Fishbowl Solutions' Oracle ECM 11g Upgrade, Migration & Solutions
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Oracle ECM 11g is here. Fishbowl Solutions, an Oracle Gold Partner with recognized Oracle ACE expertise presents 3 solutions for making the most of 11g. 1) migration and upgrade, 2) portal integration suite, 3) project automation suite.
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Fishbowl Solutions' Oracle ECM 11g Upgrade, Migration & Solutions
- 1. The Road to the FutureWith Oracle ECM 11g& Fishbowl Solutions Information Anywhere, Users Everywhere
- 2. Agenda 11g! Portal Integration with 11g Project Automation with 11g
- 3. Quick Note Business Folks Technical Folks Slides feature these images to help guide the audience.
- 4. 11g! What’s New Highlights Upgrades and Migrations Tips & Gotchas How To Administration Changes
- 5. What’s New: ECM 11g is Oracle Universal Content Management (UCM) 11g Oracle Imaging and Process Management (I/PM) 11g Oracle Universal Records Management (URM) 11g Oracle Information Rights Management (IRM)
- 6. What’s New: 11g Architecture Weblogic Application server
- 7. What’s New: Scalability & Performance: Solution Specific Configuration High Ingestion - Low Consumption Application Example: Transaction Capture and Archive for Retail, AP, Banking Ingestion: of 11 M to 23 M items per day (single node, standard hardware) Specialized hardware I/O Limited Architecture with aprox 95% scalability rate Benchmarked at 178 M+ items per day (dual node, half rack hardware) Source: http://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdf Lower Ingestion – Higher Consumption Application Example: Web Site, Web Application, Portal Delivery: 124 WCM pages per second 446K + pages access per hour UCM CPU max at 89% Why You Care: Increased Uptime & Reliability New Solutions –Transaction Capture & Batch Archive Incremental Capacity Increases to fit your time and budget
- 8. What’s New: DAM: it’s Good! Video Conversions to: Flash .flv, Audio Img Conversionsfrom: Photoshop .psd EXIF & XMP Extraction: digital images, PDF Dynamic Renditions: Specify pixel height & width Date/time stamps or location data watermarked on digital assets. Why You Care: Better digital asset reuse – web & print Automatic Rendition Creation & Association Quickly Add Rich Content to Existing Web Properties
- 9. What’s New: Fishbowl DAM Solution Prototype: “Project Dragon” Enhanced User Experience for DAM Collections Coverflow browser Multiple File : Upload Update Tagging Download Process & Workflow Integrated Demonstrated at Collaborate 2010 See it at OOW 2010
- 10. What’s New: New and Improved Desktop Integration System Aware Tags – You are Not Editing the Latest Version of This Document… Dedicated integration menus & Ribbons from within Office Applications Dynamic “productivity nodes” – query based Why You Care: Bring content management tasks to where people work. Makes ECM easy and not disruptive for casual users Quicker adoption and uptake
- 12. Edit in Context
- 14. Fishbowl Portal Integration Suite Bridges 10g & 11g and Brings WCM into WebCenterToday.Why You Care: Fishbowl Solutions: Early Adoption Program Member Proven, product based Portal and 11g integration
- 16. Important Architecture and Design Considerations!
- 17. Fishbowl Has Upgrade Experience
- 18. Fishbowl Has Upgrade & Migration OfferingWhy You Care: Oracle’s documentation provides a good starting point for installation and migration. It’s important to familiarize yourself with this first, to avoid problems later.
