|Oracle® Fusion Middleware Upgrade Guide for Oracle Enterprise Content Management Suite
11g Release 1 (11.1.1)
Part Number E16451-02
The following sections introduce some key concepts of the Oracle Enterprise Content Management Suite 11g environment for Oracle Enterprise Content Management Suite 10g users:
Oracle Enterprise Content Management (ECM) Suite, an Oracle Fusion Middleware component, is an integrated suite of products designed for managing content. It is the industry's most unified enterprise content management platform that enables you to leverage industry-leading document management, Web content management, digital asset management, and records management functionality to build your business applications. Building a strategic enterprise content management infrastructure for content and applications helps you to reduce costs, easily share content across the enterprise, minimize risk, automate expensive, time-intensive and manual processes, and consolidate multiple Web sites onto a single platform.
Oracle ECM Suite comprises a number of different components including:
Oracle Universal Content Management (Oracle UCM)
Oracle Universal Records Management (Oracle URM)
Oracle Information Rights Management (Oracle IRM)
Oracle Imaging and Processing Management (Oracle I/PM)
For information about all Oracle Enterprise Content Management Suite components, see the Oracle Fusion Middleware Overview Guide for Oracle Enterprise Content Management.
The most significant difference between Oracle Enterprise Content Manager 10g and Oracle Enterprise Content Management Suite 11g, is the deployment to Oracle WebLogic Server, and the integration of Oracle Enterprise Content Management Suite components with Oracle Fusion Middleware applications, such as Oracle SOA Suite and Oracle Business Process Management.
For more information about Oracle Fusion Middleware Components, see Chapter 1, "Introduction to Oracle Fusion Middleware" in the Oracle Fusion Middleware Administrator's Guide.
Oracle WebLogic Server Middleware Home
Oracle Enterprise Content Management Suite requires a Middleware home with Oracle WebLogic Server on your system. If your system does not already have Oracle WebLogic Server, you can install it in a new Middleware home directory.
A Middleware home is a container for the Oracle WebLogic Server home, and, optionally, one Oracle Common home and one or more Oracle homes, with a directory structure like this:
/middleware_home wlserver_10.3 jdk160 oracle_common ECM_ORACLE_HOME user_projects
The ECM Oracle home contains the binary and library files necessary for Oracle Enterprise Content Management Suite.
ECM_ORACLE_HOME represents the ECM Oracle home in path names.
The ECM Oracle home can be associated with multiple Oracle WebLogic Server domains. The Oracle Common home contains the binary and library files required for Oracle Enterprise Manager 11g Fusion Middleware Control and Java Required Files (JRF).
A Middleware home can reside on a local file system or on a remote shared disk that is accessible through a network file system (NFS).
Figure 3-1 shows the default directory structure of an Oracle Enterprise Content Management Suite installation.
When you install Oracle WebLogic Server, the installer creates a Middleware home directory (
MW_HOME) that contains the Oracle WebLogic Server home directory (
WL_HOME) and an Oracle Common home directory (
ORACLE_COMMON_HOME), which contains the binary and library files required for the Oracle Enterprise Manager Fusion Middleware Control and Java Required Files (JRF).
When you install Oracle Enterprise Content Management Suite, an ECM Oracle home directory for the suite (
ECM_ORACLE HOME) is created under the Middleware home directory. The ECM Oracle home directory contains the binary and library files for Oracle Enterprise Content Management Suite.
When you configure Oracle Enterprise Content Management Suite to create an Oracle WebLogic Server domain, a domain directory is created by default under the
/user_projects/domain directory. The directory for the domain where you configure Oracle Enterprise Content Management Suite contains the Administration Server and one or more Managed Servers, each hosting an Oracle Enterprise Content Management Suite application. Based on the application or applications that you install, the following Managed Servers are created:
Oracle I/PM Managed Server
Oracle IRM Managed Server
Oracle UCM Managed Server
Oracle URM Managed Server
Figure 3-1 illustrates the directory structure that installation and configuration of these products creates on your system.
