Training Agenda

I/PM 11g Training – Product Overview Sancho Pinto, Director of Product Management

Introductions Name Location Role/Organization Background: UCM? Attended UCM 11g training? IPM 10g? ODC? Familiarity with Accounts Payable concepts? What are you looking for from this class

Agenda Day 1 I/PM 11g Overview I/PM 11g and UCM AP Concepts and Solution Overview Pre-Sales Enablement Day 2 Imaging Solution Components Overview ODC for Invoices POC configuration OFR for Invoices POC configuration

Agenda Day 3 IPM 11g Architecture Administration FMW integrations Scalability High Availability Day 4 AP Concepts Recap EBS Adapter/AXF Overview Invoice Solution Overview Other Integration Options

Agenda Day 5 Product Installs Solution Template Install

Imaging Market Trends Decreasing Value of Point Imaging Systems Application Imaging Most imaging deployments are initiated by one LOB to decrease reliance on paper and automate processes Their priority is to find the imaging solution that fits their operations, with seamless ERP integration They like point systems that are designed to support only one department’s processes, but do it well Enterprise Imaging IT is brought in to evaluate technologies based upon LOB requirements Their priority is to keep LOBs happy, while also ensuring that IT investments provide current and future value They don’t like point systems because they are costlier to maintain and expand over time, and don’t fit with global IT strategy LINE OF BUSINESS GLOBAL IT SERVICES

Imaging Requirements What organizations are looking for now Batch & Remote Capture Forms Recognition Imaging Viewer (Markups/Annot.) Packaged Solutions for ERPs Process Monitoring Application Imaging req’s Enterprise Imaging req’s Multi-tenancy Deployment COLD / ERM Management Print & Fax Platform-based ECM & BPM Productized, Open Integrations Business User Process Modeling LOWER COSTS IT MANAGEABILITY DEPARTMENTAL EFFICIENCY

Oracle Imaging and Process Management I/PM 11g – from point to platform Batch & Remote Capture Forms Recognition Imaging Viewer (Markups/Annot.) Packaged Solutions for ERPs Process Monitoring Application Imaging req’s Enterprise Imaging req’s Multi-tenancy Deployment COLD / ERM Management Print & Fax Platform-based ECM & BPM Productized, Open Integrations Business User Process Modeling LOWER COSTS IT MANAGEABILITY DEPARTMENTAL EFFICIENCY I/PM 11 g

Oracle Imaging and Process Management I/PM 11gR1 – Release Themes Batch & Remote Capture Forms Recognition Imaging Viewer (Markups/Annot.) Packaged Solutions for ERPs Process Monitoring Application Imaging req’s Enterprise Imaging req’s Multi-tenancy Deployment COLD / ERM Management Print & Fax Platform-based ECM & BPM Productized, Open Integrations Business User Process Modeling LOWER COSTS IT MANAGEABILITY DEPARTMENTAL EFFICIENCY I/PM 11 g

Imaging and Process Management 11g 11gR1 Release Themes Oracle IPM 11 g is the most complete, integrated and cost-effective platform for end-to-end management of document images within enterprise applications: Complete: Single-vendor, end-to-end document process automation – applications, capture, imaging and workflow Integrated: Out-of-the-box support for E-Business Suite, PeopleSoft– all on one platform Cost-effective: Reuses and extends IT infrastructure investments and skill sets in Applications and Middleware Provides long term strategic value as the default imaging solution for Applications Unlimited and Fusion Applications

Support for more heterogeneous IT environments Porting to Java and WLS Broad directory support and SSO through FMW infrastructure Leverage UCM services for metadata and document storage Embedded workflow capability from Oracle BPM Suite Integrations URL tools and comprehensive web services Updated application integration framework Imaging and Process Management 11g Technology Stack in IPM 11g

Imaging and Process Management 11g Fusion Middleware Infrastructure Content IPM Config TopLink IPM Services IPM Public API ADF UI Layer Web Services Input Agent Input File Directory BPEL Injection BPEL Metadata UCM Repository BPEL Web Services IPM (WLS application) IPM Applet Viewer WLST MBeans OPSS LDAP Storage, Searching, Export, etc Security

Modernized user interface and new web-based administration UI Fully translated and accessible Viewer re-written as a Java applet with cross browser support Leverages Outside In rendering technology Simplified security model and improved usability Imaging and Process Management 11g UI Improvements

