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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide
New and Changed Features in 12c (12.2.1.1)
New and Changed Features in 11g Release 1 (11.1.1.9)
1
Introduction to Application Adapter Solutions
1.1
About Application Extension Framework (AXF) (11g Release)
1.2
About the BPEL Imaging Solution (11g Release)
1.2.1
Business User View of the BPEL Imaging Solution
1.2.1.1
Imaging Scenario 1: Processing Invoices
1.2.1.2
Imaging Scenario 2: Capturing Supporting Employee Documents
1.2.1.3
Imaging Scenario 3: Viewing Supporting Employee Documents
1.2.2
About AXF Commands Used by the BPEL Imaging Solution
1.2.3
About BPEL Imaging User Interface Components
1.2.3.1
About the Task List
1.2.3.2
About the Task Viewer
1.2.3.3
About the Enumeration Picker
1.2.3.4
About the Identity Picker
1.2.3.5
About Comments
1.3
About the Managed Attachments Solution
1.3.1
Business User View of the Managed Attachments Solution
1.3.1.1
Attachments Scenario 1: Capturing Identity Documents
1.3.1.2
Attachments Scenario 2: Viewing and Editing Identity Documents
1.3.2
About the AXF Command and Service Used By the Attachments Solution
1.4
About Adapter Components
1.4.1
Business Application Plug-In
1.4.2
AXF Infrastructure (11g Release)
1.4.2.1
Solution Mediator
1.4.2.2
AXF Request /Response
1.4.2.3
Command Mediator
1.4.2.4
AXF Commands
1.4.2.5
Conversation
1.4.3
AXF User Interface Components (11g Release)
1.4.4
Content Server Components (Managed Attachments)
1.4.5
AXF Solution Accelerators (11g Release)
1.5
About Adapter Security and Authentication
1.6
Adapter System Requirements
1.6.1
Oracle E-Business Suite
1.6.2
Oracle PeopleSoft Enterprise
1.6.3
SOA 11g (Imaging Solutions Only)
1.6.4
Additional Managed Attachments Requirements
1.7
Adapter Configuration Roadmap
2
Configuring the Oracle E-Business Suite Plug-In
2.1
Configuring the Oracle E-Business Suite Database
2.1.1
Creating the AXF Oracle E-Business Suite Configuration Schema User (AXF)
2.1.2
PL/SQL Procedures Provided
2.1.3
Running the PL/SQL Scripts
2.2
Compiling Oracle E-Business Suite Forms
2.2.1
Compiling AXF_CUSTOM.pll Using the Command Line
2.3
Configuring Oracle Application Framework (OAF) Pages Via Personalization
2.3.1
Compiling Java Files, Copying Class Files, and Importing XML Files
2.3.2
Personalizing OAF Pages to Add Managed Attachments
2.3.3
Personalizing OAF Pages for Oracle E-Business Suite 12.2.x
2.3.4
Configuring Other Services on OAF Pages (Optional)
2.4
Securing Adapter Communications for Oracle E-Business Suite
2.4.1
Securing Communications Through SOAP Security
2.4.2
Securing Communications Through SSL (Oracle E-Business Suite)
2.4.2.1
Configuring the Oracle Wallet
2.4.2.2
Configuring the Integration for SSL
2.5
Configuring Oracle E-Business Suite Logging
2.5.1
Configuring Logging for Forms Applications
2.5.2
Configuring Logging for OAF Applications
2.6
Setting User Locales
2.7
Configuring Solutions for Oracle E-Business Suite
2.8
Uninstalling AXF From Oracle E-Business Suite
2.8.1
Uninstalling From Oracle E-Business Suite Forms
2.8.2
Uninstalling From Oracle E-Business Suite OAF
3
Configuring the Oracle PeopleSoft Plug-In
3.1
Importing the Oracle PeopleSoft Project
3.2
Configuring and Securing Adapter Communications for Oracle PeopleSoft
3.2.1
Securing Communications Through SSL (Oracle PeopleSoft)
3.2.2
Configuring Integration Broker to Communicate With AXF
3.2.2.1
Configuring Communication With a 12c Server
