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Oracle Universal Content Management

Sreekanth Chintala (hacked by Dan!)

Oracle Enterprise Content Management

• Universal Content Management• Universal Records Management • Imaging and Process Management• Content Conversion Server• Information Rights Management

UCM : Core Content Server Architecture

Architecture DetailsRelational Database

• Manages• Metadata & Revision Information• User & Security Information• Configuration information

• Oracle Specifics• Supports 11g, 10g• Application queries optimized for Oracle DB

• Other Databases• MS SQL Server• DB2

Architecture DetailsSearch Index

• General Architecture• Pluggable search engine architecture• Engine-agnostic “Universal Query Syntax”• No search down time during re-indexing

• Supported engines• Database (Oracle, SQL Server)• Oracle Secure Enterprise Search 11g

• Metadata search can be executed against database even when other full-text search engine is present

Architecture DetailsFile Store

Vault Weblayout

File Store

Architecture DetailsFile Store (File System or Database)

• Native Files

• Access via service calls only

• Renditions and thumbnails of content• Any number of renditions

• Mapped to web server for optimized content delivery

• Images, CSS & JS files needed to render UI• Published data for optimized performance

• Content Server: Metadata Schema• WCM: Site Structure, Fragments, etc.

• Allows assets to be cached by web server and browser

Vault Weblayout

Web ServerContent Server

Publish

RelationalDatabase

Vault files are well suited to be storedin a relational database

Profile HR Policy for Director of HR

• Title• Type• Comments• Department• Sub Department• Region

Metadata Pool

Architecture DetailsMetadata

Standard MetadataContent ID

TitleContent Type

.

.

Custom MetadataCommentsDepartment

Retention PolicyImage Rendition SetContract Due Date

CountryStateCity

.

.

Rules Engine

Present the right metadata for the right user at the right time

Control fields and values with rules based on• Other metadata • User attributes• Content state• Any other criteria

Use rules to determine• Default values• Derived values• Field Captions• Metadata Groups• and more…

Profile HR Policy for HR Employee in USA

• Title• Type• Comments• Department

Architecture DetailsSecurity

Roles and Groups

Accounts

ACL

NTK

# Customers

• Security Models• Multiple models available• Multiple models can be used at the same time

• Popularity• Most customers use Roles and Groups• Growing use of Accounts in recent years• ACLs used by very few customers (mainly for

Collaboration and RM)• Need To Know is used only by a couple of

government agencies

• LDAP and Single Sign-On Support• OID, Oracle Access Manager

Architecture DetailsSecurity: Roles and Groups

Users Roles Groups DocumentsR,W,D,A

Roles and Groups

Accounts

ACL

NTK

Joe HRContributor

HRPolicy

Vacation Schedule

R, W

# Customers

FinanceUser

FinancePolicy

Expense Report

R

Architecture DetailsSecurity: Accounts

Roles and Groups

Accounts

ACL

NTK

Hierarchal Model

Users DocumentsAccounts

Joe Acme/HR/*

Acme/HR/US/*Dave

EMEA Vacation Schedule

Benefits Overview

US Vacation Schedule

Acme/HR/EMEA

Acme/HR/US/Policies

Acme/HR/General/Policies

# Customers

Architecture DetailsSecurity: ACL

Roles and Groups

Accounts

ACL

NTK

Users Documents

User Access Lists, Group Access List

Joe, Dave, Ann Benefits Overview

Joe, Dave US Vacation Schedule

Joe, Ann EMEA Vacation Schedule# Customers

Architecture DetailsSecurity: Need To Know

Roles and Groups

Accounts

ACL

NTK

# Customers

Rule-based access to content

If User = ‘Joe’ ANDType LIKE ‘Document’ ANDCurrentTime > 9 AM ANDCurrentTime < 5 PM

ThenAllow access to HR Documents

Integrating with UCM Services

Course-grained actions and functions

Focused on content management

Check-in Search Info Add user Remove user

UCM Services

My fancy custom check-in service

My totally cool “print from server” service

UCM Services

DocCompliance / WCC Feature Map

DocCompliance Webcenter ContentElectronic Signature Electronic Signature ComponentFDA 21 CFR Part 11 FDA 21 CFR Part 11 (USDM cert)Role-based ES unknownAudit Trail Need to identify the 270 events.Hardcopy Management PDF WatermarkingAutomated Version Control Core featureRead & Understood none

The Integration vs Customization question...

