Nothing Special   »   [go: up one dir, main page]

Understanding Oracle Webcenter Content

Download as pdf or txt
Download as pdf or txt
You are on page 1of 34
At a glance
Powered by AI
The key takeaways are that Oracle WebCenter provides application adapters to integrate business applications like Oracle E-Business Suite, Oracle Siebel, and Oracle PeopleSoft with content management applications like Oracle WebCenter Content Server. It also discusses the Remote Intradoc Client (RIDC) API and its functionality.

The main application adapters provided are the Oracle E-Business Suite Adapter, Oracle Siebel Adapter, and Oracle PeopleSoft Adapter. These allow documents from the respective applications to be accessed and attached in Oracle WebCenter Content Server.

RIDC (Remote Intradoc Client) provides a thin communication API for communication with Oracle WebCenter Content Server. It removes data abstractions while still handling connection pooling, security, and protocol specifics like Intradoc and HTTP.

Oracle® Fusion Middleware

Understanding Oracle WebCenter Content

12c (12.2.1.4.0)
E95394-01
September 2019
Oracle Fusion Middleware Understanding Oracle WebCenter Content, 12c (12.2.1.4.0)

E95394-01

Copyright © 2011, 2019, Oracle and/or its affiliates. All rights reserved.

Primary Author: Anuradha Kumar

Contributors: Promila Chitkara, Jean Rao

This software and related documentation are provided under a license agreement containing restrictions on
use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your
license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify,
license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means.
Reverse engineering, disassembly, or decompilation of this software, unless required by law for
interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If
you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on
behalf of the U.S. Government, then the following notice is applicable:

U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software,
any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are
"commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-
specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the
programs, including any operating system, integrated software, any programs installed on the hardware,
and/or documentation, shall be subject to license terms and license restrictions applicable to the programs.
No other rights are granted to the U.S. Government.

This software or hardware is developed for general use in a variety of information management applications.
It is not developed or intended for use in any inherently dangerous applications, including applications that
may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you
shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its
safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this
software or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of
their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are
used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron,
the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro
Devices. UNIX is a registered trademark of The Open Group.

This software or hardware and documentation may provide access to or information about content, products,
and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly
disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise
set forth in an applicable agreement between you and Oracle. Oracle Corporation and its affiliates will not be
responsible for any loss, costs, or damages incurred due to your access to or use of third-party content,
products, or services, except as set forth in an applicable agreement between you and Oracle.
Contents
Preface
Audience v
Documentation Accessibility v
Related Documents v
Conventions v

1 Introduction
1.1 Why Use Oracle WebCenter Content? 1-1
1.2 Key Components of Oracle WebCenter Content 1-2
1.2.1 About the Content Repository 1-2
1.2.2 About Content Conversion 1-2
1.2.3 About Retention Management 1-3
1.2.4 About Accessing Oracle WebCenter Content 1-3
1.3 About Oracle WebCenter Content and Oracle WebLogic Server 1-3

2 Overview of Oracle WebCenter Content


2.1 Managing Content 2-1
2.1.1 The Content Server 2-1
2.1.1.1 Organizing Content Items in Folders 2-2
2.1.1.2 Organizing Groups of Content Items in Folios 2-2
2.1.1.3 Managing Content Using Your Desktop 2-3
2.1.1.4 Converting Documents into Web Pages 2-3
2.1.1.5 Categorizing Content Checked In to the Repository 2-3
2.1.1.6 Tracking Content Access 2-4
2.1.1.7 Using Watermarks in PDF Files 2-4
2.1.1.8 Organizing Content Items in Content Basket 2-5
2.1.2 Business and Oracle WebCenter Content Application Integration 2-5
2.2 Managing Digital Assets 2-5
2.2.1 Managing Images and Videos 2-6
2.2.1.1 Managing Images 2-6
2.2.1.2 Managing Videos 2-6

iii
2.2.2 Converting Native Content to Different Formats 2-7
2.2.2.1 Creating Thumbnail Files 2-7
2.2.2.2 Converting Content to PDF 2-8
2.2.2.3 Converting Content to XML 2-8
2.2.2.4 Converting Tiff Files to PDF 2-8
2.3 Managing Web Content 2-9
2.3.1 About Site Studio 2-9
2.4 Managing Records Retention 2-10
2.4.1 Configuring and Managing Records 2-10
2.4.2 The Retention Process 2-11
2.5 Managing Records Retention with Adapters 2-12
2.5.1 Adapter Architecture 2-12

3 Managing Oracle WebCenter Content: Imaging


3.1 About Imaging 3-1
3.2 Imaging and Content Server 3-2
3.3 Imaging Integration with Oracle Technologies 3-3

4 Managing Oracle WebCenter Enterprise Capture


4.1 About Oracle WebCenter Enterprise Capture 4-1
4.2 Oracle WebCenter Enterprise Capture Client 4-2
4.3 Oracle WebCenter Enterprise Capture Workspace 4-2
4.3.1 About Capture Workspaces 4-3
4.3.2 About Capture Workspace Console 4-3
4.4 Oracle WebCenter Enterprise Capture Processors 4-3
4.5 Oracle WebCenter Enterprise Capture Security 4-4

5 Integrating Oracle WebCenter Content into Your Environment


5.1 IdcCommand Utility 5-1
5.2 COM API 5-1
5.3 Remote Intradoc Client (RIDC) 5-2

6 Overview of Oracle WebCenter Application Adapters


6.1 Oracle E-Business Suite Adapter for WebCenter Content Server 6-1
6.2 Oracle Siebel Adapter for WebCenter Content Server 6-1
6.3 Oracle PeopleSoft Adapter for Content Server 6-1

iv
Preface
This document provides an overview of the products available as part of Oracle
WebCenter Content.

Audience
This document is intended for anyone interested in an overview of the components
and features that comprise Oracle WebCenter Content as well as complimentary
products.

Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=docacc.

Access to Oracle Support


Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/
lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?
ctx=acc&id=trs if you are hearing impaired.

Related Documents
The complete Oracle WebCenter Content documentation set is available from the
Oracle Help Center at http://www.oracle.com/pls/topic/lookup?
ctx=fmw122140&id=wcc-books.

