Stellent: Image Management Student Guide, Volume 1

Transcription

1 Stellent: Image Management Student Guide, Volume 1 D48787GC10 Edition 1.0 February 2007 D49220

2 Copyright 2006, 2007, Oracle. All rights reserved. Disclaimer This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy and print this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way. Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display, perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorization of Oracle. The information contained in this document is subject to change without notice. If you find any problems in the document, please report them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California USA. This document is not warranted to be error-free. Restricted Rights Notice If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS The U.S. Government s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restricted by the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract. Trademark Notice Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

3 Table of Contents Table of Contents Stellent Imaging

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5 Chapter 1: Stellent IBPM Overview Introduction and Administration Slides Sample Hardware Configuration Application Creation Flow Stellent Service Tools Map Chapter 2A: Imaging Security Administration Security and Windows Client Overview NT and MS 2000 Security Groups Local Groups Global Groups Trusted Domains Trusting Domains Two Way Trusted Domains Client Installation/ System Administration Setup Registry System Administration Security Tool and Tool Bar Steps required to arrange and save tools in a layout: Group Definition Tab Gallery Assignments Sub Tab Adding Rights to Groups SEIS Maps Sub Tab Saved Searches Sub Tab Schemas Sub Tab Policies Sub Tab Capture Administrator Pre-Cache Pages SEIS Solutions Sub Tab Print/Fax Sub Tab Process Sub Tab Tool Preferences button Worklist Options Group Box Package Operations Group Box Gallery Definition Tab Gallery Information Sub Tab Group Assignments Sub Tab Tool Assignments Sub Tab Stellent Imaging Administration Labs Admin Lab 1 System Administration Gallery Creation Create New Gallery Assign Group to Gallery Assign Imaging Tool Security to Group Lab 1A - Adding Search Rights To the Group Add Tools to Gallery Verifying Security Tool Rights Adding Additional Tools Admin Lab 2 System Administration Layout Mode Table of Contents 1

6 Admin Lab 3 Adding Printers and Fax Admin Lab 4 Adding New Groups to your Gallery Process Labs: Lab Admin Lab 1 System Administration Gallery Creation Create New Gallery Assign Group to Gallery Add Tools to Gallery Verifying Security Tool Rights Admin Lab 2 System Administration Layout Mode Admin Lab 3 Adding Printers and Fax Admin Lab 4 Adding New Groups to your Gallery Allow Use of Queue in Process Set Tool Preferences Chapter 2B: Imaging Administration Tools Imaging Administration Tool Descriptions Tools Types Primary Tools Administration Tools Companion Tools Framework Migration Administration Tool PickList Builder Administration Tool PickList Field Mapper Administration Tool Schedule Editor Administration Tool Storage Server Scheduling Writes Schedule Cache Purge Schedule CD Burn Schedule Automated Backup Read Schedule Automated Backup Write Schedule Automated Backup Verify Schedule Recurrence Daily Weekly Monthly Search Builder Search Builder Frames Available Applications Tree Frame Result Fields Frame Search Criteria Frame Order or Precedence Search Basics Storage Management Administration Tool Volume Definition Tab Storage Definition Tab Volume Migration Tab Usage Considerations Associating Features with Tool Names Schema Tab Saved Searches Tab Tool Associations with Products Table of Contents 2

7 Tool Associations (Companions) Suggested tools for IMAGING users Imaging Admin Labs Search Tools Lab 1 Simple, Single Condition Search Search Tools Lab 2 Multiple and Prompted Conditions Search Tools Lab 3 Joined Files with a Prompted Variable Search Tools Lab 4 Joined Files with a Prompted Variable (COLD, Imaging and Universals) Pick List Lab 1 Simple, Single Condition Search Chapter 2C: Imaging Client Tools Imaging Client Tools Tools Types Primary Tools Administration Tools Companion Tools Browser Tool Primary Tool COLD Linear Search Companion Tool Fax Phone Book Companion Tool Index Primary Tool MsgAlert Companion Tool Scanning Primary Tool Search Form Primary Tool Search Manager Primary Tool Search Results Primary Tool Viewer Primary Tool Viewer Tool Bar Annotations Tool Bar Viewer Preferences Search Tools Lab 5 Create Simple Search Search Tools Lab 6 - Search Results Sub Menu Functions View Objects Document Annotation Force Unlock Document Lock Document Print/Fax Lock or Unlock Document Properties Sum Column Filter Search Results Send To...Excel Viewer Lab 1 Annotations Line Tool Highlighting Text Annotation Stamp Annotation Black and White Redaction Launch Lab 2 - Viewer Index a MS Word (Universal) Document Lab Modify Index Lab Table of Contents 3

