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Poll Question 
WHAT VERSION OF ORACLE 
WEBCENTER CONTENT IS YOUR 
ORGANIZATION USING?
Fishbowl’s Packaged Tools for 
WebCenter Automation 
Fishbowl Solutions
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
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
Leading WebCenter Innovations 
WebCenter Mobile WebCenter Portals & Intranets 
Google Search Integration 11g Upgrades
Admin Suite for Oracle WebCenter Content 
Overview, Use Cases & Customer Successes
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…
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
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
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 
•
Enterprise Batch Loader 
Overview, Use Cases & Customer Successes
Business Problems – Integrating Content 
• Disconnected data 
sources 
• Multiple system access 
• Delayed decisions 
• Content silos
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
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
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
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
Enterprise Batch Loader – Business Benefits 
• Centralize repository 
• Minimal administration 
• Configurable 
• Increase time to value for Oracle 
WebCenter Content
Workflow Solution Set 
Overview, Use Cases & Customer Successes
Business Problems – Workflow Automation 
• Complex 
• Non-comprehensive 
audit trails 
• Limited view into 
process steps - email 
• Inability to fully 
leverage workflow 
capabilities
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
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 
•
Workflow Solution Set – Business Benefits 
• Extend capabilities 
• Enhanced experiences 
• Increased insight 
• Realize the full power of 
WebCenter Content workflows
Subscription Notifier 
Overview, Use Cases & Customer Successes
Business Problems 
• Outdated/inaccurate 
web content 
• Limited visibility to new 
content releases 
• Non-proactive content 
reviews 
• Non-process driven 
review actions
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
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
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
Advanced User Security Mapping (AUSM) 
Overview, Use Cases & Customer Successes
Business Problems 
• Long on-ramp to initial 
content access 
• Time-intensive 
administration and 
monitoring 
• Poor system performance 
• Compliance risks
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
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
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
Admin Suite for Oracle WebCenter Content 
Summary
The Life of a WebCenter Admin 
Empowered 
Problem solver 
Productive and 
proactive 
The right tools for 
the job 
Rock star!
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
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
Fishbowl Summer Webinar Series 
• Recordings: 
fishbowlsolutions.com/news/webinars
Questions?
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

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Streamline Oracle WebCenter Content Administration with Fishbowl's Automation Tools

  • 1. Poll Question WHAT VERSION OF ORACLE WEBCENTER CONTENT IS YOUR ORGANIZATION USING?
  • 2. Fishbowl’s Packaged Tools for WebCenter Automation Fishbowl Solutions
  • 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
  • 5. Leading WebCenter Innovations WebCenter Mobile WebCenter Portals & Intranets Google Search Integration 11g Upgrades
  • 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 •
  • 11. Enterprise Batch Loader Overview, Use Cases & Customer Successes
  • 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
  • 18. Workflow Solution Set Overview, Use Cases & Customer Successes
  • 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
  • 23. Subscription Notifier Overview, Use Cases & Customer Successes
  • 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
  • 28. Advanced User Security Mapping (AUSM) Overview, Use Cases & Customer Successes
  • 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
  • 33. Admin Suite for Oracle WebCenter Content Summary
  • 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
  • 37. Fishbowl Summer Webinar Series • Recordings: fishbowlsolutions.com/news/webinars
  • 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

  1. 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.
  2. 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.