Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 Getting Started
• 1.3 About This Product
• 1.4 Understanding Applications, Inputs, Searches, and Connections
• 1.5 About System Administration
  • 1.5.1 Administrative Accounts
  • 1.5.2 Administrative Tools
  • 1.5.3 System Administration Tasks Not Covered in This Guide
• 1.6 Integration with Key Oracle Technologies
  • 1.6.1 Integration with Oracle Document Capture
  • 1.6.2 Integration with an Oracle Content Server
  • 1.6.3 Integration with Oracle WebLogic Server
    • 1.6.3.1 Working Within a Clustered Environment
  • 1.6.4 Integration with Oracle Workflow Server
• 1.7 Oracle Imaging and Process Management Architecture
  • 1.7.1 Application Architecture Overview
  • 1.7.2 Web Services and Java API
  • 1.7.3 Business Logic and Agents

2 Managing Security

• 2.1 Security Model Overview
  • 2.1.1 System Access
  • 2.1.2 Installation Security Initialization
    • 2.1.2.1 Migrating User Store from LDAP Server to Oracle Internet Directory
  • 2.1.3 Definition Management Security Rights and Definition Security Rights
    • 2.1.3.1 Definition Management Rights
    • 2.1.3.2 Definition Rights
  • 2.1.4 Users and Groups
• 2.2 Definition and Definition Management Security
  • 2.2.1 Working With Definition Management Security
  • 2.2.2 Working with Definition Security
  • 2.2.3 Working with Document Security
  • 2.2.4 Working with Annotation Security
    • 2.2.4.1 Annotation Permissions
  • 2.2.5 Security Example
• 2.3 System Level Security
  • 2.3.1 Configuring a Fusion Middleware Application to use SSL
    • 2.3.1.1 Configuring an SSL Oracle Content Server Repository Connection
  • 2.3.2 Integrating with a Workflow
    • 2.3.2.1 Integration Points
    • 2.3.2.2 Workflow Connection Configuration
    • 2.3.2.3 SSL Configuration
  • 2.3.3 Configuring a Fusion Middleware Application to Use Web Services
  • 2.3.4 Web Services Security Configuration for I/PM
    • 2.3.4.1 Working with Oracle Web Services Manager
    • 2.3.4.2 Setting Policies on Services
    • 2.3.4.3 API Usage
    • 2.3.4.4 Examples
    • 2.3.4.5 Working With Keystores
    • 2.3.4.6 Working with the CSF through WLST
  • 2.3.5 Integrating Oracle I/PM With Oracle Access Manager 11g
  • 2.3.6 Integrating Oracle I/PM With Oracle Access Manager 10g
  • 2.3.7 Configuring Oracle Single Sign-On for Oracle I/PM
  • 2.3.8 Configuring Oracle I/PM and Single Sign-On for Windows Native Authentication

3 Changing Configuration Settings

• 3.1 Configuration Overview
• 3.2 Post-Installation Configuration
• 3.3 Configuration of Repository Options
  • 3.3.1 Storage Management
  • 3.3.2 Repository Capacity
  • 3.3.3 Storage Media
  • 3.3.4 Oracle Content Server File Store Provider Rules
    • 3.3.4.1 Disabling the Repository Weblayout Directory
  • 3.3.5 Additional Oracle Content Server Components
    • 3.3.5.1 Required Components
    • 3.3.5.2 Optional Components
• 3.4 Exporting and Importing Definitions
  • 3.4.1 Exporting Definitions
  • 3.4.2 Importing Definitions
• 3.5 File Size Limits
• 3.6 Configuring MBeans
  • 3.6.1 Oracle I/PM MBeans
  • 3.6.2 Using WLST to Change MBeans
  • 3.6.3 Using Enterprise Manager to Set an MBean Value
• 3.7 Setting Font Variables
  • 3.7.1 Configuring MBeans
• 3.8 Configuring Display of Seconds in Search Results
• 3.9 Configuring Oracle I/PM Logging