Note:As previously indicated, by default, the domain directory is created within the User Projects directory. However, domain directories do not have to be based within the User Project directory. In fact, it is a best practice to ensure that the domain directories are outside of the installation directory.
Figure 3-1 Directory Structure of an Oracle Enterprise Content Management Suite Installation
The topology in Figure 3-1 includes multiple applications configured on the same host in one Oracle WebLogic Server domain that includes only Oracle Enterprise Content Management Suite applications. The schemas for the applications are in the same database.
This section summarizes changes to Oracle UCM and Oracle URM for Oracle Fusion Middleware 11g.
Figure 3-2 shows the basic architecture of Oracle UCM 10g. The Oracle URM structure is the same.
Figure 3-2 Comparing the Oracle Enterprise Content Management Suite Topology in 10g Release 2 (10.1.2) and Oracle Fusion Middleware 11g
Figure 3-3 shows the basic architecture of Oracle UCM 11g. The Oracle URM 11g architecture is the same.
Figure 3-3 The Oracle UCM Architecture for Oracle Fusion Middleware11g
Oracle UCM 11g Release 1 (11.1.1) includes the following new features in this guide:
Web services: Oracle UCM uses Oracle WebLogic Server Web Services.
ComponentTool: The ComponentTool utility has been added to provide a command-line tool for installing, enabling, and disabling components.
Content Server deployment: Content Server is deployed on an Oracle WebLogic Server in the Oracle Enterprise Content Management Suite, which means changes in configuring and administering Oracle UCM. For more information, see Oracle Fusion Middleware System Administrator's Guide for Content Server.
Oracle UCM 11g Release 1 (11.1.1) includes the following changes:
Directory Structure: The directory structure of an installed Oracle UCM instance has changed. Unlike in Release 10gR3, runtime files, configuration files, and files that must be shared between clustered Content Server instances, server configuration files, and file store may be in various locations. The following locations and terms are important to understanding an Oracle UCM Release 11gR1 (11.1.1) installation:
IdcHomeDir: The variable used to refer to the directory in ECM_ORACLE_HOME where the Oracle UCM (ucm) server media is located. The server media can run Content Server, Inbound Refinery, or Universal Records Management.
DomainHome: The variable used to refer to the user-specified directory where an Oracle UCM server is deployed to run on an Oracle WebLogic Server application server. The DomainHome/ucm/short-product-id/bin directory contains the
intradoc.cfg file and executables.
short-product-id: The variable used to refer to the type of Oracle UCM server deployed on an Oracle WebLogic Server. Possible values include:
cs (Content Server)
ibr (Inbound Refinery)
urm (Universal Records Management)
IntradocDir: The variable used to refer to the root directory for configuration and data files specific to a Content Server instance deployed on an Oracle UCM domain on an Oracle WebLogic Server. This variable is configured for one type of Content Server instance: Content Server, or Inbound Refinery, or Universal Records Management. This directory can be located elsewhere, but the default location is DomainHome/ucm/short-product-id.
SOAP: SOAP is provided with Oracle WebLogic Server, not in Oracle UCM.
WSDL Generator: The WSDL Generator is not supported.
Web Form Editor: The Web Form Editor user interface and FCKEditor are not supported.
Previous versions of Oracle UCM were divided into two editions:
Records Manager DoD Edition, which was used for DoD compliance tracking
Corporate Edition, which did not contain many of the features included in Records Manager DoD Edition.
As of this release, much of the product functionality has been merged and functionality can be chosen after installation by selecting different features for configuration.
The classification scheme hierarchy functionality for use with the Model Requirements for the Management of Electronic Records (MoReq2) specification is also new for this release. This functionality can be enabled by setting a configuration variable.
Sites which are upgrading from previous versions of the software will see increased flexibility and functionality. Specific differences are available in the Installation Guide for the product.
The following list discusses some specific changes to the product from previous releases. The features will vary depending on the options chosen at installation:
The definition of a record is now configurable. Options on the Create Retention Category page allow a records administrator to choose whether items in that category can be revised, deleted, edited, or will be permanent.
