Global Profile Rules Application Profile and Profile Rules Working With Folders

8 Working with Oracle UCM 8-1 8 Working with Oracle UCM Oracle IPM uses the functionality of a database to store and retrieve uploaded documents. Documents are stored based on criteria specified in the application in which they reside. This section contains the following topics: ■ Section 8.1, Oracle Content Server Document Profiles ■ Section 8.2, Understanding Document Storage

8.1 Oracle Content Server Document Profiles

When an application is created in Oracle IPM, a corresponding profile and set of profile rules are created in the Oracle Content Server repository. It is expected that a profile trigger field has been configured. For Oracle Content Server 11g, a profile trigger field should be automatically configured. For Oracle Content Server 10g, configure a profile trigger field by doing the following:

1. Add EnableIdcProfileField=1 as a general configuration variable to the 10g

Oracle Content Server config.cfg file. For information on adding a general configuration variable to Oracle Content Server, see the documentation that came with the product. 2. Restart Oracle Content Server.

8.1.1 Global Profile Rules

The IpmRepository component sets up global profile rules to group system fields and ensure their display when an application profile is created. These profiles are created or updated each time Oracle Content Server is started. The IpmRepository component creates the following rules: Note: You can disable the automatic update of the global profile rules by setting the Oracle Content Server configuration setting IpmUpdateProfileRules to 0 zero. For information about configuring Oracle Content Server, see the Oracle Fusion Middleware System Administrators Guide for Oracle Content Server. Name Description Global Rule IpmSystemFields Groups Imaging system fields. Can be used to include Oracle IPM system fields in a profile. No 8-2 Administrators Guide for Oracle Imaging and Process Management Any global rule does not need to be referenced by a specific profile in order to be active.

8.1.2 Application Profile and Profile Rules

When an application is created, a profile and rules are created to handle the display of the application fields. The profile rules determine how the application fields are grouped and provide any default values for those fields. The following table describes the rules: In the rule names above, X is replaced with an internal application identifier. Any rules that are not global rules need to be referenced by a profile to become active. A profile is created for the application and is given IpmApp_X as the profile name, where X is an internal application identifier. The label for the rule is the application name.

8.1.3 Working With Folders

Oracle IPM does not automatically assign application documents to a folder. However, by modifying an application profile and profile rules, you can automatically assign documents to a specific folder. To modify application rules to automatically assign documents to a specific folder, do the following: 1. Create a new contribution folder to hold the application content. Make a note of the folders identifier, for example 932000007. 2. Add a new profile rule and make note of the name. For example, App_X_ Folder.

3. Select the Folder xCollectionID field and set the type to Info Only.

4. Enable Use default value and set the default value to the folder identifier obtained

above. This allows people checking content in using the Oracle Content Server check in form to see the assigned folder.

5. Enable Is derived field and set the default value to the folder identifier obtained

above. This allows the value to be set upon check in from any source, including from Oracle IPM upload. IpmSystemFields_Hide Hides the Oracle IPM system fields by default. To show the fields, include a rule that shows the fields see IpmSystemFields rule. Yes IpmSystemFields_Restricted Restricts the ability to choose Oracle IPM-specific values in security group and document type. Yes Name Description Global Rule IpmApp_X_Fields Groups the application fields No IpmApp_X_Fields_Hide Hides the application fields Yes IpmApp_X_Defaults Sets defaults for Imaging system Security Group, IPM Application ID fields and application specific fields No Name Description Global Rule Working with Oracle UCM 8-3 Setting the rule in this manner will not allow users to move content from one folder to another, including the trash folder. To allow the ability to delete documents and move files between folders, change the derived value to use custom script and add something similar to: if not IDC_SERVICE like COLLECTION_DELETE_LOT|COLLECTION_RESTORE_ITEM dprDerivedValue=932000007 endif 6. Edit the application profile for the Oracle IPM application you wish to modify and add the rule defined above to the Rules tab.

8.1.4 Working With Oracle Universal Records Manager