4 Managing Applications

• 4.1 Application Overview
  • 4.1.1 Document Overview
    • 4.1.1.1 Uploading Documents
• 4.2 Creating An Application
  • 4.2.1 Specifying General Properties
  • 4.2.2 Defining Application Fields
  • 4.2.3 Assigning Application Security
    • 4.2.3.1 Copying Permissions From One User to Another User
  • 4.2.4 Assigning Document Security
  • 4.2.5 Assigning a Storage Policy
  • 4.2.6 Configuring Workflow Integration
  • 4.2.7 Reviewing Application Settings
• 4.3 Modifying an Existing Application

5 Managing Inputs

• 5.1 Input Definition Overview
• 5.2 Creating Input Definitions
  • 5.2.1 Enabling and Disabling an Input Definition

6 Managing Searches

• 6.1 Search Overview
• 6.2 Creating a Search
• 6.3 Modifying an Existing Search

7 Managing Connections

• 7.1 Creating an Oracle Content Server Connection
• 7.2 Creating a Workflow Connection
  • 7.2.1 Configuring SSL for the Workflow Server
  • 7.2.2 Configuring a Workflow Connection CSF Credential

8 Working with Oracle UCM

• 8.1 Oracle Content Server Document Profiles
  • 8.1.1 Global Profile Rules
  • 8.1.2 Application Profile and Profile Rules
  • 8.1.3 Working With Folders
  • 8.1.4 Working With Oracle Universal Records Manager
    • 8.1.4.1 Oracle Records Management and Oracle I/PM Content
    • 8.1.4.2 Synchronizing with Oracle UCM Adapter for Oracle Content Server
  • 8.1.5 Working With Information Rights Manager
  • 8.1.6 Working With WebCenter Spaces
• 8.2 Understanding Document Storage
  • 8.2.1 Oracle Content Server Document Properties

9 Understanding Input Agents

• 9.1 Enabling Input Agent
• 9.2 Understanding Input Files
• 9.3 Using Input Filing Commands
  • 9.3.1 Locale
  • 9.3.2 New
  • 9.3.3 Supporting Content
  • 9.3.4 Apply Annotations
  • 9.3.5 Workflow Inject Document
• 9.4 Input Agent Processing
  • 9.4.1 Input Directory Structure
  • 9.4.2 Input Agent Processing Order
    • 9.4.2.1 Polling
    • 9.4.2.2 Processing
  • 9.4.3 Changing Oracle WebLogic Server Work Manager Settings
• 9.5 Checking Results and Error Files

10 Understanding Workflow Agents

• 10.1 Business Process Management
• 10.2 Business Process Execution Language (BPEL)
  • 10.2.1 Configuring Workflow Properties
    • 10.2.1.1 Workflow Payload Mapping Functions
    • 10.2.1.2 Required Payload Element (MinOccurs) Handling
    • 10.2.1.3 Date Field Format
    • 10.2.1.4 Doc Property Functions
    • 10.2.1.5 Field Value Functions
    • 10.2.1.6 Format Value Function
    • 10.2.1.7 Supporting Content Function
  • 10.2.2 Payload Limitations
  • 10.2.3 Mapping Secure Workflow Services
    • 10.2.3.1 Configuring Message Protection Policies
    • 10.2.3.2 Configuring SAML Policies
  • 10.2.4 Changing WebLogic Server Work Manager Settings
  • 10.2.5 Using a Workflow Connection CSF Credential
  • 10.2.6 Workflow Agent Retry Sequence
  • 10.2.7 Configuring the Workflow Faults Table
  • 10.2.8 Initiating a Workflow Process Instance

