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Oracle® WebCenter Content Administrator's Guide for Imaging
11g Release 1 (11.1.1)

Part Number E12782-06
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A User Interface

This section contains information about the interface used with Oracle WebCenter Content: Imaging. It details the user interface specific to administrative tasks. For information on pages used by a typical business user, such as when searching for or viewing documents, refer to the Oracle WebCenter Content User's Guide for Imaging.

The following pages are shown in this section:

A.1 Icons

The following icons are used throughout the Imaging interface without explicit identification. In some cases, as in the pencil icon, the exact use is determined by the context it is in. You can place your cursor over an icon to view identifying text about it.

Name Icon Description

Collapse or Restore Pane

Collapse and Restore Pane icon

Click to expose or hide a pane.

Show or Hide this Panel

Show/Hide This panel icon

Click to expose or hide a panel.

Create

Create icon

Click to create a new item. Items may be searches, application, or other.

Close Current

Close Current icon

Click to close a current tab or window.

More Options

More Options icon

Click to expand a hidden menu.

Expand Horizontally

Expand Horizontally icon

Click to expand an item horizontally.

Edit, Modify, or Update

Edit, Modify, or Update icon

Click to edit, update, or modify a value or document.


A.2 Navigator Pane

The navigator pane displays the top-level navigation panels used to access the main features of Imaging.

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The following table describes the options available on the page.

Panel Description

Searches

Lists all searches to which you have rights. Clicking on a search name displays the search form in the content region. The search form is used to enter criteria to find documents in Imaging.

Tools

Contains the following options:

Manage Searches

Lists all searches to which you have at least Modify or Grant Access rights. Click the expand icon to view the Create New Search icon. Click this icon to open the Search Properties Page to create a new search.

Manage Applications

Lists all created applications to which you have at least Modify or Grant Access rights. Click the expand icon to view the Create Application icon. Click this icon to open the Application General Properties Page to create a new application.

Manage Inputs

Lists all created inputs to which you have at least Modify or Grant Access rights. Click the expand icon to view the Create Input icon. Click this icon to open the Input Basic Information Page to create a new input.

Manage Connections

Lists all created connection to which you have at least Modify or Grant Access rights. Click the expand icon to view the Create New Connection menu icon. Click this icon to open a menu and select Create Content Server Connection to display the Content Server Connection Basic Information Page or select Create Workflow Connection to display the Workflow Connection Basic Information Page.

Manage Security

Used to grant security rights to applications, inputs, searches, connections, and solutions.


A.3 Navigation Train

The Navigation Train is displayed on all pages in Imaging that are used within a procedure such as creating searches, applications, inputs, and connections. The current step of the procedure is in Bold and has a double box icon above the step name. Click Next when the required information has been entered to proceed to the next page. Click Back to visit a previous page or access steps directly by clicking the step name or icon in the navigation train. Steps displayed in gray have not yet been completed in a sequential process, such as creating an application, and cannot be navigated to until each preceding step is completed. Once all steps have been completed, all steps in the navigation train are enabled and can be used to jump from one step to another non-sequentially.

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A.4 Upload Document Page

Access the Upload Document page by clicking Upload Document in the Tools panel in the Navigator Pane.

Note:

When uploading a document, be aware of the file size. File size limitations are primarily a factor when retrieving a document for viewing. System architecture, hardware limitations, network load and other factors can influence document retrieval times and cause the viewer to time out. Imaging has been optimized to store tiff image files of sizes to 200KB. If the documents you need to upload and view are larger than to 200KB, test the performance of those files in the specific network architecture you are planning to use while simulating peak network load.

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The following table describes the elements available on the page.

Element Description

Upload

Submits the document and metadata to Imaging based on the selected application. When the document has been successfully uploaded, you will see a confirmation message. Clicking the confirmation message opens the uploaded document in the viewer.

Reset

Resets the page and allows for another document to be uploaded. Click this to clear inaccurate information before submitting the document or to clear the information and confirmation of a successfully submitted document so you can upload another one.

Close

Closes the Upload Document page and returns to the Welcome page or an open search tab if one or more searches have been run.

Select An Application

Select an application in which to upload the document. This is a required field. Once an application is selected, metadata fields specific to the application are displayed. Application-specific metadata fields are determined when the application is defined and will likely be different for each application.

Document Image field and Browse button

Enter the path to the image being uploaded, or click Browse to select the file. This is a required field.

Note that if using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.


A.5 Update Document Page

Use the Update Document function to update or add a new version of an existing document. You can create a new version of the document or update one or more application fields of the existing document.

From within a search results list, select a document and click Update in the Search Results toolbar. The Update Document window opens and displays the Original File Name, Document ID, and its application. To add a new version of the existing document, enter the path and name of the file, or click Browse to select it, and click Update. To update specific fields in the existing document, make your changes to the fields displayed and click Update. Upon successful update, you will see a confirmation message.

It is recommended that you lock a document prior to updating it in order to prevent others from updating the document at the same time. You can easily lock a document from a search results listing using the contextual menu or search results toolbar. If a document is locked before being updated, the Keep Lock check box is displayed at the bottom of the Update document page. Select to keep the document locked after it is updated. If you did not have it locked before clicking Update, the Lock Document check box will appear. Select to lock the document after it is updated.

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The following table describes the elements available on the page.

Element Description

Update

Submits the document and metadata to Imaging based on the selected application. When the document has been successfully updated, you will see a confirmation message. If you receive a system error message, review the log files to determine its cause.

File name field and Browse button

Type the name of the new file or click Browse to select it.

Note that if using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.

Application fields

Information fields vary by application. Change the information in an existing document by updating one or more of the application fields.

Keep Lock or Lock Document

If document is locked, select Keep Lock to remain locked after being updated. If document is not locked, select Lock Document to lock document after being updated.


A.6 Export Definitions: Export Comments Page

Application, input, and search definitions can be exported to a transportable file format (XML) for import and use in other systems. Enter a short description and other pertinent information in the Export Comments field about the export file.

Access the Export Definitions Comments page by clicking Export Definitions in the Tools panel in the navigator pane.

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The following table describes the elements available on the page.

Element Description

Cancel

Cancels the export procedure and returns to Imaging welcome page.

Next

Continues to next step.

Export Comments field

Type the description or other pertinent information for the definitions file being created.


A.7 Export Definitions: Applications Page

Select the applications to be included in the export definitions file by enabling the check box in the Export column next to the application name.

Access the Export Applications page by clicking Next on the Export Comments page.

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The following table describes the elements available on the page.

Element Description

Export

Select to export the application on that line.

Application

Name of the application to include in the Export Definitions file.


A.8 Export Definitions: Searches Page

Select the searches you want to export by selecting the field in the Export column next to the search name.

Access the Export Definitions Searches page by clicking Next on the Export Definitions Applications page or by clicking searches in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Export

Select to export the search on that line.

Search

Name of the search to include in the Export Definitions file.


A.9 Export Definitions: Inputs Page

Choose the input definitions to export by selecting the field in the Export column next to the input name.

Access the Export Definitions Inputs Page by clicking Next on the Export Definitions Searches page or by clicking on Inputs in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Export

Select to export the input on that line.

