F Completing Installation of Oracle WebCenter Interaction Content Service for Microsoft Exchange

If you installed Oracle WebCenter Interaction Content Service for Microsoft Exchange for the first time, perform the following tasks to complete the installation:

1. Configuring Security for Document Discovery

2. Creating a Content Source

3. Creating a Content Crawler

4. Creating a Job

Note:

There are no post-install steps if you upgraded Oracle WebCenter Interaction Content Service for Microsoft Exchange.

Configuring Security for Document Discovery

You must configure security settings for the Oracle WebCenter Interaction Content Service for Microsoft Exchange. Portal users discover documents by browsing the Knowledge Directory and using portal search tools. In the portal, you manage document discovery with access control lists (ACLs) that are associated with portal directories.

If you want users to be able to browse files crawled into the portal from Microsoft Exchange with a similar level of privilege they experience in the Microsoft Exchange environment, you map the configuration for Microsoft Exchange user privileges to the portal ACL Read privilege and ensure that their credentials are used for document access.

To configure security settings for the Oracle WebCenter Interaction Content Service for Microsoft Exchange:

1. Grant the ali-exchangecs-user full control to the Oracle WebCenter Interaction installation directory (for example, C:\Oracle\Middleware\wci\).

   Note:

   The ali-exchangecs-user is the user you created before installation, as described in Creating a Domain User for Oracle WebCenter Interaction Content Service for Microsoft Exchange.

2. Deploy an authentication source (for example, LDAP) to manage Microsoft Exchange users. For details, refer to Microsoft Exchange documentation.

3. Create a remote authentication source in the portal to import the Microsoft Exchange users. For details, refer to the portal's online help or the Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Interaction.

4. Configure the Global ACL Sync Map to associate the Microsoft Exchange domain name with the authentication source:

   1. Log in to the portal as an administrator.

   2. Click Administration.

   3. From the Select Utility menu, select Global ACL Sync Map.

   4. Click Add Mapping and choose the authentication source you created in step 2.

   5. In the Domain Name column, click the edit icon and enter the domain name of the Microsoft Exchange users.

   6. Click Finish.

5. Open the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder.

6. Expand the Web Service section and click the Oracle WebCenter Interaction Content Service for Microsoft Exchange Web service.

7. On the left, under Edit Object Settings, click Advanced Settings.

8. Select Supports importing security with each document.

9. Click Finish.

You will configure additional security settings in the Content Crawler Editor as described in Creating a Content Crawler.

Stay logged in to the portal for the next procedure.

Creating a Content Source

Create a content source to define the area of Microsoft Exchange from which you want to import content. To create a content source, perform the following steps in the portal's Administrative Object Directory:

1. Open the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder.

2. From the Create Object menu, select Content Source - Remote.

3. In the Choose Web Service dialog box, choose the Oracle WebCenter Interaction Content Service for Microsoft Exchange Web service.

4. Configure the content source as described in the online help.

Stay logged in to the portal with the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder open for the next procedure.

Creating a Content Crawler

Create a content crawler to import content from the content source. To create a content crawler, perform the following steps in the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder of the portal's Administrative Object Directory:

1. From the Create Object menu, select Content Crawler - Remote.

2. In the Choose Content Source dialog box, choose the content source you created in the previous procedure.

3. On the Main Settings page of the Content Crawler Editor, select Import security with each document. Configure the rest of the content crawler as described in the online help.

Stay logged in to the portal with the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder open for the next procedure.

Creating a Job

To import content, you must associate the content crawler with a job and run the job. To create and run a job, perform the following steps in the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder of the portal's Administrative Object Directory:

1. From the Create Object menu, select Job.

2. Click Add Operation.

3. Choose the content crawler created in the previous procedure.

4. Choose the scheduling values for the job and click Finish.

5. Name the job and click OK.

6. When you are finished creating the job, ensure that the Oracle WebCenter Interaction Content Service for Microsoft Exchange folder is associated with an automation service. For assistance, see the online help under Select Utilities > Automation Service.