Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New

• Managed Attachments Solution Features Added
• Imaging Solution Features Added

1 Solutions Overview

• 1.1 About Application Extension Framework (AXF)
• 1.2 About the Imaging Solution
  • 1.2.1 Business User View For the Imaging Solution
    • 1.2.1.1 Imaging Scenario 1: Processing Invoices
    • 1.2.1.2 Imaging Scenario 2: Capturing Supporting Employee Documents
    • 1.2.1.3 Imaging Scenario 3: Viewing Supporting Employee Documents
  • 1.2.2 Imaging Solution System Architecture
  • 1.2.3 About AXF Commands Used By the Imaging Solution
  • 1.2.4 About AXF Web User Tools
    • 1.2.4.1 About the Task List
    • 1.2.4.2 About the Task Viewer
    • 1.2.4.3 About the Enumeration Picker
    • 1.2.4.4 About the Identity Picker
    • 1.2.4.5 About Comments
• 1.3 About the Managed Attachments Solution
  • 1.3.1 Business User View For the Managed Attachments Solution
    • 1.3.1.1 Attachments Scenario 1: Capturing Identity Documents
    • 1.3.1.2 Attachments Scenario 2: Viewing and Editing Identity Documents
  • 1.3.2 About the AXF Command and Service Used By the Attachments Solution
  • 1.3.3 Managed Attachments Solution System Architecture
• 1.4 About the Adapter Components
• 1.5 About Adapter Security and Authentication
• 1.6 Adapter System Requirements
• 1.7 Adapter Configuration Roadmap

2 Configuring the Oracle E-Business Suite Plug-In

• 2.1 Configuring the Oracle E-Business Suite Database
  • 2.1.1 Creating the AXF Oracle E-Business Suite Configuration Schema User (AXF)
  • 2.1.2 PL/SQL Procedures Provided
  • 2.1.3 Running the PL/SQL Scripts
• 2.2 Compiling Oracle E-Business Suite Forms
• 2.3 Configuring Oracle Application Framework (OAF) Pages Via Personalization
  • 2.3.1 Compiling Java Files, Copying Class Files, and Importing XML Files
  • 2.3.2 Personalizing OAF Pages to Add Managed Attachments
  • 2.3.3 Configuring Other Services on OAF Pages (Optional)
• 2.4 Securing Adapter Communications for Oracle E-Business Suite
  • 2.4.1 Securing Communications Through SOAP Security
  • 2.4.2 Securing Communications Through SSL (Oracle E-Business Suite)
    • 2.4.2.1 Configuring the Oracle Wallet
    • 2.4.2.2 Configuring the Integration for SSL
• 2.5 Configuring Oracle E-Business Suite Logging
  • 2.5.1 Configuring Logging for Forms Applications
  • 2.5.2 Configuring Logging for OAF Applications
• 2.6 Setting User Locales
• 2.7 Configuring Solutions for Oracle E-Business Suite
• 2.8 Uninstalling AXF From Oracle E-Business Suite
  • 2.8.1 Uninstalling From Oracle E-Business Suite Forms
  • 2.8.2 Uninstalling From Oracle E-Business Suite OAF

3 Configuring the Oracle PeopleSoft Suite Plug-In

• 3.1 Importing the Oracle PeopleSoft Project
• 3.2 Configuring and Securing Adapter Communications for Oracle PeopleSoft
  • 3.2.1 Securing Communications Through SSL (Oracle PeopleSoft)
  • 3.2.2 Configuring Integration Broker to Communicate With AXF
    • 3.2.2.1 Configuring Communication With an 11g AXF Server
    • 3.2.2.2 Configuring Communication With a 10g AXF Server
    • 3.2.2.3 Encrypting the Gateway Password
    • 3.2.2.4 Setting Up the Service Operation Routings
    • 3.2.2.5 Validating Domain Status
  • 3.2.3 Configuring AXF Access For Oracle PeopleSoft Users
    • 3.2.3.1 Verifying the AXF_ROLE for Oracle PeopleSoft Users
    • 3.2.3.2 Assigning Users the AXF_ROLE
• 3.3 Placing AXF Components on Oracle PeopleSoft Pages
• 3.4 Configuring Oracle PeopleSoft Logging
• 3.5 Configuring Solutions for Oracle PeopleSoft
• 3.6 Uninstalling AXF From Oracle PeopleSoft