Input

Name of the input to include in the Export Definitions file.


A.10 Export Definitions: Summary Page

Review your selected definitions and make any necessary changes. Then click Create Export File. A File Download window displays where you indicate whether you want to open, save or cancel the new Export Definitions File.

Access the Export Definitions Summary Page by clicking Next on the Export Definitions Inputs page or by clicking Summary in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Summary sections

Displays a summary of the selections made in each of the Export Definitions pages.


A.11 Import Definitions: File Location Page

Access the Import Definitions Select File page by clicking Import Definitions on the Tools panel in the Navigator Pane.

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The following table describes the elements available on the page.

Element Description

Select File field

Click Browse to locate and select the file that contains the definitions to import or type the file name in the field.

Note that if using your keyboard rather than your mouse to select the Browse button, use the Space bar to execute the Browse button function and open the dialog box. The Enter key does not execute the Browse button function.

File Properties section

After a file is selected, displays the date of file creation and associated comments.


A.12 Import Definitions: Select Imports Page

Choose the applications, inputs, and searches to be imported by selecting the field in the Import column next to the application, input or search name.

Access the Import Definitions Select Definitions page by clicking Next on the Import Definitions: File Location Page.

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The following table describes the elements available on the page.

Element Description

Action

Select the specific definitions to import for applications, inputs, and searches by selecting the field under the Action heading. Options are:

  • Add: If the object you are importing the definition of does not exist on the system you are importing to, then the action taken is to add the imported definition file and create the object.

  • Overwrite: If the object you are importing the definition of exists on the system you are importing to, then the action taken is to overwrite the existing definition file with the imported definition file.

It is recommended that you take existing input definitions offline before you can import a definition to overwrite the existing input. You take an input definition offline and online by clicking Toggle Online on the Input Summary page, accessed by clicking the input name in the Manage Inputs panel.

Applications, Inputs, Searches Sections

Each application, input, or search is listed under the appropriate heading.

Repository

When importing an application definition into a system where the application is not currently defined, for example from a test environment to a production environment, use the Repository picklist to select the repository to be used by the application.


A.13 Import Definitions: Validate Imports Page

After all selections are made on this page, click Submit. The definitions being imported reference multiple system-specific items, such as security groups, storage devices, and repository connections. All of these items are referenced by name. As long as items are named correctly between the two systems, importing definitions will be successful with no additional adjustment. By the time the Validate Imports page is displayed, Imaging has validated each of these system-specific items to determine if the definitions can be imported as provided. If the definitions are valid, the Successful Validation icon (a check mark) will display in the Status column. If not valid, the Validation Failed icon will display. If a failure occurs, click the expand button to see details. Change options or verify that users and groups exist on the target system and click Submit again. If you receive a system error message, review log files to determine the problem.

Access the Import Definitions Select File page by clicking Next on the Import Definitions: Select Imports Page.

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The following table describes the elements available on the page.

Element Description

Submit

Click Submit to import the selected application, input, and search definitions.

Status

A Successful Validation icon or Failed Validation icon is displayed indicating whether or not to proceed with importing the definition or definitions.

Action

Specifies the action being taken with the import. Options are:

  • Add: If the object you are importing the definition of does not exist on the system you are importing to, then the action taken is to add the imported definition file and create the object.

  • Overwrite: If the object you are importing the definition of exists on the system you are importing to, then the action taken is to overwrite the existing definition file with the imported definition file.

Application

Name of application from which definitions are being imported.

Security

Select from the following security options:

  • Use Imported: Select this option to use the security information defined in the export file.

  • Current User: Select this option to allow only the current user permission to modify which groups and users will be granted permission to the definition. This will allow the definition to be imported and this user will then be able to modify later which groups and users will be granted permissions to the definition.

  • Valid Entries Only: Select this option for Imaging to check the security information in the export file and only pass entries that are valid for the target system. For example, if the file specifies user UserX but the target system does not recognize that user name, then UserX will not be configured in the target system.

  • Choose New: Select this option to allow the user to select a user or group to be the only one with security to the definition. Similar to the Current User option, this selected user or group will be able to later modify which groups and users will be granted permissions to the definition. The user or group is selected by choosing the name from the popup dialog window that is launched when you click the Edit icon next to the Choose New picklist. When a user or group is selected, the Security and Document Security picklist is populated with the new user or group name.

  • Use Existing: Select this option to use the existing definition security, ignoring the configuration in the imported definition. This option is available only for definitions that already exist on the system.

Document Security

Select from the following options:

  • Use Imported: Select this option to use the security information defined in the export file.

  • Valid Entries Only: Imaging checks the security information in the export file and only passes entries that are valid for the target system. For example, if the file specifies group GroupY but the target system does not recognize that group name, then GroupY will not be configured in the target system.

  • Choose New: Select this option to allow the user to select a group to be the only group with security to the definition. The selected group will be able to later modify which groups will be granted permissions to the definition. The group is selected by choosing the name from the popup dialog window that is launched when you click the Edit icon next to the Choose New picklist. When a group is selected, the Security and Document Security picklist is populated with the new group name.

  • Use Existing: Select this option to use the existing definition security, ignoring the configuration in the imported definition. This option is available only for definitions that already exist on the system.

Storage Policy

Select from the following options:

  • Use Imported: Select this option to use the Storage Policy options defined in the export file.

  • Use Existing: Select this option to use the existing Storage Policy settings, ignoring the configuration in the imported definition. This option is available only for applications that already exist on the system.

  • Use Default: Select this option to clear out the Storage Policy options and use the system default.

  • Additional Choices: If there are specific storage options defined in your system, such as Network Attached Storage, they are appended to the list in the Storage Policy field.

Workflow

Select from one of the following options:

  • Use Existing: Select this option to use the existing workflow settings, ignoring the configuration in the imported definition. This option is available only for applications that already exist on the system.

  • Use Imported: Select this option to use the workflow configurations defined in the export file.

  • Clear: Select this option to remove all workflow configurations for the application.

  • Additional Choices: workflow connections defined for the target system are listed here. Different systems may connect to the same workflow server but have different names for the connection. Because the input file being imported specifies the workflow connection name of the original system, selecting the name of the target system workflow connection ensures proper field mapping between the two.

Full-Text Option

Use Existing: Select this option to use the existing Full-Text configuration, ignoring the configuration in the imported definition. This option is available only for definitions that already exist on the system.

Use Imported: Select this option to use the Full-Text options defined in the export file.

None: Select if full-text is not configured.


A.14 Import Definitions: Summary Page

Review your selected definitions and make any necessary changes. Then click Submit. Access the Import Definitions Summary Page by clicking Next on the Import Definitions: Validate Imports Page page or by clicking Summary in the Navigation Train.

The following table describes the elements available on the page.

Element Description

Summary sections

Displays a summary of the selections made in each of the Import Definitions pages.


A.15 Solution Editor Page

The Solution Editor is available in the Tools menu of the Navigator Pane provided that Imaging is using an Oracle database. If Imaging is integrated with a business application such as Oracle Peoplesoft or Oracle E-Business Suite and a solution has been implemented using Oracle Application Extension Framework (AXF), then the Solution Editor provides an easy user interface to modify certain aspects of the solution presentation. For example, you can hide, display, and reorder the profiles displayed to users in the Task List, and specify which actions and metadata fields are displayed in the Task Viewer. If given access to the Solution Editor, you can access all implemented solutions.