Conventions
The following text conventions are used in this document:

Convention Meaning
boldface Boldface type indicates graphical user interface elements associated with
an action, or terms defined in text or the glossary.
italic Italic type indicates book titles, emphasis, or placeholder variables for which
you supply particular values.
monospace Monospace type indicates commands within a paragraph, URLs, code in
examples, text that appears on the screen, or text that you enter.

v
1
Introduction
This guide provides an overview of the features and applications associated with
Oracle WebCenter Content, which is a comprehensive suite of digital content
management tools that enable you to manage content through its life cycle from
creation, collaboration, approval, revision, publishing, search, and retrieval to
retention, archiving, and destruction.
This guide includes the following chapters:
• Overview of Oracle WebCenter Content
• Managing Oracle WebCenter Enterprise Capture
• Managing Oracle WebCenter Content: Imaging
• Integrating Oracle WebCenter Content into Your Environment
• Overview of Oracle WebCenter Application Adapters
Much of the software discussed in this document uses other applications to increase
functionality and flexibility. For example, Oracle WebCenter Enterprise Capture is used
to capture physical documents into digital formats so that they can be archived into
WebCenter Content.
Most of the software mentioned in this overview uses Oracle WebCenter Content to
manage the files used in the product set. Because of this interaction, it is
recommended that you read this entire document to familiarize yourself with the entire
product family available with Oracle WebCenter Content.
Detailed documentation is available for all of the features and applications discussed
in this document as well as online help. In addition to the guides, you can access
information about product functionality with context-sensitive tooltips, quick help, and
the help menu. Click the Help button where available on pages and screens to view
context‐sensitive help for the page or screen.
This chapter also discusses the following topics:
• Why Use Oracle WebCenter Content?
• Key Components of Oracle WebCenter Content
• About Oracle WebCenter Content and Oracle WebLogic Server

1.1 Why Use Oracle WebCenter Content?


Content management used to be focused only on organizing content along
departmental lines, for specific niche uses. Now many companies are struggling with
growth in the sheer amount of information to be managed. Content is often stored in
disparate locations, including the corporate repository, laptop and desktop computers,
and email accounts as well as being stored in a variety of formats.
Oracle WebCenter Content can help a corporation unify, manage, and leverage all
types of content across the entire enterprise. All corporate lines of business such as
marketing, brand management, web presence, accounting, sales, human resources,

1-1
Chapter 1
Key Components of Oracle WebCenter Content

and engineering can share the same tools and easily access the same information in a
common repository. Oracle WebCenter Content integrates with Oracle Content and
Experience for a truly hybrid content management solution. You can store content in
the cloud server and access it on-the-go by using the Oracle Content and Experience
user interface.
By centralizing information and allowing access to information by qualified users,
Oracle WebCenter Content provides cost savings, eliminates redundancy and
increases efficiency. At the same time, information is properly managed, tracked, and
disposed of as needed
In addition to proper content management, enterprises are now faced with the need to
manage content in conjunction with legislative compliance laws or for litigation
purposes. Organizations must be able to find the correct information in a timely
manner. It is also essential that information be preserved or disposed of in accordance
with an enterprise-wide policy. If an organization cannot track content, it makes it
difficult if not impossible to enforce corporate policies regarding information security
and disposal.

1.2 Key Components of Oracle WebCenter Content


Oracle WebCenter Content, an Oracle Fusion Middleware component, is an integrated
suite of applications designed for managing content. Oracle WebCenter Content
contains the Oracle WebCenter Content Server, which is used to manage the content
repository. Oracle WebCenter Content can be accessed using several methods. This
section provides an overview of the following topics:
• About the Content Repository
• About Content Conversion
• About Retention Management
• About Accessing Oracle WebCenter Content

1.2.1 About the Content Repository


The content repository is used to store content and deliver it to users as needed in the
correct format. By using specific repository tools, the Oracle WebCenter Content
administrator can manage the unstructured content and make certain the correct
content is delivered to the correct user according to security permissions and rights.
Oracle WebCenter Content Server is a web-based interface to the content repository
and is used to manage the content life cycle from creation to disposition. Folders and
folios can be used to manage groups of content, and content also can be categorized
as it is checked in to the repository.
For more information about the content repository, see Managing Content in Managing
Oracle WebCenter Content.

1.2.2 About Content Conversion


Oracle WebCenter Content: Inbound Refinery is a conversion server that manages file
conversions for electronic assets such as documents, digital images, and motion
video. In addition to conversion, Inbound Refinery provides thumbnail functionality for
documents and images, storyboarding for video, and the ability to extract and use
EXIF data from digital images and XMP data from electronic files generated from

1-2
Chapter 1
About Oracle WebCenter Content and Oracle WebLogic Server

programs such as Adobe Photoshop and Adobe Illustrator. You can use Inbound
Refinery to convert content items stored in the Content Server repository.
For more information, see Converting Native Content to Different Formats.

1.2.3 About Retention Management


Oracle WebCenter Content offers optional records management features integrated
with the main application, and an Oracle WebCenter Content: Records application
which provides additional functionality to allow organizations to track and preserve
content. When the content has fulfilled its purpose in the organization, it can be
disposed or archived.
Organizations may need to retain content because of regulatory requirements or have
a litigation-related need for effective and efficient retention management. The Records
application can manage internal content stored within Content Server and external
content, such as files stored in a warehouse or on an external repository. The software
can manage the disposition schedule, search metadata associated with the external
file, and manage an electronic rendition of an external file.
You can configure WebCenter Content to ensure that the records are retained to meet
regulations (such as Sarbanes Oxley, DoD 5105.2, SEC Rule 17a, and HIPAA and
FDA) and litigation-related and business-related needs such as the DoD 5015.2
standard (including Chapter 4). The software has been certified by the Joint
Interoperability Test Command (JITC) to comply with the standard.
For more information about records and retention management, see Managing
Records Retention and Managing Records Retention with Adapters.

1.2.4 About Accessing Oracle WebCenter Content


Oracle WebCenter Content supports several methods for accessing and using the
application and its features. For more information, see Accessing and Navigating
Oracle WebCenter Content in Using Oracle WebCenter Content.
• Web browser interface: Oracle WebCenter Content provides a web browser user
interface for a simple and convenient way of accessing all of Oracle WebCenter
Content features.
• Desktop client: Oracle WebCenter Content: Desktop can be installed on your
computer to provide convenient access to Content Server from within popular
desktop applications (for example, Microsoft Windows Explorer, Microsoft Office
application, email clients, and various web browsers).
• Mobile client: Oracle WebCenter Content offers mobile apps for iPhone, iPad,
and Android phones, so you can access content stored in an Oracle WebCenter
Content Server.

1.3 About Oracle WebCenter Content and Oracle WebLogic


Server
Oracle WebCenter Content User Interface is in the same WebLogic Server domain as
other Oracle WebCenter Content components.

1-3
Chapter 1
About Oracle WebCenter Content and Oracle WebLogic Server

For more information about configuring Oracle WebCenter Content User Interface
settings, see Configuring WebCenter Content User Interface in Administering Oracle
WebCenter Content. For WLST commands, see User Interface Commands in
WebCenter WLST Command Reference.

1-4
2
Overview of Oracle WebCenter Content
Oracle WebCenter Content provides a unified application for several different kinds of
content management. It provides organizations with a unified repository to house
unstructured content and deliver it to business users in the proper format, and within
context of familiar applications to fit the way they work.
This chapter discusses the following topics:
• Managing Content
• Managing Digital Assets
• Managing Web Content
• Managing Records Retention
• Managing Records Retention with Adapters

2.1 Managing Content


Oracle WebCenter Content manages content that can include documents, email,
electronic discussions, images, videos, and other types of digital information. This
section describes those features that can be used to manage content items. It includes
the following sections:
• The Content Server
• Business and Oracle WebCenter Content Application Integration

2.1.1 The Content Server


Oracle WebCenter Content Server is the foundation for a variety of Oracle content
management features. It provides a flexible, secure, centralized, web-based repository
that manages all phases of the content life cycle from creation and approval to
publishing, searching, expiration, and archiving or disposition.
Every contributor throughout the organization can easily contribute content from native
desktop applications, efficiently manage business content via rich library services, and
securely access that content anywhere using a web browser or mobile app.
Oracle WebCenter Content Server offers a number of components that provide
advanced functionality. Some of these components are installed with the core system
and are available out-of-the-box, while other components can be enabled after
installation.
All content, regardless of content type, is stored in the web repository or database for
management, reuse and access. While stored in the repository, all types of content
ranging from email, discussions, documents, reports, spreadsheets and records to
images, multimedia or other digital formats receive the same set of fundamental core
services.
The following sections describe some of the most commonly used Content Server
features:

2-1
Chapter 2
Managing Content

• Organizing Content Items in Folders


• Organizing Groups of Content Items in Folios
• Managing Content Using Your Desktop
• Converting Documents into Web Pages
• Categorizing Content Checked In to the Repository
• Analyzing Use of Content Server
• Using Watermarks in PDF Files
• Organizing Content Items in Content Basket

2.1.1.1 Organizing Content Items in Folders


FrameworkFolders provides a hierarchical folder interface for organizing, locating,
managing repository content and its metadata, and it should be leveraged.
Query folders or saved searches can be used to return content based on a query
associated with the folder. These types of folders can also have retention dispositions
associated with the folder.
For more information, see Organizing Content in Managing Oracle WebCenter
Content.

2.1.1.2 Organizing Groups of Content Items in Folios


Content Folios is an optional component that is automatically installed with Content
Server. It provides a quick and effective way to assemble, track, and access logical
groupings of multiple content items from within the secure environment of Content
Server. For example, all items relevant to an upcoming brochure, such as images,
logos, legal disclosures, and ad copy, can be assembled and sent through a workflow
process. After they are approved, associated content can be downloaded and sent for
print.
Or perhaps a new project requires a virtual place to assemble all relevant content
items in a particular hierarchy, whenever they are checked in, with restricted access to
particular areas of the hierarchy. Or a video may need to be associated and tracked
with release waivers and narration text. All this can be done with Content Folios.
Technically, a content folio is an XML file checked into the repository that uses
elements to define the hierarchy of nodes, slots, and specified content items in
Content Server. In practice, a content folio is a logical grouping, or a framework in
which content stored in the repository can be structured. A simple folio is a flat
container, while advanced folios can nest content in a hierarchy within folders. In an
advanced folio, the hierarchy may be established prior to assembling content items, or
it may be created during or subsequent to assembling the items.
You can add content to existing folios or you can lock them to prevent further changes.
You can add content items to a simple folio by searching Content Server, and to an
advanced folio by checking new items into the repository or by searching for content
that is checked in — all through the folio interface. An advanced folio can also contain
hyperlinks to external resources such as web sites and shared network drives.
For more information, see Managing Content Folios in Managing Oracle WebCenter
Content.

2-2
Chapter 2
Managing Content

2.1.1.3 Managing Content Using Your Desktop


Oracle WebCenter Content: Desktop provides a set of embedded applications that
enable you to seamlessly integrate your desktop experience with WebCenter Content
Server. Specifically, it provides a convenient access to the repository from Microsoft
Windows Explorer, desktop applications like Microsoft Office applications (Word,
Excel, and PowerPoint), and email clients like Microsoft Outlook and Lotus Notes.
As a result, you can easily manage files in the repository and share files directly from
your desktop rather than logging into Content Server and using a web browser.
For more information, see What is Oracle WebCenter Content: Desktop? in Using
Oracle WebCenter Content: Desktop.

2.1.1.4 Converting Documents into Web Pages


Dynamic Converter is a transformation technology and on-demand publishing solution
for critical business documents. With Dynamic Converter, you can easily convert any
business document into a web page for a specified audience without use of the native
application used to create that document. The benefits are immediate. Information can
be exchanged freely without the bottleneck of proprietary applications.
When a web browser first requests a document, a set of rules are applied to determine
how that document should appear as a web page. These rules can be defined in a
template, a core component of Dynamic Converter.
Dynamic Converter offers a number of benefits to the user:
• Business documents can be easily viewed in a web browser.
• Native applications (such as Adobe Acrobat, Microsoft Word, and so forth) are not
required.
• Multiple renditions of a document are available for different devices (web
browsers, wireless devices, and so forth)
• Numerous business document types, including legacy formats, are supported.
See About Templates in the WebCenter Content Template Editor Guide for Dynamic
Converter and Introduction to Dynamic Converter in Managing Oracle WebCenter
Content.

2.1.1.5 Categorizing Content Checked In to the Repository


Content Categorizer provides organizations with the capability to use one or more
taxonomies within WebCenter Content Server. In addition to its out-of-the-box
categorization tools and functionality, Content Categorizer provides an open API for
third-party categorization engines. With this open architecture, users can take
advantage of the rule sets and taxonomies provided by third-party categorization tools.
As a result, organizations can choose the categorization engine that best fits their
business needs. For example, organizations can use their existing vertical industry
taxonomy to organize their managed content into specific categories and
subcategories.
Content Categorizer enables administrators and content contributors to automatically,
uniformly and intelligently categorize content as it is checked into the repository.
Perfect for loading large amounts of existing content into Content Server, Content

2-3
Chapter 2
Managing Content

Categorizer can be used in batch mode, freeing administrators of the responsibility of


assigning metadata to each individual content item. End users, on the other hand, will
appreciate Content Categorizer for its ability to suggest appropriate metadata as they
check in new pieces of content.
To suggest a category or specific value for each of the metadata fields, Content
Categorizer uses a set of rules to analyze content items. Some automatic
categorization rules include: direct correlation using file properties or text references;
score computations based on word matching; sentence or paragraph summaries
automatically pulled from files; or certain language pattern recognition. Rule sets can
also be used from other third party categorization engines.
For more information, see Categorizing Content in Managing Oracle WebCenter
Content.

2.1.1.6 Tracking Content Access


Content Tracker monitors activity on a Content Server instance and records selected
details of those activities. This enables detailed content analysis, providing web teams
with crucial information to strategically manage and enable efficient delivery of relevant
information.
Content Tracker uses data gathered in the web server log files, web filter log files, and
Content Server's database tables to collect information regarding the content items
accessed. This information could include metadata, user profile data as well as
information from the users themselves. Content Tracker then populates this
information into database tables in any RDBMS database such as Oracle or Microsoft
SQL Server.
For more information, see Tracking Content Access in Managing Oracle WebCenter
Content.

2.1.1.7 Using Watermarks in PDF Files


PDF Watermark is an optional component that is automatically installed with
WebCenter Content Server. If enabled, it allows watermarks to be applied to PDF files
generated by PDF Converter (static watermarking) and checked back in to the
repository.
Existing PDF files already residing on the repository can also be watermarked
(dynamic watermarking). Dynamic watermarks are generated as needed and can
contain variable information (for example, user name, date and time of download, or
file name). System administrators can define variables and set up specific conditions
for generating dynamic watermarks.
PDF Watermark can also add security features to PDF files as they are downloaded
for viewing. Access settings can be enabled or disabled, such as printing or modifying
the file.
Static watermarking is conducted in cooperation with Inbound Refinery and PDF
Converter. Only content that is converted to PDF by the PDF Converter can be
watermarked. You can request a static watermark for content that you expect to be
converted to PDF by entering a valid PDF Watermark Template ID (dDocName) in the
xPdfwTemplateID metadata field during checkin.

