Migrating Existing PeopleSoft Attachments into the Managed Attachments Solution

This post comes from Fishbowl’s Mark Heupel. Mark is an Oracle Webcenter consultant, and he has worked on a few different projects over the last year helping customers integrate WebCenter with Oracle E-Business Suite and PeopleSoft. One of WebCenter’s strengths is it provides these integrations out-of-the-box, including a document imaging integration to automate invoice processing with WebCenter’s capture, forms recognition and imaging capabilities, as well as workflows leveraging Oracle Business Process Management. Mark discusses WebCenter’s integration with PeopleSoft and its managed attachments solution below.

Application Integration

Oracle’s Managed Attachments solution enables business users in PeopleSoft to attach, scan, and retrieve document attachments stored in an Oracle WebCenter Content Server repository.

One of the issues that our clients face when moving to Oracle’s Managed Attachments solution is determining what to do with the attachments that already exist in PeopleSoft. We at Fishbowl have come up with a method to migrate these attachments into WebCenter Content in bulk while still maintaining the attachments’ context within PeopleSoft.

A high-level view of the solution is as follows. Queries are written on the PeopleSoft side to export each of the attachments, as well as a file containing each attachment’s metadata and PeopleSoft contextual information, to a network share. This is a task done by a PeopleSoft administrator. We then use our Enterprise Batchloader product to bulk load these files into WebCenter Content. We’ve written a customization that overrides the set of services that qualify for Managed Attachments to include our Enterprise Batchloader service. Since the context of the attachments is included in the metadata file, the Enterprise Batchloader check-ins work in the same way that a normal check-in from Managed Attachments would and the attachments retain their PeopleSoft context. Let’s get into the details of how this works.

Managed Attachments Overview

In order to understand the migration strategy, we first need to understand how Managed Attachments works under the covers. The important piece to know for this migration is that the table that stores the Managed Attachment object information on the WebCenter side is the AFObjects table. This table stores the PeopleSoft context information as well as the dDocName of each of the attachments currently being stored in WebCenter. Here is an example of what the AFObjects table looks like:

AFObjects Table

Each row in this table represents one PeopleSoft attachment being managed in WebCenter Content. The dAFApplication, dAFBusinessObjectType, and dAFBusinessObject fields make up the context for where the attachment is located in PeopleSoft. The dAFApplication field represents the application, the dAFObjectType field represents the page, and the dAFBusinessObject field is a pipe delimited list of the primary key values from the page where the attachment is located in PeopleSoft. The dDocName field is simply the dDocName of the content item in WebCenter.

When a user clicks the Managed Attachments link on the PeopleSoft screen a request is made over to WebCenter that contains the contextual page information from PeopleSoft (dAFApplication, dAFBusinessObjectType, and dAFBusinessObject). Using this contextual information, a query is then made against the AFObjects table to find the content IDs of the attachments that should be returned back to the user. A similar request is made when a user checks in a document through the Managed Attachments screen in PeopleSoft. The PeopleSoft context information is sent to WebCenter, the document is checked in, and then a row is inserted into the AFObjects table that contains the PeopleSoft contextual information as well as the dDocName of the newly checked-in document.

Loading Content into WebCenter

In order to be able to successfully load a large number of content items into WebCenter, while still maintaining the correct PeopleSoft context, we had to write a customization to hook into the existing Managed Attachments check-in functionality. The AppAdapterCore component, one of the two components installed on WebCenter for Managed Attachments, contains the core Managed Attachments code. This component contains a list of services such as CHECKIN_NEW that, when called with the PeopleSoft contextual information in the binder (dAFApplication, dAFObjectType, and dAFObject), executes the query that inserts a row into the AFObjects table. The customization that we wrote overrides the list of services specified in the AppAdapterCore component to include our Enterprise Batchloader check-in services. By doing so, we’re able to hook into the same insert query that Managed Attachments already uses, assuming we have placed the correct PeopleSoft context information in the binder.

Here is an example of what a standard Enterprise Batchloader blf (batch load file) would look like:

Batch Load File
As you can see, the file simply contains the action to take (insert), the location of the primary file, and the required metadata fields for WebCenter. In order to assign the correct PeopleSoft context we simply need to specify the dAFApplication, dAFObjectType, and dAFObject fields in the blf file:

Batch Load File 2

This effectively places each of those fields into the binder in WebCenter. When Enterprise Batchloader is run and performs its check-ins into WebCenter, the Managed Attachments functionality gets called and a row is inserted into the AFObjects table for each attachment that specifies the PeopleSoft context information. As long as the correct PeopleSoft contextual information is placed into the Enterprise Batchloader blf file, we’re able to bulk load as many attachments as needed into WebCenter while still retaining the correct PeopleSoft context information for use with the Managed Attachments solution.

I hope this provides you with an example of how your existing PeopleSoft Managed Attachments content could be migrated to WebCenter. After all, getting this content into WebCenter has many additional benefits, such as version control, renditions, retention management and the ability to surface this content to WebCenter-based mobile apps and portals. If you have questions or would like to engage with Fishbowl on such projects, please email info@fishbowlsolutions.com.

 

Subscription Notifier Version 4.0 Enables WebCenter Users to Create Custom Content Email Notifications

Fishbowl Solutions’ Subscription Notifier has been used by many of our customers for years to manage business content stored in Oracle WebCenter Content. Subscription Notifier automatically sends email notifications based on scheduled queries. Fishbowl released version 4.0 of the product last week, and it includes several significant updates.