Setting up the software now consists of three main steps:
Initial choices: this should be done immediately after installation. Depending on the choices made, specific components will be enabled for use.
Initial configuration of global settings: this includes setting configuration variables, configuring the time periods used in the software, setting up triggers, and other global settings used for retention management.
Configuring the retention elements of the software: this includes setting options to use custom security fields, to use classification guides, and to choose how revisions, deletions, and edits to content are handled.
Physical Content Management documentation is incorporated into this documentation at this release. Separate documentation no longer exists for Physical Content Management.
Page navigation menus on the search results page have changed. If more results are returned than are configured in the User Profile page, the page navigation drop-down menu indicates that other pages of information are available for viewing.
A print option is now available on every screen.
When using Physical Content Management offsite storage of content can be configured.
Menus have been extensively changed. Most options are now available by using the Records or the Physical menu option on the Top menu.
You can easily view your assigned rights by going to the My Profiles page. Retention administration rights are displayed there as are the assigned roles.
A dashboard is now available which can be used to quickly organize product features for easy access and use. This is discussed in detail in the Oracle Fusion Middleware User's Guide for Universal Records Management.
A new interface is provided to manage reports. Templates can be created for reports and can be checked in to the repository in the same way other content can be checked in.
Out of date content (not the current version) is now designated as such with a line through the content name in search results. Any item which is obsolete, canceled, rescinded, and so on is designated in this manner.
A Favorites listing can be created, similar to bookmarked browser "Favorites". Users and aliases as well as categories, freezes and other retention objects can be added to the Favorites menu. Favorites items are used to populate option lists, such as when creating freezes. For example, if an item is on your Favorites list, it appears on the pulldown list when you choose a freeze name. This helps to narrow the choices when using this functionality.
When creating disposition rules involving moves (such as Archive, Accession, Transfer, and Move), a location can be specified. If a location is chosen, content is copied to the specified location as part of the disposition step. In previous releases, a zip file of the copied content was created; the content was not copied to a location.
Disposition rules can now be reviewed in a workflow before implementation.
Content stored in folders can now be transferred to volumes. When a volume is created, all content in the folder is moved to a newly created volume folder.
Services used in this product are now documented in the Oracle Fusion Middleware Services Reference Guide for Universal Content Management. See that guide for details about the services used and how to implement new services.
Screening can now be accessed through the search menu.
Performance monitoring can now be done through the Oracle URM interface. Performance statistics for batches, items, and processes can be tracked.
Folios can be used to easily manage content. With this release, when a folio is locked (either by freezing or filing in a category that prohibits edits), the folio and its content are automatically cloned, and the bundle is locked, thus preventing the folio from being edited.
Categories and disposition rules can be copied from existing categories to a new category, making retention schedule creation easier and less prone to error.
Related content links for items can be created as needed on the content checkin page.
This section describes the most significant changes between Oracle I/PM 10g and I/PM 11g
This section contains the following topics:
Oracle I/PM integrates with Oracle Document Capture and Oracle Distributed Document Capture to allow you to convert physical documents into an electronic format to be uploaded to Oracle I/PM. Ensure that Oracle Document Capture has been configured with the Oracle I/PM 11g commit driver. Talk to the Oracle Document Capture administrator or see the administration documentation for Oracle Document Capture or Oracle Distributed Document Capture.
Oracle I/PM leverages Oracle Content Server as a repository for document storage and retrieval. Oracle Content Server supports both out-of-the-box content management services and open, customizable integration options that can manage a broad range of enterprise content such as emails, documents, and images from different content sources. Content Server supports Oracle, SQL Server, and DB2 databases to allow indexing and storage of content in a variety of ways. Depending on the database and configuration, documents and metadata can be stored within the database, on a file system, or a combination of both. Flexible search options allow you to configure the repository to support either metadata searching or full-text searching per I/PM application to provide the most applicable search capabilities.