Not all aspects of a solution presentation can be edited using the Solution Editor. If you need to modify a solution presentation beyond the capabilities of the Solution Editor, see the Oracle WebCenter Administrator's Guide for Application Adapters.

You access the Solution Editor page for all solutions by clicking Solution Editor in the Tools menu of the Navigator Pane.

The following tabs are available on the Solution Editor page:

A.15.1 Solution Editor Page: General Tab

The General tab on the Solution Editor page allows you to display or hide profiles (BPEL views) to restrict the task list view. You can also use the General tab to reorder the profile list, set a default profile, and to hide or display the Comments field on specified web tools (task flows). Click General on the Solution Editor Page to display the General tab options.

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The following table lists and describes the elements on the Solution Editor Page General tab.

Element Description

Solution Namespace

Use the Solution Namespace menu to select the solution to edit. Only solutions to which you have access are displayed.

List of Profiles

Displays a list of profiles available in the specified solution namespace. Click a profile in the list to do the available actions. Available actions are:

  • Move Up: Click to move the selected profile higher in the list.

  • Move Down: Click to move the selected profile lower in the list.

  • Add: Click to add a profile to the list of available profiles.

  • Remove: Click to remove a selected profile from the list of available profiles.

  • Default: Click to set the selected profile as the default profile displayed when the page is first accessed.

Comments

The Comments section allows you to display or hide the Comments field from specified web tools and to change the field label. Select a comment field to do the available actions. Available actions are:

  • Edit Display Label: Allows you to change the name of the field as it is displayed on the page.

  • Enable Comments Field: Click to have the field displayed on the page.

  • Disable Comments Field: Click to remove the Comments field from view on the page.


A.15.2 Solution Editor Page: Actions Tab

The Actions tab on the Solution Editor page allows you enable and disable what actions are available in a solution. You can also use the Actions tab to order the list of actions or edit the display name of the action. Click Actions on the Solution Editor Page to display the Actions tab options.

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The following table lists and describes the elements on the Solution Editor Page Actions tab.

Element Description

Solution Namespace

Use the Solution Namespace menu to select the solution to edit. Only solutions to which you have access are displayed.

Menu Label

Displays the name of the action menu on the page. You can edit the Menu Label field directly to change the menu display name.

Menu Actions

Displays a list of actions available in the action menu. Click a menu action to change the display. Available changes are:

  • Move Up: Click to move the selected action higher in the menu.

  • Move Down: Click to move the selected action lower in the menu.

  • Edit: Click to edit the display name of the action in the menu.

  • Enable: Click to display the action in the menu.

  • Remove: Click to remove the action from the menu.


A.15.3 Solution Editor Page: Task Viewer Tab

The Task Viewer tab on the Solution Editor page allows you to specify which metadata fields to display or hide in the Task Viewer and what panel tabs are displayed on the bottom of the page. You can also use the Task Viewer tab to order the fields on the page or edit the display name of the field. Click Task Viewer on the Solution Editor Page to display the Task Viewer tab options.

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The following table lists and describes the elements on the Solution Editor Page Task Viewer tab.

Element Description

Solution Namespace

Use the Solution Namespace menu to select the solution to edit. Only solutions to which you have access are displayed.

Display Label

Displays the name of the Task Viewer page. You can edit the Display Label field directly to change the Task Viewer display name.

Metadata Items

Displays a list of metadata fields available on the Task Viewer page. Click a metadata item to do the available actions. Available actions are:

  • Move Up: Click to move the selected item higher in the page order.

  • Move Down: Click to move the selected item lower in the page order.

  • Edit: Click to edit the display name of the metadata field on the page.

  • Enable: Click to display the metadata field on the page.

  • Remove: Click to remove the metadata field from the page.

Bottom Panel Tabs

Displays a list of bottom panels available on the Task Viewer page. Click a panel to do the available actions. Available actions are:

  • Move Up: Click to move the selected panel higher in the panel order.

  • Move Down: Click to move the selected panel lower in the panel order.

  • Edit: Click to edit the display name of the panel on the page.

  • Enable: Click to display the panel on the page.

  • Remove: Click to remove the panel from the page.


A.15.4 Solution Editor Page: Enumerations Tab

The Enumerations tab on the Solution Editor page allows you to specify the enumeration values available for specified enumerations on the Enumeration Picker page. You can also use the Enumerations tab to order the enumerations or edit the display name. Click Enumerations on the Solution Editor Page to display the Enumerations tab options.

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The following table lists and describes the elements on the Solution Editor Page Enumerations tab.

Element Description

Solution Namespace

The Solution Namespace menu is disabled on the Enumerations tab because changes to an enumeration may affect more than one solution.

Enumeration Name

Use the Enumeration Name menu to select the enumeration to edit.

Enumerations

Displays a list of enumeration items for the selected enumeration. Click an item in the list to do the available actions. Available actions are:

  • Move Up: Click to move the selected item higher in the list.

  • Move Down: Click to move the selected item lower in the list.

  • Add: Click to add an item to the list of available items.

  • Edit: Click to edit the display label of the item on the Enumeration Picker page.

  • Remove: Click to remove a selected item from the list of available items.


A.16 Search Properties Page

Use the Create Search Properties page to start creating a search that will be used more than once. If the Accounting department often searches for all Invoices during a specific year, create a search that specifies Invoices between the desired dates, such as January 1, 2008 and December 31, 2008.

Access this page by clicking the Create New Search icon on the Manage Searches panel in the Navigator Pane. Expand the Manage Searches panel to view the Create New Search icon.

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The following table describes the elements available on the page.

Element Description

Search Name

Enter a descriptive name for the search. This search name will be displayed to users under the searches panel of the navigator pane and must be unique to Imaging.

Description

Enter a description of the new search. The description is displayed when the cursor hovers over the search name in the navigator pane. The field contains a maximum of 1000 characters.

Instructions

Enter helpful information about what criteria is being searched for and how a user should use the search. These instructions are available on the search form and also appear on the Search Tab display. If no instructions are defined, the Instructions section is not displayed on the search form. The field contains a maximum of 1000 characters.

Maximum Search Results

Select the maximum number of rows per application a search will return before stopping. The search can span multiple applications, which are selected on the Search Results Formatting Page. The default is zero which means that the search will use the maximum results value set on the server.


A.17 Search Results Formatting Page

The Create Search Results Formatting page is used to format how search results are displayed. Searches can be limited to one application or span multiple applications. For example, you can create a single search that returns purchase orders from a Purchase Order application and invoices from an Invoice application.

Access the Create Search Results Formatting page by clicking Next on the Create Search Properties page or by clicking Results Formatting on the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Source Application

Specifies the application to be searched. The application selected determines the criteria fields available. Only applications to which you have View security rights are listed.

Field Columns

The second and subsequent columns represent the columns of metadata and system fields from the searched applications that appear in the search results. Metadata fields are created in the application when the application is created or modified. System fields are created by the system, including Document Id, Document Creation Date, Document Created By, and Document Batch Id.

