The document discusses Fishbowl Solutions' Admin Suite, a set of tools to automate and streamline administration of Oracle WebCenter Content. The Admin Suite includes components for batch loading content, enhancing workflows, subscription notifications, and advanced user security mapping. It aims to simplify common admin tasks, increase user adoption and productivity, and improve security, insight and reporting. Customer examples show how the tools helped organizations manage migrations, integrations, reviews and user access management more efficiently.
3. Agenda
• Fishbowl Solutions Overview
• Business Problems
• Admin Suite Overview
– Enterprise Batch Loader
– Workflow Solution Set
– Subscription Notifier
– Advanced User Security Mapping
• Use Cases
• Summary
• Questions
4. About Fishbowl Solutions
Experience
• Over 700 projects since founding in 1999
• Oracle “Gold” Partner
• Oracle “Public Sector Pillar Partner”
Expertise
• Portals and Content Management
• Enterprise Information Management
• Business Process Automation
Customer Successes
• Across verticals
Award Winning
• Forrester Groundswell Award - Mobile App
• Oracle Excellence Award
• Enterprise 2.0 Blazer
• 2009 ECM Architect of the Year
6. Admin Suite for Oracle WebCenter Content
Overview, Use Cases & Customer Successes
7. The Life of a WebCenter Admin
Frustrated
Constant multi-tasking
Get that to me yesterday
Square peg in a round hole
Perform miracles or else…
8. Business Problems – Where to Start?
So many problems…so
little time…
• Redundant, manual
tasks
• Limited accessibility
and process insight
• Non-optimized
WebCenter system
• Unhappy users
9. Admin Suite: Overview
• Comprehensive Offering
• Pre-packaged and
Integrated
• Easy-To-Use, GUI-Based
Value Add Tools
• Fully Configurable
• Use Cases:
– New WebCenter
implementations
– Version upgrades
– Expansion
Simplify and Streamline
WebCenter Admin Tasks
• Packaged Components:
• Enterprise Batch Loader
• Workflow Solution Set
• Subscription Notifier
• Advanced User Security
Mapping
10. Customer Success: Research Lab
Customer Profile:
• Premier research institution for science and technology
• Hundreds of Oracle WebCenter Contents users with various
access permissions
Business Problems:
• Changes to security have to be requested through infrastructure
group causing access delays
• Inability to manage users in Oracle Identity Management (OID)
• Dual security efforts between WebCenter Content and OID
Benefits with Admin Suite:
• Security mapping component reduced number of groups required
in the directory
• Leverage user attributes to assign permissions
• Reporting to generate which users have access to content
• Automatically map users into aliases and synchronize user
information into WebCenter Content
•
12. Business Problems – Integrating Content
• Disconnected data
sources
• Multiple system access
• Delayed decisions
• Content silos
13. Enterprise Batch Loader: Overview
• Content Migration
Component
– Standalone pre-processor
• Workflow Injection
• Enterprise Business System
Integration
– Metadata mapping
• Consolidate and Centralize
Enterprise Content
Consolidate and Batch Load
Information Into WebCenter
• Use Cases:
• ERP Integrations
• CAD Integrations
• Large Volume Migrations
• Document Imaging
14. Use Cases
• ERP Integrations: JD Edwards & PeopleSoft
• Sales report distribution
• Profit/Loss statements
• CAD Integrations:
• Drawings to PDF
• Large volume content migrations:
• File share to WebCenter
• Third-party ECM to WebCenter
• Document imaging:
• Hard copy conversion (TIFF to PDF) for
documents requiring wet signatures
15. Customer Success: Manufacturing
Customer Profile:
• Control valve and regulator manufacturer
• Long-time Oracle WebCenter customer with hundreds of
thousands of documents
Business Problems:
• Multiple content check-in processes required programming
• Content check-ins occurred one at a time requiring many hours to
complete
• Difficulty synching database data with WebCenter metadata
Benefits with Enterprise Batch Loader:
• Saved labor hours by eliminating the programming required to
load content into WebCenter
• Content is more readily available as batch loads occur more
frequently
• Check-in triggers provide immediate data updates
16. How Enterprise Batch Loader Works
1. Pre-processor watches directory for files
2. Pre-processor reads the contents of the
file and parses to create a Batch Load File
3. Enterprise Batch Loader takes appropriate
action – reads metadata and performs check in
1 2 3
17. Enterprise Batch Loader – Business Benefits
• Centralize repository
• Minimal administration
• Configurable
• Increase time to value for Oracle
WebCenter Content
19. Business Problems – Workflow Automation
• Complex
• Non-comprehensive
audit trails
• Limited view into
process steps - email
• Inability to fully
leverage workflow
capabilities
20. Workflow Solution Set: Overview
• Value-Add Workflow