4 Configuring AXF Settings

• 4.1 Configuring AXF Logging
  • 4.1.1 Using Enterprise Manager
  • 4.1.2 Using Application Server

5 Configuring the Imaging Solution

• 5.1 Configuring the BPEL Connection
  • 5.1.1 Creating a CSF Credential Alias
  • 5.1.2 Creating a Connection in Imaging Connections
  • 5.1.3 Referencing the Connection in the AXF_SOLUTION_ATTRIBUTES Table
• 5.2 Configuring the AXF Tables or Applying a Solution Accelerator
• 5.3 Testing Functionality Using the AXF Driver Page
• 5.4 Configuring Imaging Solution Options
  • 5.4.1 Configuring Automatic Imaging Viewer Login
  • 5.4.2 Allowing Oracle WebLogic Server/Business Application Users to Perform Tasks
  • 5.4.3 Configuring Clustering for AXF in Imaging Managed Servers
  • 5.4.4 Configuring Autotask Locking
  • 5.4.5 Updating the Task Payload Using XPATH
    • 5.4.5.1 Example PL/SQL Procedure For Updating the Task Payload
  • 5.4.6 Targeting a Single Conversation With Multiple Screen Instances Displayed
  • 5.4.7 Adding a Validation
  • 5.4.8 Deploying Custom Commands
  • 5.4.9 Configuring Chained Commands and Web Tools
  • 5.4.10 Configuring or Disabling a Dynamic Data Table
    • 5.4.10.1 Formatting XML Data For a Dynamic Data Table
    • 5.4.10.2 Hiding the Bottom Panel in the Task Viewer
  • 5.4.11 Reenabling Paperclip Attachments (Oracle E-Business Suite and Imaging Only)
  • 5.4.12 Resizing Oracle PeopleSoft Popup Solution Windows