- 20. Divide
- 22. RSS & Email
- 24. Qualify
- 27. Install of UCM 11g (1 Instance)
- 28. Fishbowl Solutions’ Content Migrator / EBL
- 29. Content Migration – up to 5K items
- 30. Comprehensive Data Transfer Plan
- 31. Documentation & Knowledge Transfer
- 32. Plan for Next steps
- 33. Optional Upgrade Plan Add- Ons – 1 Week Each
- 34. WCM site migration – 1 site up to 300 pages
- 35. Workflow / Process Review and migration – 3 workflows migrated, inclusion data transfer plan
- 40. Quality ReviewMore Info: http://bit.ly/9h4y2w
- 41. Early Tips & Gotchas Love it or Hate it, Best to Embrace it – JDeveloper will make your life easier New Documentation Site – SEARCHABLE! Custom Components MUST BE reviewed for scriptable access HOW TO BLOG POSTS up at our Fishbowl Solutions C4 Blog: How to Import RIDC into Oracle JDeveloper How to Import Site Studio extensions and design time libraries into Jdeveloper WebCenter Still Requires 10g UCM? Documentation still points to 10g UCM for use in 11g WebCenter. Fishbowl Portal Integration Suites Solves This Problem Now.
- 43. File System Install Changes – BE AWARE
- 44. New FMW root for all applications on WLS
- 45. Log Files Change Location in 11g
- 46. Server Start/Stop/Restart CAN TAKE A WHILE!
- 49. Weblogic user is the super user / sysadmin
- 50. LDAP Integration through WLS
- 52. Database Connection Pooling is Better
- 54. Fishbowl Portal Integration Suite - 11g Jerry Aber Fishbowl Solutions Consulting Services & Solutions Architecture 2009 Oracle Content Management Architect of the Year
- 56. How it came to be…the business problem!
- 57. Features List
- 59. Leverage single or multiple Source UCM 11g instances on the same page
- 61. Personalization (teller, manager, admin)
- 62. Business focused setup / admin
- 63. External admin for agent locations
- 65. Secure Chat / Messaging
- 66. Flexible control over site flow
- 67. Private labeling
- 68. Personalization (content / promos)
- 69. Business focused setup / admin
- 70. Less IT involvement where appropriate
- 72. Personalization (content, applications)
- 73. Collaboration (team / project)
- 74. Department document management
- 75. Wiki’s / Blogs / Chat
- 77. Single content item consumption and presentation
- 78. Search Portlet
- 80. Wrapper class to make calls to UCM via CIS easier to use
- 82. Snippet Portlet can be “replaceable” and be targeted as a detail page
- 83. Edit HTML content inline using ckEditor
- 84. Allow saving to a contribution server and retrieving from a consumption server
- 87. Personalize what query is run based on user attributes
- 89. UCM 11g with WebCenter 11g Fishbowl Portal Integration Suite Content from UCM 11g is dynamically formatted and renders flawlessly in the 11g Portal
- 90. UCM 11g with WebCenter 11g Fishbowl Portal Integration Suite Flash from UCM 11g gives the page a Rich feel and provides a more engaging user experience.
- 91. UCM 11g with WebCenter 11g Fishbowl Portal Integration Suite In-Context editing lets users use WYSIWYG editors to update the portal without changing contexts.
- 92. UCM 11g with WebCenter 11g Fishbowl Portal Integration Suite The Snippet Portlet that comes with the 11g Fishbowl Portal Integration Suite can pull 11g or 10g R3 and R4 WCM regions, fragments and pages into the Portal giving you ultimate re-use and holistic information management
- 93. The different parts of the architecture work together as follows:
- 95. Flexibility to leverage single or multiple source UCM 11g instances What Should You Do? Contact US! 11g@fishbowlsolutions.com Office: +1.952.465.3400
- 96. Project Automation with Oracle UCM 11g Speeding Innovation
- 97. Process Automation Overview Technology is a MEANS not an ENDS Business Processes are where the rubber hits the road Process automation makes it better, faster and at a higher quality on the Oracle platform.
- 98. The Business Problem Sophisticated project management requirements Highly regulated & process-centric environment Too small for PLM applications Too big for Paper & Ad Hoc solutions Examples: RFPs, BizApp / ERP Deployments, Capital Projects, Internal Projects PMO
- 99. Project Management requirements Projects have uniquebusiness logic that requires sophisticatedchange management, cross-disciplinary collaboration & Integrated Financial Management Systems (IFMS) awareness… ..while still providing ease of use, roll-up snapshots for management and status indicators for all users.
