Oracle® Fusion Middleware Installation Guide for Oracle Process Accelerators 11g Release 1 (11.1.1.7.2) E27590-01

June 2014

Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators, 11g Release 1 (11.1.1.7.2) E27590-01

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Preface ...... xi Audience...... xi Documentation Accessibility ...... xi Related Documents ...... xi Conventions...... xi

What's New in This Guide for Release 11.1.1.7.2 ...... xiii

1 Understanding Oracle Process Accelerators and the Installation Process 1.1 Overview of Oracle Process Accelerators ...... 1-1 1.1.1 Available Oracle Process Accelerators ...... 1-2 1.1.2 Available Previews ...... 1-3 1.2 Overview of Oracle Process Accelerator Installation ...... 1-3 1.2.1 Installation Roadmap ...... 1-3

2 Installing Oracle Process Accelerators 2.1 Preparing to Install ...... 2-1 2.1.1 Software Prerequisites ...... 2-1 2.1.2 Configure Environment for Oracle BAM Reports ...... 2-4 2.1.3 Create Oracle BAM External Data Source ...... 2-6 2.1.4 Configure JVM Heap Size ...... 2-6 2.1.5 Download Oracle Business Intelligence Publisher jar Files ...... 2-6 2.1.6 Add the True Type Font Files for a Preferred Language ...... 2-7 2.1.7 Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging ... 2-7 2.2 Installing Oracle Process Accelerators in Graphical Mode (Initial Install) ...... 2-7 2.3 Installing Oracle Process Accelerators (Subsequent Install) ...... 2-37 2.3.1 Install Oracle Process Accelerators in Console Mode ...... 2-37 2.3.2 Install Oracle Process Accelerators in Graphical Mode ...... 2-47 2.4 Upgrading Existing Process Accelerators ...... 2-49 2.5 Verifying the Installation ...... 2-49 2.5.1 Verify the PA Artifacts are Deployed ...... 2-49 2.5.2 Verify the Oracle MDO and AHR Enterprise Message Sources Queues ...... 2-54

iii 3 Configuring Oracle Process Accelerators 3.1 Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators 3-1 3.1.1 Grant Roles to Users in Oracle BPM Workspace ...... 3-1 3.1.2 Configure Links to Oracle Process Accelerator Pages in Oracle BPM Workspace ...... 3-4 3.2 Configuring Security Roles for Oracle Process Accelerator Pages ...... 3-5 3.3 Cluster Installations ...... 3-7 3.4 Further Configurations ...... 3-8

4 Further Configurations 4.1 Configuration Matrix ...... 4-1 4.2 Configuring Oracle WebCenter Content ...... 4-2 4.3 Adding New Application Roles in Oracle BPM Workspace ...... 4-4 4.4 Modifying Web Service Stubs ...... 4-5 4.5 Modifying Oracle ULO Database Tables ...... 4-5 4.6 Implementing Esignatures ...... 4-5 4.7 Configuring the Prediction Service ...... 4-6 4.7.1 Refreshing the Oracle ICM Prediction Model ...... 4-7 4.8 Installing and Uninstalling Oracle eForms Management Public UI on a Different Server ...... 4-7 4.9 Understanding the Microsoft Excel Template and Macros for Oracle FRA and AME ...... 4-8 4.10 Initializing Cases in Oracle CMPM and ICM ...... 4-8

5 Integrating Oracle Process Accelerators with Other Oracle Products 5.1 Integrating with Oracle WebCenter Portal: Spaces ...... 5-1 5.1.1 Prepare for Integration ...... 5-1 5.1.2 Integrate Oracle Process Accelerators with Oracle WebCenter Portal: Spaces ...... 5-2 5.1.3 Create Your Own Space ...... 5-4 5.1.4 Uninstall Oracle WebCenter Portal Resources ...... 5-5 5.2 Integrating with Oracle WebCenter Content: Capture and Imaging ...... 5-5 5.2.1 Prepare for Integration ...... 5-5 5.2.2 Integration Overview ...... 5-6 5.2.3 Integrate Oracle CMPM or EOB with Oracle WebCenter Content: Capture and Imaging .... 5-7 5.3 Integrating with PeopleSoft Talent Acquisition Manager ...... 5-10 5.3.1 Integration Example Overview ...... 5-10 5.3.2 Prepare for the Integration Example ...... 5-12 5.3.3 Integrate Oracle EOB with PeopleSoft Talent Acquisition Manager Example ...... 5-12 5.4 Integrating with Siebel Financial Services ...... 5-14 5.4.1 Integration Example Overview ...... 5-15 5.4.2 Prepare for the Integration Example ...... 5-16 5.4.3 Integrate Oracle ULO with Siebel Financial Services Example ...... 5-16 5.5 Integrating with Oracle E-Business Suite Human Capital Management ...... 5-18 5.5.1 Integration Example Overview ...... 5-18 5.5.2 Prepare for the Integration Example ...... 5-19 5.5.3 Integrate Oracle EOB with Oracle E-Business Suite Human Capital Management Example ..... 5-19

