Roles and Responsibilities

The following table provides a summary of the roles and responsibilities involved in configuring and using Oracle Content Management with Oracle Integration.

Role Tasks

Administrator (Runtime)

Configure a connection to Oracle Content Management.

You must configure a connection before anyone can use Oracle Content Management features.

Developer (Design time)

  • Manually enable the documents feature.

    To include documents features in applications that were created before you configured the connection to Oracle Content Management, you need to manually enable them.

  • Create additional document folders.

    To further organize documents or restrict access to folders that will store important documents, you can create additional folders for a process instance.

  • Edit the basic properties for root document folders.

    If you created additional document folders, select which folder is displayed when the process is started. You can also change the default application folder name or the default process instance folder name (for example, if you have a folder naming standard).

  • Override the default document folder access for a particular task.

    To change the folder access for a user completing a particular task, you can override the default folder access. For example, you might hide an underwriting documents folder by default (by setting the access to None), but change the access to Contributor during the underwriter’s approval task.

  • Create document- or folder-initiated processes.

    To start a process when someone uploads a document (or folder of documents) to a particular document folder, you can use the document start or folder start event to model a process.

End User (Runtime)

  • Add a document to a task.

    Adding a document might complete a task within the process (for example, submitting a loan application or travel request), or it might just provide information to other users that interact with the task (for example, uploading justification for a travel expense).

  • Manage documents in folders.

    You can perform actions on files, such as moving or uploading a new version. You can also browse and create folders, including multiple levels.