SOAP – Standardized XML-based Messaging Protocol

Advantages:• Well-known standard protocol• Available for any language that supports SOAP (C#, VB.NET, ASP, Java, PHP, Javascript,

Python, many more)

Disadvantages:• No configurable caching; all caching must be coded into application• No built-in application logging; all logging must be coded into application• Requires extensive Content Server architecture knowledge• Requires more overhead than other integration methods (i.e. possible performance issues

without caching)• Must be familiar with building the SOAP requests and parsing the SOAP responses• Only supports connecting via the web server (authentication required for every request)

Integration Techniques

Service Name: GET_SEARCH_RESULTS

Request Parameters: QueryText, ResultCount, SortField, SortOrder, …

UCM Services

UCM Services

IsSoap=1 for SOAP response

UCM Services

IsSoap=1 for SOAP response

UCM Services

IsSoap=1 for SOAP response

UCM Services

WSDL – Content Server Implementation of Standardized WDSL

Advantages:• Well-known protocol (SOAP-based)• SOAP tool kits available available for many languages (automatically generate the source

code necessary for integration)• Not necessary to extensively learn the Content Server architecture• Not necessary to be familiar with building SOAP requests or parsing the responses

Disadvantages:• No configurable caching; all caching must be coded into application• No built-in application logging; all logging must be coded into application• Requires more overhead than other integration methods (i.e. possible performance issues

without caching)• Only supports connecting via the web server (authentication required for every request)

Integration Techniques

• Execute services with IsSoap=1 over HTTP

• Use WSDLs– Pre-defined WSDLs for

common services– WSDLGenerator to create

WSDLs for any service

• Technology Agnostic– .Net, PHP, Python, etc.

UCM Services as Web Services

• Integrate from JavaScript

• Ideal for web integrations– Intranet Portals– Web Sites

• Native support for JSON in UCM

• Perfect for accessing Site Studio services

JavaScript Object Notation (JSON)Simple way to integrate with UCM via AJAX

UCM

HTTP

Web Page

JSON

IsJson=1 for JSON response

IsJava=1 for serialized data response

UCM Services

JSON

Connect & Execute Service Request

Parse Response

Extract Data from Response

Content Server Integration Suite – CIS – Proprietary Java API forCommunicating with Content Server (not recommended)

Advantages:• Abstracted from Content Server (faster to use for experienced Java Developers who have

less Content Server experience)• Built-in Configurable Caching• Highly scalable• Provides easy method for federating requests to multiple Content Servers at once (single

request is built and sent to multiple content servers)• Very verbose configurable logging at the application level, and communication with Content

Server• Supports connecting via web server (authentication required for every request) or directly to

Content Server socket (trusted connection)

Disadvantages:• Large and highly abstracted; can be difficult for beginners to learn• Not lightweight; uses more system resources for enterprise applications• Only available for Java applications

Integration Techniques

RIDC – Proprietary Thin-Client API for Communicating with Content Server Advantages:• Easy to learn for those with extensive Content Server experience (very little abstraction from

Content Server)• With proper development, can be highly scalable, but requires more attention to detail• Very lighweight; uses less system resources than CIS for enterprise applications• Supports connecting via web server (authentication required for every request) or directly to

Content Server socket (trusted connection)

Disadvantages:• No configurable caching; all caching must be coded into application• No built-in application logging; all logging must be coded into application• Requires extensive Content Server architecture knowledge• Only available for Java applications

Integration Techniques

• “Plain Old Java Object”-based API to execute any service

• Multiple Communication Modes– Trusted (provide username

only)– SOAP over HTTP (requires

username and password)

• Part of Content Integration Suite (CIS)

Remote Intra-Doc Client (RIDC)Simple yet Powerful

UCM

HTTP

RIDCSOAP Trusted

Socket

RIDC

Connect to Server

Add info about service to execute

Execute Service and Extract Response Data

Oracle Fusion Middleware books: http://docs.oracle.com/cd/E23943_01/nav/portal_booklist.htm

RIDC Java API Reference: http://docs.oracle.com/cd/E23943_01/apirefs.1111/e17274/toc.htm

The Definitive Guide to Stellent Content Server Development:http://www.apress.com/9781590596845

USDM Part 11 Certification for Oracle Webcenter Contenthttp://usdatamanagement.com/enterprise-content-management-/274.html

Useful Links

Oracle Fusion Middleware books: http://docs.oracle.com/cd/E23943_01/nav/portal_booklist.htm

RIDC Java API Reference: http://docs.oracle.com/cd/E23943_01/apirefs.1111/e17274/toc.htm

The Definitive Guide to Stellent Content Server Development:http://www.apress.com/9781590596845

USDM Part 11 Certification for Oracle Webcenter Contenthttp://usdatamanagement.com/enterprise-content-management-/274.html

Web User Interface Developer's Guide for Oracle Application Development Frameworkhttp://docs.oracle.com/cd/E23943_01/web.1111/b31973.pdf

Useful Links