15 Using Oracle Content and Experience Cloud for JD Edwards EnterpriseOne (Release 9.2.1.2)

This chapter contains the following topics:

15.1 Oracle Content and Experience Cloud for JD Edwards EnterpriseOne Overview

JD Edwards EnterpriseOne provides enterprise-level content and social collaboration through integration with Oracle Content and Experience Cloud. This integration enables real-time enterprise conversations and real-time access to content, connecting people and information in the cloud.

Note:

You can configure SSO-enabled JD Edwards EnterpriseOne system with Oracle Content and Experience Cloud. See "Configuring Federation SSO in Content and Experience Cloud" in the JD Edwards EnterpriseOne Tools Security Administration Guide for more information.

The JD Edwards EnterpriseOne integration with Oracle Content and Experience Cloud offers you the following capabilities:

  • Interact with internal teams and work with external vendors or partners to accelerate decision making across the enterprise.

  • Connect and work efficiently across the organization regardless of role or location.

  • Share large files such as presentations, documents, and images with employees internally and outside the organization.

  • Drive social conversations in the context of discussions, files, folders, teams, or projects.

  • Manage real-time conversations between teams to provide resolutions to customer service requests quickly.

  • Access business documents through the EnterpriseOne application, attach files to transactions and store them in the cloud.

  • Integrate any record or document into the conversation, from sales opportunities to support cases and contacts. (Release 9.2.2)

To use Oracle Content and Experience Cloud, a system administrator must configure EnterpriseOne with Oracle Content and Experience Cloud and set up an Oracle Content and Experience Cloud user account for you. See the chapter "Configuring EnterpriseOne with Oracle Content and Experience Cloud" in the JD Edwards EnterpriseOne Tools Runtime Administration Guide for details.

Content and Social Collaboration in JD Edwards EnterpriseOne facilitates the following:

  • User Conversations: Start or participate in social conversations about a topic of interest within EnterpriseOne using the Conversations icon from the Social menu as shown in following graphic:

    Figure 15-1 User Conversation

    Description of Figure 15-1 follows
    Description of ''Figure 15-1 User Conversation''

    For example, employees can communicate about processes, tasks, and awareness issues.

  • User Documents (Release 9.2.2): Store your business documents in the cloud and organize documents from within EnterpriseOne. Share and collaborate on files with others outside your organization. Add documents to the cloud using the Documents icon from the Social menu as shown in the following graphic:

  • Contextual Conversations: Start or participate in conversations about specific business records within EnterpriseOne. Create conversations within the context of a transaction using the Conversation icon in the header bar of the Attachment Manager as shown in following graphic:

    Figure 15-3 Contextual Conversation

    Description of Figure 15-3 follows
    Description of ''Figure 15-3 Contextual Conversation''

    For example, an Inventory Manager who has identified a lot that is on HOLD can create a real-time conversation to alert the Sales team to avoid any further order/quote processing jobs.

  • Contextual Documents: Add documents to the cloud and organize documents while still keeping them in the context of your business record by using the Document icon in the header bar of the Attachment Manager as shown in following graphic:

    Figure 15-4 Contextual Document

    Description of Figure 15-4 follows
    Description of ''Figure 15-4 Contextual Document''

15.2 Creating a User Conversation

Each user with a valid Content and Experience Cloud account can start an independent conversation about any topic with the EnterpriseOne. The conversations are not tied to any business records. You can add members to the conversation and share the conversation. Members can post comments in the conversation and reply to comments from other members. This type of conversation is called user conversation. You can add files to an independent conversation as attachments.

Note:

Before you start a conversation, ensure that the social connection softcoding record is created for the Content and Experience Cloud user as mentioned in "Adding EnterpriseOne Users to Oracle Content and Experience Cloud" section of the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

To start a user conversation:

  1. Log in to the EnterpriseOne application.

  2. Click the Social icon in the menu bar, and then select the Conversations icon.

  3. In Sign In To ORACLE CLOUD, enter your Content and Experience Cloud user name and password, and then click Sign In.

    Note:

    If you close the "Sign In To ORACLE CLOUD" window before entering your login credentials, click Refresh in the "Waiting For Sign In Through Another Tab Or Window" screen to once again display the Oracle Cloud sign in window.
  4. In the Content and Experience Cloud pane, click Create to start creating a new conversation.