6 Configuring the Managed Attachments Solution

• 6.1 System Requirements for the Managed Attachments Solution
• 6.2 Running Configuration Scripts to Enable Managed Attachments
  • 6.2.1 Configuring AXF Elements for Managed Attachments
  • 6.2.2 Enabling Managed Attachments for Oracle E-Business Suite Forms Applications
  • 6.2.3 Enabling Managed Attachments for Oracle E-Business Suite OAF Applications
    • 6.2.3.1 Populating the OAF AXF Database Tables With Sample Key Values
    • 6.2.3.2 Identifying Key Values for Your OAF Pages
  • 6.2.4 Enabling Managed Attachments for Oracle PeopleSoft
• 6.3 Configuring the Content Server Components
  • 6.3.1 Enabling Content Server Components
    • 6.3.1.1 Backing Up Customizations Before Upgrading
  • 6.3.2 Verifying Required Content Server Components and Configuration
  • 6.3.3 Testing the Managed Attachments Solution
• 6.4 Configuring the Enterprise Application Adapter Framework
  • 6.4.1 Deploying the AppAdapterUniversal Component on Content Server
    • 6.4.1.1 Optionally Renaming Component Files
    • 6.4.1.2 Optionally Customizing the Framework Layout, Images, and Profile
  • 6.4.2 Configuring the SOAP Service Call and Managed Attachments URL Display
    • 6.4.2.1 Securing Communications Through SSL (Other Business Applications)
• 6.5 Configuring Managed Attachments Settings
  • 6.5.1 Working With Global Configuration Variables
  • 6.5.2 Alternatively Editing Settings in the Preferences.hda File
• 6.6 Customizing the Managed Attachments Solution
  • 6.6.1 Customizing Settings at Business Entity or Application Levels
  • 6.6.2 Customizing the Document Type Used For New Attachments
  • 6.6.3 Customizing the Content Server Profile Used
    • 6.6.3.1 Changing the Profile Globally
    • 6.6.3.2 Specifying a Profile For a Specific Business Entity or Application
  • 6.6.4 Hiding or Displaying Managed Attachments Screen Buttons
  • 6.6.5 Customizing Scanning
    • 6.6.5.1 Enabling or Disabling Scanning
    • 6.6.5.2 Configuring an Alternate Scan Profile For a Business Entity
    • 6.6.5.3 Modifying the Document Classification Used
  • 6.6.6 Customizing Managed Attachments Screen Images
  • 6.6.7 Customizing the Screen Style Sheet (CSS) Used
  • 6.6.8 Configuring Attachment Relationship Attributes
  • 6.6.9 Configuring Revision-Specific Mode
  • 6.6.10 Changing the Result Count
  • 6.6.11 Changing the Result Template
  • 6.6.12 Setting Default Columns
  • 6.6.13 Enabling the Paperclip with Attachments (Oracle E-Business Suite Forms Only)
  • 6.6.14 Passing Extra Metadata Values From a Business Application to Content Server
    • 6.6.14.1 Passing Values Via Enterprise Application Adapter Framework
  • 6.6.15 Resizing Oracle PeopleSoft Popup Solution Windows
  • 6.6.16 Configuring an Entity's Private Attachments Security Group
  • 6.6.17 Restoring Business Application User Pass Through for Managed Attachments
• 6.7 Configuring Authentication and Security
  • 6.7.1 Configuring a CSF Credential for Managed Attachments
    • 6.7.1.1 Creating a Credential Using Enterprise Manager
    • 6.7.1.2 Creating a Credential Using WLST
  • 6.7.2 Configuring User Authentication
  • 6.7.3 Configuring Document Security
  • 6.7.4 Securing Communications Between AXF and Content Server
    • 6.7.4.1 Using the Content Server System Properties Application
    • 6.7.4.2 By Editing the Content Server Config.cfg File
  • 6.7.5 Managing Business Application and Content Server Users
• 6.8 Configuring Oracle AutoVue Document Viewing
  • 6.8.1 About Configuring Oracle AutoVue
  • 6.8.2 Requirements For Oracle VueLink for Content Server
  • 6.8.3 Enabling AutoVue For the Adapter
• 6.9 Configuring Oracle Distributed Document Capture
  • 6.9.1 About Document Scanning Using Oracle Distributed Document Capture
  • 6.9.2 Oracle Distributed Document Capture and Related Components Requirements
  • 6.9.3 Configuring Oracle Distributed Document Capture For the Adapter
  • 6.9.4 Configuring Content Server for Distributed Document Capture Via Adapter
  • 6.9.5 Testing the Oracle Distributed Document Capture Via Adapter Configuration
• 6.10 Configuring Content Server Logging
• 6.11 Uninstalling Adapter Components on Content Server