3.2.2.2
Configuring Communication With an 11g AXF Server
3.2.2.3
Configuring Communication With a 10g AXF Server
3.2.2.4
Encrypting the Gateway Password
3.2.2.5
Setting Up the Service Operation Routings
3.2.2.6
Validating Domain Status
3.2.3
Configuring AXF Access For Oracle PeopleSoft Users
3.2.3.1
Verifying the AXF_ROLE for Oracle PeopleSoft Users
3.2.3.1.1
Manually Adding the AXF_ROLE to Oracle PeopleSoft
3.2.3.2
Assigning Users the AXF_ROLE
3.3
Placing AXF Components on Oracle PeopleSoft Pages
3.4
Configuring Oracle PeopleSoft Logging
3.5
Configuring Solutions for Oracle PeopleSoft
3.6
Uninstalling AXF From Oracle PeopleSoft
4
Configuring AXF Settings (11g Release)
4.1
Configuring Logging
4.1.1
Configuring Logging for AXF for BPEL
4.1.1.1
Using Enterprise Manager
4.1.1.2
Using Application Server
4.2
Configuring Coherence
5
Configuring the BPEL Imaging Solution (11g Release)
5.1
Configuring the BPEL Connection
5.1.1
Creating a CSF Credential Alias
5.1.2
Creating a Connection in Imaging Connections
5.1.3
Referencing the Connection in the AXF_SOLUTION_ATTRIBUTES Table
5.2
Configuring the AXF Tables or Applying a Solution Accelerator
5.3
Testing Functionality Using the AXF Driver Page
5.4
Configuring Imaging Solution Options
5.4.1
Configuring Automatic Imaging Viewer Login
5.4.2
Allowing Oracle WebLogic Server/Business Application Users to Perform Tasks
5.4.3
Configuring Clustering for AXF in Imaging Managed Servers
5.4.4
Configuring Autotask Locking
5.4.5
Updating the Task Payload Using XPATH
5.4.5.1
Example PL/SQL Procedure For Updating the Task Payload
5.4.6
Targeting a Single Conversation With Multiple Window Instances Displayed
5.4.7
Adding a Validation
5.4.8
Deploying Custom Commands
5.4.9
Configuring Chained Commands and User Interface Components
5.4.10
Configuring or Disabling a Dynamic Data Table
5.4.10.1
Formatting XML Data For a Dynamic Data Table
5.4.10.2
Hiding the Bottom Panel in the Task Viewer
5.4.11
Reenabling Paperclip Attachments (Oracle E-Business Suite and Imaging Only)
5.4.12
Resizing Oracle PeopleSoft Popup Solution Windows
6
Configuring the Managed Attachments Solution
6.1
System Requirements for the Managed Attachments Solution
6.2
Running Configuration Scripts to Enable Managed Attachments
6.2.1
Configuring 12c Elements for Managed Attachments
6.2.2
Configuring 11g AXF Elements for Managed Attachments
6.2.3
Enabling Managed Attachments for Oracle E-Business Suite Forms Applications
6.2.4
Enabling Managed Attachments for Oracle E-Business Suite OAF Applications
6.2.4.1
Populating the OAF AXF Database Tables With Sample Key Values
6.2.4.2
Identifying Key Values for Your OAF Pages
6.2.4.2.1
With Both Attachment Information and Primary Keys Present
6.2.4.2.2
With Attachment Information Present, But Not Primary Keys
6.2.4.2.3
With Neither Attachment Information Nor Primary Keys Present
6.2.4.3
Configuring Attachments to Display on Workflow Pages
6.2.5
Enabling Managed Attachments for Oracle PeopleSoft
6.3
Configuring the Content Server Components
6.3.1
Enabling Content Server Components
6.3.1.1
Backing Up Customizations Before Upgrading
6.3.2
Verifying Required Content Server Components and Configuration
6.3.3
Testing the Managed Attachments Solution
6.4
Configuring the Enterprise Application Adapter Framework
6.4.1
Deploying the AppAdapterUniversal Component on Content Server
6.4.1.1
Optionally Renaming Component Files
6.4.1.2
Optionally Customizing the Framework Layout, Images, and Profile
