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  -

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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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Announcing Fishbowl’s Technical Support Offerings for Oracle WebCenter

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Supporting an enterprise software system like Oracle WebCenter is no easy task. Technical complexities, customizations, and multiple versions make it difficult to resolve issues quickly and keep the system up and running. Without a dedicated and knowledgeable support team, WebCenter environments can suffer from system downtime, poor performance, and frustrated users.

Join Fishbowl Solutions for a webinar as they discuss their Oracle WebCenter technical support offerings. These offerings include specific technical services to support WebCenter administrators, end users, as well as customized environments. If you are a WebCenter administrator, power user, or an IT Director/Manager that oversees your company’s WebCenter environment, this webinar is for you. Come hear how Fishbowl’s support offerings could help you increase up-time, improve SR issue resolution, and ensure overall user satisfaction.

Attendees of this webinar will learn:

  • The reasons Fishbowl is best positioned to be your single point of contact for Oracle WebCenter technical support
  • What support services does Fishbowl offer and what does each include
  • The benefits Cascade Corporation has already realized with Fishbowl’s Enterprise Support offering for Oracle WebCenter

Date: Thursday, June 12th
Time: 1:00 – 2:00 PM EST, 12 – 1:00 PM CST

Register: https://www2.gotomeeting.com/register/941379506