From the Content Server Configuration Manager, copy the default profile Add new rules as needed. For example, add new metadata fields. In the preferences.hda file, add a new row in the AFEnvironmentConfiguration Insert an entry that identifies the Content

Configuring the Managed Attachments Solution 6-23 ExpenseClaims 4. Restart the Content Server.

6.7.3 Customizing the Content Server Profile Used

The adapter provides a default Content Server profile for each business application, called EBSProfile for Oracle E-Business Suite and PSFTProfile for Oracle PeopleSoft. You can copy and customize the profile, then assign it using one of the methods described below, depending on customization needs. For example, you might want to add metadata fields to the profile.

6.7.3.1 Changing the Profile Globally

Follow these steps to change the global profile used. 1. From the Content Server Configuration Manager, copy the default profile provided EBSProfile or PSFTProfile. To view these profiles, navigate to the Profiles tab in Configuration Manager. 2. Add new rules as needed. For example, add new metadata fields. 3. In the UCM_CONNECTION_STR parameter trigger value of the AXF_ SOLUTION_PARAMETERS table, modify the URL to point to the new profile. For more information, see Section B.1.3 .

6.7.3.2 Specifying a Profile For a Specific Business Entity or Application

Follow these steps to modify the profile for a specific business entity or application.

1. From the Content Server Configuration Manager, copy the default profile

provided EBSProfile or PSFTProfile. To view these profiles, navigate to the Profiles tab in Configuration Manager.

2. Add new rules as needed. For example, add new metadata fields.

3. In the preferences.hda file, add a new row in the AFEnvironmentConfiguration

resultset. For general information, see Section 6.3.3 .

4. Insert an entry that identifies the Content Server profile to use for a specified

business entity, where: ■ name: dpTriggerValue ■ value: Key of new Content Server profile ■ dAFApplication: Application to which to assign this profile ■ dAFBusinessObjectType: Business entity within application to which to assign the profile Example 6–3 sets a profile called OrderPayableProfile for use when users attach or scan documents in the OrderPayables business entity within the EBS_Instance application. Note: If you use custom profiles, generic error messages display by default instead of application-specific error messages. To display custom error messages, override the resource include - af_custom_ error_msg_display. In the overridden resource include, set the error message to afErrorMsg. 6-24 Administrators Guide for Oracle Application Adapters for Oracle Enterprise Content Management Example 6–3 Custom Content Server Profile For Expenses Business Entity dpTriggerValue OrderPayableProfile EBS_Instance OrderPayables 5. Restart the Content Server.

6.7.4 Hiding or Displaying Managed Attachments Screen Buttons