Selecting a search field populates the column header with the name and enables the next column. Clicking the pencil icon allows you to modify the column name to something more descriptive. For example, if fields with different names from multiple applications are aligned in the same column, such as Vendor Name and Company Name, you can change the column title to account for both.

If searching multiple applications, aligning like field types in one column can facilitate sorting search results. For example, a purchase order application may have a field named Account Number that corresponds with a field in an invoicing application called VendorID. Aligning the fields in the results allows you to click on the header to sort the results so that invoices and purchase orders from the same company are grouped.

Note that when aligning fields from multiple applications, be careful to align only fields of the same field type, for example, date fields with date fields and text fields with text fields. Failing to align fields of like types can cause errors when sorting search results.

Column Options Icon

Clicking the Column Options icon in the column header displays the following options:

  • Modify Column Name: Allows you to rename the column header.

  • Move Column Left: Moves the column one space to the left.

  • Move Column Right: Moves the column one space to the right.

  • Delete Column: Displays a dialog window asking you to confirm deleting the column.

Remove Application Icon

Clicking the Remove Application Icon next to the Source Application displays a dialog window asking for confirmation to remove the application from the search.


A.18 Search Conditions Page

Specify the conditions to be applied to each document in the searched applications to determine if they should be shown in the search results. Each condition contains three parts: the application's metadata field, the operator used for the comparison and the data value to be used. These conditions for each application can be grouped using parentheses and combined using the conjunction operators (and/or) to form complex conditions.

Access the Create Search Conditions page by clicking Next on the Create Search Results Formatting page or by clicking Conditions in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Application Selection

Select the application to add or modify search conditions for that application.

Move Up Arrow

Moves the selected condition up one row.

Move Down Arrow

Moves the selected condition down one row.

Delete Condition Icon

Displays a dialog window requesting confirmation to remove the selected condition.

(

Opening parenthesis for beginning conditional grouping.

Field

Selects the application field to be used in the condition.

Operator

Selects the operator used for the search. Available operators depend on the data type of the application selected.

Value

A search condition value is the value that the selected Field is being compared to. This value can be one of the following:

  • Static Value: This is a value that does not change. The selected field is compared directly to this value. For example, Text_Field1 equals "Hello". Note that leaving a blank value for a static value deletes the condition. Search execution always drops conditions that have no value.

  • Relative Date: This value represents a number of days from the current day. The value can be positive or negative. When the search is executed, the value is calculated from the current day. For example, Relative Date +7 is one week from today.

  • Logged in UserID: This value represents the userid of the user executing the search. The user's textual userid is used when the search is executed.

  • Parameter Value <name>: This value represents a value that is to be provided by the user when they execute the search.

  • Create New Parameter: This creates a new prompt for information that maps to one or more conditions. It also allows you to create a new parameter, which is useful if you map a condition field to an existing parameter and then the business need changes. For example, if you have driver and co-driver fields mapped to one parameter named Driver, and now need them split, you could remap the co-driver field to a new parameter named Co-driver.

Modify Value Icon

Displays a dialog window with options for modifying value types.

)

Closing parenthesis for ending conditional grouping.

Conjunction

Logical operator for grouping together the smaller condition elements.

  • And: Both search conditions must be met for the document to be returned.

  • Or: Either condition must be met for the document to be returned.


A.19 Search Parameters Page

Specify the parameters for conditions used in a search. Values can be set as default or to read only, and picklists can be used to define parameter choices. The Create Search Parameters page is accessed by clicking Next on the Search Conditions Page or by clicking Parameters on the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Move Up Arrow

Move the parameter up in the list. The ordering in this list corresponds to the presentation the user will see on the Search Form page.

Move Down Arrow

Move the parameter down in the list. The ordering in this list corresponds to the presentation the user will see on the Search Form page.

Parameter Name

Specifies the parameter name.

Prompt Text

Specifies what is listed on the Search Form page to prompt the user. This information can be edited to provide more descriptive text to the user.

Modify Operator Properties Icon

Clicking displays the Operator Properties Dialog Box for making additional operator options available to a user when searching.

Modify Default Value Icon

Displays a dialog window for specifying a default value for the parameter. The value you enter is of the same data type as the parameter. Defaults for date data type will have two choices: Static Value and Relative Date. Defaults for text data type will have two choices: Static Value and Logged in UserID. Picklists can also be used to choose a default value if a picklist was defined for the application and the picklist is enabled in the Picklist column.

  • Text Value: Value will validate using textual rules.

  • Date Value: Value will be validated using regional date settings.

  • Number Value: Value will be validated as a whole number.

  • Decimal Value: Value will be validated as a number.

  • Relative Date: Value will be calculated as the number of days from today and the date value from that day displayed. The value will then be validated as a date.

  • Logged in UserID: The current user's userid will be placed into the value and validated as text.

Picklist

Enable to allow users to choose from defined parameter values or to use the picklist to define a default value. Defined values for a picklist are created when the application is created.

Required

Enable to require users to enter a parameter when using this search.

Read Only

Enable to prevent a user from modifying a parameter. This is similar to the static value on the Search Conditions Page but allows the user to see the value being used. If the parameter is set to Read Only, but has no default value specified, the condition is effectively deleted from the search because the user has no way to specify a value.


A.19.1 Operator Properties Dialog Box

The Operator Properties dialog box allows two things:

  • If Allow user to choose operator is disabled, you can change the displayed text for the operator prompt. For example, you can change the text Less Than to the < symbol. Changing the prompt text does not change the behavior of the operator. For example, changing the text Not Equal to the = sign still returns results not equal to the specified value.

  • If Allow user to choose operator is enabled, you can allow users to select from multiple operators.

The Operator Properties Dialog Box is accessed by clicking the Modify Operator Properties icon in the Operator Text column on the Search Parameters Page. Note that valid operators are symbols for numeric fields and text for text fields.

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The following table describes the elements available on the page.

Element Description

Allow user to choose operator

Enable to make additional operators available to users.

Valid Operators

Displays a list of available operators. Valid operators are dependent on the type of field the condition is mapped to. To select an operator, enable it in the valid operators list and click Move to make the operator available to the user. Click OK once the desired operators are selected and moved.

Selected Operators

Displays a list of operators that are available to the user.

Move

Enable a valid operator and click Move to send it to the selected operator list.

Move All

Moves all valid operators to the selected operator list. Using Move All does not require you to enable an operator in the valid operators list first.

Remove

Removes enabled operators from the selected operators list.

Remove All

Removes all selected operators from the selected operator list. Using Remove All does not require you to enable an operator in the selected operators list first.


A.20 Search Security Page

Use the Security page to define who has rights to view, modify, delete and grant access to the search being created.

The Search Security page is accessed by clicking Next on the Search Parameters Page or by clicking Security on the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select users or predefined security groups.

Copy

Selecting a user or group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected user or group to the next user or group added.

Remove

Removes the selected user or group from the list.

User/Group Icon

Displays a single person for a user and multiple persons for a group.

Display Name

The name of the user or group.

View

Enabled by default. Grants the user or group the right to view and execute this search.