iv 6 Uninstalling Oracle Process Accelerators 6.1 Uninstalling All Oracle Process Accelerators in Graphical Mode ...... 6-1 6.2 Uninstalling Selective Oracle Process Accelerators ...... 6-5 6.2.1 Uninstall Selective Oracle Process Accelerators in Console Mode ...... 6-5 6.2.2 Uninstall Selective Oracle Process Accelerators in Graphical Mode ...... 6-5

A Silent Installation and Uninstall

B Oracle Process Accelerator Short Names

C Oracle Process Accelerator Deployed Artifacts C.1 Approval Hierarchy Reporting ...... C-1 C.2 Oracle Approval Management for Microsoft Excel ...... C-2 C.3 Oracle Business Account Opening ...... C-3 C.4 Oracle Complaints Management ...... C-5 C.5 Oracle Document Routing and Approval ...... C-7 C.6 Oracle eForms Management ...... C-8 C.7 Oracle Employee Onboarding ...... C-10 C.8 Oracle Financial Reports Approval ...... C-12 C.9 Oracle Insurance Claim Management ...... C-14 C.10 Oracle Internal Service Request ...... C-16 C.11 Oracle Mobile Data Offloading ...... C-17 C.12 Oracle Public Sector Incident Reporting ...... C-19 C.13 Oracle Travel Request Management ...... C-21 C.14 Oracle Unified Loan Origination ...... C-23

D Troubleshooting D.1 Oracle Process Accelerator Link Does Not Appear in Oracle BPM Workspace ...... D-1 D.2 Error 404 When Accessing Oracle Process Accelerator Link ...... D-2 D.3 Change the URL for the Oracle Process Accelerator Link ...... D-2 D.4 Oracle BAM Data Objects Not Loading ...... D-2 D.5 Oracle Process Accelerator Uninstall Fails ...... D-2 D.6 Oracle BAM Web Service Fails for Oracle PSIR ...... D-3 D.7 PeopleSoft Talent Acquisition Manager is Added After Oracle EOB is Installed ...... D-3 D.8 Oracle E-Business Suite is Added After Oracle EOB is Installed ...... D-4 D.9 Siebel Financial Services is Added After Oracle ULO is Installed ...... D-4 D.10 Error in Oracle SOA MDS Store Validation When Opening an Oracle BPM Application ...... D-4 D.11 Removing the Initiator Task ...... D-5

E How to Change the Preferred Language

v vi List of Figures 1–1 Components in the PA Framework...... 1-1 1–2 Oracle Process Accelerator Installation Flow...... 1-4 2–1 Welcome Page ...... 2-9 2–2 Prerequisite Checks Page...... 2-10 2–3 Install Location Page ...... 2-11 2–4 Select Process Accelerators Page ...... 2-12 2–5 Admin Server Details Page...... 2-13 2–6 SOA Server Details Page...... 2-14 2–7 MDO Server Details Page...... 2-15 2–8 Database Details Page...... 2-16 2–9 MDS Details Page...... 2-17 2–10 BAM Server Details Page...... 2-18 2–11 WebCenter Content Details Page ...... 2-19 2–12 WebCenter Admin Server Details Page...... 2-20 2–13 WebCenter Spaces Server Details Page...... 2-21 2–14 WebCenter Imaging Details Page...... 2-22 2–15 WebCenter Capture Details Page ...... 2-23 2–16 Oracle Event Processing Details Page ...... 2-24 2–17 Configure Oracle Spatial Services Page ...... 2-25 2–18 PeopleSoft Details Page...... 2-26 2–19 Siebel Details Page ...... 2-27 2–20 E-Business Suite Details Page ...... 2-28 2–21 Process Accelerators Help Files Details Page ...... 2-29 2–22 Additional Configurations Page...... 2-30 2–23 Additional Configurations (continued) Page ...... 2-31 2–24 Additional Configurations (continued) Page ...... 2-32 2–25 Additional Configurations (continued) Page ...... 2-33 2–26 Install Summary Page ...... 2-34 2–27 Preparing Install Page ...... 2-35 2–28 Install Progress Page...... 2-36 2–29 Installation Complete Page ...... 2-37 2–30 Deployed Common and PA Specific Data Sources...... 2-50 2–31 Deployed Common and PA Specific Applications and Modules in the Administration Console ...... 2-52 2–32 Deployed Common and PA Specific Applications and Modules in the Enterprise Manager .... 2-53 3–1 Roles Detail Panel...... 3-4 3–2 Links to PA Pages...... 3-5 5–1 Document Capture and Imaging Flow...... 5-6 5–2 Share Export Folder ...... 5-9 5–3 Employee ID Use Case ...... 5-11 5–4 Employee Record Use Case...... 5-12 5–5 Oracle ULO and Siebel Integration Example Business Flow...... 5-15 5–6 Oracle EOB and Oracle E-Business Suite Business Flow...... 5-19 6–1 Welcome Page ...... 6-2 6–2 Deinstall PA Home Page ...... 6-3 6–3 Deinstall Warning Dialog Box ...... 6-3 6–4 DeInstallation Progress Page ...... 6-4 6–5 Deinstallation Complete Page...... 6-4 E–1 Customizing Fields in a Worklist View...... E-1

