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Oracle® Fusion Middleware User's Guide for Oracle Imaging and Process Management
11g Release 1 (11.1.1)

Part Number E12783-03
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1 Introduction

This section covers the following topics:

1.1 About This Guide

This guide details how to use Oracle Imaging and Process Management (Oracle I/PM). The information contained in this document is subject to change as the product technology evolves and as hardware, operating systems, and third-party software are created and modified. Due to the technical nature of browsers, databases, web servers, and operating systems, Oracle cannot warrant compatibility with all versions and features of third-party products.

1.2 About This Product

Oracle Oracle Imaging and Process Management (Oracle I/PM) is one of the products contained within the Oracle Enterprise Content Management suite that specializes in providing features unique to the storage, classification, and utilization of scanned images of physical documents. Oracle I/PM is particularly well suited for storing the various document artifacts that are core to operation of many common business functions such as invoices, shipping documents, expense receipts, and other related documents.

By allowing you to convert physical documents into an electronic format, Oracle I/PM enables organizations to quickly integrate their content and processes directly with Oracle enterprise applications, such as Oracle E-Business Suite, PeopleSoft Enterprise, and JD Edwards EnterpriseOne. This allows you to proactively and automatically deliver critical invoices, checks, faxes, applications, resumes, expense forms, and reports where and when they are needed. Additionally, users will benefit from having a single source for all transaction-based content, eliminating the need for duplicating work.

The system applies metadata to documents that can be used to find and make them available to relevant users inside and outside the organization. To support business transaction needs, Oracle Imaging and Process Management manages many kinds of physical and electronic documents, including scanned documents, faxes, e-mail, HTML, XML, electronic forms, Microsoft Office documents, and others, all from a single user interface. The end result: document volumes are more predictable since they are managed in one system instead of being mailed or faxed. Also, security and version control ensure that only the right users can edit or access content, and when used in conjunction with Oracle Universal Records Management, additional control of documents and legal retention policies can be used.

Oracle I/PM takes advantage of Oracle's Business Process Management Suite or Oracle BPEL Process Manager to integrate with process automation throughout the organization. BPEL provides enterprises with an industry standard for business process orchestration and execution. Using BPEL, a system administrator can design a business process that integrates a series of discrete services into an end-to-end process flow. This integration reduces the complexity of the process through improved productivity and decreased costs.

1.2.1 Supported Document Repository

Oracle I/PM leverages Oracle Content Server for storage of documents and metadata. Oracle Content Server is the foundation for a variety of Oracle content management products. It provides a flexible, secure, centralized, web-based repository that manages all phases of the content life cycle: from creation and approval to publishing, searching, expiration, and archival or disposition. Every contributor throughout the organization can easily contribute content from native desktop applications, efficiently manage business content via rich library services, and securely access that content anywhere using a web browser. All content, regardless of content type, is stored in the web repository or database for management, reuse and access. While stored in the repository, all types of content, ranging from e-mail, discussions, documents, reports, spreadsheets and records to images, multimedia or other digital formats, receive the same set of fundamental core services.

For more information about the integration of Oracle I/PM and Oracle Content Server, see Oracle Fusion Middleware Administrator's Guide for Imaging and Process Management.

1.2.2 Supported Databases

Oracle I/PM supports the following databases:

  • Oracle

  • SQL Server

  • DB2

For more information about these databases and the storage mechanisms available for document content, see the Oracle Fusion Middleware Administrator's Guide for Imaging and Process Management.

1.2.3 Key Features and Benefits

Oracle I/PM improves your business with the following key features and benefits.

Key Features

  • Apply metadata, security, and version control to documents

  • Annotate and mark up documents

  • Automate routing and approvals

  • Allow easy and secure searching across different document types

  • Apply record and retention management capabilities

  • Integrates with leading document scanning and capture solutions

  • Can work within a clustered environment to facilitate load balancing

  • Certified integrations with ERP and LOB applications

  • Supports high-volume applications for billions of items

Key Benefits

  • Decreases business transaction cycle times for back-office operations

  • Eliminates duplicate data entry

  • Allows internal customers to check transaction status on their own

  • Eliminates process bottlenecks

  • Minimizes document error and loss

  • Eliminates mailed and faxed documents

  • Reduces physical storage space costs

  • Finds and retrieves documents directly from ERP, CRM, and HR management systems

  • Enhances customer and vendor satisfaction

1.3 Logging In

Oracle I/PM provides secure access to documents based on user and group rights. Like most systems, security starts with entering a user name and password for the system. As a web-based application, you access Oracle I/PM through a web browser by accessing the I/PM log in page. Once there, enter your user name and password to access Oracle I/PM. If you do not know your user name and password, or how to access the log in page, contact your system administrator.

1.4 Using Help

In addition to the Oracle Fusion Middleware User's Guide for Oracle Imaging and Process Management, you can access help about Oracle I/PM product functionality by using online help, context-sensitive tooltips, and keyboard shortcuts. The following subsections discuss these methods:

1.4.1 Online Help

Click Help in the Oracle I/PM information bar displayed at the top of each page to view general information about the page currently displayed. If you are in a special window or section of a page, click Help to display context-sensitive help information.

1.4.2 Tooltips

When you hover the mouse cursor over a field label or icon in your web browser, context-sensitive information appears.

Figure 1-1 Download Icon Tooltip

Surrounding text describes Figure 1-1 .

If a field requires a special format, such as a date, click the field to display a tooltip showing an example.

Figure 1-2 Date Format Tooltip

Surrounding text describes Figure 1-2 .