6.4.2
Configuring the SOAP Service Call and Managed Attachments URL Display
6.4.2.1
Securing Communications Through SSL (Other Business Applications)
6.5
Configuring Managed Attachments Settings
6.5.1
Working With Global Configuration Variables
6.5.2
Alternatively Editing Settings in the Preferences.hda File
6.6
Customizing the Managed Attachments Solution
6.6.1
Customizing Settings Based on Users' Assigned Responsibility ID
6.6.2
Customizing Settings Based on Users' Assigned Roles
6.6.3
Customizing Settings Based on Users' Business Context
6.6.4
Customizing Settings at Business Entity or Application Levels
6.6.5
Customizing the Document Type Used For New Attachments
6.6.6
Customizing the Content Server Profile Used
6.6.6.1
Changing the Profile Globally
6.6.6.2
Specifying a Profile For a Specific Business Entity or Application
6.6.7
Hiding or Displaying Managed Attachments Page Buttons
6.6.8
Customizing Scanning
6.6.8.1
Enabling or Disabling Scanning
6.6.8.2
Configuring an Alternate Scan Profile For a Business Entity
6.6.8.3
Modifying the Document Classification Used
6.6.9
Customizing Managed Attachments Page Images
6.6.10
Customizing the Style Sheet (CSS) Used
6.6.11
Configuring Attachment Relationship Attributes
6.6.12
Configuring Revision-Specific Mode
6.6.13
Changing the Result Count
6.6.14
Changing the Result Template
6.6.15
Setting Default Columns
6.6.16
Enabling the Paperclip with Attachments (Oracle E-Business Suite Forms Only)
6.6.17
Passing Extra Metadata Values From a Business Application to Content Server
6.6.17.1
Passing Values Via Enterprise Application Adapter Framework
6.6.18
Resizing Oracle PeopleSoft Popup Solution Windows
6.6.19
Configuring an Entity's Private Attachments Security Group
6.6.20
Restoring Business Application User Pass Through for Managed Attachments (11g Release)
6.6.21
Renaming the Managed Attachments Button For OAF Entities
6.7
Configuring Authentication and Security
6.7.1
Configuring a CSF Credential for Managed Attachments
6.7.1.1
Creating a Credential Using Enterprise Manager
6.7.1.2
Creating a Credential Using WLST
6.7.2
Configuring User Authentication
6.7.3
Configuring Document Security
6.7.4
Securing Communications Between AXF and Content Server
6.7.4.1
Using the Content Server System Properties Application
6.7.4.2
By Editing the Content Server Config.cfg File
6.7.5
Managing Business Application and Content Server Users
6.8
Configuring Oracle AutoVue Document Viewing
6.8.1
About Configuring Oracle AutoVue
6.8.2
Requirements For Oracle VueLink for Content Server
6.8.3
Enabling AutoVue For the Adapter
6.9
Configuring Oracle WebCenter Enterprise Capture
6.9.1
About Document Scanning Using Oracle WebCenter Enterprise Capture
6.9.2
Oracle WebCenter Enterprise Capture and Related Components Requirements
6.9.3
Configuring Oracle WebCenter Capture For the Adapter
6.9.4
Configuring Content Server for WebCenter Enterprise Capture via Adapter
6.9.5
Testing the Oracle WebCenter Enterprise Capture via Adapter Configuration
6.10
Configuring Oracle Distributed Document Capture
6.10.1
About Document Scanning Using Oracle Distributed Document Capture
6.10.2
Oracle Distributed Document Capture and Related Components Requirements
6.10.3
Configuring Oracle Distributed Document Capture For the Adapter
6.10.4
Configuring Content Server for Distributed Document Capture Via Adapter
6.10.5
Testing the Oracle Distributed Document Capture Via Adapter Configuration
6.11