vii List of Tables

1–1 Oracle Process Accelerator Installation Tasks...... 1-4 2–1 Parameters and Attributes to Update for AHR ...... 2-38 2–2 Parameters and Attributes to Update for Oracle AME ...... 2-38 2–3 Parameters and Attributes to Update for Oracle BAO ...... 2-39 2–4 Parameters and Attributes to Update for Oracle CMPM...... 2-39 2–5 Parameters and Attributes to Update for Oracle DRA ...... 2-40 2–6 Parameters and Attributes to Update for Oracle EFM...... 2-41 2–7 Parameters and Attributes to Update for Oracle EOB...... 2-41 2–8 Parameters and Attributes to Update for Oracle FRA ...... 2-43 2–9 Parameters and Attributes to Update for Oracle ICM ...... 2-44 2–10 Parameters and Attributes to Update for Oracle ISR...... 2-44 2–11 Parameters and Attributes to Update for Oracle MDO...... 2-44 2–12 Parameters and Attributes to Update for Oracle PSIR ...... 2-45 2–13 Parameters and Attributes to Update for Oracle TRM ...... 2-46 2–14 Parameters and Attributes to Update for Oracle ULO...... 2-46 2–15 Deployed Common Data Sources...... 2-49 2–16 Deployed Common Schema ...... 2-50 2–17 Deployed Common Database Tables...... 2-50 2–18 Deployed Common MetaData Service (MDS)...... 2-51 2–19 Deployed Common Shared Libraries ...... 2-51 2–20 Common Applications and Modules Deployed on Oracle WebLogic Server...... 2-52 2–21 Common Financial Services Foundation Model Applications and Modules Deployed on Oracle WebLogic Server 2-53 2–22 Deployed Common Financial Services Foundation Model Database Tables...... 2-53 2–23 Deployed Common Financial Services Foundation Model MetaData Service (MDS)...... 2-54 3–1 Oracle AME Roles...... 3-1 3–2 Oracle BAO Roles ...... 3-1 3–3 Oracle CMPM Roles...... 3-2 3–4 Oracle DRA Roles ...... 3-2 3–5 Oracle EFM Roles ...... 3-2 3–6 Oracle EOB Roles...... 3-2 3–7 Oracle FRA Roles...... 3-2 3–8 Oracle ICM Roles ...... 3-2 3–9 Oracle ISR Roles ...... 3-3 3–10 Oracle PSIR Roles ...... 3-3 3–11 Oracle ULO Roles ...... 3-3 3–12 Oracle AME Roles...... 3-5 3–13 Oracle CMPM Roles...... 3-5 3–14 Oracle DRA Roles ...... 3-6 3–15 Oracle EFM Roles ...... 3-6 3–16 Oracle EOB Roles...... 3-6 3–17 Oracle FRA Roles...... 3-6 3–18 Oracle ICM Roles ...... 3-6 3–19 Oracle ISR Roles ...... 3-6 3–20 Oracle MDO Roles ...... 3-6 3–21 Oracle PSIR Roles ...... 3-7 3–22 Oracle TRM Roles...... 3-7 3–23 Oracle ULO Roles ...... 3-7 3–24 Further Configurations for Oracle Process Accelerators...... 3-8 4–1 Configuration Matrix ...... 4-1 4–2 Oracle PSIR Application Roles ...... 4-4 4–3 Oracle CMPM Application Roles...... 4-4 B–1 Oracle Process Accelerator Short Names ...... B-1

