1 Installation Overview
Oracle Enterprise Content Management Suite, an Oracle Fusion Middleware component, is an integrated suite of products designed for managing content. This chapter provides an overview of the procedures for installing Oracle Enterprise Content Management Suite and configuring its products as applications deployed to an Oracle WebLogic Server domain, in these topics:
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Software Downloads for Oracle ECM Installation and Configuration
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Directory Structure for Oracle Enterprise Content Management Suite
1.1 Oracle Enterprise Content Management Suite Applications
Oracle Enterprise Content Management Suite includes the following products:
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Oracle Universal Content Management (Oracle UCM)
Oracle UCM, which includes Oracle Content Server, provides a unified application for several different types of content management.
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Oracle Inbound Refinery (Oracle IBR)
Oracle IBR is a conversion server that manages file conversions for electronic assets such as documents, digital images, and motion video. In addition to conversion, Oracle IBR provides thumbnail functionality for documents and images, storyboarding for video, and the ability to extract and use EXIF data from digital images and XMP data from electronic files generated from programs such as Adobe Photoshop and Adobe Illustrator. You can use Oracle IBR to convert content items stored in Oracle Content Server.
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Oracle Imaging and Process Management (Oracle I/PM)
Oracle I/PM is an integrated framework of client software modules with a customizable user interface for managing documents from image capture to archiving. Client modules can be integrated within this framework to provide a single user interface, including third-party information systems, imaging, workflow process, and enterprise content management.
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Oracle Information Rights Management (Oracle IRM)
Oracle IRM secures and tracks sensitive digital information everywhere it is stored and used. The installation of Oracle IRM Desktop software is required on every end user device on which sealed information is created or used.
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Oracle Universal Records Management (Oracle URM)
Oracle URM manages content items on a retention schedule, which determines the life cycle of each content item. Oracle URM combines both records management and retention management into one software system. You can use Oracle URM to track and preserve content as needed, or to dispose of content when it is no longer required.
After you install these products on your system, you can configure one or more of them as applications deployed to a previously installed Oracle WebLogic Server. You cannot configure an Oracle ECM 11.1.1.4.0 application in an Oracle WebLogic Server domain that already has an Oracle ECM application from an earlier release installed.
1.2 Software Downloads for Oracle ECM Installation and Configuration
You can download the software required for installing and configuring Oracle Enterprise Content Management Suite from either of two web sites:
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Oracle E-Delivery
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Oracle Technology Network (OTN)
1.2.1 Downloading Software from Oracle E-Delivery for Installing and Configuring Oracle ECM
You can use the Oracle E-Delivery web site to download products for which you have purchased a license.
To download software from Oracle E-Delivery for installing and configuring Oracle ECM
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Go to the Oracle E-Delivery web site at
http://edelivery.oracle.com
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On the Welcome page, click Continue.
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Enter your user information, and click Continue.
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Select the Oracle Fusion Middleware product pack and your installation platform, and then click Go.
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From the list of media packs, select the one for Release 11.1.1.4.0, which includes Oracle ECM.
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Click the Description link to display a list of downloadable ZIP files for the media pack.
Each ZIP file has a unique part number.
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Click the Readme button at the top of the list for instructions on which files to download for your product licenses.
1.2.2 Downloading Software from OTN for Installing and Configuring Oracle ECM
You can download Oracle WebLogic Server 11gR1 (10.3.4), Oracle Database, Repository Creation Utility, and Oracle ECM software from Oracle Technology Network (OTN).
To download software from OTN for installing and configuring Oracle ECM
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If you do not have Oracle WebLogic Server 11gR1 (10.3.4) on your system, you can download it from the Oracle WebLogic Server Downloads page on OTN at
http://www.oracle.com/technetwork/middleware/weblogic/downloads/index.html
Download Oracle WebLogic Server 11gR1 (10.3.4) for your platform.
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If you need Oracle Database, you can download it from the Oracle Database Software Downloads page on OTN at
http://www.oracle.com/technology/software/products/database/index.html
Download Oracle Database 11g for your platform.
Instead of Oracle Database, you can use Microsoft SQL Server or IBM DB2. For information about database versions supported by Repository Creation Utility and Oracle Enterprise Content Management Suite, see the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network at
http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html
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For the Oracle Enterprise Content Management Suite media and the corresponding version of Repository Creation Utility, go to the Oracle Fusion Middleware 11g Software Downloads page on OTN at
http://www.oracle.com/technology/software/products/middleware/htdocs/fmw_11_download.html
If you are using Oracle I/PM with Oracle BPEL Process Manager and Oracle Application Extension Framework (AXF), preinstallation requirements include installing Oracle SOA Suite 11g as well as Oracle JDeveloper and Oracle Application Development Framework 11g. On the Oracle Fusion Middleware 11g Software Download page, download the following software:
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SOA Suite (11.1.1.4.0) under Runtime Software
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JDeveloper and Application Development Framework (11.1.1.4.0) under Required Additional Software
After Oracle JDeveloper is installed, you must install the Oracle SOA Suite Design-Time Components. Oracle SOA Suite is not automatically installed with Oracle JDeveloper. Before you can create a SOA application and project, you must install the Oracle SOA Suite Extension for JDeveloper.