Modify

Enable to grant the user or group the right to modify all aspects of this search except for granting security rights.

Delete

Enable to grant the user or group the right to delete this search.

Grant Access

Enable to grant a user or group the right to grant security rights to others for this search. If this is the only security level granted, the user can modify only the security information for this search.


A.21 Add Security Member Page

Use the Add Security Member page to manage definition security and to add users and groups to an application, search, connection, or input. Access this page by clicking Add on the Definition Management Security pages, Content Server Connection Security Page, Workflow Connection Security Page, Search Security Page, Application Security Page, Application Document Security Page, or Input Security Page.

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The following table describes the elements available on the page.

Element Description

Search Menu

Select Search Users to search for users by their login identifier; select Search Groups to search for groups by group name. Note that for document security, only Search Groups are available.

Search Field

Enter the name of a user or group to find. Criteria is not case-sensitive. The asterisk (*) can be used as a wildcard. For example, you can enter *group to find UserGroup and AdminGroup, but would need to enter *group* to find AdminGroups. Click Search without entering any criteria to return the entire listing of either users or groups.

Search

Click Search to submit search criteria.

Results Listing

Displays the returned results. Select multiple adjacent results using Shift + Click or multiple non-adjacent results using Ctl + Click.

Add

Click Add to close the dialog and return the selected user(s) or group(s) to originating security configuration page.

Cancel

Cancels the procedure and closes the Add Security Member page.


A.22 Search Preview and Test Page

From this page, you can test the search you just created to ensure it is working and displaying properly before deploying it.

Access the Create Search Preview and Test page by clicking Next on the Search Security Page.

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The following table describes the elements available on the page.

Element Description

Search

Runs the test search. Once run, the results are displayed in the lower section as they will display on a search results page. Go back to any previous page to alter any elements of the search that are not producing the desired results. Navigate backwards by clicking the back button, or skipping directly to it using the Navigation Train.

Search Result Toolbar

The Search Results Toolbar is displayed above the search results area and provides options for manipulating returned documents. Functionality is documented in the Oracle WebCenter Content User's Guide for Imaging and in the help system on a search results page.


A.23 Search Review Settings Page

Review the details of the search you just created on the Search Review Settings page. Go back to previous pages to make changes by clicking the Back button or by clicking the name of the page on the Navigation Train.

Access this page by clicking Next on the Search Preview and Test Page.

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The following table describes the elements available on the page.

Element Description

Properties Section

Lists the search name and other criteria defined on the Search Properties Page.

Results Formatting Section

Displays the information defined on the Search Results Formatting Page.

Conditions Section

Displays information defined on the Search Conditions Page.

Parameters Section

Displays information defined on the Search Parameters Page.

Security Section

Displays information defined on the Search Security Page.

Audit History Section

Once a search is created, the audit history section displays a list of all actions performed on a search. It is blank on the summary page of a search being created.


A.24 Search Summary Page

The Search Summary page is displayed when clicking an existing search in the Manage Searches panel of the Navigator Pane. It summarizes the search settings and allows for deleting or initiating changes to a search.

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The following table describes the elements available on the page.

Element Description

Modify

Click to display the Search Properties Page to begin modifying the search.

Delete

Click to delete the search.

Close

Click to close the search.

Properties Section

Lists the search name and other criteria defined on the Search Properties Page.

Results Formatting Section

Displays the information defined on the Search Results Formatting Page.

Conditions Section

Displays information defined on the Search Conditions Page.

Parameters Section

Displays information defined on the Search Parameters Page.

Security Section

Displays information defined on the Search Security Page.

Audit History Section

Once a search is created, the audit history section displays a list of all actions performed on a search. It is blank on the summary page of a search being created.


A.25 Application General Properties Page

Note:

The user creating an application must also have View permission to the repository connection being used.

Applications define a set of common metadata and access to a group of documents. On this page, provide general properties information about the application being created.

Access the Create Application General Properties page by clicking the Create Application icon on the Application panel in the navigator pane.

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The following table describes the elements available on the page.

Element Description

Application Name

Enter a descriptive name for the application. The application name is displayed to users on the Upload Document page and to system administrators when creating inputs and searches. This field is required and must be unique.

Description

Enter a description for the application.

Repository

Imaging can leverage multiple instances of Content Server to store documents. This field specifies which Content Server repository instance will contain this application and its documents. The choices for this field are the Imaging repository connections to which the user has access. Once the application is created, the repository cannot be changed. This field is required.

Full-Text Option

Select None to search metadata only. Select Full-Text Search to search metadata and the full-text of any documents with text information, provided the Content Server repository is configured to index full-text. Note that images of documents do not contain text information, and so are not full-text indexed when uploaded. For example, a Microsoft Word has text that can be indexed, but a TIFF image of a Microsoft Word document does not, and so cannot be indexed.

None: Indexes metadata but not full-text.

Fast Check In: Indexes metadata fields only and is enabled when fast check-in is enabled on the Content Server repository. Fast Check In is used to improve upload speed when full-text indexing is not required. When Fast Check In is enabled, full-text indexing is not available.

Full-Text Search: Indexes metadata and the full-text of any documents with text information. Images of documents do not contain text information, and so cannot be full-text indexed. For example, a Microsoft Word has text that can be indexed, but a TIFF image of a Microsoft Word document does not, and so cannot be indexed When Full-Text Search is enabled, Fast Check In is not available.


A.26 Application Field Definitions Page

Specify the fields and their definitions that will appear in the new application.

Access the Create Application Field Definitions page by clicking Next on the Application General Properties Page or by clicking Field Definitions in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Add

Adds a new field to the application.

Remove

Removes a selected field from the application.

Name

Specifies the name of the field. This name must be unique. There is a restriction that when adding or modifying an application you cannot delete an existing field and re-add it with the same name. If this happens, click Cancel and start again.

Type

Specifies the type of information to be input. Options include:

  • Text: Fields of this type accept text consisting of all character types. The maximum number of characters to be allowed is defined in the Length element

  • Number: Fields of this type accept integer values of up to 10 digits from approximately -2 billion to +2 billion.

  • Decimal: Fields of this type accept decimal values up to 15 digits of precision. The scale, or number of decimal places, is specified in the Scale element.

  • Date: Fields of this type accept date values.

Note that once a field type has been selected when the field is added, it cannot be changed.

Length

Specifies the maximum number of text characters allowed in the associated text field. The system supports up to 200 characters. This applies only to the Text data type.

Scale

Specifies the number (1-15) of decimal places. This applies only to Decimal data type.

Required

Fields marked required must always have a value. No document can be added to the application without providing a value for this field.

Indexed

Fields marked as Indexed cause the repository to create database level indexes to accelerate searching.

Default Value

Specifies a value to be recommended to the user as a default when uploading a document. Clicking the pencil icon displays a form in which to enter the value. If a default value is to be assigned from a picklist, you must define the picklist first. If you assign a default value from a picklist and then clear the value from the picklist, it also clears the default value.

Picklist

Click the Add Picklist icon to display the Picklist window where you can enter values for the new picklist. Click the Edit Picklist icon to edit an existing list. Click the Remove Picklist icon to remove the picklist.


