Oracle Integration with Documents

Manage workflows for business applications, such as document routing for review or approval, with Oracle Integration enabled for documents in Oracle Content Management.

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

This feature might not be available, depending on the Oracle Content Management subscription type and start date of your service.

You must configure settings in both Oracle Integration and Oracle Content Management before users can take advantage of the integrated functionality.

  1. In Oracle Integration, sign in as an administrator and enter connection information for Oracle Content Management. See Integrating Documents in Using Oracle Process Cloud Service.
  2. In Oracle Content Management, enable Oracle Integration and enter connection information:
    1. Sign in to Oracle Content Management as an administrator.
    2. From the Administration menu, choose Integrations.
    3. Under Applications, select Oracle 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 a 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/4.0/processes

          Note:

          For asset workflows, only https://{servicename}/bpm/api/4.0/processes is valid. If you're still using https://{servicename}/bpm/api/3.0/processes, the recommendation is to use 4.0 version of the service URL.
      • Service User: Enter the email address of the user who owns the process to be used in Oracle Content Management. This must be the same user you entered when configuring Oracle Integration.
      • Service Password: Enter the user password. This must be the same password you entered when configuring Oracle Integration.
      • Client ID: Enter the Client ID of the App from the (Identity Cloud Services) IDCS Admin Console corresponding to the Oracle Integration instance.

        Note:

        To find the Client ID, follow the steps below. The UI of the IDCS Admin Console can change, treat these steps as guidance.
        1. Log in to IDCS Admin Console.
        2. Click on Oracle Cloud Services.
        3. Locate application corresponding to your Oracle Integration Cloud.
        4. Go to Configuration and in the General Information section you will find Client ID.
  3. To create a process with a Document Start event, see Creating a Document- or Folder-Initiated Process in Using Oracle Process Cloud Service.

When a task step is complete, the file can be managed according to the defined process. For an incoming document, a user can perform actions based on the assigned role for that document: Contributor, Downloader, or Viewer.

When Oracle Content Management starts a process, the following payload is sent to launch the process:

{

        "operation":"startEvent",

        "processDefId":"testing~LoanApplicationProcessing!1.0~LoanApplicationProcessing"

        "params": {

               "id": "abc123",

               "name": "document name",

               "startedBy": "user id",

               "type": "d",

               "role": "role that should be used to generate subsequent applinks",

                "version": "version"

         }

}

As a developer, you need to be aware of the following requirements for the process you develop:

  • It needs to be a process that uses an Oracle Content Management Document Start event.
  • When deploying the process, you need to share it with the user specified for enabling the integration so that user has the rights to trigger the process,
  • For the user who uploaded the file to show up as the user who started the task, the process must use the value passed in the startedby field as the display name for the initiator.