Content Management System Integration Guide


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Oracle® Transportation Management
Content Management System Integration Guide Release 6.4.3 Part No. E92117-01
December 2017

Copyright Notice
Oracle® Transportation Management Content Management System Integration Guide, Release 6.4.3
Part No. E92117-01
Copyright © 2014, 2017, Oracle and/or its affiliates. All rights reserved.
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Contents

COPYRIGHT NOTICE .................................................................................... I

CONTENTS.................................................................................................. II

TABLES..................................................................................................... III

FIGURES .................................................................................................. III

SEND US YOUR COMMENTS ....................................................................... IV

PREFACE .....................................................................................................V

INTENDED AUDIENCE..................................................................................................V RELATED DOCUMENTS .................................................................................................V DEFINITION OF RELATED CONTENT MANAGEMENT TERMS AND CONCEPTS...............................V DEFINITION OF RELATED PROTOCOL TERMS AND CONCEPTS ................................................V DEFINITION OF RELATED ORACLE TRANSPORTATION MANAGEMENT TERMS AND CONCEPTS ........V CHANGE HISTORY .................................................................................................... VI
1. INTRODUCTION................................................................................. 1-1

CMS INTEGRATION LEVELS...................................................................................... 1-1
2. HOW TO CONFIGURE STORAGE ......................................................... 2-1

PREPARING THE CMS FOR STORAGE .......................................................................... 2-1
WEBCENTER CONTENT ........................................................................................................... 2-1 SHAREPOINT ....................................................................................................................... 2-1 ORACLE DOCUMENTS CLOUD .................................................................................................... 2-1
DEFINING CMS CONNECTIONS FOR STORAGE .............................................................. 2-1
WEBCENTER CONTENT ........................................................................................................... 2-2 SHAREPOINT ....................................................................................................................... 2-2 ORACLE DOCUMENTS CLOUD .................................................................................................... 2-2 GENERAL CMIS ................................................................................................................... 2-2
STORAGE DOCUMENT IDENTIFICATION ....................................................................... 2-2
WEBCENTER CONTENT ........................................................................................................... 2-3 SHAREPOINT ....................................................................................................................... 2-4 ORACLE DOCUMENTS CLOUD .................................................................................................... 2-5 GENERAL CMIS ................................................................................................................... 2-6
STORAGE WORKFLOW ............................................................................................. 2-6 STORAGE LIFETIME MANAGEMENT ............................................................................. 2-8
3. HOW TO CONFIGURE CONTENT ORGANIZATION ............................... 3-1

PREPARING THE CMS FOR CONTENT ORGANIZATION ..................................................... 3-1
WEBCENTER CONTENT ........................................................................................................... 3-1 SHAREPOINT ....................................................................................................................... 3-1 ORACLE DOCUMENTS CLOUD .................................................................................................... 3-1
DETERMINING A DOCUMENT'S FOLDER FOR CONTENT ORGANIZATION ............................... 3-1

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4. HOW TO CONFIGURE CUSTOM SEARCH ............................................. 4-1
PREPARING THE CMS FOR CUSTOM SEARCH................................................................. 4-1 WEBCENTER CONTENT ........................................................................................................... 4-1 SHAREPOINT ....................................................................................................................... 4-1 GENERAL CMIS ................................................................................................................... 4-1 ORACLE DOCUMENTS CLOUD .................................................................................................... 4-2
5. DOCUMENT PARAMETERS .................................................................. 5-1
PARAMETER GENERATION......................................................................................................... 5-1 UPDATING PARAMETERS WITH CURRENT INFORMATION ....................................................................... 5-1 ADDITIONAL PARAMETERS ........................................................................................................ 5-4 WEBCENTER CONTENT ........................................................................................................... 5-4 SHAREPOINT ....................................................................................................................... 5-5 ORACLE DOCUMENTS CLOUD .................................................................................................... 5-5 PARAMETER GENERATION REFERENCE INFORMATION.......................................................................... 5-5
6. REFERENCE ....................................................................................... 6-1
PROPERTIES IMPACTING CMS INTEGRATION ............................................................... 6-1 LOGGING CMS INTEGRATION ACTIVITY...................................................................... 6-2
Tables
Table 5-1: Standard Parameter Mappings ................................................................................ 5-2
Figures
Figure 2-1: Document Storage Workflow.................................................................................. 2-7
Figure 5-1: Schema for CMIS_FIELD BN Rules .......................................................................... 5-6

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Send Us Your Comments
Oracle® Transportation Management Content Management System Integration Guide, Release 6.4.2
Part No. E92117-01
Oracle welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision.
 Did you find any errors?  Is the information clearly presented?  Do you need more information? If so, where?  Are the examples correct? Do you need more examples?  What features did you like most about this manual? If you find any errors or have any other suggestions for improvement, please indicate the title and part number of the documentation and the chapter, section, and page number (if available). You can send comments to us in the following ways:
 Electronic mail: [email protected] If you have problems with the software, contact Support at https://support.oracle.com or find the Support phone number for your region at http://www.oracle.com/support/contact.html.

