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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
Password Encryption
1.7.1
Generation of Encrypted Passwords
1.7.2
Requirements for Encrypted Passwords
1.7.3
Other Passwords
1.8
Sessions
1.8.1
Viewing Sessions
1.8.2
Deleting a Single Session
1.8.3
Deleting Multiple Session
2
Customizing Oracle Enterprise Repository
2.1
Overview
2.2
Rebranding Oracle Enterprise Repository
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
3.2.3.8
Known Issues
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
Configuring and Using Automated Harvesting in Design-time and Runtime Environments
5.1
Getting Started with Harvester
5.1.1
Prerequisites
5.1.2
Harvester Functionality
5.1.3
Artifacts/Products Version Matrix
5.2
Configuring the Harvester
5.2.1
Obtaining the Harvester
5.2.2
Configuring the Harvester for the Command Line
5.2.2.1
Setting Repository Connection Information for the Command Line
5.2.2.2
Selecting the Artifacts to Harvest for the Command Line
5.2.2.3
Encrypting the Configuration File Passwords
5.2.3
Using Harvester within an Integrated Development Environment
5.2.4
Invoking the Harvester Using the Repository.Submit Ant Task
5.2.4.1
Specifying Parameters for the repository.submit Ant Task
5.2.4.2
Specifying Parameters as Nested Elements
5.2.4.3
Running the Harvester from Ant
5.2.4.4
Using the Third-Party Tasks
5.2.5
Invoking Harvester from WLST
5.2.6
Runtime Harvesting Details
5.2.6.1
Harvesting from Oracle SOA Suite Server
5.2.6.2
Harvesting Web Services from WebLogic Server
5.2.6.3
Harvesting Web Services from Oracle Service Bus
5.2.7
Performing Optional Harvester Configuration
5.2.7.1
Oracle Metadata Service URLs
5.2.7.2
Classpath URLs
5.2.8
Configuring Logging for the Harvester
5.2.9
Transaction Handling in Harvester
5.2.10
Advanced Configuration
5.3
Harvesting of Artifacts
5.3.1
Harvesting Artifacts
5.3.1.1
BPEL
5.3.1.2
WSDL
5.3.1.3
XSD
5.3.1.4
XSL
5.3.1.5
Harvesting Oracle SOA Suite
5.3.1.6
JCA Adapters
5.3.1.7
Applications via Oracle BSE (WSDL/SOAP)
5.3.1.8
Proxy Service or Business Service
5.3.1.9
Oracle Service Bus (OSB) Project
5.3.2
Harvesting Oracle Business Process Analysis Projects
5.3.3
Detecting Duplicate Artifacts
5.3.4
Downloading Harvested Artifacts
5.3.5
Searching Harvested Assets
5.3.5.1
Using Consumption Method
5.3.5.2
Using Metadata
5.3.6
Best Practices
5.3.6.1
Recommended Privileges for Harvesting
5.3.6.2
Do Not Override the Namespace Parameter
5.3.6.3
Namespaces in WSDL Files
5.3.6.4
Harvesting Completed Work
5.3.6.5
Harvesting and Maintenance Releases of XSD
5.3.6.6
Harvesting Metadata throughout the Asset Lifecycle
5.3.6.7
Downloading WSDL Artifacts
5.3.6.8
Harvesting Retired Endpoints
5.3.6.9
Harvesting SOA Projects
5.3.6.10
Harvesting from Oracle JDeveloper 11
g
5.3.7
Known Issues
5.3.7.1
Asset Types Must be Present in the System
5.3.7.2
Two Versions of an Asset Type
5.3.7.3
Do Not Delete the Harvester-Specific Metadata Entries in a in a Harvested Asset
5.3.7.4
Supported Remote Server Types
5.3.7.5
Using Incorrect Encrypted Password
5.3.7.6
View in Repository Option
6
Configuring Metrics
6.1
Introduction
6.2
Metrics Elements
6.2.1
Overview
6.2.2
Adding Metrics
6.3
Validate the Elements on the Asset Type
6.4
Running Queries Against the Database
6.4.1
dbqueries
7
Configuring Email Notifications and Distribution Lists
7.1
Using Email Notifications/ Email Distribution Lists
7.2
When List Members Are Copied on E-mails
7.3
Managing E-mail Distribution Lists