8 Chapter 2F: Imaging Supplemental Tools Imaging Supplemental Tool Descriptions Tools Types Primary Tools Administration Tools Companion Tools Cold Index Tuning Administration Tool COLD SQL Migration Administration Tool Declaration Administrator Primary Tool Full-Text Administrator Administration Tool Full Text Searching Basic Search Advanced Search Provider Link Administration Tool Record Declaration Administration RM tool Usage Configuration Applications Tab Associate Disassociate Refresh Creating an Association Auto Declaration Searches Tab Auto Declaration Properties Dialog Retention Series Assignment Dialog Steps To Create an Auto Declaration Search Execution History Tab Schedule Tab Configuration Tab Table of Contents 4

9 Chapter 3: Stellent IPBM Filer Overview Objectives Limitations ERM (COLD) Applications (C-Index) COLD-SQL Image Applications Third Party Scanning Solution Using the Document Definition Manager for Imaging Input File Format Filer Directory Structure Lab 1 - Installation Stellent Imaging Filer Interface Menu Bar FILE Exit REPORTS Manage Filings Report Definition Editor Refresh Filer status window HELP About Filer ICON Bar Document Definition Manager Schedule Filings Manage Filings Refresh Online Reports Module Functions Filing Maintenance CLOSE Delete Refresh Apply Filer Application Name Filer Start Date Filer End Date Regenerate Document Definition Manager Application Definition Editor ERM SQL (Imaging, Universals, etc) Applications tab Application Name Description Classification Type Archive Command File Based On Input File Section File Name Table of Contents 5

10 Wild Card Filing Type Delete Associated Objects on Success Output Section Type Imaging COLD-Cindex (No longer Supported as a new Application) COLD-SQL Report Filing Section Filing Type Filing Priority Level Multi Tier Sorting Off Line On Line File Immediately, Override Schedule Filing Date Section Use Input File Date/Time Current System Date/Time Field Date/Time Available Date Fields COLD Page Section Page Length # Pages to Skip Overlay File Name (Browse/Clear) Storage Class Section Storage Class Available Meta Processing Section Pre-Processor Post-Processor Fields Tab Name Buttons New Delete Rename Preferences Align Report Type Sub-tab Type Scope Sub-tab Field Position Pattern Which Delimits Field Persistency Validation sub-tab Validation Mask Auditing Do Not File Field Negate Mask Allow Blanks Extern Name Default Value Input Mask Table of Contents 6

11 Viewer Buttons Indexes Tab Name Buttons Fields in this Index Defined Fields Denotes the Beginning of a Document, if TRUE Denotes the Beginning of a Document, if Changed File the Report Page ONLY if This Index is Valid Do NOT Sort Index Selected Field is Searchable Max Result Set Size Arrow Keys Editing Existing Applications Trouble Shooting Application Wizard Administration Tool Limitations Stellent Office Integration Installation Silent Login Configuration Menus and Toolbars Indexing a Document Searching Stellent Document Properties Document Check Out Document Check In Document Viewing Microsoft Outlook Integration Integration Options Limitations Stellent Imaging Filer Labs Filer Lab 1 Filer Install Filer Lab 2 - Using the Report Definition Editor for COLD Filer Lab 3 - COLD Overlays Filer Lab 4 - Test Fields (using Validation) Filer Lab 5 Beginning Delimiters Filer Lab 6 - Ending Delimiters Filer Lab 7 3rd Partying Imaging\Default Value Filer Lab 8-3rd Party Imaging Filer Lab 9 3RD Party Imaging Filer Lab 10 3RD Party Imaging Filer Lab 11 - Index Archive Assign IBPM Tool Security to Group Search Tools Lab APCkxx APInvRpxx APInvxx APPOPLxx BegDelxx Table of Contents 7

12 CRxx EndDelxx Extxx HRxx HRCkxx Lab 1 - Application Wizard Lab 2 Application Wizard (File, Security and Search) Lab 2 Application Wizard Continued (Security) Lab 2 Application Wizard Continued (Search) Lab - Schedule Editor Lab 1 - Document Management Lab 1 - Document Management Version Document Lab Associate Document Lab Lab 1 Microsoft Office Integration Indexing Lab Check Out/Check In Lab Properties Lab Minor/Major Version Lab Search from MS Word Lab Filer Lab 12 Additional Exercises AAINSxx HICFAxx Stellent Imaging Filer Review Table of Contents 8

