1-2 Administrators Guide for Oracle Imaging and Process Management
■
Review the section on managing security to familiarize yourself with the security contexts within Oracle IPM, the levels of security within those contexts and how
they will apply to users and groups.
■
Ensure that Oracle Content Server is installed and configured for use with Oracle IPM. See Oracle Fusion Middleware Installation Guide for Oracle Enterprise Content
Management Suite for detailed information.
■
Obtain the necessary security, address, and port information to connect to a workflow server.
■
Obtain the necessary security, address, and port information to connect to an Oracle Content Server repository.
1.3 About This Product
Oracle Imaging and Process Management Oracle IPM provides organizations with a scalable solution upon which to develop process-oriented imaging applications and
image-enablement solutions for enterprise applications. It enables image capture via Oracle Document Capture and Oracle Distributed Document Capture, annotation and
markup of images, routing and approval automation, and support for high-volume applications for billions of items. With Oracle IPM, organizations can quickly
integrate their content and processes directly with Oracle enterprise applications, such as Oracle E-Business Suite, PeopleSoft Enterprise, and JD Edwards EnterpriseOne.
Users benefit by having a single source for all transaction-based content, eliminating the need for double entry.
Oracle IPM manages documents from image capture to archiving. A document is uploaded into Oracle IPM either singly by individual users or in bulk via a
background ingestion agent. Once uploaded, a document becomes part of an application. An application is a type of container for documents that defines metadata,
storage information, and workflow 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.
Applications use an input definition to map metadata from an input file to the correct application fields for bulk ingestion via the input agent. The input agent ingests the
metadata and documents from a local file system or mapped network drive into Oracle IPM.
Depending on how your repository is set up, 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 Oracle IPM document based on its application, ensuring access only by authorized users. And Oracle IPM may be configured to
initiate a business process instance within a workflow 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 e-mail the document to others
■
Annotate documents
■
Upload documents and initiate a workflow process if one is defined in the application
■
Delete, copy, or move documents
Introduction 1-3
Figure 1–1 Oracle IPM Process Overview
1.4 Understanding Applications, Inputs, Searches, and Connections