- 101. Fishbowl Solutions: Project Automation: Highlights Sophisticated Form created with tabs and multiple pages to create the Project Wizard. At-a-Glance Status indicated for each Stage and Phase Icons on tabs & pages indicate status
- 102. Fishbowl Solutions: Project Automation: Dashboard My Projects personalized list of projects for users Project Dashboard Custom service used to ID all projects in users group (especially for managers) Intelligence Based Red – Yellow – Green Status Calculation YTD and EOY (milestone) based Roll Up Reporting Calculated from IFMS, Project Time Lines, project stage gate or other milestones
- 104. Workflow Status
- 106. Fishbowl Solutions: Project Automation: Attachments Attachments & Supplements Phased tracked attachments with links to templates Project validation/workflow based on attachment presence
- 107. Fishbowl Solutions: Project Automation: Search Scoped project search & tailored results Search queries only project documents and content Easy selection for re-use of project assets No pollution
- 108. Fishbowl Solutions: Project Automation: Workflow Custom workflow scripting to track project status and route for approvals appropriately Workflow jumps based on project phase being submitted Project can be saved anytime When all is complete (extensive form validation) for each phase, project can be submitted for workflow approval Workflow scripting queries LDAP to find managers for approvals
- 109. Thank You! What We Covered 11g New Highlights Portal Integration with 11g UCM Project Automation with 11g UCM What should you do for more information on 11g? Contact Us! 11g@fishbowlsolutions.com Office: +1.952.465.3400
Hinweis der Redaktion
- Source:What’s New in 11g?http://www.oracle.com/technology/products/content-management/ucm/oracle-ecm11g_new.pdf
- Source:What’s New in 11g?http://www.oracle.com/technology/products/content-management/ucm/oracle-ecm11g_new.pdf
- Source:White Paper: Extreme Performance & Scalability with UCM 11ghttp://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdf
- Source:White Paper: Extreme Performance & Scalability with UCM 11ghttp://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdfNew Features in Site Studio-Load On Demand Editor-Enable Section Level Replication-Enable Default Primary Page Naming-Enable Publish Now-Download Definition Bundles-Workflow Approve All-Direct Delivery
- (All of these featuresutilize/require Inbound Refinery)Flash Video Conversion supported: Supports FlipFactory version 6.1, which enables conversion to the Flash video format (.flv). Include enhanced Flash support enables business users to easily edit and contribute content to Flash animation available on Web sites, or select Flash as an automatically generated video rendition; Additionally, users can now easily manage, search and review Flash videos by automatically creating storyboards for flash videos that users to scan and start right where they want to watchVideo to Audio Conversion supported: Inbound Refinery now supports conversion of video files to audio only.Microsoft Office 2007 Support: Inbound Refinery now supports Microsoft Office 2007 on win32 platforms, including saving an office document to HTML. Adobe Photoshop Scripting Support: Inbound Refinery now supports conversion using Adobe Photoshop scripting. This allows marketing departments to automate the creation of image renditions for multiple users.EXIF and XMP Data Now Extracted and Available to Inbound Refinery: Inbound Refinery now extracts EXIF data from digital photos and XMP data from native digital asset files and passes them to the refinery. This data is displayed on the rendition information page under the Image Data tab. To enable searching for content items using information in the EXIF or XMP data, Oracle Text Search is required. “New features empower business users to search on embedded image XMP & EXIF metadata,often added to PDFs, photography and to images using photo editing applications, as well as apply watermarks, color profiles and text overlays directly to managed images or even size and crop images on-demand”Dynamic Renditions: Inbound Refinery can now construct renditions dynamically, using metadata input when checking in a digital asset. For example, by