Planning

Before implementing the Oracle Documaker Connector, there are a few planning steps that need to be completed. You need these answers to configure Documaker, WebCenter Content, and Documaker Connector.

Thinking through and making these decisions up front will make the implementation process go much more smoothly. You will want to involve all stakeholders in the implementation, particularly those who will access the documents from the content management system.

You should consider several questions and make sure everyone is in agreement and understands the implications of the decisions. This implementation and any subsequent changes will flow through the entire process. Resolve these questions before you implement the system:

• Which documents will be archived?
• Which output format, such as PDF, will be sent to the content management system?
• What variable fields will be used to organize and retrieve the documents? These fields contain the metadata used to index the documents into the content management system.