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Preface
Intended Audience
The Content Management System Integration Guide is intended for clients, system administrators, and consultants.
Related Documents
 Oracle Transportation Management Administration Guide  Oracle Transportation Management Installation Guide  Oracle Transportation Management Technical Architecture Guide  Oracle WebCenter Content Documentation Library
Definition of Related Content Management Terms and Concepts
 CMS (Content Management System): A set of processes and technologies that support the collection, managing, and publishing of information in any form or medium. A CMS typically provides for long-term storage of information, information retrieval and global search capabilities.
 Document: An electronic file containing information, seen by the CMS as a unique entity. The document typically has metadata associated with it for identification and search.
 Folder: A named collection holding documents and other folders. Folders can be hierarchical.  Versioning: Support for a checkin/checkout paradigm of document editing. A CMS that
supports versioning allows a single document to hold multiple versions of information.  Unfiling: Support for the addition of a CMS Document without a specified folder.
Definition of Related Protocol Terms and Concepts
 Web Services: A standard integration protocol built on top of SOAP to invoke host services from a client machine.
 Atom Publishing: A simple HTTP-based protocol for creating and updating web resources.  CMIS (Content Management Interoperability Services): An open standard that allows
different content management systems to inter-operate over the internet. CMIS defines a common data model across disparate CMS instances and supports both Web Services and Atom Publishing bindings.  WCC (Oracle WebCenter Content): Oracle’s enterprise-class content management solution.  ODC (Oracle Documents Cloud): The Oracle Documents Cloud Service is a enterprise ready, secure, and powerful content collaboration solution.
Definition of Related Oracle Transportation Management Terms and Concepts
 Business Object: An Oracle Transportation Management entity that can own content and has a transactional life cycle. Business object examples include shipments and trade transactions.
 Report: Generation of business content from an Oracle Transportation Management business object and a BI Publisher template.
 Document: A piece of content managed by Oracle Transportation Management. The content may be stored within the Oracle Transportation Management schema or an external CMS.
 Document Type: A classification of documents within Oracle Transportation Management. E.g., Bill of Lading is a type of document/report owned by shipments.

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 Standard Document: The association of a document type with a particular business object. E.g., a Bill of Lading may be required for a particular shipment.
 Revision: The instantiation of content for a standard document. A business object may have one or more revisions for a given standard document. Each revision corresponds to a single document.
Change History

Date

Document Revision Summary of Changes

12/2017 -01

Initial release.
Updated SharePoint under the Defining CMS Connections for Storage section.

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1. Introduction
Prior to version 6.3.3, all document content in Oracle Transportation Management was stored as a CLOB or BLOB in the application database schema.
For version 6.4.2, the system provides optional integration to the following Content Management Systems:
 Oracle WebCenter Content (WCC)  Microsoft SharePoint Server 2010  Oracle Documents Cloud(ODC) See the OTM Technical Architecture Guide for more details.
As document management in Oracle Transportation Management has been implemented as a fullycompliant CMIS client, other CMIS-compliant applications may integrate well with the system. The systems listed above, however, are the only ones certified with release 6.3.3.
CMS Integration Levels
When coupling Oracle Transportation Management with your CMS, the system supports three levels of integration.
 Storage: The CMS is used solely to store document content managed exclusively by Oracle Transportation Management. This option removes content overhead from the transactional schema. In a pure storage model, the focus of the CMS is to provide scalable and reliable long-term storage for application-specific content.
 Content Organization: The CMS is used to store and organize document content. This option allows CMS users to access transportation documents within an enterprise document manager. They may browse a hierarchical tree or use global search to retrieve content.
 Custom Search: The CMS is used to store, organize, and search for document content. Searches may include transportation attributes, attached as custom metadata values to CMS documents.

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Content Management System Integration Guide