Component
• Simplified Workflow
Interface
• Nine Combined Components,
Sample Tokens and Scripts
• Streamline Implementations
and Improve User Experience
Simplify and Enhance
WebCenter Workflows
• Features:
• Workflow History
• Workflow Search
• Workflow in Queue
• Approve with Comments
• Custom Email Notifications
• Update Release Date
• Review Pane Customization
• Accept/Reject In Email
• Workflow Timeout Helper
21. Customer Success: National Newspaper
Customer Profile:
• Large newspaper in the United States
• Needed a better way to track and record all documents
associated with Capital Expenditure Requests (CERs)
Business Problems:
• Review process was not visual enough so it took reviewers a
long time to approve, edit, or reject documents
• CER forms and related documents could not be searched for in
WebCenter making it difficult to find approved CER forms
Benefits with Workflow Solution Set:
• Dashboard provides quick view into process steps
• Users can attach related documents, see and participate in
discussion threads, and are provide next-step options
• Search interface where users can search on metadata
• Reduced the burden on IT, and reduced the amount of time
executives spend on deciding how and where to spend money
•
22. Workflow Solution Set – Business Benefits
• Extend capabilities
• Enhanced experiences
• Increased insight
• Realize the full power of
WebCenter Content workflows
24. Business Problems
• Outdated/inaccurate
web content
• Limited visibility to new
content releases
• Non-proactive content
reviews
• Non-process driven
review actions
25. Subscription Notifier: Overview
• Business Rule-Based Content
Tracking
– More than expiration
• Easy Query Building
– No iDoc scripting
• Proactive Email Notifications
– Review
– Updated
– New revisions
– Ready to expire
• Trigger Other Events
Custom Email Notifications Based
on any Business Rule
• Use Cases:
• Web Content
Management
• Contract Management
• Policy & Procedure
Management
• Sales Enablement
26. Customer Success: NAVTEQ
Customer Profile:
• Enables navigation, location-based services, and mobile
advertising around the globe
• Product offering of Nokia’s Location and Commerce business
• Maps power automotive navigation, portable devices, Internet-based
map applications and government and business solutions
Business Drivers :
• 150+ Disaster Recovery Plans made review cycles hard to manage
• Specify type of plan and set review cycle based on that type
• Notify multiple reviews from different departments via email
Solution Summary:
• Fishbowls’ Subscription Notifier enabled subscriptions based on
plan type – allowing management with few subscriptions
• Plan security changed based on review cycle
• Configured to notify users multiple times, include 3, 2 and 1 day out
27. Subscription Notifier – Business Benefits
• Highly Configurable
– Support multiple use cases
• Ensure proactive and frequent
content updates
• Powerful notification and side
effects features
• Extend notification of
expiration capabilities
29. Business Problems
• Long on-ramp to initial
content access
• Time-intensive
administration and
monitoring
• Poor system performance
• Compliance risks
30. AUSM: Overview
• Bridges Oracle WebCenter Content
security with enterprise security
model
• Powerful rules engine and intuitive
user interface
• Extends WebCenter’s core user
directory integration
– LDAP
– AD
• Supports WebCenter Content 7.x,
10 and 11g
Advanced Security Integration
for Oracle WebCenter
• Features:
• Third-party SSO
integrations
• Rules for attributes,
groups and OU mapping
• Create exceptions
• Dynamically assign
roles/accounts/aliases
• Simulate user log-in
• User and access level list
retrieval
• Sync and refresh users
31. Customer Success: Medical Device Manufacturer
Customer Profile:
• Global leader in medical device technology
• Numerous products and therapy services – targeted for various
global regions
Business Drivers :
• Ensure content is easily available yet highly secure
• Reduce effort to provide users with appropriate access levels
• Enforce security parameters already in place
Solution Summary:
• Mapping LDAP attributes, groups, and organizational units to
WebCenter roles, accounts or aliases – all based on user name
• Practical solution to manage LDAP to WebCenter authorization
schemes
• Provided the automation necessary to enable the company to
successfully deploy its mobile content management system
32. AUSM: Benefits Summary
• Synchronize
– Automatically populates Oracle
WebCenter Content with users
• Enhance Performance
– Improve network performance
through simplified LDAP or AD
• Increased Flexibility
– Extends LDAP/AD integration using
directory information
• Ensure Compliance
– Enforce and demonstration
appropriate user access levels
34. The Life of a WebCenter Admin
Empowered
Problem solver
Productive and
proactive
The right tools for
the job
Rock star!