viii C–1 Deployed AHR Oracle BAM Data Objects...... C-1 C–2 Deployed AHR Oracle BAM Enterprise Message Sources...... C-2 C–3 Deployed AHR Oracle SOA Queues...... C-2 C–4 AHR Applications and Modules Deployed on Oracle WebLogic Server ...... C-2 C–5 Deployed Oracle AME Data Source...... C-2 C–6 Deployed Oracle AME Database Tables...... C-2 C–7 Deployed Oracle AME Applications and Modules Deployed on Oracle WebLogic Server...... C-3 C–8 Deployed Oracle BAM Data Objects for Oracle AME ...... C-3 C–9 Deployed Oracle BAM Dashboards and Reports for Oracle AME...... C-3 C–10 Deployed Oracle BAO Data Source ...... C-3 C–11 Deployed Oracle BAO Database Tables ...... C-3 C–12 Deployed Oracle BAO MetaData Service (MDS)...... C-4 C–13 Deployed Oracle BAO Applications and Modules Deployed on Oracle WebLogic Server...... C-4 C–14 Deployed Oracle BAM Data Objects for Oracle BAO...... C-4 C–15 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle BAO ...... C-5 C–16 Deployed Oracle BAO External Application ...... C-5 C–17 Deployed Oracle BAO Stub Processes...... C-5 C–18 Deployed Oracle CMPM Data Source...... C-5 C–19 Deployed Oracle CMPM Database Tables...... C-5 C–20 Deployed Oracle CMPM Applications and Modules Deployed on Oracle WebLogic Server ... C-6 C–21 Deployed Oracle CMPM Shared Library ...... C-6 C–22 Deployed Oracle BAM Data Objects for Oracle CMPM ...... C-6 C–23 Deployed Oracle BAM Dashboards and Reports for Oracle CMPM...... C-6 C–24 Deployed CMPM External Application ...... C-7 C–25 Deployed Oracle DRA Data Source ...... C-7 C–26 Deployed Oracle DRA Database Tables ...... C-7 C–27 Deployed Oracle DRA MetaData Service (MDS)...... C-7 C–28 Deployed Oracle DRA Applications and Modules Deployed on Oracle WebLogic Server...... C-7 C–29 Deployed Oracle DRA Shared Library...... C-8 C–30 Deployed Oracle BAM Data Objects for Oracle DRA...... C-8 C–31 Deployed Oracle BAM Dashboards and Reports for Oracle DRA ...... C-8 C–32 Deployed DRA External Application ...... C-8 C–33 Deployed Oracle EFM Data Source ...... C-8 C–34 Deployed Oracle EFM Database Tables...... C-8 C–35 Deployed Oracle EFM MetaData Service (MDS)...... C-9 C–36 Deployed Oracle EFM Applications and Modules Deployed on Oracle WebLogic Server ...... C-9 C–37 Deployed Oracle EFM Shared Libraries ...... C-9 C–38 Deployed Oracle BAM Data Objects for Oracle EFM...... C-9 C–39 Deployed Oracle BAM Dashboards and Reports for Oracle EFM ...... C-10 C–40 Deployed EFM External Application ...... C-10 C–41 Deployed Oracle EOB Data Source...... C-10 C–42 Deployed Oracle EOB Database Tables...... C-10 C–43 Deployed Oracle EOB Applications and Modules Deployed on Oracle WebLogic Server ..... C-10 C–44 Deployed Oracle EOB Shared Libraries...... C-11 C–45 Deployed Oracle BAM Data Objects for Oracle EOB ...... C-11 C–46 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle EOB ...... C-11 C–47 Deployed Oracle EOB External Application...... C-11 C–48 Deployed Oracle EOB Stub Processes ...... C-12 C–49 Deployed Oracle FRA Data Source...... C-12 C–50 Deployed Oracle FRA Database Tables ...... C-12 C–51 Deployed Oracle FRA MetaData Service (MDS) ...... C-12 C–52 Deployed Oracle FRA Applications and Modules Deployed on Oracle WebLogic Server...... C-13 C–53 Deployed Oracle FRA Shared Libraries...... C-13 C–54 Deployed Oracle BAM Data Objects for Oracle FRA ...... C-13 C–55 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle FRA...... C-13