  5. In Create New Conversation, enter a title for the conversation, and then click Create.

    A conversation is started with the title that you entered.

  6. Enter your message in the conversation box and click Post. This adds your message to the conversation.

    The following example shows a user conversation:

    Figure 15-5 User Conversation

    Description of Figure 15-5 follows
    Description of ''Figure 15-5 User Conversation''

For information about the additional features of Content and Experience Cloud such as sharing or adding member to conversation, see the section "Using Conversations to Collaborate" in the Using Oracle Content and Experience Cloud Guide.

Minimizing and Maximizing Conversation Pane

You can minimize a conversation pane to view other EnterpriseOne applications.

To minimize a conversation pane, click the Minimize icon displayed in the title bar. The conversation pane then appears as a smaller pane in the right-hand side of the frame.

To maximize a minimized conversation pane, click the Maximize icon. The conversation pane appears in the same position it was before you minimized it.

Resizing the Conversation Pane

You can change the size of a conversation pane. Place the cursor on the border of the pane and drag the border as required.

Note:

If you resize the conversation pane smaller than the default dimension, the Close icon might not be visible. Drag the pane border towards the left to display the Close icon.

Viewing the Conversation in a Separate Browser Window

Each conversation pane title bar includes a popup icon. When you click the popup icon, the conversation appears in a separate browser window. The Content and Experience Cloud users can access conversations and private documents from this browser window. Close the browser window to return to the application.

Closing the Conversation Pane

Click the close icon in the conversation pane title bar to close the pane. Closing the pane does not log you out of Oracle Cloud. When you click the Conversation icon again, the conversation pane is displayed, listing all the conversations that you have access.

15.3 Adding User Documents to the Cloud (Release 9.2.2)

You can upload content to the cloud from within EnterpriseOne, access the content from anywhere, and share content within and outside your organization. Content items can be documents, images, video files, audio files, or presentations. You can store multiple versions of the documents and reuse the content. You can add, view, and manage content stored in Oracle Content and Experience Cloud from your computer, tablet or smartphone.

Note:

Before you add documents, ensure that the social connection softcoding record is created for the Content and Experience Cloud user as mentioned in "Adding EnterpriseOne Users to Oracle Content and Experience Cloud" section of the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

To add documents:

  1. Open an EnterpriseOne application.

  2. Click the Social icon in the menu bar and then select the Documents icon.

  3. In Sign In To ORACLE CLOUD, enter your Content and Experience Cloud user name and password, and then click Sign In.

    Note:

    If you close the "Sign In To ORACLE CLOUD" window before entering your login credentials, click Refresh in the "Waiting For Sign In Through Another Tab Or Window" screen to once again display the Oracle Cloud sign in window.
  4. In the Content and Experience Cloud pane, use the Upload icon to select and attach multiple files to your folder. Alternatively, you can use Windows Explorer to drag and drop the selected files into the folder area. The folder area lists all the documents added.

  5. Close the Content and Experience Cloud pane.

You can also edit the cloud documents through the Content and Experience Cloud interface.

For information about the additional features of Oracle Content and Experience Cloud such as adding users to access content, previewing, managing version, and sharing, renaming, downloading, or deleting files, see the section "Managing Your Content" in the Using Oracle Content and Experience Cloud Guide.

15.4 Creating a Contextual Conversation

You can start a conversations about a topic related to a specific business record such as a sales order or incident report within EnterpriseOne. In an EnterpriseOne application, you open a record and begin conversation by posting comments and discussing that record. This type of conversation is called a contextual conversation.

Note:

Before you start a conversation, ensure that the social connection softcoding record is created for the Content and Experience Cloud user as mentioned in "Adding EnterpriseOne Users to Oracle Content and Experience Cloud" section of the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

To start a contextual conversation:

  1. Open an EnterpriseOne application.

  2. Select the row to which you want to add a conversation. Then select Row, Attachments, to open the Attachment Manager side panel.

    Note:

    Contextual Conversations are supported only in Advanced Media Object Attachments. See Advanced Media Object Attachments (Release 9.2.1) for more information about the setup required to enable the Advanced Media Object Attachments functionality.
  3. Select the Conversations icon in the header of the side panel.