2-4
Chapter 2
Managing Digital Assets

Content checked in by an automated process, for example WebDAV or BatchLoader,


can also be given a static watermark, subject to the IBR/PDFC restriction described
above and provided the xPdfwTemplateID field contains a valid template ID.
Dynamic watermarking of PDF content is rules-based.The PDF Watermark
Administration screen is provided to define rulesets via the Rules tab. If a given
request for a PDF document satisfies one of the pre-defined rules, the template
associated with that rule is used to watermark a copy of the content before the copy is
returned to the requesting user. Only the weblayout form will be watermarked, the
original PDF file is unchanged in its vault location.
For more information, see PDF Watermark in Managing Oracle WebCenter Content
and About PDF Watermark in Using Oracle WebCenter Content.

2.1.1.8 Organizing Content Items in Content Basket


Content Basket enables you to quickly find, group, and download multiple content
items. For example, you may need to send an organization's logo along with several
articles for your newsletter to a printing agency, or email a group of documents to a
vendor. With Content Basket, you can select items to add to your content basket from
any content information or search results page.
After an item is added to your content basket, you can access the content basket from
the My Content Server tray and download a single compressed file of the content
items you need.
For more information, see Folios and Content Basket in Using Oracle WebCenter
Content.

2.1.2 Business and Oracle WebCenter Content Application Integration


The following adapters can be used to integrate business applications with Oracle
WebCenter Content:
• Oracle E-Business Suite Adapter, described in Oracle E-Business Suite Adapter
for WebCenter Content Server and Imaging.
• Siebel Adapter for Content Server, described in Oracle Siebel Adapter for
WebCenter Content Server.
• Oracle PeopleSoft Adapter, described in Oracle PeopleSoft Adapter for Content
Server and Imaging.

2.2 Managing Digital Assets


Several solutions are available for managing digital assets such as graphics and
videos, and converting those assets for use in a Content Server repository.
This section discusses the following topics:
• Managing Images and Videos
• Converting Native Content to Different Formats

2-5
Chapter 2
Managing Digital Assets

2.2.1 Managing Images and Videos


The Digital Asset Manager (DAM) feature enables you to define and provide images
and videos in specified formats and sizes for download by the people in your
organization who need them. This helps your organization maintain consistent
standards for branding and digital content use.
DAM creates multiple formats of digital assets automatically when an image or video is
checked into Content Server and lists the formats under one content ID. This ensures
that the asset, such as a corporate logo or promotional video, maintains a standard
size and quality in the multiple formats required by your organization, while providing
the content management and workflow features of Content Server. For example, one
person can download images of the logo for use on a web-site, and another can
download and bundle images of the same logo for use in office presentations or print
collateral, all from a single digital asset checked into the repository.
Digital assets are valuable electronic images and videos to be made available within
your organization in multiple output formats, called a rendition. The quantity and type
of renditions are defined by the system administrator in rendition sets. A user selects a
rendition set used to create renditions of a digital asset at the time the asset is
checked into the repository.
For DAM to work, Inbound Refinery must be installed and properly configured to work
with the content server on which DAM is installed.
For more information, see Digital Asset Manager in Managing Oracle WebCenter
Content.

2.2.1.1 Managing Images


The Image Manager feature enables users to quickly find, group, and download
images of various sizes and resolutions. For example, an organization's logo may
need to be available in a variety of sizes for advertisements, web pages, and
presentation. At check-in, the image is automatically converted into the defined
formats and sizes. Users can then search for the image using standard metadata,
group renditions into a content basket, and download a single compressed file of the
image renditions they need.
Image Manager installs the following pre-defined rendition sets:
• ThumbnailOnly
• BasicRenditions
• MultipleFormats

2.2.1.2 Managing Videos


The Video Manager feature enables users to quickly find, group, and download videos
of various sizes and resolutions. For example, a company training video may need to
be available in a variety of sizes for streaming on an intranet, presenting to an
audience, or copying to tape. At check-in, the video is automatically converted into the
defined formats and sizes. Users can then search for the video using standard
metadata, group renditions into a content basket, and download a single compressed
file of the video renditions they need. Third-party applications can be used to convert
video files to multiple formats. Command Line Tools can also be used to create video

2-6
Chapter 2
Managing Digital Assets

renditions. For more information, see Working with Images and Videos in Using Oracle
WebCenter Content.

2.2.2 Converting Native Content to Different Formats


Several different conversion features are available to publish native content items in
different formats as needed at your site. The following conversion features are
discussed in this section:
• Creating Thumbnail Files
• Converting Content to PDF
• Converting Content to XML
• Converting Tiff Files to PDF
For more information, see Managing Native Content Conversion in Managing Oracle
WebCenter Content.

2.2.2.1 Creating Thumbnail Files


WebCenter Content Server now optionally provides basic thumbnail creation for
supported file types or you can use Inbound Refinery, an add-on module to Content
Server that manages all file conversions at the input side of Content Server (hence
Inbound). It also provides the ability to generate thumbnails. Files are converted upon
check-in of the content into Content Server.
Inbound Refinery includes Outside/In Image Export, which can be used for the
following:
• To create thumbnails of files checked into the repository. Thumbnails are small
preview images of content. Outside In Image Export can also be used to create
thumbnails of PDF files generated by PDF Converter.
• To convert files checked into the repository to multi-page TIFF files as the primary
web-viewable rendition.
In addition to the conversions that Inbound Refinery can perform using Outside In
Image Export, several conversion components are available for purchase and use with
Inbound Refinery. The additional types of files that Inbound Refinery can convert, and
the result of each conversion, depend on the conversion components that are installed
on the Inbound Refinery computer.

The Refinery Process


When a file is checked into the repository, a copy of the native file is stored in the
native file repository (the vault directory). The native file is the format in which the file
was originally created (for example, Microsoft Word).
If the file format is configured to be converted, it is placed in a queue for further
processing. At set intervals, Inbound Refinery checks the queue. If a file is present,
Inbound Refinery calls the appropriate conversion add-on to perform the actual
conversion. The exact conversion process depends on how Inbound Refinery is set
up. In some situations, conversion may be done entirely in the background, with no
noticeable interaction. In others, a file may be opened in its native application and
printed to a PostScript file, which is subsequently translated into a different format (for
example, a PDF file). In that case, windows are automatically opened and closed on
the Inbound Refinery machine. The converted file (for example, a web-viewable PDF

2-7
Chapter 2
Managing Digital Assets

file) is then copied to the web-viewable file repository (the weblayout directory). Users
can then view the file through their web browser.
If the file format is not set up to be converted (or if the conversion fails), no web-
viewable file is created and a copy of the native file is placed in the weblayout
directory. This means that the file is passed through to the library in its native format.
Users must then have the native application installed on their computer to view the file.

2.2.2.2 Converting Content to PDF


The PDF Converter feature enables the automatic publishing of native content items to
web-viewable PDF (Portable Document Format) files. A PDF rendition of the native
format is immediately generated upon check-in of new content into the repository. This
PDF rendition allows web viewing of that content item without requiring users to install
native applications. PDF Converter converts a large number of file formats to PDF,
such as Adobe Framemaker, Illustrator, InDesign, PageMaker, and Photoshop as well
as Hangul, Just System Ichitaro, Microsoft Office, Microsoft Visio, and Oracle
OpenOffice.
PDF Converter optimizes non-optimized PDF files and also processes links such as
Microsoft Word hyperlinks, "mailto" links, and table-of-content links.

