager installation

• Step-by-step instructions to help ensure a successful Oracle Access Manager installation

• Troubleshooting tips

6.4.1 Audiences

The Oracle Access Manager Installation Guide is required for anyone who is responsible for:

• An overview of installation and configuration tasks and where to find more information about each one

• Details about how to prepare your environment before installation

• Identity Server installation and setup

• WebPass installation to enable communication with the Identity Server

• Policy Manager installation and setup, which includes the Access System Console

• Access Server installation to enable communication with the directory server and WebGate

• WebGate installation to enable communication with the Access Server

• Optional component installation, including the Oracle Virtual Directory, SNMP agent, and Language Packs

6.4.2 Prerequisites

Be sure to read the Oracle Access Manager Introduction before starting the installation. This guide presumes that you have knowledge of and experience with the following:

• Operating and file systems: Windows or UNIX based

• Sites connected to the Internet and networking protocols

• Network security: building firewalls, deploying authentication systems, and so on

• Host security: passwords, uids, file permissions, file system integrity, and the like

• Web server, Web browser, and configuration details

• Database administration

6.5 Oracle Access Manager Upgrade Guide

The Oracle Access Manager Upgrade Guide provides information to help you upgrade an existing Oblix NetPoint or Oracle COREid installation to Oracle Access Manager 10.1.4. The guide includes:

• An introduction to upgrade tasks, planning, and deployment scenarios for both the in-place component upgrade method and the zero-downtime upgrade method

• An overview of upgrade concepts and methods

• Upgrade prerequisites, considerations, and preparation steps

• A summary of changes from earlier system behaviors to 10.1.4 system behaviors to help you easily recognize differences

• Step-by-step instructions to help ensure a successful upgrade of all components and instances to 10.1.4

• Post upgrade steps that you must complete to ensure compatibility with any earlier customizations in the upgraded environment

• Troubleshooting tips

6.5.1 Audiences

The Oracle Access Manager Upgrade Guide is required for anyone who needs to upgrade an earlier Oblix NetPoint or Oracle COREid installation to Oracle Access Manager 10.1.4, which includes:

• Preparing and taking inventory in your older installation

• Upgrading the Identity System components and ensuring backward compatibility with custom plug-ins and customizations

• Upgrading the Access System components and ensuring backward compatibility with custom access clients and plug-ins

• Integration component upgrades

6.5.2 Prerequisites

The Oracle Access Manager Upgrade Guide presumes that you have knowledge of and experience with the following:

• Your earlier Oblix NetPoint or Oracle COREid installation

• Operating and file systems: Windows or UNIX based

• Sites connected to the Internet and networking protocols

• Network security: building firewalls, deploying authentication systems, and so on

• Host security: passwords, uids, file permissions, file system integrity, and the like

• Web server, Web browser, and configuration details

• Database administration

6.6 Oracle Access Manager Identity and Common Administration Guide

The Oracle Access Manager Identity and Common Administration Guide focuses on Identity System administration. It also includes tasks that are common to both the Identity System and Access System. The Oracle Access Manager Identity and Common Administration Guide provides information on how to:

• Configure the rights and tasks available to administrators and end users

• Prepare for administration

• Specify Identity System administrators

• Make schema data available to the Identity System

• Configure User, Group, and Organization Managers

• Chain Identity functions into workflows

• Configure global settings for Oracle Access Manager

• Change transport security modes

• Set up auditing, access reporting, logging, and the SNMP monitor

• Deploy with Active Directory

• Implement .NET Features

During this phase of the implementation, the "Oracle Access Manager Schema Description" may also be useful.

6.6.1 Audiences

The Oracle Access Manager Identity and Common Administration Guide targets the following audiences:

• Identity administrators and delegated Identity administrators

• Individuals who enter or manage information about users, groups, and resources

• Individuals who manage servers

• Individuals who audit or monitor system events and user-session activity

• Individuals who generate reports

6.6.2 Prerequisites

Oracle Access Manager should be installed and its operation confirmed, as described in the Oracle Access Manager Installation Guide or the Oracle Access Manager Upgrade Guide.

To complete activities in the Oracle Access Manager Identity and Common Administration Guide, the reader should have some knowledge of and experience with the following:

• Browser-based interfaces, windows, and menus

• Your Web servers and LDAP directory server

• Data entry

• Policy setting

• Report generation

Helpful

• Knowledge of authentication and authorization concepts

• System or database administration

6.7 Oracle Access Manager Access Administration Guide

The Oracle Access Manager Access Administration Guide focuses on Access System administration. It includes details on how to:

• Configure access administrators and server settings

• Configure AccessGates and Access Servers

• Protect resources with policy domains

• Configure user authentication

• Configure user authorization

• Set up single sign-on

• Use the Access System with other Oracle products

• Access System configuration and management

• Set up form-based authentication

• Enable Impersonation with the Access System

During this phase of the implementation, the "Oracle Access Manager Schema Description" may also be useful.

6.7.1 Audiences

The Oracle Access Manager Access Administration Guide targets the following audiences:

• Access administrators and delegated Access administrators

• Individuals who create and manage policy domains

• Individuals who configure and manage servers, WebGates, and Access System configuration

• Individuals who create and manage authentication and authorization schemes

• Individuals who audit or monitor system events and user-session activity, and generate reports

6.7.2 Prerequisites

Oracle Access Manager should be installed and its operation confirmed, as described in the Oracle Access Manager Installation Guide or the Oracle Access Manager Upgrade Guide.

