Configure Application Settings

You can configure the settings for all your applications.

In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.

Option Description

Oracle Content and Experience

Under Services, create a connection to Oracle Content and Experience so that end users can collaborate using documents.

Oracle Storage Service

Under Services, create a connection to Oracle Storage Service to store your archived data as objects that are stored in a container.

Notification Service

Under Services, configure e-mail (human task) notifications.

Runtime Settings

Under Runtime Settings, configure the process audit level and schedule a daily recovery for process instances that encountered a remote fault while invoking a web service or expired timer messages and edit the logger’s settings.

Archive and Purge

Schedule instances archive or analytics archive to back up your data from one or more applications.

UI Customization

Update time zone settings.

Manage Roles

Assign roles to users and groups. If needed, create, modify, and remove roles.

Manage Credentials

Manage runtime keystore credentials for web and REST services. Upload, update, or delete credentials as needed.

Manage Certificates

Manage runtime security certificates for message protection. Upload, update, or delete certificates as needed.

Notification Log

View details and resend email notifications sent for human tasks.

Configure Oracle Content and Experience

Before users can access the documents feature, an administrator must configure settings in both Oracle Content and Experience and Process.

Configure Audit and Log Levels

You can select the type of messages you want to store in the audit trail and schedule a daily recovery for process instances that encounter a remote fault while invoking a web service or expired timer messages. You can also recover the invoke or callback messages that were not delivered and resubmit them. You can use the logger setting to change the log levels of different loggers.

Configure the Process Audit Level

To configure the process audit level:

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.

  2. Click Runtime Settings.

  3. In the Process Runtime section, select an audit level from the Audit Level drop-down list.

    Available audit levels are:
    • Production: logs all events but doesn't log the values used when assigning input or output values to data objects.

    • Development: log all events and also logs the values used when assigning input or output values to data objects.

    • Off: doesn't log any events.

    Note:

    If the audit level is Production or Development, the following activities will record the payload details:
    • USER_TASK

    • SERVICE_TASK

    • RECEIVE_TASK

    • SEND_TASK

    • THROW_INTERMEDIATE_EVENT

    • CATCH_INTERMEDIATE_EVENT

    • BUSINESS_RULE_TASK

    • START_EVENT END_EVENT

      If the audit level is Off, then no audit information will be recorded.
  4. Select a time to start and stop the scheduled recovery using the time editor.

    The runtime environment uses the selected time and configuration to perform a daily scheduled recovery.

  5. Enter the maximum number of instances to recover.

  6. Click Save.

Configure Logger Settings

As an administrator, you can use the Logger Settings section to change the log levels of different loggers and send an error report to Oracle if an error occurs. Logger levels include Incident_Error, Error (Severe), Warning, Notification (Info), Notification (Config), and Trace.

Configure Oracle Storage Service

Oracle Storage Service is an object store that is used to save objects that are identifiable by names within containers. You must request access to an Oracle Storage Service account before provisioning and then create a container to be able to export your data to Oracle Storage Service. After the account and container are created, use the Oracle Storage Service URL, container name, and login credentials to create a connection between the two services. Only when the connection has been made and tested successfully can you enable archiving.

To configure the Oracle Storage Service settings:
  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click Services
  3. Click the Infrastructure tab.
  4. In the Oracle Storage Service section, enter the following information:
    • URL: enter the Cloud Storage REST URL that was provided during the provisioning of the Oracle Storage Service. For example, https://your_storage_service_name.com/myservice .

    • Container Name: enter the container name that you created in Oracle Storage Service during provisioning. 

      Note:

      Do not include any slashes (/) when entering the container name.
    • User and Password: the account credentials for a user who has access to your Oracle Storage Service.

  5. Click Test to verify that the connection is successful.
  6. Be sure to save your changes.

Enable Email Notifications

You can configure Process to use emails for human workflow notifications that are sent to the task assignee when events such as assignment and reassignment occur.