2.2.2.3 Converting Content to XML


The XML Converter feature gives XML-based access to information in unstructured
business content. With XML Converter, content contributed to Content Server is
converted to XML at the time of check-in. XML Converter converts many document
types and supports the leading word processing formats, such as Microsoft Word,
Lotus WordPro, and Corel WordPerfect. It also includes support for popular
spreadsheet, presentation, and graphic formats.
When a new content item is checked into the repository, XML Converter converts the
content to either a SearchML or FlexionDoc format. FlexionDoc is very verbose and
captures all information, including attributes such as styles in a Microsoft Word
document. From there, administrators have the ability to check in different XSL files
that would then convert the SearchML or FlexionDoc document to any XML format.
Administrators also have the option to use a DTD (Document Type Definition)
to validate the XML generated from the XSL transformation. If there is an error in
conversion, all the relevant documents (for example, the original SearchML or
FlexionDoc file, the XML file generated after XSL transformation, and the error report)
are all checked in and can be sent through a workflow for the developer/administrator
to debug.
Because the XML file is stored and managed within the web-based repository, it can
be accessed from any location using a web browser, making it available for other
enterprise applications, data exchange, re-use and further conversion into additional
formats. XML Converter provides an out-of-the box XML solution with enterprise level
performance, while ensuring compatibility with the W3C standards specifications.

2.2.2.4 Converting Tiff Files to PDF


The Tiff Converter feature enables organizations to check TIFF (Tagged Image File
Format) image files into Content Server and then publish these as multiple-page PDF
files.

2-8
Chapter 2
Managing Web Content

Tiff Converter uses either CVISION CVista PdfCompressor or Adobe Acrobat Capture
to convert single-page TIFF files, multiple-page TIFF files, or zip files containing
multiple TIFF files (TIFZ, TIZ or ZIP file extensions) to a single PDF file. Additionally,
during the TIFF to PDF conversion, you can choose to perform Optical Character
Recognition (OCR), thus enabling users to perform full-text searches of managed TIFF
files in Content Server. You can also use Oracle WebCenter Enterprise Capture to
convert TIFF files to searchable PDF documents.

Note:
CVISION CVista PdfCompressor and Adobe Acrobat Capture are third-party
products.

Tiff Converter is very useful in scanning applications. It automatically converts TIFF


images to PDF format upon check-in to the repository for easy viewing of legacy
content. The conversion of the released TIFF image can occur on the client side or
server side and uses the Adobe Acrobat Capture technology. With TIFF Converter,
users can easily view and access managed legacy content (scanned documents) via a
browser with the Adobe Reader.

2.3 Managing Web Content


Oracle WebCenter Content provides several tools that can be used to manage content
on web sites, including how that content is deployed and stored.
This section discusses the following topic:
• About Site Studio

2.3.1 About Site Studio


Site Studio is a web development application suite that offers a comprehensive
approach to designing, building, and maintaining enterprise-scale web sites.
Everything associated with the web site, including site assets (such as templates,
graphics, CSS files, and so on) and all site content, is stored and managed in the
content server. Site Studio enables organizations to maintain accurate, timely, and
current web content with consistent branding and presentation across all corporate
sites.
Some of the website creation and contribution features include:
• In-context contribution and updates directly from the website
• Hierarchical website structure and navigation
• Template-based pages comprised of multiple regions
• Separation of content and presentation
• Separation of navigational structure and its presentation
• Secure, regional-level content authoring and editing
• WYSIWYG XML-based contribution forms
• Reusable content and XML-based fragments

2-9
Chapter 2
Managing Records Retention

• Single-source content management


• Multi-site management
Organizations may also prefer to build websites using Site Studio if they would like to
distribute website development to multiple site designers, yet have a centralized team
of developers maintain control over the brand and look-and-feel. Site Studio gives
developers the ability to create customizable libraries to provide site designers with
reusable drag-and-drop layouts, fragments, navigation, and code that integrates with
back-end applications for developing their own unique websites.
With Site Studio's customizable library as well as its built-in framework for designing
websites, these site designers can create robust and well-architected sites with little or
no knowledge of HTML or other programming languages.

2.4 Managing Records Retention


Oracle WebCenter Content: Records offers records management features that allow
organizations to track and preserve content according to a retention schedule. When
the content has fulfilled its purpose in the organization, it can be disposed of or
archived. For the records management features to work, you must enable the optional
Records component on WebCenter Content Server.
The focus of records management tends to be the preservation of content for
historical, legal, or archival purposes while also performing retention management
functions. The focus of retention management tends to be the scheduled elimination of
content in which the costs of retaining content outweighs the value of keeping it.
Oracle WebCenter Content combines both record and retention management in one
system. You can use it to track and preserve content as needed, or dispose of content
when it is no longer required.
This section covers the following topics:
• Records Management Configurations
• The Retention Process
For information about using an adapter to integrate with Content Server, see
Managing Records Retention with Adapters.
For more information about Records management, see:
• Understanding Records Management in Managing Oracle WebCenter Content
• Understanding Retention Management in Using Oracle WebCenter Content

2.4.1 Configuring and Managing Records


You can choose which records management options are installed at your site. By
choosing specific options, you determine which components will be enabled and are
ready for use. The following configurations can be used:
• Minimal: enables the minimal amount of functionality and excludes some
disposition actions and most of the features.
• Typical: enables all disposition actions and all features except for DoD
Configuration, Classified Topics, and Email. This option does enable Physical
Content Manager (PCM).

2-10
Chapter 2
Managing Records Retention

• DoD Baseline: enables the features from a Typical installation with the addition of
DoD Configuration and Email.
• DoD Classified: enables all features.
• Custom: enables the ability to choose a variety of features. Note that some
disposition actions are dependent on other actions. If you select an action,
dependent actions are also automatically selected.
Different reasons may exist for why organizations need to retain content. Many
organizations are subject to regulations that require the retention of information for a
specified period such as compliance with Sarbanes-Oxley or government regulations
such as DoD 5015.2. An organization may have a litigation-related need for effective
and efficient retention management. Or an organization may wish to provide a uniform
infrastructure for retrieving and sharing content across an organization. Records
management options can be configured and customized to fit any of these business
needs.
In addition to internal content (electronic items stored within WebCenter Content
Server), Oracle WebCenter Content can also manage external content. An external
retained content item can be in a variety of formats, both physical or electronic. If the
source file is not specifically stored in Content Server, then it is considered external.
The software can manage the disposition schedule, search metadata associated with
the external file, and manage an electronic rendition of an external file. An electronic
rendition can either be checked in as a primary file of an external item, or be filed as a
separate file, and then linked to the external file metadata.
Oracle WebCenter Content can be used to manage classified content which requires
protection against unauthorized disclosure (for example, because it contains
information sensitive to the national security or because it is essential for a
corporation's operation). Options can be chosen during configuration to insure that the
system complies with the DoD 5015.2 standard (including Chapter 4). The software
has been certified by the Joint Interoperability Test Command (JITC) to comply with
that standard.