A Imaging Solution Tables

• A.1 AXF Tables For the Imaging Solution
  • A.1.1 AXF_SOLUTIONS Table
    • A.1.1.1 Column Description
    • A.1.1.2 Example Implementation
  • A.1.2 AXF_SOLUTION_ATTRIBUTES Table
    • A.1.2.1 Column Description
    • A.1.2.2 Example Implementation
  • A.1.3 AXF_COMMANDS Table
    • A.1.3.1 Column Description
    • A.1.3.2 Example Implementation
  • A.1.4 AXF_SOLUTION_PARAMETERS Table
    • A.1.4.1 Column Description
    • A.1.4.2 Example Implementation
  • A.1.5 AXF_ACTION_MENU Table
    • A.1.5.1 Column Description
    • A.1.5.2 Example Implementation
  • A.1.6 AXF_ACTIONS Table
    • A.1.6.1 Column Description
    • A.1.6.2 Example Implementation
  • A.1.7 AXF_XPATH_ATTRIBUTES Table
    • A.1.7.1 Column Description
    • A.1.7.2 Example Implementation
  • A.1.8 AXF_XPATH_NAMESPACES Table
    • A.1.8.1 Column Description
    • A.1.8.2 Example Implementation
• A.2 AXF Web User Tools For the Imaging Solution
  • A.2.1 Solution Editor
  • A.2.2 Task List Web Tool
    • A.2.2.1 Task List Parameters
    • A.2.2.2 Example Implementation
  • A.2.3 Task Viewer Web Tool
    • A.2.3.1 AXF_METADATA_BLOCKS Table
    • A.2.3.2 AXF_METADATA_ATTRIBUTES Table
    • A.2.3.3 Comments
  • A.2.4 Enumeration Picker Web Tool
    • A.2.4.1 Enumeration Picker Parameters
    • A.2.4.2 AXF_ENUM_TYPES Table
    • A.2.4.3 AXF_ENUM_ITEMS Table
  • A.2.5 Identity Picker Web Tool
    • A.2.5.1 Identity Picker Parameters
    • A.2.5.2 Example Implementation
  • A.2.6 Account Distribution Coding Form (Oracle E-Business Suite Only)
    • A.2.6.1 AXF_LOOKUPS Script for Coding Form Lookup Elements
    • A.2.6.2 Example Account Distribution Coding Form Solution
    • A.2.6.3 Example Supporting Commands for the Account Distribution Coding Form
    • A.2.6.4 Example OpenTask and AutoOpenTask Commands
• A.3 AXF Commands For the Imaging Solution
  • A.3.1 Open Task Command
    • A.3.1.1 Open Task Command Parameters
    • A.3.1.2 Example Implementation
  • A.3.2 Autotask Command
    • A.3.2.1 Autotask Command Parameters
    • A.3.2.2 Example Implementation
  • A.3.3 Release Task Command
    • A.3.3.1 Release Task Command Parameters
    • A.3.3.2 Example Implementation
  • A.3.4 Complete Task Command
    • A.3.4.1 Complete Task Command Parameters
    • A.3.4.2 Example Implementation
  • A.3.5 Redirect Command
    • A.3.5.1 Redirect Command Parameters
    • A.3.5.2 Example Implementation
  • A.3.6 Update Task Command
    • A.3.6.1 Update Task Command Parameters
    • A.3.6.2 System Attributes
    • A.3.6.3 Example Implementation
  • A.3.7 Update Task From Procedure Command
    • A.3.7.1 Update Task From Procedure Command Parameters
    • A.3.7.2 Example Implementation
    • A.3.7.3 Example PL/SQL Procedure For Updating the Task Payload
  • A.3.8 Terminate Conversation Command
  • A.3.9 Validate Task Command
    • A.3.9.1 Validate Task Command Parameters
    • A.3.9.2 Example Implementation
• A.4 Oracle E-Business Suite Forms Tables For the Imaging Solution
  • A.4.1 About the Oracle E-Business Suite AXF Tables For the Imaging Solution
  • A.4.2 AXF_CONFIGS Table (Oracle E-Business Suite)
    • A.4.2.1 Column Description
    • A.4.2.2 Example Implementation
  • A.4.3 AXF_COMMANDS Table (Oracle E-Business Suite)
    • A.4.3.1 Column Description
    • A.4.3.2 Example Implementation
  • A.4.4 AXF_COMMAND_PARAMETERS Table (Oracle E-Business Suite)
    • A.4.4.1 Column Description
    • A.4.4.2 Example Implementation
  • A.4.5 AXF_PROPERTIES Table (Oracle E-Business Suite)
    • A.4.5.1 Column Description
    • A.4.5.2 Example Implementation
• A.5 Oracle PeopleSoft Tables For the Imaging Solution
  • A.5.1 About the Oracle PeopleSoft AXF Tables For the Imaging Solution
  • A.5.2 PS_AXF_CONFIG Table
    • A.5.2.1 Column Description
    • A.5.2.2 Example Implementation
  • A.5.3 PS_AXF_COMMANDS Table
    • A.5.3.1 Column Description
    • A.5.3.2 Example Implementation
  • A.5.4 PS_AXF_COMMAND_PARAMS Table
    • A.5.4.1 Column Description
    • A.5.4.2 Example Implementation
  • A.5.5 PS_AXF_PROPERTIES Table
    • A.5.5.1 Column Description
    • A.5.5.2 Example Implementation