To complete activities in the Oracle Access Manager Access Administration Guide, the reader should have some knowledge of and experience with the following:

• Browser-based interfaces, windows, and menus

• Your Web servers and LDAP directory server

• Data entry

• Policy setting

• Report generation

Helpful

• Knowledge of authentication and authorization concepts

• System or database administration

6.8 Oracle Access Manager Deployment Guide

The Oracle Access Manager Deployment Guide provides the information needed to fine-tune and manage the Oracle Access Manager installation. The scope of this guide encompasses:

• Capacity planning

• System tuning

• Performance and scalability considerations

• Failover and load balancing

• Caching and cache flush

• Migration planning to move Oracle Access Manager from a test environment to a production environment

6.8.1 Audiences

The Oracle Access Manager Deployment Guide targets the knowledge and skill requirements of system, network, or Master Administrators responsible for optimizing the Oracle Access Manager implementation.

6.8.2 Prerequisites

To complete activities in the Oracle Access Manager Deployment Guide the reader should have strong knowledge of and experience with the following:

• Network, site planning, and networking concepts

• Distributed computing environment concepts

• Consistent network-wide file system layout design

• Routing principles

• Client/server programming

• Operating system details and inter-process communication

• System performance tuning

• Firewall and Internet security

• Computing policies

Helpful

• Familiarity with failover concepts and practices

• Network communications

6.9 Oracle Access Manager Customization Guide

The Oracle Access Manager Customization Guide explains how to control the way Oracle Access Manager looks and operates, without programming. Topics in this guide include:

• Changing the appearance of Oracle Access Manager applications

• Tuning catalog files and a reference for various parameter files

• Designing the graphical user interface (GUI) by editing XML files

• Connecting CGI files or JavaScripts to Oracle Access Manager screens

• Controlling how Oracle Access Manager operates by making configuration changes to the operating system, Web or directory servers, or directory content

• Introducing the Access Manager API (formerly known as the Access Server API) and the Authorization and Authentication Plug-in APIs from an administrator's point of view

6.9.1 Audiences

The Oracle Access Manager Customization Guide is a valuable asset to anyone responsible for customizing Oracle Access Manager to control operations.

6.9.2 Prerequisites

Techniques provided here are vulnerable to error and should be used with the utmost care. This guide assumes that you have some prior knowledge of and experience with:

• Using Oracle Access Manager

• Logical connections between the Identity and Access systems

• General working knowledge of directories and LDAP

• Comfort manipulating files and running applications at the command-line level

Oracle Access Manager should be installed and its operation confirmed, as described in the Oracle Access Manager Installation Guide or the Oracle Access Manager Upgrade Guide.

Helpful

• System or database administration

• Familiarity with CGI files or JavaScripts

• Your Web server, Web browser, operating system, and configuration details

6.10 Oracle Access Manager Developer Guide

The Oracle Access Manager Developer Guide describes the application programming interfaces (APIs) provided by Oracle Access Manager. It also explains how to write custom applications and plug-ins that use the programmatic access provided by Oracle Access Manager to gain access to Oracle Access Manager functionality (and, in some cases, to extend that functionality). This guide shows you how to:

• Use IdentityXML to interact with the Oracle Access Manager Identity System without using a browser.

• Use the Identity Event Plug-in API to implement functions and executables triggered by events within the Identity System.

• Use AccessXML to gain access to the Oracle Access Manager Access System without using a browser.

• Develop custom AccessGates using the Access Manager API (a subset of the Access Manager Software Developer Kit) in Java, C, C++, and C# (.NET managed code).

• Write applications using the Policy Manager API (a subset of the Access Manager Software Developer Kit) that use a programmatic interface (Java, C, and C# (.NET managed code)) to create, modify, delete, and retrieve policy domains and their content.

• Develop server-side plug-ins to apply custom filters and logic using the Authentication and Authorization Plug-in APIs.

6.10.1 Audiences

The Oracle Access Manager Developer Guide is for Administrators and experienced developers who want to write applications that extend the capabilities of Oracle Access Manager.

6.10.2 Prerequisites

This guide presumes that you have knowledge of and experience with the following:

• Concepts and fundamentals of supported programming languages (C, C++, Java code, C# (.NET managed code)

• APIs, wrappers, variables, constructors

• Extensions, events, parameters, and exceptions

• Cookies

• Certificates

6.11 Oracle Access Manager Integration Guide

The Oracle Access Manager Integration Guide introduces or explains how to integrate Oracle Access Manager with other Oracle or third-party products, such as:

• Oracle HTTP Server

• Oracle Virtual Directory

• OracleAS Web Cache

• OracleAS Single Sign-On 10g, OC4J:

• and others

For a complete list of supported integrations, see Oracle Technology Network at:

http://www.oracle.com/technology/products/id_mgmt/coreid_acc/pdf/oracle_access_manager_certification_10.1.4_r3_matrix.xls

The latest Oracle Access Manager Integration Guide includes considerations and steps to complete each integration.

6.11.1 Audiences

Anyone who is responsible to integrate Oracle Access Manager with another supported product.

6.11.2 Prerequisites

Oracle Access Manager should be installed and its operation confirmed as described in Oracle Access Manager Installation Guide or the Oracle Access Manager Upgrade Guide.

The Oracle Access Manager Integration Guide presumes that you have knowledge of and experience with the product you are integrating and also with Oracle Access Manager.

6.12 Oracle Access Manager Schema Description

The Oracle Access Manager Schema Description identifies the Oracle-provided objects and attributes that control the behavior of Oracle Access Manager. This information is being provided to help you understand the structure and behavior of the product.

6.12.1 Audiences

The Oracle Access Manager Schema Description is intended for anyone who needs to understand the structure and behavior of the Oracle Access Manager product.

WARNING:

Oracle does not support modified versions of its schema.

6.12.2 Prerequisites

The Oracle Access Manager Schema Description assumes that you are familiar with your LDAP directory and concepts.