7.4
Updating a Distribution List
8
Configuring Oracle Enterprise Repository Workflow
8.1
Overview
8.1.1
Understanding the Registration Process
8.1.1.1
Automated Asset Registration Using Automated Workflows
8.1.1.2
Accepting a Submission
8.1.1.3
Registering an Asset
8.1.1.4
Completing the Tab Approval Process
8.1.1.5
Audit Log, Reviews, and Notes
8.1.2
Installing Oracle Enterprise Repository Workflow into Oracle BPM 10.3
8.1.2.1
Step 1: Requirements
8.1.2.2
Step 2: Install OBPM and Apply Patch
8.1.2.3
Step 3: Obtain the Oracle Enterprise Repository Workflow Installer
8.1.2.4
Step 4: Configure the build.properties File
8.1.2.5
Step 5: Configure the setenv File
8.1.2.6
Step 6: Edit the workflow.xml File
8.1.2.7
Step 7: Copy the JDBC jar(s)
8.1.2.8
Step 8: Run the Setup Script
8.1.2.9
Step 9: Verify the Setup Script
8.2
Introduction to the Oracle Enterprise Repository Automated Workflows
8.2.1
Example "Community Flow" Use Case
8.2.1.1
Software Components
8.2.1.2
Automated Workflows
8.2.1.3
Event Management Tools
8.2.2
Getting Started with Automated Workflows
8.2.2.1
Steps to Configure the Oracle Enterprise Repository Event Manager
8.2.2.2
Use Cases
8.2.2.3
Configuring the Event Manager
8.2.2.4
Triggering an Asset Event
8.2.2.5
Steps to Configure and Run the Oracle Business Process Management Process Engine
8.2.2.6
Triggering an Asset Submission Event
8.3
Configuring the Oracle Enterprise Repository Event Manager
8.3.1
What is the Oracle Enterprise Repository Event Manager?
8.3.2
Configuring the Event Manager's System Settings
8.3.2.1
Enabling the Event Manager
8.3.2.2
Configuring Optional Event Manager Settings
8.3.3
Configuring the Subscription Manager
8.3.3.1
Configuring Web Service Endpoints
8.3.3.2
Setting the Expression to Filter Events
8.3.4
Configuring Logging of Event Manager Events
8.4
Administrating Oracle Business Process Management Processes
8.4.1
Overview
8.4.2
Administering Oracle Business Process Management Web Applications
8.4.2.1
Starting the Oracle Business Process Management Admin Center
8.4.2.2
Starting the Oracle Business Process Management Process Engine
8.4.2.3
Defining the Oracle Business Process Management Participants
8.4.3
Tuning the Oracle Business Process Management Automated Workflows Engine
8.4.3.1
Advanced Properties
8.4.3.2
Database Runtime Properties
8.4.3.3
Memory and Execution Thread Properties
8.4.4
Configuring a Standalone Process Engine for Failover
8.4.5
Using the Oracle Business Process Management Log Viewer
8.4.5.1
Filtering Event Log Messages for Oracle Enterprise Repository Flows
8.5
Configuring Automated Workflows
8.5.1
Overview of Automated Workflows
8.5.2
Creating and Customizing a Workflow Configuration File
8.5.2.1
Generating a Workflow Configuration File
8.5.2.2
Defining the Oracle Enterprise Repository Connection and Registrar
8.5.2.3
Encrypting the Registrar User Password
8.5.3
Wiring Asset Events to Flows
8.5.4
Automatic Asset Registration Flows
8.5.4.1
Configuring Community Flows
8.5.4.2
Configuring Automated Acceptance and Automated Registration Flows
8.5.5
Multi-tier Automatic Assignment Flows
8.5.5.1
Use Cases
8.5.5.2
Using an <alerid> for Tab Approvals
8.5.5.3
Setting Up a Community for Multi-tier Tab Approval
8.5.5.4
Setting Up an Asset Type for Multi-tier Tab Approval
8.5.6
Metadata Change Flows
8.5.6.1
Use Cases
8.5.6.2
Configuring Metadata Change Flows
8.5.7
Time-based Escalation Flows
8.5.7.1
Tracking Unsubmitted Assets
8.5.7.2
Tracking Unaccepted Assets