Oracle I/PM is designed to leverage many of the features of Oracle WebLogic Server including its standard Java EE architecture, integrations with Oracle security components, scalability including clustering, system management tools like Enterprise Manager, WebLogic Scripting Tools, and WebLogic Server Console.
For production environments that require increased application performance, throughput, or high availability, you can configure two or more Managed Servers to operate as a cluster. A cluster is a collection of multiple Oracle WebLogic Server instances running simultaneously and working together to provide increased scalability and reliability. In a cluster, most resources and services are deployed identically to each Managed Server (as opposed to a single Managed Server), enabling failover and load balancing. A single domain can contain multiple Oracle WebLogic Server clusters, as well as multiple Managed Servers that are not configured as clusters. The key difference between clustered and non-clustered Managed Servers is support for failover and load balancing. These features are available only in a cluster of Managed Servers. For more information on configuring a clusters in WebLogic Server, see the guide Oracle Fusion Middleware Using Clusters for Oracle WebLogic Server.
A connection to a workflow server is used to initiate a workflow process when documents are uploaded to Oracle I/PM, allowing for business process integration across the enterprise.
Figure 3-4 illustrates the Oracle I/PM process overview.
This section describes the differences between Oracle Information Rights Management (Oracle IRM) 10g and Oracle IRM 11g. You can use this information to plan your strategy for upgrading to Oracle IRM 11g
Oracle IRM Management Tools
In Oracle IRM 10g, the Oracle IRM management console is a standalone administrative tool, used to manage the following:
Users, Groups and Authentication
Server administrative roles and rights
Contexts, Roles, Rights and Administration
Auditing and Reporting
The Oracle IRM 10g console must be installed on a Windows computer.
In Oracle IRM 11g, the IRM Server Management Console is a browser-based, graphical user interface that you use to manage Oracle IRM Server.
Oracle IRM Desktop
The Oracle IRM 11g Desktop is backward compatible with previous Oracle IRM Servers. Some of the new functionality described below may be dependant on having an 11g Server. The following list describes some of the new Oracle IRM Desktop features:
New communications protocol - Web Services over HTTPS. Oracle IRM still uses SEAL protocol for compatibility with Oracle IRM 10g servers
Security - New crypto algorithms
Single Sign-On authentication - Oracle Access Manager, Kerberos, Basic authentication to LDAP
Internationalization - Support for 27 languages
Extensibility - Uses "Content Attributes" for File Properties, tooltips and Watermarking. Supports any classification system.
Synchronization - Shared memory license management, and message alerts.
Desktop Options - A new Update Rights tab contains buttons to perform synchronize and check in operations.
Start Menu Entry - The new Oracle IRM Desktop has its own Start menu entry.
User Interface - The new user interface has been updated to use Windows XP themes. In addition, the Unsealer Control Panel pages have a new look and feel, using HTML to render the information.
Update Rights Page Access - The Office Unsealer and Browser Unsealer now contain Update Rights buttons launches the Update Rights page on the Desktop Options
Oracle IRM Server
The 11g Oracle IRM Server is a Java-based application, and is part of Oracle Fusion Middleware, running on Oracle WebLogic Server. The following list describes some additional changes to Oracle IRM Server:
New Web-based management application in Oracle ADF
Support for: Oracle Virtual Directory, Oracle Internet Directory, and Oracle Access Manager
Extensible classification and rights model for applications integration
Used by Oracle Beehive 2.0
FIPS 140-2 certified crypto
HSM (Hardware Security Module for key storage)
Figure 3-5 illustrates the Oracle IRM 10g server running on Windows:
Figure 3-5 Oracle IRM 10g Server running in Windows
Figure 3-6 illustrates the Oracle IRM 11g as a Java EE application, running on Oracle WebLogic Server:
Figure 3-6 Oracle IRM Server 11g Running on Oracle WebLogic Server
Table 3-1 lists other Oracle Enterprise Content Management Suite component documentation.
Table 3-1 Additional Information for Oracle Enterprise Content Management Suite Components
|Component||Location of Information|