Integrate with Oracle Process Cloud Service

You can allow your users to access Oracle Process Cloud Service functionality, which lets users manage business processes in the cloud, such as document routing for approval or review.

Note:

Integration between these services requires SSO sign-ons, so both services must be in the same identity domain.

Integrating Oracle Content and Experience with Oracle Process Cloud Service benefits document-intensive processes by organizing, managing, and restricting access to documents that must be submitted, reviewed, and approved or rejected by different roles and organizations during the business process. Conversations enable users to easily discuss things that come up during the process.

Oracle Content and Experience integrates documents and conversations with your process applications.

  • Documents: Oracle Process Cloud Service provides simple file attachment functionality, but if you need something more robust to handle document-intensive processes, you can integrate Oracle Content and Experience. This service enables you to organize files into folders, manage access to each folder, and even start a process when you upload a document. For example, if you’re processing a home loan, you need to manage documents such as loan applications, employment histories, and house appraisals, making sure that the right users see the documents they need to submit, review, or approve, but they don’t get access to restricted information.
  • Conversations: When you integrate conversations, users can easily discuss things that come up during the process. This provides a record of what happened, enabling you to quickly bring new stakeholders up to speed or refer back to things as necessary. Plus, the conversation tools work like the social media tools users regularly use, but with enterprise-wide security and controls. For example, if you’re working on a contract you might need to discuss some of the terms, while still making sure your discussion is confidential.
  • Document- and Folder-Initiated Processes: You can automatically start a process when someone uploads a document (or folder of documents) to a chosen document folder.

You must configure settings in both Oracle Process Cloud Service and Oracle Content and Experience before users can take advantage of the integrated functionality. For an overview, see the video Integrate Oracle Documents with Oracle Process Cloud Service.

To configure Oracle Content and Experience to integrate with Oracle Process Cloud Service:

  1. Enable the integration and enter connection information.

    1. After you sign in to the Oracle Content and Experience web application as an administrator, click Integrations in the Administration area of the navigation menu.

    2. Under Oracle Integrations, select Process Cloud Service Integration to enable the service, and then set these values:

      • Service URL: The URL of the service that users can access for their applications:

        • If you have Universal Credits subscription, your Service URL should look something like this: https://servicename/ic/api/process/v1/processes.

        • If you have a non-metered subscription, your Service URL should look something like this: https://servicename/bpm/api/3.0/processes.

      • Service User: Enter the email address of the user who owns the process to be used in Oracle Content and Experience. This must be the same user you entered in Oracle Process Cloud Service.

      • Service Password: Enter the user password. This must be the same password you entered in Oracle Process Cloud Service.

  2. In Oracle Content and Experience, enable Oracle Process Cloud Service use for the desired folders.

    1. In Oracle Content and Experience, open the properties for the folder.

    2. Enable Oracle Process Cloud Service use.

    3. Select a process from the list.

    If the process list is blank, it’s caused by one of the following issues:

    • The Oracle Process Cloud Service user you specified in step 2 doesn’t have rights to see the processes.

    • The Oracle Process Cloud Service URL you specified in step 2 isn’t correct.

    • The Oracle Process Cloud Service user/password combination you specified in step 2 isn’t correct.

    • The Oracle Process Cloud Service doesn’t have a process that uses a Documents Start Event. To create a process with a Document Start Event, see Creating a Document- or Folder-Initiated Process in Using Processes in Oracle Integration.

After both services have been configured for integration, Oracle Process Cloud Service users can take actions (such as approvals) on the files directly in Oracle Process Cloud Service. Oracle Content and Experience Cloud users can upload files into folders to initiate a workflow associated with the folder. Oracle Content and Experience Cloud site designers can create web pages with ready-to-use components that provide folder and file access, process selection and initiation, associated conversation display and interaction and much more.