8.5.7.3
Tracking Unapproved Assets
8.5.7.4
Tracking Unregistered Assets
8.5.8
Validation Expiration Flows
8.5.8.1
Asset Expiration Warning Notification
8.5.8.2
Unregister Assets After Expiration
8.5.8.3
Inactivate After Expiration
8.5.8.4
Delete Assets After Expiration
8.5.9
Customizing Email Notification Templates
8.5.10
Email Notification Use Cases
8.6
Configuring JMS Servers for Oracle Enterprise Repository
8.6.1
Overview of JMS for the Event Manager
8.6.2
Configuring Connectivity Properties for External JMS Servers
8.6.2.1
Enabling and Configuring an External JMS Server
8.6.2.2
Configuring JMS Message Header Properties
8.6.2.3
Miscellaneous JMS Properties
8.6.2.4
Configuring External JMS Jar Files
8.6.3
Configuring the Embedded ActiveMQ JMS Server to Use a Database
8.6.3.1
Configuring JMS Durable Subscribers for Web Service Endpoints
8.6.4
Configuring JMS Servers in an Oracle Enterprise Repository Cluster
8.6.4.1
Enabling JMS Clustering Mode
8.6.4.2
Configuring Embedded JMS Servers for Clustering
8.6.4.3
Configuring External JMS Servers for Clustering
8.6.5
Configuring a JMS Provider In WebSphere 6.1.0.5
8.7
Monitoring and Managing Events
8.7.1
Overview
8.7.2
Monitoring Events
8.7.2.1
Prerequisites
8.7.2.2
Usage
8.7.3
Cleaning Up Stored Events
8.7.3.1
Prerequisites
8.7.3.2
Usage
8.7.3.3
Sample Event Cleanup
8.7.4
Configuring Workflow
8.7.4.1
Refreshing the Workflow Config File
8.7.5
Encrypting Your Passwords
8.8
Extending the Event Manager for Web Service Endpoints
8.8.1
Overview
8.8.2
Developing a Web Service Endpoint
8.8.3
Web Service Operations
8.8.3.1
Available Web Service Operations
8.8.3.2
Selecting a Web Service Operation
8.8.3.3
Developing a Notifier Plug-in
8.8.4
Developing an Endpoint with an Incompatible Contract
9
Configuring Oracle Enterprise Repository to Exchange Metadata with the Oracle Service Registry
9.1
Getting Started With the Oracle Registry Repository Exchange Utility
9.1.1
What is the Oracle Registry Repository Exchange Utility?
9.1.1.1
Valid Metadata Entities
9.1.1.2
Prerequisites
9.1.2
Example Use Cases
9.2
Configuring the Oracle Registry Repository Exchange Utility
9.2.1
Installing and Configuring the Oracle Registry Repository Exchange Utility
9.2.1.1
Install the Oracle Registry Repository Exchange Utility
9.2.1.2
Configure Using the Asset Type Name
9.2.2
Installing Oracle Service Registry
9.2.3
Configuring the Oracle Registry Repository Exchange Utility Configuration File
9.2.3.1
Setting the Repository Connection Information
9.2.3.2
Setting the Registry Connection Information
9.2.3.3
Setting the Repository Query
9.2.3.4
Setting the Destination Registries
9.2.3.5
Setting the Registry Query
9.2.3.6
Setting the Source Registry
9.2.4
Configuring Oracle Enterprise Repository Categorizations in the UDDI Mappings File
9.2.5
Configuring the tModelKey UDDI Setting
9.2.6
Understanding the Oracle Registry Repository Exchange Utility's Property File
9.2.7
Encrypting the Configuration File Passwords
9.3
Using the Oracle Enterprise Repository Exchange Utility
9.3.1
Running the Oracle Registry Repository Exchange Utility
9.3.1.1
Invoking the Oracle Registry Repository Exchange Utility Using Workflows
9.3.2
How the Exchanged Metadata Is Synchronized
9.3.2.1
Synchronizing the Metadata Published from Oracle Enterprise Repository to Oracle Service Registry
9.3.2.2
Synchronizing the Metadata from Oracle Service Registry to Oracle Enterprise Repository
9.3.3
Searching for Oracle Service Registry Exchanged Metadata in Oracle Enterprise Repository