Imaging 11g Roadmap Support for Enterprise Imaging Other 10g missing features – not currently planned for 11g: distributed cache, embedded workflow, intelligent routing, windows client, DSMS,

Storage – Create Application Retrieval – Define Search Input – Configure Input Mapping Re-use - Definition Import/Export Capture - I/PM 11g Commit Driver Demonstration Agenda Configuring an Imaging Solution

Storage – Create Application Retrieval – Define and Execute Search Input – Configure Input Mapping Re-use - Definition Import/Export Capture - I/PM 11g Commit Driver Demonstration Configuring an Imaging Solution

Feature: Application General Properties An application models a collection of documents and their properties Manage documents for different solutions, e.g. invoices vs claims, which have need different metadata and security Manage related documents which have different security e.g. employee submitted documents vs employee appraisals I/PM can be associated with multiple Content Servers for scalability An application is configured to use a single Content Server If Content Server has been configured to use Oracle Text for search an I/PM application can take advantage of it for metadata searches. If this option isn’t selected, I/PM searching will be ignore any Oracle Text configuration

Feature: Application Fields An application can have any number of metadata fields An application must have at least one field Note - Number may be restricted by underlying Content Server and may require an additional Content Server IPM supports string, date, integer and decimal types. For each type the appropriate properties may be set. Fields can be marked as required, and indexed for faster searching. Making too many fields indexed can be detrimental to performance Defaults and pick lists can be specified if appropriate

Delegated security model enables administration to be separated from document access. Document security is modeled in Content Server with a security group Application security and annotation security are modeled in IPM Feature: Application Security Groups are retrieved from LDAP via OPSS. They are provisioned as UCM roles as necessary Specifies which users can grant other users access Application security is used to model the administrators of the application. Admins do not have access to documents in the application Document security controls user access to documents in the application

Leverages File Store Providers – allows admin to specify which file store provider is used for documents in each application Note – web layout directory should be disabled for file store providers used by IPM applications Feature: Application Storage Supporting documents e.g. annotations can be stored in a different file store provider from the main documents e.g. WORM for documents but file system for supporting documents

Configure mapping between documents and BPEL processes Can integrate with multiple BPEL servers and initiate any deployed SOA composite Feature: Application BPEL Integration

When processes are initiated IPM system and customer defined fields can be passed to process payload elements The configuration UI inspects the BPEL process and provides a graphical tool to map between I/PM and BPEL fields Note – the mapping tool only support simple XML types e.g. integer, string etc Format values allows a combination of metadata fields and strings to be concatenated e.g. it could construct URLs like http://host:port/imaging?search=relatedDocs&ClaimNum=[ClaimNum] Feature: Application BPEL Integration

The search results are specified Results from multiple applications can be unioned into a single search e.g. show HR documents and Appraisals Note – A single search can return documents that may be stored in multiple content servers Feature: Search Search Results Specify the applications that should be searched and the fields to return Specify the name of the columns in the search results Map fields from different applications into the same column when appropriate Columns that only show fields from one app will be blank for docs from other apps

Flexible search builder allows complex, nested queries to be configured Feature: Search Query Criteria

Parameters can be prompted, fixed or derived based on field type e.g. date parameters can be relative Feature: Search Query Criteria

Searches relative to current date allow queries such as – show docs for employees who have already started work Feature: Search Query Criteria

Since IPM searches are unions a query must be specified for each application that is included in the search Feature: Search Query Criteria

To ‘join’ the search results you can specify that a single parameter should be passed into multiple queries Feature: Search Query Criteria

Specify what parameters are exposed to users when executing the search Feature: Search Search Parameters Note only one parameter is available as emp num was ‘mapped’ and hire date was derived Specify how the operand should be rendered in the search screen Specify additional search screen behavior – defaults, picklists, required parameters and non-editable fields

Security to control access to searches Users can only access documents through searches so search security further controls document access Feature: Search Search Security

Browser based document viewer (leverages OIT) Advanced viewer (Java applet plug-in) Basic viewer( zero-foot print HTML viewer) Document conversions/rendering occurs on the server No annotations – redactions are burned into rendition Advanced Viewer Annotations – text, rectangles, lines, sticky, redactions, stamps Document manipulations – rotation, Feature: Viewer