A.27 Application Security Page

Specify the users and groups that will be able to view, modify, or delete the application or grant access to others.

Access the Create Application: Application Security page by clicking Next on the Application Field Definitions Page or by clicking on Application Security in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select users or predefined security groups.

Copy

Selecting a user or group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected user or group to the next user or group added.

Remove

Removes the selected user or group from the list.

User/Group Icon

Displays a single person for a user and multiple persons for a group.

Display Name

The name of the user or group.

View

Enabled by default. Grants the user or group the right to see and select this application when creating a search.

Modify

Enable to grant the user or group the right to modify all aspects of this application except for granting security rights.

Delete

Enable to grant the user or group the right to delete this application.

Grant Access

Enable to grant a user or group the right to grant security rights to others for this application. If this is the only security level granted, the user can modify only the security information for this application.


A.28 Application Document Security Page

Application Document Security applies to groups but not users. Select the field in the appropriate column to grant a group that aspect of document security.

Access the Create Application Document Security page by clicking Next on the Application Security Page or by clicking Document Security in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select predefined security groups.

Copy

Selecting a group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected group to the next group added.

Remove

Removes the selected group from the list.

User/Group Icon

Displays multiple persons for a group.

Display Name

The name of the group.

View

Enabled by default. Grants the group the right to view documents in this application. A person must have View rights to documents to see a search result listing when searching this application.

Write

Grants a group rights to upload, update, and copy documents and document metadata within a specific application. Until a group has Write security rights to documents in at least one application, the Upload tool is not visible to group members in the Tools panel of the Navigator Pane.

Grant Access

Grants a group rights to assign document rights to other groups. Note that groups with Grant Access rights are automatically assigned Delete and Write security rights.

Delete

Enable to grant a group the right to delete documents in this application.

Lock Admin

Grants the selected group the right to unlock documents locked by users other than themselves within this application.

Annotate Standard

Grants a group the right to create and manipulate annotations classified as standard by the annotator

Annotate Restricted

Grants a group the right to create and manipulate annotations classified as restricted by the annotator.

Annotate Hidden

Grants a group the right to create and manipulate annotations classified as hidden by the annotator.


A.29 Application Storage Policy Page

On this page, specify the location of storage for the documents in this application.

WARNING:

Changing the Storage Policy in an existing application affects future documents only. Existing documents maintain the Storage Policy that was in place at the time they were uploaded.

Access the Create Application Storage Policy page by clicking Next on the Application Document Security Page or by clicking Storage Policy in the Navigation Train.

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The following table describes the elements available on the page.

Element Description

Document Storage Volume

Specify where documents will be stored. This is configured on Content Server and may be a file system or a database.

Supporting Content Storage Volume

Specify where annotations and supporting content will be stored. This is configured on Content Server and may be a file system or a database.


A.30 Application Workflow Configuration Page

Workflow enables your organization to automate its business processes by orchestrating services within the process flow. Click Add to create a workflow process to define an integration to an existing workflow process. A new instance of this process will be created each time a document is created within this application.

Access the Create Application Workflow Configuration General Properties page by clicking Next on the Application Storage Policy Page.

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The following table describes the elements available on the page.

Element Description

Add

Click to add a new workflow configuration.

Modify

Click to modify an existing workflow configuration.

Remove

Remove the configuration from the application.


A.31 Workflow Server Properties Page

On this page select the workflow connection to the workflow server hosting the desired process. Connection, User name, and Password are required values.

Access this page by clicking Add or Modify on the Application Workflow Configuration Page. Access the Create Application Workflow Server Properties page by clicking Next on the Application Workflow Configuration Page or clicking Modify on an existing Application Workflow Configuration Server Properties page.

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The following table describes the elements available on the page.

Element Description

Connection

Select the workflow connection to the workflow server hosting the desired process. This is a required value.


A.32 Workflow Component Properties Page

Select from the Composite, Service, and Operation fields to identify the workflow process you want to initiate.

Access the Create Application Workflow Component Properties page by clicking Next on the Application Workflow Configuration Page or clicking Modify on an existing Application Workflow Configuration Component Properties page.

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The following table describes the elements available on the page.

Element Description

Composite

Select the name and version of a deployed workflow composite. This is a required value. Deployed composites are listed by their version number. A composite listed as Default in the selection list always uses the default version of the composite as specified on the workflow server. For example, selecting Payment!1.0 causes the workflow to use the 1.0 version of the Payment composite, even if a 2.0 version has been deployed and specified as the default. Selecting Payment!Default causes the workflow to use the specified default composite version. Selecting the Default option may be preferred if changes made to the composite will not impact the way Imaging and the workflow server have been configured to work together.

Service

Select the name of a service associated with the selected composite. This is a required value.

Operation

Select the name of an operation associated with the selected service. This is a required value.


A.33 Workflow Payload Properties Page

The Workflow Payload Properties page defines which application field values will be transferred to the new process instance when it is created. Access the Create Application Workflow Payload Properties page by clicking Next on the Create Application Component Properties page or clicking Modify on an existing Application Workflow Configuration Payload Properties page. When you have completed the changes, click Finish.

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The following table describes the elements available on the page.

Element Description

Payload Element

Select the application field to provide a value for the workflow field.

Type

This column lists the data type for the workflow process field. This data type is used to limit the list of possible application fields to compatible data types.

Mapped Value, Function

Select the application field to provide a value for the workflow field. Available fields are dependent on the application. The Format Value option allows a user to define a string expression. This expression can include a constant value (1.23) or a function (AppId) or a combination of both. Selecting the Format Value option displays an icon to launch the Edit Format Value Page to facilitate creating custom URLs or concatenation of values.

Selecting the Supporting Content option from the Mapped Value column displays an icon which when clicked launches the Edit Supporting Content Value Page that enables you to identify what portion of a supporting XML document is included in a workflow payload.


A.33.1 Edit Format Value Page

This page is accessed from the Workflow Payload Properties Page. Selecting the Format Value option from the Mapped Value column displays an icon which when clicked launches the Edit Format Value page. This page enables you to construct a value from parts of text and application fields. For example, you would use this page to construct custom URLs or to concatenate multiple values together into a single value.

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A.33.2 Edit Supporting Content Value Page

This page is accessed from the Workflow Payload Properties Page. Selecting the Supporting Content option from the Mapped Value column displays an icon which when clicked launches the Edit Supporting Content Value page. This page enables you to identify what portion of a supporting XML document is included in a workflow payload.

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Element Description

Supporting Content Key

Provide the content key to identify a supporting document. This field is required. Maximum length cannot exceed 30 characters.

XPath

Specify the XPath that identifies the portion of the supporting document to include in the payload. This field uses standard XPath syntax. For example, to get the root element of a supporting document without specifying the name of the element, the XPath would be:

/*

To get all elements directly below a root element of a supporting document, the XPath would be:

/root/*

Maximum length cannot exceed 224 characters. This field is required.


A.34 Application Review Settings Page

The Create Application Review Settings page allows you to check the settings defined in the application prior to creating the application. Access the Create Application Review Settings page by clicking Next on the Create Application Workflow Payload Properties page. To make any changes to the settings prior to submitting them, click Back or the appropriate link in the navigation train to return to the necessary page. When you are satisfied with the Application settings, click Submit.