2.4.2 The Retention Process


The following steps outline the basic workflow of retained content:
1. The retention schedule and any required components are created, such as
triggers, periods, classifications, and custom security or metadata fields.
2. Items are filed into the retention schedule by users. The filed items assume the
disposition schedules of their assigned category.
3. Disposition rules are processed in accordance with the defined disposition
schedules, which usually have a retention period. The processing is activated by
either a system-derived trigger or custom trigger. The trigger could affect one or
more items simultaneously.
4. Whenever a disposition event is due for action (as activated by a trigger), an email
notification is sent to the person responsible for processing the events. The same
is true for review. The pending events and reviews are displayed in the user
interface pages accessed from the emailed Retention Assignments links.
5. The records administrator or privileged user performs the review process. This is a
manual process.
6. The records administrator processes the disposition actions in the pending events
pages. This is a manual process.

2-11
Chapter 2
Managing Records Retention with Adapters

Many disposition schedules are time-based according to a predictable schedule. For


example, content is often filed and then destroyed after a certain number of years. The
system tracks when the affected content is due for action. Notification email is sent,
and the content is routed to the Retention Assignments area.
The person responsible for the pending events reviews then processes the content
accordingly. Available menu actions are context-sensitive according to the state of the
item. For example, a retention folder due for its final disposition step of destruction
would have the Destroy actions available, but not the Archive actions.
In contrast, time-event and event-based dispositions must be triggered with a non-
system‐derived trigger (a trigger that was defined for a particular scenario). For
example, when a pending legal case starts litigation, the records administrator must
enable the custom trigger and set its activation date because the start date information
is external. Custom triggers enable you to define event and time-event based
disposition actions based on the occurrence of a particular event.
The following illustration shows a typical life cycle of a record that is retained and then
processed (disposed).

2.5 Managing Records Retention with Adapters


An adapter provides a bridge between Oracle WebCenter Content with its records
management features enabled, which contains the content management policies, and
an adapter server's content vault (which stores additional content). For managing
Records retention the Universal option should be selected.
Multiple records adapters can be used with Oracle WebCenter Content to manage an
enterprise's content needs. For more information about records management, see
Managing Records Retention.
• Adapter Architecture

2.5.1 Adapter Architecture


Following is the major component involved in a typical Content Server Adapter:
• Content Server Adapter: Communicates between Oracle WebCenter Content
with its records management features enabled and the Content Server Adapter's
content vault. The Content Server Adapter provides common retention
functionality as follows:
– Identifying the content in the repository that is of interest to the Records
system.

2-12
Chapter 2
Managing Records Retention with Adapters

– Performing searches and declaring the applicable content items to the


Records system.
– Performing disposition actions on the existing content items when their
retention periods end.
– Establishing and removing holds and freezes on the content items, as
necessary.

2-13
3
Managing Oracle WebCenter Content:
Imaging
Oracle WebCenter Content: Imaging provides organizations with a scalable solution
that can be used to develop process-oriented imaging applications and image-
enablement solutions for enterprise applications.
This application is available as part of the Oracle WebCenter Content suite of tools.
Oracle WebCenter Imaging is also available as a separate product. This chapter
discusses the functionality of Imaging as part of Oracle WebCenter Content.
This chapter covers the following topics:
• About Imaging
• Imaging and Content Server
• Imaging Integration with Oracle Technologies
Oracle WebCenter Content: Imaging is documented in the following manuals:
• Developing Oracle WebCenter Content: Imaging
• Administering Oracle WebCenter Content: Imaging
• Using Oracle WebCenter Content: Imaging
• WebCenter Content: Imaging Java API Reference
For additional information, see Installing and Configuring Oracle WebCenter Content
and Enterprise Deployment Guide for Oracle WebCenter Content.

3.1 About Imaging


Oracle WebCenter Content: Imaging combines multiple Oracle technologies, providing
a streamlined document imaging platform on which numerous business solutions can
be built by leveraging image enablement, application extension, and long term
archiving. Imaging adds a metadata-focused document management model, a
powerful viewer tool, image annotation capabilities, high volume ingestion and storage
of data, and advanced searching tools to these solutions. To support business
transaction needs, Imaging manages many kinds of physical and electronic
documents, including scanned documents, faxes, email, HTML, XML, electronic forms,
Microsoft Office documents, enterprise report management data and reports, and even
computer output to laser disk, and others, all from a single user interface.
Oracle WebCenter Enterprise Capture can be added to capture and categorize
transactional content to include physical and electronic documents. Imaging leverages
Oracle WebCenter Content Server as the document repository which allows the use of
Oracle WebCenter Content with records management features enabled to be used to
manage the life cycles and dispositions of Imaging content.
An easily configured integration with Oracle BPEL injects Imaging document content
directly into automated core business processes to reduce manual steps and increase
efficiency.

3-1
Chapter 3
Imaging and Content Server

Organizations can quickly extend these solutions by integrating with Oracle enterprise
applications such as Oracle E-Business Suite, PeopleSoft Enterprise, and JD Edwards
EnterpriseOne. Customers thus benefit by having a single source for all transaction-
based content.
Oracle WebCenter Content: Imaging manages documents through the entire
document life cycle, from image capture to archiving. Documents are uploaded into
Imaging either singly by individual users or in bulk through a background agent. After
uploading, a document becomes part of an application, which is a type of container for
documents that defines metadata, storage information, and BPEL process
configuration for all documents within it.
Applications are defined by the system administrator based on a specific business
need. For example, an Invoicing application may track invoice number, date sent, date
due, status, and any other metadata required by an accounting department.
Depending on how your repository is configured, uploaded documents can be stored
within an Oracle database, on a file system, or in storage-specific hardware for
retrieval. Security is applied to an Imaging document based on its application, ensuring
access only by authorized users. In addition, Oracle WebCenter Content: Imaging can
be configured to initiate a business process instance within Oracle's BPEL server.
Users can retrieve stored documents using a predefined search. Predefined searches
are created to find documents based on document metadata and full-text indexes.
With the proper permissions, users can:
• View documents in a standard web-browser
• Print, download, or email the document to others
• Annotate documents
• Upload documents and initiate a BPEL process if one is defined in the application
• Delete, copy, or move documents

3.2 Imaging and Content Server


Oracle WebCenter Content: Imaging resides within Oracle WebLogic Server,
connected to a database. Imaging events are routed through WebLogic Server using
Java Messaging Service (JMS) to communicate with its background agents.
Custom applications can interact with Imaging through its set of application
programming interfaces (APIs). Custom applications wishing to integrate with an
Imaging system can communicate with Imaging through the Imaging public API. The
API is available in two forms:
• through standard web services generated with the Java API for XML Web
Services (JAX-WS)
• through Imaging Java APIs, a set of portable Java class files
Oracle WebCenter Content: Imaging provides architectural features designed to help
business managers simplify the process of building imaging solutions. Features such
as applications, searches, and inputs provide convenient constructs that can be used
to organize data, apply security to user groups, and facilitate the movement of those
constructs between systems such as a development and production instance.
Imaging agents operate in the background to perform tasks not associated with
immediate requests from users. The Input Agent facilitates high volume ingestion of

3-2
Chapter 3
Imaging Integration with Oracle Technologies

document content and the Workflow Agent handles any interaction with the BPEL
server as required by document activity.
Standard Java Management J2EE Beans (or MBeans) are used to configure the
operation of Imaging's business logic as well as its agents. The values of these MBean
configuration objects can be manipulated through Oracle Enterprise Manager and
WebLogic Scripting Tool, allowing you to choose the best system management tool for
your needs.