Testing the Managed Attachments Solution
6.12
Configuring Content Server Logging
6.13
Uninstalling Adapter Components on Content Server
A
BPEL Imaging Solution Reference (11g Release)
A.1
AXF Tables For the BPEL Imaging Solution
A.1.1
AXF_SOLUTIONS Table
A.1.2
AXF_SOLUTION_ATTRIBUTES Table
A.1.3
AXF_COMMANDS Table
A.1.4
AXF_SOLUTION_PARAMETERS Table
A.1.5
AXF_ACTION_MENU Table
A.1.6
AXF_ACTIONS Table
A.1.7
AXF_XPATH_ATTRIBUTES Table
A.1.8
AXF_XPATH_NAMESPACES Table
A.2
AXF User Components for the BPEL Imaging Solution (11g Release)
A.2.1
Solution Editor
A.2.2
Task List Web Tool
A.2.3
Task Viewer Web Tool
A.2.3.1
AXF_METADATA_BLOCKS Table
A.2.3.2
AXF_METADATA_ATTRIBUTES Table
A.2.3.3
Comments
A.2.4
Enumeration Picker Web Tool
A.2.4.1
Enumeration Picker Parameters
A.2.4.2
AXF_ENUM_TYPES Table
A.2.4.3
AXF_ENUM_ITEMS Table
A.2.5
Identity Picker Web Tool
A.2.6
Account Distribution Coding Form (Oracle E-Business Suite Only)
A.2.6.1
AXF_LOOKUPS Script for Coding Form Lookup Elements
A.2.6.2
Example Account Distribution Coding Form Solution
A.2.6.3
Example Supporting Commands for the Account Distribution Coding Form
A.2.6.4
Example OpenTask and AutoOpenTask Commands
A.3
AXF Commands for the BPEL Imaging Solution
A.3.1
Open Task Command
A.3.2
Autotask Command
A.3.3
Release Task Command
A.3.4
Complete Task Command
A.3.5
Redirect Command
A.3.6
Update Task Command (BPEL)
A.3.7
Update Task From Procedure Command
A.3.8
Terminate Conversation Command
A.3.9
Validate Task Command
A.4
Oracle E-Business Suite Forms Tables For the BPEL Imaging Solution
A.4.1
About the Oracle E-Business Suite AXF Tables For the BPEL Imaging Solution
A.4.2
AXF_CONFIGS Table (Oracle E-Business Suite)
A.4.3
AXF_COMMANDS Table (Oracle E-Business Suite)
A.4.4
AXF_COMMAND_PARAMETERS Table (Oracle E-Business Suite)
A.4.5
AXF_PROPERTIES Table (Oracle E-Business Suite)
A.5
Oracle PeopleSoft Tables For the BPEL Imaging Solution
A.5.1
About the Oracle PeopleSoft AXF Tables For the BPEL Imaging Solution
A.5.2
PS_AXF_CONFIG Table
A.5.3
PS_AXF_COMMANDS Table
A.5.4
PS_AXF_COMMAND_PARAMS Table
A.5.5
PS_AXF_PROPERTIES Table
B
Managed Attachments Solution Reference
B.1
AXF Tables For the Managed Attachments Solution (11g Release)
B.1.1
AXF_SOLUTIONS Table
B.1.2
AXF_SOLUTION_ATTRIBUTES Table
B.1.3
AXF_COMMANDS Table
B.1.4
AXF_SOLUTION_PARAMETERS Table
B.2
Oracle E-Business Suite Forms Tables For the Managed Attachments Solution
B.2.1
AXF_CONFIGS Table (Oracle E-Business Suite Forms)
B.2.2
AXF_PROPERTIES Table (Oracle E-Business Suite Forms)
B.2.3
AXF_FND_MAP Table (Oracle E-Business Suite Forms)
B.2.4
AXF_COMMANDS Table (Oracle E-Business Suite Forms)
B.2.5
AXF_COMMAND_PARAMETERS Table (Oracle E-Business Suite Forms)
B.2.6
AXF_MA_PARAMETERS Table (Oracle E-Business Suite Forms)
B.3
Oracle E-Business Suite OAF Tables For the Managed Attachments Solution
B.3.1
OAF_AXF_CONFIGS Table (Oracle E-Business Suite OAF)
B.3.2
OAF_AXF_PROPERTIES Table (Oracle E-Business Suite OAF)
B.3.3
OAF_AXF_COMMANDS Table (Oracle E-Business Suite OAF)
B.3.4
OAF_AXF_CMD_PARAMS Table (Oracle E-Business Suite OAF)
B.4
Oracle PeopleSoft Tables For the Managed Attachments Solution
B.4.1
PS_AXF_CONFIG Table
B.4.2
PS_AXF_COMMANDS Table
B.4.3
PS_AXF_CMD_PARAMS Table
B.4.4
PS_AXF_PROPERTIES Table
B.5
Content Server Tables For the Managed Attachments Solution
B.5.1
AFGrants Table
B.5.2
AFObjects Table
B.5.3
AFRelationshipAttributes Table
B.5.4
AFKeys Table
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