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A.35 Application Summary Page

Review the details of the application you just created. Click Modify to go to the Application General Properties Page to change settings if necessary. Click the magnifying glass icon in the Picklist column to review the values of a picklist.

Access this page by clicking Submit on the Application Review Settings Page.

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A.36 Input Basic Information Page

An input is a configuration that maps an input file to an application for doing bulk uploads to Imaging. Access the Create Input Basic Information page by clicking the Create Input icon on the Manage Inputs panel of the navigation pane.

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The following table describes the elements available on the page.

Element Description

Name

The name of the input.

Description

A brief description of the input.

Online

Select this field when you want the input agent to start its search for work. You can leave this field unselected until after you test the file.

Auto-detect input file character set

When enabled, the input file character set of the application is automatically detected. When this field is not selected, you can manually specify the input file character set and override the default character set of the application used in the input.

Sample File

A path to a sample text file that illustrates the content of an input for this input definition. Input Identify and Parse File Parameters Page and will be used when mapping columns in the file to application fields.

Upload

Click to upload a sample file on a local or shared drive to the samples directory on the server.

Browse

Click to select from a list of sample files in the samples directory of the server.


A.37 Input Identify and Parse File Parameters Page

Specify the input mask, delimiter used to separate data, and the application to which the input file is being mapped. The contents of the sample input file is displayed in the Sample Data section of the page for reference.

The input mask supports regular expressions in addition to the * or ? characters for masks. For example, specifying an input mask of abc*|*.def pulls all files starting with abc or ending in .def. Specifying an input mask of [abc]try.lst pulls files atry.lst, btry.lst, and ctry.lst, but not dtry.lst.

WARNING:

Each input's mask should resolve to a unique set of input files that do not overlap the masks of other inputs. Input Agent only processes an input file for one input and will not restage a file to be processed again for a different input definition. The order in which inputs are processed is random so it is unknown as to which input will pick up a shared input file.

Access the Create Input Review Sample File page by clicking Next on the Input Basic Information Page.

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The following table describes the elements available on the page.

Element Description

Input Mask

This is the filter that the input agent uses to locate files for the input.

Delimiter

Specify the character that indicates the boundary between independent regions of data.

Application

Select the application to be mapped to the input file.

Sample Data

Displays contents of uploaded sample file.


A.38 Input Field Mapping Page

This page facilitates mapping of the columns of data from input files into the correct fields of the target application. Access the Create Input Field Mapping page by clicking Next on the Input Identify and Parse File Parameters Page.

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The following table describes the elements available on the page.

Element Description

Application Fields column

List of field names that are specific to the selected application.

Input Column

A green check mark in the radio button indicates that the mapping is good. A red X indicates that the mapping will not work and you must specify a different column. The picklist lets you choose the column in the input file that will be mapped to the specified data in the application.

Sample Data

After you select a column, the corresponding data from the sample input file will be displayed in the Sample Data column. Click the Show Previous Line or Show Next Line icon to see more data from the sample file.

Use Application Default

Enable to use the default value specified in the application if this value is blank in the input file. The check box is only displayed if the application defines a default value.

Date Format

Click the Add or Edit icons to access the date mask editing dialog. This dialog allows you to create a custom date mask for deciphering nonstandard date values in the input file. Click the Delete icon to remove the custom date mask.


A.38.1 Define Date Format Page

The Define Date Format Page is displayed when clicking the Add a Date Format or Edit a Date Format icon in the Date Format column of the Input Field Mapping Page. Use the Define Date Format page to specify how the date is displayed. If no date format is specified, the default is to the format of the input agent server locale.

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The following table describes the elements available on the page.

Element Description

Add

Click to add the selected format value to the to the Format Value field. Once added, an example is displayed in the Sample Date section.

Format Values

Select format values to add to the Format Value field to determine how a date will be displayed. Only one value can be selected at a time. Values are displayed in the order they are added to the Format Value field. Format value options are:

  • Era: GG - Sample: AD

  • Year (4 digit): yyyy - Sample: 2010

  • Year (2 digit): yy - Sample: 10

  • Month (number in year): MM - Sample: 01

  • Month (abbreviated month name): MMM - Sample: Jan

  • Month (full month name): MMMM - Sample: January

  • Day: dd - Sample: 01

  • Hour (24 hour): HH - Sample: 17

  • Hour (12 hour): hh - Sample: 05

  • Minute: mm - Sample:16

  • Second: ss - Sample: 59

  • / separator: Separates values with a forward slash

  • - separator: Separates values with a dash

  • _ separator: Separates values with an underscore

  • : separator: Separates values with a colon

  • . separator: Separates values with a period

  • space: Adds a space to the string

For example, if the Format Value field were populated with yyMMMdd - HH:mm:ss, the Sample Date would display 10Jan01 - 15:16:59 for a date and time of January 1st, 2010 at 5:16 and 59 seconds PM, based on the following Format Values being added in the following order:

  1. Year (2 digit)

  2. Month (abbreviated month name)

  3. Day

  4. space

  5. - separator

  6. space

  7. Hour (24 hour)

  8. : separator

  9. Minute

  10. : separator

  11. Second


A.39 Input Security Page

The Create Input: Security page is accessed by clicking Next on the Input Field Mapping Page.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select users or predefined security groups.

Copy

Selecting a user or group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected user or group to the next user or group added.

Remove

Removes the selected user or group from the list.


A.40 Input Review Settings Page

The Input Review Settings page allows you to check the settings defined in the input wizard prior to creating the input. To make any changes to the settings prior to submitting them, click Back or the appropriate link in the navigation train to return to the desired page. When you are satisfied with the input settings, click Submit. The Input Summary Page is displayed.

The Input Review Settings page is accessed by clicking Next on the Input Security Page.

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A.41 Input Summary Page

Review the details of the created input. Click Modify to go to the Input Basic Information Page to change settings if necessary. Click Toggle Online to tell the Input Agent to start polling the definition files of this input.

Access this page by clicking Submit on the Input Review Settings Page.

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A.42 Content Server Connection Basic Information Page

Create and modify connections to a Content Server repository server by expanding the Manage Connections panel in the Navigator Pane. Click the Create New Connection icon or click an existing connection and click Modify to display the Connection Basic Information page.

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The following table describes the elements available on the page.

Element Description

Name

A name for the repository to which you are connecting.

Description

A brief description of the connection.

Connection Type

Identifies the type of connection. The type of connection cannot be changed once it is defined.


A.43 Content Server Connection Content Server Settings Page

Specify the details of the Content Server repository to connect to on the Content Server Settings page. It is accessed by clicking Next on the Content Server Connection Basic Information Page when creating a new connection, or directly using the navigation train on any repository connection page for an existing connection.

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The following table describes the elements available on the page.

Element Description

SSL

Enable connection using Secure Socket Layer (SSL). Additional steps must be taken to configure SSL on Content Server and ensure proper credentials. For detailed information, see the full Oracle WebCenter Content Administrator's Guide for Imaging.