Now, users of Subscription Notifier can:

  • Attach native or web-viewable files to notification emails
  • Send individual notification emails for each content item
  • Configure hourly notification schedules
  • Run subscription side effects without sending emails

In addition to the latest updates, the product also offers a host of other features that enable WebCenter users to keep track of their high-value content.

You begin by naming the subscription and specifying whether emails should be sent for items matching the query. The scheduler lets you specify exactly when you want email notifications to go out (note the hourly option, new with version 4.0).

 

SubNoti general settings

The email settings specify who you want to send emails to and how they should appear to recipients. The new “Attach Content” feature gives you the option of sending web-viewable or native files, which provides a way for recipients who don’t use Oracle WebCenter to still see important files. Using the query builder is very simple and determines what content items are included in the subscription. Advanced users also have the option to write more complex queries using SQL.

SubNoti email

The Current Subscription Notifications page gives a summary of all subscriptions. In Version 4.0, simple changes such as enabling, disabling, or deleting subscriptions can be done here.

SubNoti current subscription notifications

Subscription Notifier is a very useful tool for any organization that needs to keep tabs on a large amount of business content. It is part of Fishbowl’s Administration Suite, which also includes Advanced User Security Mapping, Workflow Solution Set, and Enterprise BatchLoader. This set of products works together to simplify the most common administrative tasks in Oracle WebCenter Content.

To learn more about Subscription Notifier, visit Fishbowl’s website or read the press release announcing Version 4.0.

Javascript Driven ADF Taskflows for WebCenter Portal

This is a continuation from my previous post - Developing WebCenter Content Cross Platform iDoc Enabled Components for Mobile, ADF, Sharepoint, Liferay.

You can see a video of JIVE Forums integration with a JS Taskflows vs ADF Taskflow running in WebCenter Portal here -

Click here for hi-resolution

This post is aimed at Web Developers, Designers and Marketing web teams who aren’t familiar with ADF and want to create reusable dynamic taskflows without the need to learn ADF or Java to provide interactive dynamic regions using Javascript, HTML and CSS with custom frameworks like jQuery designed not to conflict with ADF JS environment.

Read on for a step by step run through on creating JS driven taskflows  -

Continue reading

Developing WebCenter Content Cross Platform iDoc Enabled Components for Mobile, ADF, Sharepoint, Liferay

frankensteinSo over the last couple of months I’ve been thinking and tinkering with code, wondering, “What’s the best approach for creating WebCenter Content (WCC) components that I can consume and reuse across multiple platforms and environments?”
Is it pagelet producer or maybe an iFrame? These solutions just weren’t good enough or didn’t allow the flexibility I really wanted.

I needed a WCC Solution that could easily be consumed into mobile, either Cordova (Hybrid APP) or ADF Mobile (AMX views), and that worked on different devices/platforms as well as on any enterprise app, i.e. Sharepoint (.Net), Lifreray,  WebCenter Portal (ADF) or even consumed into the new WebCenter Content ADF WebUI. It also needed to provide the added advantage that there would not need to be multiple branches of code or redevelopment of the component for each platform and environment.

And in the famous words of Victor Frankenstein.. “It’s Alive!!”

After tinkering around and trying different approaches, this is the solution I created to support the above model.
I’m not saying this is the right approach or supported by the enterprise vendors, but an approach that is reusable and can work on all enterprise apps.

 

[VIDEO CONVERTING]…

Here’s a quick video of a drag/drop MultiUploader component I created for WebCenter Content Classic that I can reuse on .Net and ADF WebCenter Portal/Content as well as mobile.

Read on to find out more on how this was achieved.

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Collaborate 14: Taking the WebCenter Portal User Experience to the Next Level!

Come join me and Ted Zwieg at Collaborate14 on our presentation Taking UX and development to the next level.
Fri, Apr 11, 2014 (09:45 AM – 10:45 AM) : Level 3, San Polo 3501A. 

Here is our session overview -

Taking the WebCenter Portal User Experience to the Next Level!

Abstract

Learn techniques to create unique, award winning portals that not only supports todays need for Mobile responsive and adaptive content but take the next steps towards innovative design – enhancing both the user journey and experience for creating todays modern portal and the way in which developers  can expand the reach and potential of the portal with these new modern techniques.
Attendees will not only learn about new approaches but will be shown live portals using these techniques today to create a modern experience.
Learn how to develop your portal for future and enable marketing/design teams to react and generate interactive content fast with no ADF knowledge.

 

Target Audience

Designed for users wanting to learn the art of the possible and discover what is achievable with WebCenter Portal and ADF – creating compelling user experiences and keeping up to date with modern techniques and design approaches that can be combined to create a faster more interactive ways of navigating through portlets and the Portal.

 

Executive Summary

This session will demonstrate a couple award winnings examples of live clients who have taken their ADF WebCenter Portal environment to the next level – showing how by combining HTML5 techniques, third party libraries and responsive/adaptive design with ADF; when used in the correct way can not only improve the performance but the way in which users and developers can interact with portal using modern web design techniques.

 

Learner will be able to:

  • Identify art of the possible with ADF. (everything is achievable…)
  • Discuss achievable concepts and methods to enhancing the ways in which users can interact with Portal.
  • Improved understanding of Responsive and Adaptive techniques – not only targeted for Mobile devices
  • Understand how to structure the portal for faster response times with new frontend techniques
  • Integrate with Non ADF third party components for a more dynamic experience
  • Developers will learn new methods to manage and maintain key core components