35. Admin Suite: Benefits Summary
• Save Time
• Increase User Adoption
and productivity
• Enhance Security and
User Access
• Improve Insight and
Reporting
• Decrease Time to Value
for WebCenter
Implementations
Simplify and Streamline
WebCenter Admin Tasks
• Packaged Components:
• Enterprise Batch Loader
• Workflow Solution Set
• Subscription Notifier
• Advanced User Security
Mapping
36. Customer Success: Government
Customer Profile:
• Responsible for the management of programs designed to
facilitate the development of agriculture and food industry
• New deployment of Oracle WebCenter Content
Business Problems:
• Thousands of security relationships
• Developing/managing all these relationships on LDAP would take
weeks if not months
• Unsure of the best method for security access control
management between WebCenter Content and LDAP
Benefits with Enterprise Batch Loader:
• Few simple rules let them comprehensively handle security access
• Configuration time for security dramatically decreased
• Enabled department to meet their Go Live date
• Expedited end-user access to content
39. Contact Us to Learn More
web: fishbowlsolutions.com email: info@fishbowlsolutions.com
phone: +1.952.465.3400 blog: cfour.fishbowlsolutions.com
twitter: @FishbowlE20
facebook: facebook.com/fishbowlsolutions
linkedIn: join our groups
webcenter content & webcenter portal
Editor's Notes
Our current software and services initiatives for Oracle WebCenter are shown here. We have recently been focused on developing products that provide Oracle WebCenter customers with new ways to contribute content. This includes solutions for Mobile ECM, extending Oracle WebCenter capabilities to iPhone, iPad and Android devices. Additionally, we have products that provide robust batch load capabilities of digital assets and then providing users with interactive ways to tag and group photographs, illustrations, and other creative assets. And our SharePoint connector provides users of both SharePoint and Oracle WebCenter Content with that desired SharePoint front-end collaboration and content contribution backed by the power of Oracle and finally the topic of today’s discussion the Google Search Appliance connector to enable WebCenter customers to harness the power of Google Search within WebCenter Content.
Fishbowl Solutions met with the customer to underst and their current CER process and what they wanted out of a new process. To provide the best solution, Fishbowl re-architected the system to improve ease of use, and to better leverage the full capabilities of UCM. To better define the CER workflow process and notification of reviewers, Fishbowl leveraged their Workflow Solutions Set component that extends UCM out-of-the-box workflow capabilities. To bring the workflow process together in an easy to use interface, Fishbowl created a dashboard view for the CER forms and workflow. The dashboard view allows users to see where the form is in the workflow
process, attach related documents to the workflow, see and participate in in-line discussion threads, and provide options around approving, rejecting, or withdrawing the CER form from workflow. All CER forms and their workflow revisions are then made available in UCM and can be found through search. To make search even easier for users, Fishbowl created a CER search interface where users can search on metadata associated with CERs. Fishbowl also re-designed the search results interface to encourage easier viewing for users. This new CER process has reduced the burden on IT, and reduced the amount of time executives spend on deciding how and
where to spend money. An additional benefit is that the Treasury department can quickly report on where money is being spent because all of the information is stored in one repository (UCM). Overall, the new CER process has helped the organization save time, and money.