using custom metadata fields in conjunction with custom rendition sets, text entered on the check in page can be overlaid as a watermark on a digital asset. Similarly, pixel height and width can be entered and used to create specific rendition sizes. When used in conjunction with the new EXIF or XMP data extraction capabilities, any extracted data can be used for watermarking, such as date/time stamps, camera or location data.Sources: Oracle® Fusion Middleware Administrator's Guide for Conversion 11g Release 1 (11.1.1)http://download.oracle.com/docs/cd/E14571_01/doc.1111/e10800/c01_intro.htm#sthref10ORACLE ENTERPRISE CONTENT MANAGEMENT SUITE 11g | WHAT’S NEW (Pages 2 - 3)http://www.oracle.com/technology/products/content-management/ucm/oracle-ecm11g_new.pdf
- Digital Asset Management for people who care about the visual.More info: email 11g@fishbowlsolutions.com
- • Next-generation desktop integrations: New Microsoft Office integration provides menus to access managed content, insert managed links, and compare managed documents usingstandard Office reviewing tools. Identity tagging of documents now occurs automatically upon download, to help users understand which versions they are viewing and prevent duplicate content items in the content repository. In addition, new “smart productivity folders” show users their workflow inbox, saved searches and checked out content directly from Windows Explorer. Desktop Integration Suite 11gR1 enables you to insert links to files, content of files, and images on an Oracle Content Server instance into supported Microsoft Office documents (Word, Excel, and PowerPoint). Desktop Integration Suite 11gR1 no longer uses ODMA for Microsoft Office integration. Dedicated integration menus and ribbons are now used in the Microsoft Office applications to interact with content servers.Desktop Integration Suite 11gR1 provides integration with Windows Explorer in Microsoft Windows 7 (32-bit only).Integration with Oracle Content Server provides the broadest content management capabilities directly in the supported desktop applications. You can search for files on the server (using queries or by browsing), open files from the server (check out), save files (check in), and perform a number of other advanced content management tasks (such as comparing Word files on the content server or inserting files from the server into Office documents).Other info:Desktop Integration Suite 11gR1 fully supports Oracle Content Server 11gR1. The client software can communicate with Oracle Content Server 11gR1, 10gR3, and 7.5.2 (with the DesktopIntegrationSuite component installed and enabled). Other Content Server versions are not supported.Sources: Oracle® Fusion Middleware User's Guide for Desktop Integration Suite 11g Release 1 (11.1.1)http://download.oracle.com/docs/cd/E14571_01/doc.1111/e10624/c01_introduction.htm#BABHAEHFORACLE ENTERPRISE CONTENT MANAGEMENT SUITE 11g | WHAT’S NEW Page 2 :http://www.oracle.com/technology/products/content-management/ucm/oracle-ecm11g_new.pdf
- Images are from Fishbowl Solutions UCM 11g with WebCenter 11g Portal & Spaces. Fishbowl Solutions Sources:White Paper: Extreme Performance & Scalability with UCM 11ghttp://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdfWCM: Site Studio 11g New Featureshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/sitestudio11gnewfeatures_viewlet_swf.htmlThere are also user tutorials for the following which may be useful to demonstrate the simplicity of the system:Creating New Content Profile Checkin and Search Formshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/basic_content_profile_viewlet_swf.htmlIntegration with Enterprise Managerhttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/enterprisemanager_viewlet_swf.htmlUsing UCM 11g with an External LDAP Providerhttp://download.oracle.com/otndocs/11gViewlets/UCM11gwithExternalLDAP/ucmwithexternalldapprovider_viewlet_swf.htmlRunning Commands for UCM 11g in WLSThttp://download.oracle.com/otndocs/11gViewlets/WLST/runcommandinwlst2_viewlet_swf.html
- Sources: http://download.oracle.com/docs/cd/E14571_01/doc.1111/e16451/toc.htm
