Overview

Setting up Documaker Connector to move document sets created by Documaker into a content management system such as WebCenter Content involves these tasks:
  • Configuring Documaker section
  • Configuring Oracle WebCenter Content section
  • Configuring Documaker Connector section

Note:

You can do these steps in any order, but you must complete all of them before you run Documaker Connector.

If you customize Documaker Connector to work with a source other than Documaker, the same overall planning and strategy described here may still be applied to that source and destination. Many of the considerations will be the same, such as
  • What type of documents to produce
  • What metadata is available
  • How to organize it in the destination system
  • How to optimize the performance of Documaker Connector processing Both your source and destination systems will require proper configuration in addition to the configuration of the Documaker Connector components to coordinate the transfer of your metadata from the source to the destination, along with the documents themselves.

Archiving documents with Documaker Connector is a cooperative process involving Documaker, Documaker Connector, and your content management system. All must be properly configured for the process to work reliably. The most critical aspect of this configuration is the set of indexing metadata with which the documents are to be archived. As described in Planning section, you should already have decided which variable fields will be used as metadata. If you have not completed that step, stop now, and get that list together.

The indexing metadata must be supplied for each document by the Documaker process (generally as part of the incoming extract variable data for each document). Documaker must be configured to pass the desired data to Documaker Connector so it can, in turn, use it to archive each document. Configuring each step in the process so that they all agree on the indexing data from end to end requires care and planning.

An overview of the process follows.