1. Capturing Content with Oracle Content Management
  2. Getting Started
  3. Learn About Roles and Security

4 Learn About Roles and Security

Access to many features in Oracle Content Management is controlled by roles and privileges that service administrators grant to each user. To access the content capture functionality, you must have either of these roles in Oracle Content Management:

  • CECCaptureAdministrator (for procedure managers)

  • CECCaptureClient (for Content Capture Client users)

See Roles in Administering Oracle Content Management for more information on roles and privileges.

There are basically three types of users in the context of capturing content:

  • System administrators configure the content capture functionality within the overall Oracle Content Management system, map users or groups to the content capture roles, and monitor capture processing.

  • Procedure managers design and customize workflows, or procedures, which are used to process physical and electronic documents in bulk for various business scenarios. The content capture flows are accessible through client profiles.

    Procedure managers automatically have read/write access to procedures they create. They can add, edit, copy, and delete procedures, and configure profiles and processor jobs. To access any other procedure, its manager must grant others access to it on the Security tab.

  • Users work with the Content Capture Client to scan or import documents into Oracle Content Management. They use client profiles to process documents, which involves reorganizing and regrouping of documents, converting them into a supported format, recognizing barcodes, and indexing to make them searchable in Oracle Content Management, where the processed documents are automatically stored. Users must have the required privileges to sign in to and access the Content Capture Client, and they can only see and select those client profiles to which they have been granted access. These end-users create batch-related content within a procedure, including batches, documents, attachments, and pages.

Note:

Procedure managers are typically assigned both the manager and user roles, so they can configure procedures and test them in the client.