9.3.4
Checking the Oracle Registry Repository Exchange Utility Log File
9.3.5
Known Issues
9.3.5.1
Resynchronizing Oracle Service Registry Services
9.3.5.2
Publishing Services to Oracle Service Registry
9.3.5.3
Running an Incorrect Version of Java
10
Configuring Prescriptive Reuse
10.1
Overview
10.2
Creating a Compliance Template Type
10.3
Creating a Compliance Template
10.4
Apply a Compliance Template to a Project
10.5
Using Assets Associated with Compliance Templates (Prescribed Assets)
10.6
Running a Project Compliance Report
11
Configuring Assets in Progress
11.1
Overview
11.2
Viewing Assets in Progress
11.3
Enabling Assets in Progress
11.4
Disabling Assets in Progress
11.5
Enabling Viewing of Assets in Progress Through an IDE
12
Configuring Automated Usage Detection
12.1
Overview
12.2
Enabling SFID
12.3
Adding the SFID Element to a Type
12.4
Adding an SFID to an Asset
12.4.1
Update an SFID File
12.4.2
Remove an SFID File
12.5
SFID Tool Kit
12.5.1
Installation and Configuration
12.5.1.1
Enabling Harvesting of Unrecognized SFIDs
12.5.1.2
Object Model
12.5.1.3
Description of Sample Directory Crawler
12.6
SFID Manager
12.6.1
Enabling the SFID Manager
12.6.2
Using the SFID Manager
12.7
Calculating the SFID Programmatically
12.8
SFID Limitations
13
Configuring Policy Management
13.1
Overview
13.2
Activating the Policy Management Feature
13.3
Creating a Policy Type
13.4
Adding the Policy Assertion Element to the Policy Type
13.5
Creating a Policy
13.6
Adding the Applied Asset Policies Element to a Type
13.7
Applying a Policy to an Asset
13.8
Viewing Policy Status
13.9
Validating Policy Assertions
13.10
Running the Oracle Enterprise Repository Policy Reports
14
Configuring BI Publisher Enterprise Server
14.1
Deploy Oracle Enterprise Repository Pre-configured BI Publisher Content
14.2
Define Security Model
14.2.1
Users
14.2.2
Roles and Permissions
14.3
Configuring the Oracle Enterprise Repository JDBC Data Source
14.4
Configuring the BI Publisher Server - Cache Expiration
14.5
Validating the Installation and Configuration of BI Publisher
14.6
Configuring the Oracle Enterprise Repository System Settings to Enable Reporting
14.7
Configuring the Oracle Enterprise Repository System Settings to Allow Authenication Proxying
15
System Settings Overview
15.1
Access System Settings
15.2
Search for System Settings
15.3
Enable System Settings Properties
15.4
Move Settings to Database
15.5
Functional Settings
15.5.1
General User Interface
15.5.2
Search
15.5.3
Policy Management
15.5.4
Open API
15.5.5
Print Asset Detail via PDF
15.5.6
Projects and Navigator
15.5.7
Assets in Progress
15.5.8
Notifications
15.5.9
Access Control
15.5.10
Software File Identification (SFID)
15.5.11
Use - Download
15.5.12
Custom Links
15.5.13
Reports
15.5.14
Miscellaneous
15.6
Server Settings
15.6.1
General
15.6.2
Server Resources
15.6.3
Email
15.6.4
Upload Area
15.6.5
Audit
15.6.6
Caching
15.7
Enterprise Authentication Settings
15.7.1
General
15.7.2
Authentication Token
15.7.3
Password Settings
15.7.4
Plugin Login Settings
15.7.5
LDAP and Active Directory Settings
15.7.6
Single Sign-On (SSO) Settings
15.7.7
Container Login Settings
15.7.8
Cookie Login Settings
15.8
External Integration Settings
15.8.1
General
15.8.2
UDDI
15.8.3
File Stores
15.8.4
Rational ClearCase
15.8.5
Eventing
15.9
Email Templates
15.9.1
Editing Email Templates
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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