Use Local Content Server

Enable to specify localhost as the machine name and connect Imaging to the Content Server sharing the computer. Local communication offers the fastest connection option. If enabled, localhost is used exclusively unless a communication failure occurs. If there is a communication failure to localhost and a pool of Content Servers is defined, messages are sent to the machines named in the Content Server pool until communication to localhost resumes.

If Use Local Content Server is not enabled, then a pool of Content Servers must be defined and messages are sent to multiple Content Servers. This option is for load balancing in a clustered environment.

Server Port

Specifies the Content Server's remote API (RIDC) connection port. If the SSL option is checked, then the port provided must be the SSL listening port for the server.

Content Server Pool

Specify the machine names and connection ports for all Content Servers used remotely. Content Servers can be added to the pool for load balancing.

Machine Name

Specifies the host name or names used for the connection. It is the name or IP address of the server.


A.44 Content Server Connection Security Page

Specify the connection definition security on Connection security page. It is accessed by clicking Next on the Content Server Connection Content Server Settings Page when creating a new connection, or directly using the navigation train on any connection page for an existing connection.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select users or predefined security groups.

Copy

Selecting a user or group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected user or group to the next user or group added.

Remove

Removes the selected user or group from the list.

User/Group Icon

Displays a single person for a user and multiple persons for a group.

Display Name

The name of the user or group.

View

Enabled by default. Grants the user or group the right to view this connection.

Modify

Enable to grant the user or group the right to modify all aspects of this connection except for granting security rights.

Delete

Enable to grant the user or group the right to delete this connection.

Grant Access

Enable to grant a user or group the right to grant security rights to others for this connection. If this is the only security level granted, the user can modify only the security information for this connection.


A.45 Content Server Connection Review Settings Page

Review connection settings prior to submitting the connection on the Review Settings page. Access the Review Settings by clicking Next on the Content Server Connection Security Page when creating a new connection, or directly in the navigation train on any connection page when modifying an existing connection.

If settings need to be changed, navigate to the connection page to make the changes either by clicking Back or by clicking the needed page in the navigation page. Once you are satisfied with your settings, click Submit. The Content Server Connection Summary Page is displayed.

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A.46 Content Server Connection Summary Page

The Connection Summary page is accessed by clicking Submit on the Content Server Connection Review Settings Page. Review the details of the created connection. Click Modify to go to the Content Server Connection Basic Information Page to change settings if necessary.

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A.47 Workflow Connection Basic Information Page

Create and modify connections to a workflow server by expanding the Manage Connections panel in the Navigator Pane. Click the Create New Connection icon or click an existing connection and click Modify to display the Workflow Connection Basic Information page.

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The following table describes the elements available on the page.

Element Description

Name

Provide a unique name for this connection.

Description

A brief description of the connection.

Connection Type

Identifies the type of connection.


A.48 Workflow Connection Settings Page

Specify the details of the workflow server to connect to on the Workflow Connection Settings page. It is accessed by clicking Next on the Workflow Connection Basic Information Page when creating a new connection, or directly using the navigation train on any Content Server connection page for an existing workflow connection.

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The following table describes the elements available on the page.

Element Description

HTTP Front End Address

The URL address of the workflow server, including the listening port if it is not the default port for the protocol defined in the URL. For example:

http://soaserver1:8001
http://ohs_frontend_server:80
http://ohs_frontend_server

Credential Alias

Provides the alias for username and password credentials encrypted in the credential store. These credentials are used when making the remote connection to the workflow server and must reference a username and password with appropriate permissions in the workflow system, not Imaging.

This credential must be created in the credential store before the workflow connection configuration can be completed. A credential can be created in the credential store in one of two ways: through Fusion Middleware Control or through WLST.

Provider

Specifies the host name or names used for the connection. The transport mechanism and listening port should be included in the setting. If the workflow server is a single instance, it is the name or IP of the workflow machine. If the workflow server is operating within a cluster, this parameter value can be a comma-separated list of machine names or IP addresses of servers in the cluster, or it can be the cluster name for the cluster.

When a cluster name is used, the name must be defined in DNS to resolve to the multiple machines within the cluster. Neither Imaging nor SOA defines this behavior. Rather, it is defined by the Oracle WebLogic Server support for JNDI in a cluster. For example:

Single SOA server (or cluster with DNS cluster name):

t3://soaserver1:8001

Multiple, clustered SOA servers:

t3://soaserver1,soaserver2,soaserver3:8001

Test Connection

Click to test if connection settings are configured correctly. A dialog box is displayed indicating whether or not the connection test was successful. If successful, the available composites deployed on the workflow server are also displayed in a list at the bottom.

Note that if the test button fails, you can attempt to diagnose the problem outside of Imaging by opening a standard desktop browser from the Imaging managed server machine and attempt to connect to the server using the HTTP front end address and specifying the inspection.wsil and html=true in the URL. For example:

http://soaserver1:8001/inspection.wsil?html=true

If this connection fails, Imaging cannot connect. Check the configuration of the SOA server and any load balancing products that may be front ending the SOA server.


A.49 Workflow Connection Security Page

Specify the connection definition security on Connection security page. It is accessed by clicking Next on the Workflow Connection Settings Page when creating a new connection, or directly using the navigation train on any connection page for an existing connection.

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The following table describes the elements available on the page.

Element Description

Add

Displays the Add Security Member Page from which you can search for and select users or predefined security groups.

Copy

Selecting a user or group from the existing list and clicking Copy displays the Add Security Member Page and copies the permissions of the selected user or group to the next user or group added.

Remove

Removes the selected user or group from the list.

User/Group Icon

Displays a single person for a user and multiple persons for a group.

Display Name

The name of the user or group.

View

Enabled by default. Grants the user or group the right to view this connection.

Modify

Enable to grant the user or group the right to modify all aspects of this connection except for granting security rights.

Delete

Enable to grant the user or group the right to delete this connection.

Grant Access

Enable to grant a user or group the right to grant security rights to others for this connection. If this is the only security level granted, the user can modify only the security information for this connection.


A.50 Workflow Connection Review Settings Page

Review connection settings prior to submitting the connection on the Review Settings page. Access the Review Settings by clicking Next on the Workflow Connection Security Page when creating a new connection, or directly in the navigation train on any workflow connection page when modifying an existing connection.

If settings need to be changed, navigate to the connection page to make the changes either by clicking Back or by clicking the needed page in the navigation page. Once you are satisfied with your settings, click Submit. The Workflow Connection Summary Page is displayed.

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A.51 Workflow Connection Summary Page

The Workflow Summary page is accessed by clicking Submit on the Workflow Connection Review Settings Page. Review the details of the created connection. Click Modify to go to the Workflow Connection Basic Information Page to change settings if necessary.

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A.52 Definition Management Security

Create and modify the top level security settings for applications, inputs, searches, connections, and solutions by selecting the appropriate category in the Manage Security panel in the navigator pane.

Access the Manage Security pages by clicking the expand icon on the Manage Security panel in the navigator pane.

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The following table describes the elements available on the page.

Element Description

Create

Select to assign Create permission to a user which allows the user to create an application, input, search, or connection.

Administrator

Select to assign a user permission to view, create, modify, and delete an application, input, search, or connection.