Note:

Before enabling email notifications in runtime, make sure you customize the email notifications, for example, their content, template, attachments, and subject lines in design time, see Customize Notification Emails for Human Tasks. After enabling email notifications, you can view the notification logs and resend emails to all or some of the original recipients, see View and Resend Email Notifications.
To enable email notifications for the human tasks defined in your process applications:
  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click Services.
  3. Click Infrastructure.
  4. In the Oracle Notification Service section, enter the following details:
    • In the Notification Mode field, select Email.

    • In the From field, enter the email address that will serve as the sender of all email notifications.

  5. Click Save.
  6. Click Register. Oracle will send an email to the address you specified in the From field. Follow the instructions in that email to complete the registration process.

Archive and Purge Data

You can submit requests for scheduled instances archive and purge or scheduled analytics archive to back up your process instances from one or more applications. The data you archive gets saved in Oracle Storage Service.

You can also schedule the Auto Purge from the Schedule Instances Archive page and be able to remove the BPM runtime information. The purge runs as a separate job on the database and ensures optimal performance.

Note:

Make sure you have configured the Oracle Storage Service settings before you archive. See Configure Oracle Storage Service.

Schedule Instances Archive and Purge

Specify whether and when to archive your data automatically by creating a schedule based on either a time you select or a CRON expression. Also specify the number of days to retain data before it is purged. (You do not need to enable archiving to set purging retention.)

To schedule instance archive and purge:

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.

  2. Click Archive and Purge.

  3. Click the Schedule Instances Archive tab.

  4. To schedule archiving, select the Enable Archive check box and select archive settings.

    Note:

    Disabling Enable Archive and clicking Save terminates all archive schedules.
    1. Configure a schedule for the archive. You can use either the time fields or the advanced scheduling interval.

      • Use the time fields to specify when (how often, what day, and what time) the archive occurs. For example, to schedule an archive for every week on Friday at 03:20, for Every, select Week, for on select Friday, and for at, select 03 for hour and 20 for minutes.

      • Use the advanced scheduling option to specify a CRON expression. Select the Use Advanced Scheduling Interval check box and enter a valid CRON expression. Click the adjacent help icon for CRON details and examples.

        Note:

        Enabling the Use Advanced Scheduling Interval check box automatically disables the settings in the time fields.
    2. In the Configure Archive Content fields, select items to include in the archive.

    3. In the Archive Job Timeout field, enter the maximum number of minutes that the archive is allowed to run.

    4. In the Failure Notification Address field, enter an email address to send archive error notifications to.

  5. Schedule purging in the Purge Retention field.

    Enter the number of days that data should be retained. Once the number of days is complete, the data gets purged. (The default number of days is 7.) You can set the purge retention without enabling archiving.

  6. Click Save.

Review the confirmation message for details about your request.

You can expand the Archive Requests section to view the status of your scheduled archives. See View Archive Requests.

Schedule Analytics Archive and Purge

Specify whether and when to automatically archive your analytics data by creating a schedule based on either a time you select or a CRON expression. Also specify the number of days to retain analytics data before it is purged. (You do not need to enable archiving to set purging retention.)

To schedule analytics archive and purge:

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click Archive and Purge.
  3. To schedule analytics archiving, select the Schedule Analytics Archive tab, select the Enable Archive check box and select archive settings.

    Note:

    Disabling Enable Archive and clicking Save terminates all analytics archive schedules.
    1. Configure a schedule for this archive. You can use either the time fields or the advanced scheduling interval.
      • Use the time fields to specify when (how often, what day, and what time) the archive occurs. For example, to schedule an archive for every week on Friday at 03:20, for Every, select Week, for on select Friday, and for at, select 03 for hour and 20 for minutes.
      • Use the advanced scheduling option to specify a CRON expression. Select the Use Advanced Scheduling Interval check box and enter a valid CRON expression. Click the adjacent help icon for CRON details and examples. Enabling the Use Advanced Scheduling Interval check box automatically disables the settings in the time fields.
    2. In the Failure Notification Address field, enter the email address that all error notifications will be sent to.
  4. Schedule analytics purging.

