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I/PM 11g Training – Product Overview

Sancho Pinto, Director of Product Management

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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

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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

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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

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Agenda

• Day 5• Product Installs• Solution Template Install

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Imaging Market TrendsDecreasing 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

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Imaging RequirementsWhat organizations are looking for now

Batch & Remote Capture

Forms Recognition

Imaging Viewer (Markups/Annot.)

Packaged Solutions for ERPs

Process Monitoring

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

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

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Oracle Imaging and Process ManagementI/PM 11g – from point to platform

Batch & Remote Capture

Forms Recognition

Imaging Viewer (Markups/Annot.)

Packaged Solutions for ERPs

Process Monitoring

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

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

I/PM 11g

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Oracle Imaging and Process ManagementI/PM 11gR1 – Release Themes

Batch & Remote Capture

Forms Recognition

Imaging Viewer (Markups/Annot.)

Packaged Solutions for ERPs

Process Monitoring

LOWER COSTS IT MANAGEABILITYDEPARTMENTAL EFFICIENCY

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

I/PM 11g

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Imaging and Process Management 11g11gR1 Release Themes

• Oracle IPM 11g 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

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• 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 11gTechnology Stack in IPM 11g

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IPM Config TopLink IPM ServicesIPM Public API

ADF UILayer

WebServices

Input Agent

Input FileDirectory

BPEL Injection

BPEL

Metadata

UCM Repository

BPEL Web Services

IPM (WLS application)

IPM Applet Viewer

WLST MBeans

OPSSLDAP

Storage, Searching, Export, etc

Security

Imaging and Process Management 11gFusion Middleware Infrastructure

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• 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 11gUI Improvements

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Imaging 11g RoadmapSupport for Enterprise Imaging

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

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• 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

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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

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Feature: ApplicationGeneral 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 ServerIf 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

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• 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

Feature: ApplicationFields

IPM supports string, date, integer and decimal types.

For each type the appropriateproperties 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

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• 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: ApplicationSecurity

Groups are retrieved from LDAP via OPSS. They areprovisioned as UCM roles as necessary

Specifies which users can grant other users accessApplication security is used to model the administratorsof the application. Admins do not have access to documentsin the application

Document security controls user access to documents in the application

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• 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: ApplicationStorage

Supporting documents e.g. annotations can be stored in a differentfile store provider from the main documents e.g. WORM for documents but filesystem for supporting documents

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• Configure mapping between documents and BPEL processes• Can integrate with multiple BPEL servers and initiate any deployed

SOA composite

Feature: ApplicationBPEL Integration

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• 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: ApplicationBPEL Integration

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• Storage – Create ApplicationRetrieval – Define and Execute Search• Input – Configure Input Mapping• Re-use - Definition Import/Export• Capture - I/PM 11g Commit Driver

Demonstration Configuring an Imaging Solution

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• 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: SearchSearch Results

Specify the applications that shouldbe searched and the fields to return

Specify the name of the columns inthe search results

Map fields from different applications intothe same column when appropriate

Columns that only show fields from oneapp will be blank for docs from other apps

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• Flexible search builder allows complex, nested queries to be configured

Feature: SearchQuery Criteria

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• Parameters can be prompted, fixed or derived based on field type e.g. date parameters can be relative

Feature: SearchQuery Criteria

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• Searches relative to current date allow queries such as – show docs for employees who have already started work

Feature: SearchQuery Criteria

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• Since IPM searches are unions a query must be specified for each application that is included in the search

Feature: SearchQuery Criteria

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• To ‘join’ the search results you can specify that a single parameter should be passed into multiple queries

Feature: SearchQuery Criteria

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• Specify what parameters are exposed to users when executing the search

Feature: SearchSearch Parameters

Note only one parameter is available as emp num was ‘mapped’ and hire date was derived

Specify how the operand should berendered in the search screen

Specify additional search screen behavior – defaults, picklists, required parameters and non-editable fields

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• Security to control access to searches• Users can only access documents through searches so

search security further controls document access

Feature: SearchSearch Security

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• 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

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• 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: ViewerAnnotation Security Model

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• 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: ViewerAnnotation Security – contd

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• Storage – Create Application• Retrieval – Define SearchInput – Configure Input Mapping• Re-use - Definition Import/Export• Capture - I/PM 11g Commit Driver

Demonstration Configuring an Imaging Solution

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• 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

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• Storage – Create Application• Retrieval – Define Search• Input – Configure Input MappingRe-use - Definition Import/Export• Capture - I/PM 11g Commit Driver

Demonstration Configuring an Imaging Solution

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• 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

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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)

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• Storage – Create Application• Retrieval – Define Search• Input – Configure Input Mapping• Re-use - Definition Import/ExportCapture - I/PM 11g Commit Driver

(covered during ODC lesson on Day 2)

Demonstration Configuring an Imaging Solution

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• 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 application1. 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

2. 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: ApplicationURM and IRM Integration

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• URL: http://coscontext.us.oracle.com:16000/imaging• Use IE 7, 8 or FireFox 3.5• Connect as userX/welcome1

Hands-On ExerciseLogistics

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1. 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

2. Upload a document to the HR Docs application

3. Create a search to return HR Docs by employee number

4. 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

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1. 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

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Agenda

• Day 1• I/PM 11g Overview

• I/PM 11g and UCM• AP Concepts and Solution Overview• Pre-Sales Enablement

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• 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 UCMInstallation

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• 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 UCMApplication Definition