B Managed Attachments Solution Tables

• B.1 AXF Tables For the Managed Attachments Solution
  • B.1.1 AXF_SOLUTIONS Table
    • B.1.1.1 Column Description
    • B.1.1.2 Example Implementation
  • B.1.2 AXF_SOLUTION_ATTRIBUTES Table
    • B.1.2.1 Column Description
    • B.1.2.2 Example Implementation
  • B.1.3 AXF_COMMANDS Table
    • B.1.3.1 Column Description
    • B.1.3.2 Example Implementation
  • B.1.4 AXF_SOLUTION_PARAMETERS Table
    • B.1.4.1 Column Description
    • B.1.4.2 Example Implementations
• B.2 Oracle E-Business Suite Forms Tables For the Managed Attachments Solution
  • B.2.1 AXF_CONFIGS Table (Oracle E-Business Suite Forms)
    • B.2.1.1 Column Description
    • B.2.1.2 Example Implementation
  • B.2.2 AXF_PROPERTIES Table (Oracle E-Business Suite Forms)
    • B.2.2.1 Column Description
    • B.2.2.2 Example Implementation
  • B.2.3 AXF_FND_MAP Table (Oracle E-Business Suite Forms)
    • B.2.3.1 Column Description
    • B.2.3.2 Example Implementation
  • B.2.4 AXF_COMMANDS Table (Oracle E-Business Suite Forms)
    • B.2.4.1 Column Description
    • B.2.4.2 Example Implementation
  • B.2.5 AXF_COMMAND_PARAMETERS Table (Oracle E-Business Suite Forms)
    • B.2.5.1 Column Description
    • B.2.5.2 Example Implementation
• B.3 Oracle E-Business Suite OAF Tables For the Managed Attachments Solution
  • B.3.1 OAF_AXF_CONFIGS Table (Oracle E-Business Suite OAF)
    • B.3.1.1 Column Description
    • B.3.1.2 Example Implementation
  • B.3.2 OAF_AXF_PROPERTIES Table (Oracle E-Business Suite OAF)
    • B.3.2.1 Column Description
    • B.3.2.2 Example Implementation
  • B.3.3 OAF_AXF_COMMANDS Table (Oracle E-Business Suite OAF)
    • B.3.3.1 Column Description
    • B.3.3.2 Example Implementation
  • B.3.4 OAF_AXF_CMD_PARAMS Table (Oracle E-Business Suite OAF)
    • B.3.4.1 Column Description
    • B.3.4.2 Example Implementation
• B.4 Oracle PeopleSoft Tables For the Managed Attachments Solution
  • B.4.1 PS_AXF_CONFIG Table
    • B.4.1.1 Column Description
    • B.4.1.2 Example Implementation
  • B.4.2 PS_AXF_COMMANDS Table
    • B.4.2.1 Column Description
    • B.4.2.2 Example Implementation
  • B.4.3 PS_AXF_CMD_PARAMS Table
    • B.4.3.1 Column Description
    • B.4.3.2 Example Implementation
  • B.4.4 PS_AXF_PROPERTIES Table
    • B.4.4.1 Column Description
    • B.4.4.2 Example Implementation
• B.5 Content Server Tables For the Managed Attachments Solution
  • B.5.1 AFGrants Table
    • B.5.1.1 Column Description
  • B.5.2 AFObjects Table
    • B.5.2.1 Column Description
  • B.5.3 AFRelationshipAttributes Table
    • B.5.3.1 Column Description
  • B.5.4 AFKeys Table
    • B.5.4.1 Column Description

Index