    Click the Schedule Analytics Purge tab and enter the number of days that data should be retained in the Purge Retention field. Once the number of days is complete, the data gets purged. (The default number of days is 7.) You can set the purge retention without enabling archiving.

  5. Click Save.

    Review the confirmation message for details about your request.

    You can expand the Archive Requests section to view the status of your scheduled archives. See View Archive Requests.

    After you schedule an analytics archive, some records may not be archived to the Oracle Storage Service. In such cases, the missing records are picked up during the next archive cycle.

View Archive Requests

When you submit a request for a scheduled instance archive or a scheduled analytics archive, the Archive Requests table displays the current status of the job.

To view the Archive Requests table:

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.

  2. In the Administration pane, click Archive and Purge.

  3. Expand the Archive Requests section on the appropriate archive tab.

State Description
Pending

The archive request has been submitted for processing, but it hasn't been picked up by the scheduler.

Running

The archive is in progress.

Completed

The archive is complete.

The archived data is stored in Oracle Storage Service.

Terminated

The request was canceled or stopped, most likely due to a server restart. May also occur when the schedule gets changed.

Failed

An exception occurred while executing the job. To get details, view the server log file or use the REST APIs.

Note:

A scheduled request maintains its job ID and one row, and the state alternates between Pending and Running. The scheduled request gets Terminated only when the schedule gets changed. In that case, the scheduled request gets a new job ID. The request will again go into the Pending and Running states.

Configure Credentials for Web Services

You can use a credential to securely call a web service. You can add new credentials, make changes to existing credentials, or delete them.

You can manage credentials for a web service in both the environments. However, it’s more common to create a credential when you’re creating the connector to the web service. See Create a Web Service Connector.

Add a Runtime Credential

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click Manage Credentials.
  3. Click Add new credential.
  4. Click the Map field and select BPM WebServices Credential for a web service credential.
  5. Complete the following fields:
    • Key: an identifier for the web services credential.
    • User Name: the name of the user to access the service.
    • Password: the password to access the service. You must also enter this same password in the Confirm Password field.
  6. Click Add.
  7. Click Save.

    After you add a credential, you can modify the user name, password, and description. To modify other settings, you must delete and recreate the credential.

    • To undo your current changes, click Revert.

    • To remove the credential, click Delete.

Manage Security Certificates during Runtime

Certificates are used to validate an application’s external web service connections when message security is applied. You can replace expired certificates and maintain a separate set of certificates for production use only.

To view, add, update, or delete certificates:
  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click Manage Certificates.

    Description of manage-certificates-workspace.png follows
    Description of the illustration manage-certificates-workspace.png

    Certificates for all applications display. If a certificate has expired, its icon displays a red caution (triangle) icon.

    • Filter the certificates list if needed.

    • Click a certificate’s link to view its details.

    • To create a certificate, click Upload Certificate and enter an alias name. To upload from a file, select Certificate File, browse, and select the file. To paste certificate text, select Certificate Content, and paste in the Certificate Content field. Click Upload.

    • To delete a certificate, click its Actions icon and select Delete.

    • To update a certificate, click its Actions icon, select Update, and then select a new certificate file or paste certificate contents.

Show Dates in User Time Zone

You can configure Process to show dates based on the user’s time zone.

  1. In the Oracle Integration navigation pane, click My Tasks, click Workspace, and then click Administration.
  2. Click UI Customization.
  3. Select the Show Dates in User’s Time Zone check box to display dates to users based on their system’s time zone. By default, this setting is unchecked and all times are displayed based on server time zone.
  4. Click Save.
To restore the default settings, click Reset, and then click Reset to Default. To revert your changes to the last saved version, click Reset, and then click Reset to Last Saved.