13 Chapter 4A: IBPM Services & Configuration Services Overview Objective Required IBPM Services & Configurations Microsoft Windows NT Services IBPM Service Configuration (Gencfg.exe) IBPM Service Tab Servers Wizard (button) DSMS Service Primary Directory versus Operation Directory Gencfg.exe: DSMS Tab Stamp IBPMStartup.EXE Stamp IBPMstartup Advance Tab Considerations Requirements IBPMstartup Note Create Copy of IBPMStartup.EXE Creating Additional Startups Service Startup Diagnostic Menu Option Request Broker Service Gencfg.exe: Request Broker Tab Configuring Multiple Request Brokers Strategies for stamping the IBPMstartup.exe Information Broker Service The Query Processor Install Linked Servers Overview IBPM use of Linked Servers & OLE DB Asynchronous Processing Benefits Gencfg.exe: Information Broker Tab Information Broker Wizard Database Management Wizard Linked Servers Configuration Locally Defined Linked Servers IBPM Linked Servers Security Service Ucon Service Gencfg.exe: Security/UCON Tab UCON Service Tab Storage Service Gencfg.exe: Storage Tab Writes Cache CD-R Auto Backup Database Filer Service Document Index Server OptODBC Retired Gencfg.exe: Input Management Filer Document Index Server Table of Contents 9

14 Alert Service Audit Service Gencfg.exe: Alert / Audit Tab Configure Server Audit Server Audit to Database Optional IBPM Services & Configurations Export Server Gencfg.exe: Export Tab Print Service Gencfg.exe: Print Tab Search Manager Service (SMS) Gencfg.exe: SMS Tab WEB Service DataBase Service Hardware/Software Requirements and information Protocol: TCP/IP Database Platforms: CPU Speed, Memory and Magnetic Space Requirements Client, Web, Server Minimum Requirements Minimum Requirements Notes CD-R Drives Display Requirements Fax Server Support Printers Storage Devices Utilization of Multi-Processors by Services Parallel Operation Services Sequential Operation Services Resources Used on Workstations: Example Configuration Table of Contents 10

15 Chapter 4B: Stellent IBPM Supplemental Services Supplemental Services & Configurations Distributed Cache Server Gencfg.exe: Distributed Cache Tab DCS for Filing vs Retrieval Fax Service How to Create a Cover Page for Fax and Print Gencfg.exe: Fax Tab FullText Service Gencfg.exe: FullText Tab Installation Verify that SQL Server 2000, SP3A, Hotfix 0818 is installed with the Microsoft Search Feature Install the RTF Ifilter for SQL Configuring the Full Text Server SQL Server Login Full-Text Linked Server Configuration OCR Gencfg.exe: OCR Tab Full-Text/OCR Operation COLD SQL Migration Server Gencfg.exe: COLD SQL Migration Configuration Retired - COLD Index Manager and Master Indexes Master Index Merge and Migrate Utility System Manager Service Gencfg.exe: System Manager Tab Transact Service Gencfg.exe: Transact Tab Records Management Gencfg.exe: RM Tab Declaration Server Configuration DOD Enforcement Configure Declaration Server Checkbox Imaging Administrator IBPM Database Stellent Fixed RM Administrator Stellent Fixed RM Database Table of Contents 11

16 Chapter 5: Imaging Server Installation Labs Stellent Imaging Executable Files: IBPMStartup.EXE Run From A DOS Prompt For First Install Of Services Other Than where there is a DSMS service installed Run From A DOS Prompt For First Install Of Request Broker Run Stamped IBPMStartup.exe For First Install Of Client Workstation IBPMServer.EXE IBPM.exe Station Station Station Station Pre-Installation Install DSMS (must be installed first), Filer, Information Broker License & Security MICROSOFT LOCAL SQL SERVER 2000 (Query Processor) Add The TCP/IP Protocol To Your Local Server Environment Verify the MICROSOFT SQL SERVER VERSION Limit System Memory Used by MICROSOFT SQL SERVER Create Stellent Imaging Database SQL ODBC On Information Broker And Filer Servers: INSTALLATION OF SERVICES ON DSMS Workstation Configure Information Broker Execute Database Script Linked Server Configuration Configure Security/UCON Configure Filer Configure Document Index Service Configure Request Broker Start DSMS, Filer, Request Broker, Security & UCM Services Change Diag Console Screen Properties Station Install, Alert, Audit, Storage and Print Services LOGON to Storage workstation Stellent IBPM Wizard General Information Alert Server Audit Server Print Service Storage Service Return to Station Establishing Security Rights and Privileges Station PRODUCTION CLIENT Storage Management CREATE Storage Classes Edit and File Applications Run Search to Verify Filing and Annotate Objects Table of Contents 12