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1.3 Installation Roadmap
Table 1-1 describes the high-level tasks for installing and configuring Oracle Enterprise Content Management Suite. You need to perform the tasks in order except as noted. The table also provides information on where to get more details on each task.
Table 1-1 Oracle Enterprise Content Management Suite Installation Procedure
| Task | Description | Mandatory/Optional? | Documentation |
|---|---|---|---|
|
Task 1 - Prepare your system environment for installation |
Ensure that your system environment meets the general installation requirements for Oracle Fusion Middleware, for Oracle Enterprise Content Management Suite, and for Repository Creation Utility (RCU), which requires a supported database. |
Mandatory |
|
|
Oracle Enterprise Content Management Suite applications require schemas that must be installed in a supported database, such as Oracle Database, Microsoft SQL Server, or IBM DB2. Prepare a database for Oracle Enterprise Content Management Suite schemas, then install RCU and use it to create schemas. Note: You can perform this task before or after Task 3 - Install Oracle WebLogic Server in a Middleware home and Task 4 - Install Oracle Enterprise Content Management Suite. |
Mandatory |
Chapter 2, "Creating Schemas for Oracle Enterprise Content Management Suite" |
|
|
Task 3 - Install Oracle WebLogic Server in a Middleware home |
Oracle Enterprise Content Management Suite runs on Oracle WebLogic Server. You must install Oracle WebLogic Server before you install Oracle Enterprise Content Management Suite. The installer creates the Oracle WebLogic Server home directory ( Note: You can perform this task before or after Task 2 - Create schemas for applications. |
Mandatory |
Section 3.1.2, "Installing Oracle WebLogic Server in a Middleware Home" |
|
Use the Oracle Fusion Middleware 11g Oracle Enterprise Content Management Suite Installer to install Oracle Enterprise Content Management Suite. Within the Middleware home, the installer creates an Oracle home directory named The installer lays down the Oracle Enterprise Content Management Suite binaries for these products:
Note: You can perform this task before or after Task 2 - Create schemas for applications, but you need to perform it after Task 3 - Install Oracle WebLogic Server in a Middleware home. |
Mandatory |
Chapter 3, "Installing Oracle Enterprise Content Management Suite" |
|
|
Task 5 - Configure Oracle Enterprise Content Management Suite |
Create or extend an Oracle WebLogic Server domain and choose the products that you want to deploy and configure as applications. Fusion Middleware Configuration Wizard creates an Oracle WebLogic Server domain, which contains the Administration Server and one or more Managed Servers, such as After you have created a domain, you can later extend that domain to deploy and configure additional Oracle Enterprise Content Management Suite products as applications. |
Mandatory |
Chapter 4, "Configuring Oracle Enterprise Content Management Suite" |
|
Task 6 - Install and configure an external LDAP-based identity store |
By default, Oracle Enterprise Content Management Suite uses the Oracle WebLogic Server embedded LDAP server. Although secure, the out-of-the-box embedded LDAP may not scale appropriately for enterprise production environments. In a production system, Oracle Enterprise Content Management Suite applications need to use an external Lightweight Directory Application Protocol (LDAP) authentication provider rather than the Oracle WebLogic Server embedded LDAP server. To manage the identities of users across diverse servers and enable single sign-on across applications, you must install and configure an external LDAP-based identity store. Note: If you perform this task before Task 8 - Perform Postinstallation Configuration and Task 7 - Verify the installation, the postinstallation configuration is easier. |
Optional |
Section 4.9, "Reassociating the Identity Store with an External LDAP Authentication Provider." |
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To verify the installation, you can start the Administration Server and Managed Servers. Before you can start a Managed Server the first time, you must start the Administration Server. To start working with an Oracle Enterprise Content Management Suite application, you must start the Managed Server to which that application is deployed. You can then access the application's URL and complete the configuration according to your requirements. |
Mandatory |
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For each Oracle Enterprise Content Management Suite application, you need to perform some initial configuration to get the application up and running in the Managed Server. Some of this initial configuration needs to be done before you start the Managed Server for the first time. |
Mandatory |
Chapter 5, "Configuring Oracle Universal Content Management" Chapter 6, "Configuring Oracle Inbound Refinery" Chapter 7, "Configuring Oracle Imaging and Process Management" Chapter 8, "Configuring Oracle Information Rights Management" Chapter 9, "Configuring Oracle Universal Records Management" |
1.4 Installation Modules
The following installation modules are required for installing the products in Oracle Enterprise Content Management Suite:
1.4.1 Oracle Fusion Middleware and Oracle WebLogic Server Homes
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, as described in Section 3.1.2, "Installing Oracle WebLogic Server in a Middleware Home."