11 Troubleshooting

• 11.1 Decimal Field Error
• 11.2 Oracle I/PM and Windows Server Prerequisites
• 11.3 NULL Number Fields
• 11.4 Full-Text Search Fails On Large Documents
• 11.5 Repository Capacity Errors
• 11.6 Font Errors
• 11.7 Input Agent and Input File Issues
  • 11.7.1 Input Agent Will Not Detect and Process Input Files
  • 11.7.2 Auto-detect Not Determining Character Set
  • 11.7.3 Input File Entries Have Errors
• 11.8 Advanced Viewer Transformation Errors
• 11.9 Problems with TIFF Display in Viewer
• 11.10 Shared Temp Directory in Linux Causes Display Failure
• 11.11 Shifting Redaction and Other Annotations
• 11.12 Logging of ImagingException
• 11.13 Tracking Events in the Oracle I/PM and Oracle Content Server Log Files
• 11.14 Using Oracle Dynamic Monitoring System with Oracle I/PM
• 11.15 Reviewing Audit History of Deleted Documents
• 11.16 Deciphering Nested Stack Errors
• 11.17 Oracle I/PM Session Time Out When Using OSSO Requires Browser Refresh
• 11.18 Oracle Content Server 10g Provides Incorrect Dates for Workflow
• 11.19 Doc URL Returned With Invalid IP Address
• 11.20 Required Fields Added to Oracle Content Server Must Have Default Value Specified
• 11.21 Oracle I/PM Viewer Fails On UNIX, AIX, and Solaris SPARC
• 11.22 Viewer Displays Blank Page Instead of Document
• 11.23 HTML Login Form Displayed Instead of Document in Advanced Viewer Mode
• 11.24 Viewer Reports Magic Number Error
• 11.25 Invalid Skin Preference Displays Generic User Interface
• 11.26 Problem Displaying Second Page of Microsoft PowerPoint 2007 Document

A User Interface

• A.1 Icons
• A.2 Navigator Pane
• A.3 Navigation Train
• A.4 Upload Document Page
• A.5 Update Document Page
• A.6 Export Definitions: Export Comments Page
• A.7 Export Definitions: Applications Page
• A.8 Export Definitions: Searches Page
• A.9 Export Definitions: Inputs Page
• A.10 Export Definitions: Summary Page
• A.11 Import Definitions: File Location Page
• A.12 Import Definitions: Select Imports Page
• A.13 Import Definitions: Validate Imports Page
• A.14 Import Definitions: Summary Page
• A.15 Search Properties Page
• A.16 Search Results Formatting Page
• A.17 Search Conditions Page
• A.18 Search Parameters Page
  • A.18.1 Operator Properties Dialog Box
• A.19 Search Security Page
• A.20 Add Security Member Page
• A.21 Search Preview and Test Page
• A.22 Search Review Settings Page
• A.23 Search Summary Page
• A.24 Application General Properties Page
• A.25 Application Field Definitions Page
• A.26 Application Security Page
• A.27 Application Document Security Page
• A.28 Application Storage Policy Page
• A.29 Application Workflow Configuration Page
• A.30 Workflow Server Properties Page
• A.31 Workflow Component Properties Page
• A.32 Workflow Payload Properties Page
  • A.32.1 Edit Format Value Page
  • A.32.2 Edit Supporting Content Value Page
• A.33 Application Review Settings Page
• A.34 Application Summary Page
• A.35 Input Basic Information Page
• A.36 Input Identify and Parse File Parameters Page
• A.37 Input Field Mapping Page
  • A.37.1 Define Date Format Page
• A.38 Input Security Page
• A.39 Input Review Settings Page
• A.40 Input Summary Page
• A.41 Content Server Connection Basic Information Page
• A.42 Content Server Connection Content Server Settings Page
• A.43 Content Server Connection Security Page
• A.44 Content Server Connection Review Settings Page
• A.45 Content Server Connection Summary Page
• A.46 Workflow Connection Basic Information Page
• A.47 Workflow Connection Settings Page
• A.48 Workflow Connection Security Page
• A.49 Workflow Connection Review Settings Page
• A.50 Workflow Connection Summary Page
• A.51 Definition Management Security

Index