3.3 Imaging Integration with Oracle Technologies


Oracle WebCenter Content: Imaging integrates with several other key Oracle
technologies:
• It works with Oracle application adapters to allow document processing of
workflow tasks and allows related images to be easily invoked, viewed and acted
on. Two adapters are available for use with Imaging: the Oracle E-Business Suite
Adapter, described in Oracle E-Business Suite Adapter for WebCenter Content
Server and Imaging and Oracle PeopleSoft Adapter, described in Oracle
PeopleSoft Adapter for Content Server and Imaging.
• It integrates with Oracle WebCenter Enterprise Capture to allow you to convert
physical documents into an electronic format to be uploaded to Oracle WebCenter
Content: Imaging.
• It leverages Oracle WebCenter Content Server as a repository for document
storage and retrieval. Oracle WebCenter Content Server supports both out-of-the-
box content management services and open, customizable integration options that
can manage a broad range of enterprise content such as email, documents, and
images from different content sources. WebCenter Content Server supports
Oracle and SQL Server databases to allow indexing and storage of content in a
variety of ways. Depending on the database and configuration, documents and
metadata can be stored within the database, on a file system, or a combination of
both. Flexible search options allow you to configure the repository to support either
metadata searching or full-text searching as configured within the Imaging
application to provide the most applicable search capabilities.
• It integrates with Oracle WebCenter Content: Desktop to allow users to view or
add Imaging content directly from Microsoft Windows Explorer, Microsoft Office
applications (Word, Excel, and PowerPoint), and Microsoft Outlook.
• It is designed to leverage many of the features of Oracle WebLogic Server
including its standard J2EE architecture, integrations with Oracle security
components, scalability, clustering, and system management tools like WebLogic
Scripting Tools, and WebLogic Server Administration Console.
• A connection to a workflow server is used to initiate a workflow process when
documents are uploaded to Oracle WebCenter Content: Imaging, allowing for
business process integration across the enterprise using key technologies such as
Oracle BPEL Process Manager.

3-3
4
Managing Oracle WebCenter Enterprise
Capture
Oracle WebCenter Enterprise Capture provides scalable document capture for paper
and electronic documents, that focuses on process-oriented imaging applications and
image-enabling enterprise applications.
The following topics are discussed in this chapter:
• About Oracle WebCenter Enterprise Capture
• Oracle WebCenter Enterprise Capture Client
• Oracle WebCenter Enterprise Capture Workspace
• Oracle WebCenter Enterprise Capture Processors
• Oracle WebCenter Enterprise Capture Security
WebCenter Enterprise Capture is documented in the following guides:
• Managing Oracle WebCenter Enterprise Capture
• Using Oracle WebCenter Enterprise Capture
• Administering Oracle WebCenter Enterprise Capture
• Developing Scripts for Oracle WebCenter Enterprise Capture
• Oracle WebCenter Forms Recognition/Capture Integration Guide

4.1 About Oracle WebCenter Enterprise Capture


Oracle WebCenter Enterprise Capture provides organizations with a single system to
capture both paper and electronic documents. Capture supports both centralized and
distributed image capture from a user-friendly web interface capable of using high-
volume, production-level scanners. Support for the industry-standard TWAIN scanning
interface enables Capture to use a wide variety of industry-leading document imaging
scanners to digitize paper content. Existing electronic document files can be easily
captured by users or automatically captured through an importing process that can
monitor an email server or network folder. Once captured, documents are organized
and indexed by applying metadata through manual or automated processes that use
bar code recognition technology. After documents are completed, they are committed
into a content management system. Capture is fully integrated with Oracle WebCenter
Content: Imaging and with Oracle WebCenter Content to provide organizations with
one system to capture, store, manage, and retrieve their mission critical business
content.
Capture is also integrated with Oracle WebCenter Forms Recognition which uses
intelligent data capture capabilities to recognize, classify, and extract information from
documents. For more information, see “WebCenter Enterprise Capture 11g Integration
Overview” in Oracle WebCenter Forms Recognition/Enterprise Capture Integration
Guide.

4-1
Chapter 4
Oracle WebCenter Enterprise Capture Client

With the above added capabilities, Capture facilitates processing large volumes of
business documents to automate data extraction and minimize the need for human
intervention.
Batches and documents are the primary drivers of work in Capture. In Capture,
documents are scanned or imported and maintained in batches. A batch consists of
scanned images or electronic document files (such as PDF or Microsoft Office files)
that are organized into documents and assigned metadata (index) values. Each
document shares a set of metadata values.
WebCenter Enterprise Capture involves the following main processes:
• Capture: Scan or import documents into batches within a Capture workspace.
• Conversion: Convert non-image documents such as PDFs or Microsoft Office
documents to a standard image format.
• Classification: Separate a batch into its logical documents and assign a set of
metadata values to each document.
• Commit: Write all of a batch's documents (image and non-image) and their
metadata in a selected output format to a specific location or content repository,
and then remove them from the Capture workspace.

4.2 Oracle WebCenter Enterprise Capture Client


The Oracle WebCenter Enterprise Capture client is the end-user application that a
knowledge worker, business application user, or scan operator uses to create batches
using scanners or by importing electronic document files. It is installed and launched
as a native desktop application that does not require a web browser. After batches are
created, users can classify and index documents.
The client's main functionality includes:
• Scanning and importing documents, using the industry standard TWAIN-compliant
interface to scan from desktop scanners or other TWAIN-compliant input devices
• Reviewing, editing, and indexing documents
• Releasing batches so that documents can be further processed, checked in to a
content repository, or attached to business application records

4.3 Oracle WebCenter Enterprise Capture Workspace


An Oracle WebCenter Enterprise Capture workspace represents a complete capture
system, providing a centralized location for metadata, configuration profiles, and batch
data for a particular environment. A workspace manager can define more than one
workspace. Workspace managers configure and manage workspaces they have been
granted access to and control others' access to the workspace. Capture client users
create and access batches within the workspace to which they have been granted
access.
This section covers these topics:
• About Capture Workspaces
• About Capture Workspace Console

4-2
Chapter 4
Oracle WebCenter Enterprise Capture Processors

4.3.1 About Capture Workspaces


A Capture workspace provides these benefits:
• A separate work area useful for managing document capture for a department,
division, or even an organization
• Shareable elements for re-use in multiple Capture components
• Secure access to workspaces, provided by Capture's user/group restrictions on
workspaces
• Ability to copy a workspace, for easily adapting its configuration for another
environment
• Ability to restrict access to batches created within a workspace

4.3.2 About Capture Workspace Console


The Capture workspace console provides a central configuration location in which
workspace managers set up workspaces for use throughout the Capture application.
For example, workspace managers create and configure workspaces and their
elements, create metadata fields, choice lists, database lookups, configure profiles,
then use them in multiple areas such as client profiles and batch processor jobs.
For more information on the roles of a workspace manager, see About Capture
Administrator and User Roles in Managing Oracle WebCenter Enterprise Capture.