Annotations security options are controlled by the application – which groups can apply which type Simple security model Regular – all users with ‘regular’ permission can see/edit Restricted – users must have ‘restricted’ permission to apply, all others cannot remove Restricted annotations are ‘burned in’ for other users – can only download burned image of document Hidden – users must have ‘hidden’ permission to edit/view Feature: Viewer Annotation Security Model

Scenario: Student Applications Students have access to their documents but don’t need annotations – no annotation permission Students should get the basic viewer by default Admissions staff use annotations to comment on documents – only admissions staff have hidden annotation permission so others can’t see comments Faculty advisors have access to student documents but shouldn’t see social security numbers – no annotation permission Admissions staff have restricted annotation permission and apply redactions to hide sensitive info Feature: Viewer Annotation Security – contd

Storage – Create Application Retrieval – Define Search Input – Configure Input Mapping Re-use - Definition Import/Export Capture - I/PM 11g Commit Driver Demonstration Configuring an Imaging Solution

Scalable tool for uploading documents Wizard based configuration UI for mapping from control file to I/PM fields. Scalable message driven architecture – all server instances will process batches Globalized Support for commands e.g. locale, Coming soon : Additional commands e.g. append page, add supporting doc (Input Agent will be covered in more detail on Day 3) Feature: Input Mapping

Configurations exported in XML format Move configurations across test/stage/production Enable development of re-usable configurations Designed to survive across product versions Repair facility on import – missing users, UCM connection, BPEL connections etc Coming soon : WLST command to import definitions to allow scripted configuration Feature: Definition Import/Export

Feature: Application Integrations (AXF) Key Differences from AXF 10g Integrated with IPM Install, Config Directory, SSO BPEL connection UI enhancements: Integrated comments UI Categorized task actions Security – secured web services (AXF will be covered in more detail on Day 4)

Storage – Create Application Retrieval – Define Search Input – Configure Input Mapping Re-use - Definition Import/Export Capture - I/PM 11g Commit Driver (covered during ODC lesson on Day 2) Demonstration Configuring an Imaging Solution

URM and IRM are enabled via global profile rules To configure a basic association of a URM or IRM policy to all documents in an application Create a profile rule that sets xLifeCycleId or xCategoryId (for URM) or xIRMProtection (for IRM) Select ‘Is derived field’ Value must be a valid retention category/lifecycle or IRM context Note – using an invalid value will prevent IPM from checking-in content Associate this profile rule with the appropriate application’s profile Note – updating an application through IPM e.g. changing the name or changing security will require the profile rules to be re-applied Feature: Application URM and IRM Integration

URL: http://coscontext.us.oracle.com:16000/imaging Use IE 7, 8 or FireFox 3.5 Connect as userX/welcome1 Hands-On Exercise Logistics

Create an HR Docs application Fields: Employee Number, First Name, Last Name, Document Type (add a pick list to the Document Type field) Grant the Administrators group all the documents permissions Skip the BPEL configuration step Upload a document to the HR Docs application Create a search to return HR Docs by employee number Execute the search and view the document Try both advanced and basic viewers and apply annotations: sticky note, redaction Note: Please add your username to all applications and searches you create e.g. HR Docs – User50 Hands-On Exercise

Create a search that will return all appraisal documents and HR documents for an employee Use the existing Appraisal application that has been created (you may need to upload some additional files to match your data) Note: Please add your username to all objects you create e.g. HR Docs – User50 Hands-On Exercise

Agenda Day 1 I/PM 11g Overview I/PM 11g and UCM AP Concepts and Solution Overview Pre-Sales Enablement

Content Server 10g pre-requisites ‘ CS10gR35CoreUpdate for IPM’ component is required Upgrade default file store and define storage rules Note: Disable the Weblayout for any file store provider used with I/PM content Content Tracker is encouraged Install IpmRepository component. This creates/configures: Required IPM system fields – and global profile rules to group them and hide them by default IPM document types IPM repository admin user and role Security groups to secure IPM system content – annotations and supporting documents IPM 11g and UCM Installation

The application fields are added to doc info table Profile rules are created: Group the application fields Enforce defaults, required fields as configured in I/PM Global rule to hide the app fields so they don’t show in unrelated profiles A profile created to show just the fields related to this application Shows IPM system fields, app specific fields, and enforces config A security group is created with the grants corresponding to the groups that have been granted permission to the application If necessary the underlying Content Server roles are created IPM 11g and UCM Application Definition

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