  4. In Sign In To ORACLE CLOUD, enter your the Content and Experience Cloud user name and password, and then click Sign In.

    A conversation is started in context to the selected record. The Oracle Content and Experience Cloud pane displays the application name as the title and the record number as the name of the conversation.

    Note that Content and Experience Cloud authorization is required to access the conversation.

  5. Enter your message in the conversation box and click Post. This adds your message to the conversation. Note that for a contextual conversation, you cannot add a document in Content and Experience Cloud.

For more information about Conversations and features of Content and Experience Cloud, see "Using Conversations to Collaborate" in the Using Oracle Content and Experience Cloud Guide.

Note:

Only users who are authorized to access that application can see the conversation.

15.5 Adding Contextual Documents

You can upload contextual content to the cloud within EnterpriseOne. Content items can be documents, images, video files, audio files, or presentations. You can store multiple versions of the documents and reuse the content.

Note:

Before you add a document, ensure that the social connection softcoding record is created for the Content and Experience Cloud user as mentioned in "Adding EnterpriseOne Users to Oracle Content and Experience Cloud" section of the JD Edwards EnterpriseOne Tools Runtime Administration Guide.

To add contextual documents:

  1. Open an EnterpriseOne application.

  2. Select the row to which you want to add a document. The Attachments column displays a paperclip icon if a media object is associated with the row.

  3. Select Row, Attachments, to open the Attachment Manager side panel.

    Note:

    Contextual Documents are supported only in Advanced Media Object Attachments. See Advanced Media Object Attachments (Release 9.2.1) for more information about the setup required to enable the Advanced Media Object Attachments functionality.
  4. Select the Documents icon in the header of the side panel.

  5. In Content and Experience Cloud pane, use the Upload icon to select and attach multiple files. Alternatively, you can use Windows Explorer to drag and drop the selected files into the folder area. The folder area lists all the documents added for the specific record.

    The following example shows a document attached to a transaction:

    Figure 15-6 Contextual Document

    Description of Figure 15-6 follows
    Description of ''Figure 15-6 Contextual Document''

    For information on the types of files that can be uploaded, see "Restricting File Types and Sizes" in the Administering Oracle Content and Experience Cloud Guide.

  6. Close the Content and Experience Cloud pane.

The Attachment Manager lists the contextual cloud documents along with the media object attachments for the specific record. You can differentiate the media object attachments from the contextual cloud files using the icons displayed in the side panel. Icons for the cloud files contain a cloud symbol. You can preview the cloud files through the Attachment Manager.

Using the Attachment Manager, you can find the contextual documents by either searching for or sorting files. The system automatically sorts the files by name. For more information, see Finding Advanced Media Object Attachments in this guide.

You can edit the contextual cloud documents through the Content and Experience Cloud interface. The Attachment Manager does not allow you to set the contextual cloud documents as default, or download, rename, or delete the documents.

For information about the additional features of Oracle Content and Experience Cloud such as adding people to content, previewing, version management, sharing, renaming, downloading, or deleting files, see the section "Managing Your Content" in the Using Oracle Content and Experience Cloud Guide.

15.5.1 Accessing Contextual Documents in Content and Experience Cloud (Release 9.2.2)

You can directly access the contextual cloud documents in Oracle Content and Experience Cloud without logging to EnterpriseOne.

To access the contextual content:

  1. Open an EnterpriseOne application.

  2. Select the row that contains the documents you want to access in Oracle Content and Experience Cloud. The Attachments column displays a paperclip icon if a media object is associated with the row.

  3. Click the paperclip icon to display the Attachment Manager side panel. The side panel lists all the attachments for the selected row.

  4. Click the Documents icon in the header of the side panel. The system adds you as a contributor to the corresponding documents folder in Content and Experience Cloud.

When you log in to Content and Experience Cloud, this folder will be in shared mode and you can access all the items in the folder.

Note:

When you enable row security for a user, ensure that the attachments related to the specific row are not shared with the user in Content and Experience Cloud.

15.5.2 Accessibility for Social Drop-down Menu (Release 9.2.2)

The screen reader software reads the names of the links and the associated details when you navigate through the Social menu. The Alt+S hot key brings the focus to the Social drop-down menu.