4.4 Oracle WebCenter Enterprise Capture Processors


Oracle WebCenter Enterprise Capture provides the following processors, which
workspace managers configure for automation in the workspace console:
• Import Processor: Provides automated bulk importing, from sources such as a
file system folder, a delimited list (text) file, or an email server account folder. The
import job monitors the source and imports at a specified frequency, such as once
a minute, hour, or day.
• Document Conversion Processor: Automatically converts non-image documents
and attachments to a specified format in Capture using Oracle Outside In
Technology and/or an external (third party) conversion program. For example, the
Document Conversion Processor can convert document files such as PDFs or
Microsoft Office documents to TIFF image format. Documents and attachments
can also be merged in various ways during conversion.
• Recognition Processor: Automatically performs bar code and patch code
recognition, document organization, and automatic indexing.
• Commit Processor: Executes commit profiles to automatically output batches to a
specified location or content repository, then removes the batches from the
workspace. Supported document and attachment output formats include multiple
page TIFF, image only PDF, and searchable PDF. A commit profile specifies how
to output the documents and their metadata, and includes metadata field
mappings, output format, error handling instructions, and commit driver settings.

4-3
Chapter 4
Oracle WebCenter Enterprise Capture Security

4.5 Oracle WebCenter Enterprise Capture Security


Capture's user login, access, and authentication are integrated with Oracle Platform
Security Services (OPSS). After authentication, users' permissions depend on their
assigned Capture roles, which the system administrator assigns in Oracle Enterprise
Manager.

4-4
5
Integrating Oracle WebCenter Content into
Your Environment
Several methods are available for integrating Oracle WebCenter Content with
enterprise applications such as application servers, catalog solutions, personalization
applications, enterprise portals, and client-side software. In general, these integration
methods serve to translate or pass methods and associated parameters with the goal
of executing Oracle WebCenter Content Server services.
An Oracle WebCenter Content Server service is a window for accessing the content
and content management functions within Oracle WebCenter Content. For example,
one simple integration option is to reference content that is managed within Oracle
WebCenter Content by a persistent URL. Some other integration options enable you to
use the Java API, the Microsoft Component Object Model (COM) interface, or the
ActiveX control.
For more information about integrations options, see Getting Started with Integrating
WebCenter Content into Your Environment in Developing with Oracle WebCenter
Content.
This chapter discusses the following topics:
• IdcCommand Utility
• COM API
• Remote Intradoc Client (RIDC)

5.1 IdcCommand Utility


The IdcCommand utility is a standalone Java application that executes Oracle
WebCenter Content Server services. Almost any action you can perform from the
Oracle WebCenter Content Server browser interface or administration applets can be
executed from IdcCommand.
The program reads a specifying command file, which contains service commands and
parameters, and then calls the specified services. A log file can record the time that
the call was executed, whether the service was successfully executed, and if there
were execution errors.
The IdcCommand utility returns only information about the success or failure of the
command. To retrieve information from Oracle WebCenter Content Server in an
interactive session, use the Java COM wrapper IdcCommandX, available on Microsoft
Windows platforms.

5.2 COM API


You can use a COM interface to integrate Content Management with Microsoft
environments and applications. An ActiveX control and an Object Linking and
Embedding Control Extension (OCX) component are provided as interface options to

5-1
Chapter 5
Remote Intradoc Client (RIDC)

gain access to the content and content management functions within Oracle
WebCenter Content Server.

Using the IntradocClient OCX Component


An OCX control is provided for connecting to a remote Oracle WebCenter Content
Server instance and executing Oracle WebCenter Content Server services. The
IdcClient OCX control is used within a Windows Visual Basic development
environment to gain access to the content and content management functions within
Oracle WebCenter Content Server.
You can call Oracle WebCenter Content Server services with the IdcClient OCX
control. The IdcClient.ocx control is used to connect to a remote Oracle WebCenter
Content Server instance and perform typical server functions.

5.3 Remote Intradoc Client (RIDC)


As mentioned earlier, RIDC provides a thin communication API for communication with
Oracle WebCenter Content Server. This API removes data abstractions to the Oracle
WebCenter Content Server while still providing a wrapper to handle connection
pooling, security, and protocol specifics.
RIDC supports Intradoc socket-based communication and the HTTP protocol.
Intradoc communication is handled via the Oracle WebCenter Content Server Intradoc
port. This communication method requires a trusted connection between the client and
Oracle WebCenter Content Server. Intradoc communication can also be configured to
run over SSL.
The implementation of the HTTP protocol uses Apache's Jakarta HttpClient.
Communication with the content server using the HTTP protocol requires
authentication credentials for each request.
For more information, see Using RIDC to Access Content Server in Developing with
Oracle WebCenter Content.

5-2
6
Overview of Oracle WebCenter Application
Adapters
This chapter provides a summary of the application adapters provided with Oracle
WebCenter.
Oracle WebCenter Application Adapters use web services that integrate business
applications such as Oracle E-Business Suite or Oracle PeopleSoft with content
management applications such as Oracle WebCenter Content Server or Oracle
WebCenter Content.
This chapter covers the following sections:
• Oracle E-Business Suite Adapter for WebCenter Content Server
• Oracle Siebel Adapter for WebCenter Content Server
• Oracle PeopleSoft Adapter for Content Server and Imaging

6.1 Oracle E-Business Suite Adapter for WebCenter


Content Server
The Oracle E-Business Suite Adapter for Oracle WebCenter Content Server provides
integrations between Oracle E-Business Suite and the following Oracle WebCenter
Content feature:
• Content Server: Allows documents related to the current Oracle E-Business Suite
context (Forms or OAF page) to be easily accessed and attached via the Managed
Attachments user interface.
For details, see Configuring the Oracle E-Business Suite Plug-In in Administering the
Application Adapters for Oracle WebCenter and Managed Attachments Solution
Overview in Using the Application Adapters for Oracle WebCenter.

6.2 Oracle Siebel Adapter for WebCenter Content Server


The Siebel Adapter for Oracle WebCenter Content Server provides integration
between Siebel and WebCenter Content Server, allowing documents related to the
current Siebel context to be easily accessed and attached from within the Siebel user
interface.
For details, see Configuring the Adapter in Administering the Siebel Application
Adapter for Oracle WebCenter and Siebel Managed Attachments Solution Overview in
Using the Siebel Application Adapter for Oracle WebCenter.

6.3 Oracle PeopleSoft Adapter for Content Server


The Oracle PeopleSoft Adapter for Oracle WebCenter Content Server provides
integrations between PeopleSoft and the following Oracle WebCenter Content feature:

6-1
Chapter 6
Oracle PeopleSoft Adapter for Content Server

• Content Server: Allows documents related to the current PeopleSoft context to be


easily accessed and attached via the Managed Attachments user interface.
For details, see About the Managed Attachments Solution in Administering the
Application Adapters for Oracle WebCenter and Using the Managed Attachments
Solution in Using the Application Adapters for Oracle WebCenter.

6-2
Index
B Imaging documentation, 3-1

Business logic, 3-3


O
D Oracle WebCenter Content((colon)) Imaging
documentation, 3-1
documentation
Imaging, 3-1

I
Imaging, 3-3
web services, 3-2

Index-1

You might also like