Integrate with Oracle Integration

You can allow your users to access Oracle Integration functionality, which lets users manage business processes in the cloud, such as content workflows to route documents for approval or review.

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 Integration 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 assets, content workflows, documents, and conversations with your process applications.
  • Asssets: You can enable structured multistep workflows for review and approval of content items and digital assets that you manage in Oracle Content and Experience asset repositories.

  • Content workflows: Oracle Content and Experience includes a workflow management system that supports business process-based integration. This enables modeling, automation, and continuous improvement of business processes and routing information according to user-defined business rules.

  • Documents: Oracle Integration 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.

A service administrator must configure settings in both Oracle Integration and Oracle Content and Experience before users can take advantage of the integrated functionality. For information about configuring Oracle Integration, see Integrating Documents and Conversations in Using Processes in Oracle Integration.

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To configure Oracle Content and Experience to integrate with Oracle Integration and to enable content workflows:

  1. Enable the integration and enter connection information.

    1. Sign in to the Oracle Content and Experience web interface as a service administrator.
    2. In the Settings menu, click Integrations.

    3. Under Oracle Integrations, select Oracle Integration Cloud - Process Automation Integration to enable the service.

    4. In the OIC Process Configuration dialog, enter your Service URL, Service User, Service Password, and Client ID.

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      Description of the illustration oic-process-configuration.png
      • Service URL: The URL of the service that users can access for their applications:

      • 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 Integration.

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

      • Client ID: Enter the Client ID of the App from the IDCS Admin Console corresponding to the Oracle Integration instance.
    5. Select the Enable Workflows for Assets checkbox.

      See Use Workflows in Managing Assets with Oracle Content and Experience.

  2. In Oracle Content and Experience, enable Oracle Integration use for the desired folders.

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

    2. Enable Oracle Integration 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 Integration user you specified doesn't have rights to see the processes.

    • The Oracle Integration URL you specified isn't correct.

    • The Oracle Integration user/password combination you specified isn't correct.

    • The Oracle Integration 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 Integration users can take actions (such as approvals) on the files directly in Oracle Integration. Oracle Content and Experience users can upload files into folders to initiate a workflow associated with the folder. Oracle Content and Experience 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. See Use Built-In Components in Creating Experiences with Oracle Content and Experience.