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
coherence_3.6
jdk160_21
jrockit_160_20_1.1.0-2119
logs
modules
wlserver_10.3
oracle_common
utils
ECM_ORACLE_HOME
user_projects
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). The default Oracle Middleware home is /Oracle/Middleware on a UNIX operating system or \Oracle\Middleware on a Windows operating system. MW_HOME represents the location of a Middleware home in path names. For more information, see "Middleware Home and WebLogic Home Directories" in Oracle Fusion Middleware Installation Planning Guide.
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 default ECM Oracle home is MW_HOME/Oracle_ECM1 on a UNIX operating system or MW_HOME\Oracle_ECM1 on a Windows operating system.
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 Fusion Middleware Control and Java Required Files (JRF).
For more information about the structure and contents of a Middleware home, see "Understanding Oracle Fusion Middleware Concepts" in Oracle Fusion Middleware Administrator's Guide.
1.4.2 Database
The configuration of Oracle Enterprise Content Management Suite requires the availability of a supported database. The database must be up, and a database instance must be running. It does not have to be on the same machine where you are installing the suite.
The database must also be compatible with Repository Creation Utility (RCU), which creates the schemas for the suite's applications. For more information, see Chapter 2, "Creating Schemas for Oracle Enterprise Content Management Suite."
Note:
RCU is available only for a Linux or Windows operating system. You can use either the Linux-based RCU or Windows-based RCU to create schemas in any supported database.The overall performance of an Oracle UCM system is dependent on the speed at which files that are checked into the server can be stored and retrieved. Using a database to store the files that are stored in the server requires that the database can execute both Read and Write commands at speeds similar to a file system. Oracle Secure Files meets this standard. For databases other than Oracle Database, consult your database provider to ensure that the database can achieve your storage and retrieval requirements.
For the latest information about supported databases, see the Oracle Fusion Middleware Supported System Configurations page on Oracle Technology Network at
http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html
For more information about Oracle Database, see the Oracle Database Documentation page on Oracle Technology Network at
http://www.oracle.com/technology/documentation/database.html
1.4.3 Repository Creation Utility
You need to install and run Repository Creation Utility (RCU) to create a database schema for each Oracle Enterprise Content Management Suite application that you plan to configure.
RCU is available only on a Linux or Windows operating system. You can use RCU from a Linux or Windows operating system to create schemas in a supported database installed on any operating system.
For information about installing and running RCU, see Chapter 2, "Creating Schemas for Oracle Enterprise Content Management Suite."
1.4.4 Oracle Enterprise Content Management Suite
Installation of Oracle Enterprise Content Management Suite copies the files for all of the products in the suite to your system. To use one or more of these products, you need to configure each one to run in a Managed Server, as an application deployed to Oracle WebLogic Server.
1.5 Oracle WebLogic Server Domain
Each Oracle WebLogic Server domain includes an Administration Server and one or more Managed Servers. You can configure each Oracle Enterprise Content Management Suite application on a Managed Server by creating or extending a domain.
A domain is the basic administrative unit of Oracle WebLogic Server. Each consists of one or more Oracle WebLogic Server instances and logically related resources and services that are managed collectively as one unit.
Figure 1-1 shows the structure of a domain, with an Administration Server, Managed Servers, and Managed Server clusters.
Figure 1-1 Oracle WebLogic Server Domain Structure
Description of "Figure 1-1 Oracle WebLogic Server Domain Structure"
After you create a domain, you can use the Oracle WebLogic Server Administration Console or Fusion Middleware Control to perform postinstallation tasks on the domain. You can also use Oracle WebLogic Scripting Tool (WLST) commands to perform some of the postinstallation tasks.
1.6 Directory Structure for Oracle Enterprise Content Management Suite
Figure 1-2 shows the 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 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 under the MW_HOME/user_projects/domains 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:
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Oracle UCM Managed Server
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Oracle URM Managed Server
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Oracle IBR Managed Server
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Oracle I/PM Managed Server
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Oracle IRM Managed Server
Figure 1-2 illustrates the directory structure that installation and configuration of these products will create on your system. Numbers in the figure show the order in which to perform certain tasks.
Figure 1-2 Topology of an Oracle Enterprise Content Management Suite Installation
Description of "Figure 1-2 Topology of an Oracle Enterprise Content Management Suite Installation"
The topology in Figure 1-2 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.