- Sources:White Paper: Extreme Performance & Scalability with UCM 11ghttp://www.oracle.com/us/products/middleware/content-management/ecm-extreme-performance-wp-077977.pdfWCM: Site Studio 11g New Featureshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/sitestudio11gnewfeatures_viewlet_swf.htmlThere are also user tutorials for the following which may be useful to demonstrate the simplicity of the system:Creating New Content Profile Checkin and Search Formshttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/basic_content_profile_viewlet_swf.htmlIntegration with Enterprise Managerhttp://www.oracle.com/technology/products/content-management/ucm/11gviewlets/enterprisemanager_viewlet_swf.htmlUsing UCM 11g with an External LDAP Providerhttp://download.oracle.com/otndocs/11gViewlets/UCM11gwithExternalLDAP/ucmwithexternalldapprovider_viewlet_swf.htmlRunning Commands for UCM 11g in WLSThttp://download.oracle.com/otndocs/11gViewlets/WLST/runcommandinwlst2_viewlet_swf.html
- Site Studio for External Applications allows for a Site Studio site to be delivered through an application server. It also allows for design time activities to be done in Oracle jDeveloper.Install TipsThere are some gaps in the documentation so here is the process to follow: Follow the instructions in this section http://download.oracle.com/docs/cd/E14571_01/doc.1111/e14495/configucm.htm#insertedID6 for getting the components enabled on the content serverSet IntradocServerPort=4444 (or whatever) through the Enterprise ManagerImport RIDC extension into jDeveloper (Help -> Check For Updates -> Source -> Install From file) %MIDDLEWARE_HOME%/Oracle_ECM1/ucm/Distribution/RIDC/jdevImport Site Studio extension into jDeveloper(Help -> Check For Updates -> Source -> Install From file) %MIDDLEWARE_HOME%/Oracle_ECM1/ucm/Distribution/SiteStudioExternalApplications/jdevWebcenter 11g requires 10g UCM?!http://download.oracle.com/docs/cd/E14571_01/install.1111/e12001/webcenterservice_install.htm#CACECHII
- The objective: to create a project management application to assist Project Managers at the clients to comply with their highly structured project management processes. A powerful solution was created with workflows defined where needed to facilitate reviews.Integration with IFMS/PeopleSoft was implemented via Fishbowl Solutions Subscription Notifier product
- The objective: to create a project management application to assist Project Managers at the clients to comply with their highly structured project management processes. A powerful solution was created with workflows defined where needed to facilitate reviews.Integration with IFMS/PeopleSoft was implemented via Fishbowl Solutions Subscription Notifier product
- Extensive form created with tabs and multiple pages to provide a wizard interface. Graphic status indicators and colors used to convey project statusIcons on tabs and next to pages indicate their statusProject status values are highlighted with color to indicate project status where projects are listedIntegration with IFMS/PeopleSoft/CRM On Demand was implemented via Fishbowl Solutions Subscription Notifier product
- My ProjectsUsed Content Server personalization to create personalized list of projects for usersProject DashboardCustom service used to ID all projects in users group (especially for managers)Color highlighting for project statusProject Home PageWorkflow StatusCustom ACL update for some projectsPeopleSoft / IFMS IntegrationValidates project or activity ID and pull info from view of IFMSCustomization (Pre-query action) of SubscriptionNotifier pulls IFMS status updates and notifies on changePulls Cost Status info from separate viewAttachments & SupplementsPhased tracked attachments with links to templatesProject validation/workflow based on attachment presenceCustom search results templateCustom workflow scripting to track project status and route for approvals appropriatelyWorkflow jumps based on project phase being submittedProject can be saved anytimeWhen all is complete (extensive form validation) for each phase, project can be submitted for workflow approvalWorkflow scripting queries LDAP to find managers for approvals
- IFMS = Integrated Financial Management SystemsExamples include PSFT, EBS, JDE, and even CRM on Demand
- Source:What’s New in 11g?http://www.oracle.com/technology/products/content-management/ucm/oracle-ecm11g_new.pdf