ix C–56 Deployed Oracle FRA External Application...... C-14 C–57 Deployed Oracle ICM Data Source ...... C-14 C–58 Deployed Oracle ICM Database Tables ...... C-14 C–59 Deployed Oracle ICM Applications and Modules Deployed on Oracle WebLogic Server...... C-15 C–60 Deployed Oracle ICM Shared Libraries ...... C-15 C–61 Deployed Oracle BAM Data Objects for Oracle ICM ...... C-15 C–62 Deployed Oracle BAM Dashboard Reports for Oracle ICM ...... C-15 C–63 Deployed Oracle BAM Alerts for Oracle ICM ...... C-15 C–64 Deployed ICM External Application...... C-16 C–65 Deployed Oracle ISR Data Source ...... C-16 C–66 Deployed Oracle ISR Database Tables...... C-16 C–67 Deployed Oracle ISR MetaData Service (MDS)...... C-16 C–68 Deployed Oracle ISR Applications and Modules Deployed on Oracle WebLogic Server ...... C-16 C–69 Deployed Oracle ISR Shared Libraries ...... C-17 C–70 Deployed Oracle BAM Data Objects for Oracle ISR...... C-17 C–71 Deployed Oracle BAM Dashboards and Reports for Oracle ISR ...... C-17 C–72 Deployed ISR External Application ...... C-17 C–73 Deployed Oracle MDO Data Source ...... C-18 C–74 Deployed Oracle MDO Database Tables...... C-18 C–75 Deployed Oracle MDO Applications and Modules Deployed on Oracle WebLogic Server .... C-18 C–76 Deployed Oracle BAM Data Objects for Oracle MDO...... C-18 C–77 Deployed Oracle BAM Dashboards and Reports for Oracle MDO ...... C-18 C–78 Deployed Oracle BAM Enterprise Message Sources for Oracle MDO ...... C-18 C–79 Deployed Oracle MDO External Application ...... C-18 C–80 Deployed Oracle MDO JMS Artifacts...... C-19 C–81 Deployed Oracle PSIR Data Source ...... C-19 C–82 Deployed Oracle PSIR Database Tables ...... C-19 C–83 Deployed Oracle PSIR Applications and Modules Deployed on Oracle WebLogic Server ..... C-19 C–84 Deployed Oracle PSIR Shared Libraries ...... C-20 C–85 Deployed Oracle BAM Data Objects for Oracle PSIR...... C-20 C–86 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle PSIR ...... C-20 C–87 Deployed Oracle PSIR External Application ...... C-20 C–88 Deployed Oracle TRM Data Source...... C-21 C–89 Deployed Oracle TRM Database Tables ...... C-21 C–90 Deployed Oracle TRM Applications and Modules Deployed on Oracle WebLogic Server..... C-21 C–91 Deployed Oracle TRM Shared Libraries...... C-21 C–92 Deployed Oracle BAM Data Objects for Oracle TRM ...... C-21 C–93 Deployed Oracle BAM Dashboard Reports for Oracle TRM ...... C-22 C–94 Deployed Oracle TRM External Application ...... C-22 C–95 Deployed Oracle ULO Data Source ...... C-23 C–96 Deployed Oracle ULO Database Tables...... C-23 C–97 Deployed Oracle ULO MetaData Service (MDS)...... C-23 C–98 Deployed Oracle ULO Applications and Modules Deployed on Oracle WebLogic Server ..... C-25 C–99 Deployed Oracle BAM Data Objects for Oracle ULO...... C-25 C–100 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle ULO ...... C-25 C–101 Deployed ULO External Application ...... C-26 C–102 Deployed Oracle ULO Stub Processes ...... C-26

x Preface

The Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators provides information and instructions for installing, configuring, and troubleshooting Oracle Process Accelerators.

Audience This document is intended for system administrators who are installing Oracle Process Accelerators.

Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Related Documents For more information, see the following documents:

■ Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server

■ Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite

■ Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Portal

■ Oracle Fusion Middleware Administrator’s Guide for Oracle WebCenter Portal

■ Oracle Fusion Middleware User’s Guide for Oracle WebCenter Portal

Conventions The following text conventions are used in this document:

xi Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

xii What's New in This Guide for Release 11.1.1.7.2

For Release 11.1.1.7.2, this guide has been updated in several ways. The following table lists the chapters and sections that have been added or changed.

Sections Changes Made Chapter 1 Understanding Oracle Process Accelerators and the Installation Process Section 1.1, "Overview of Oracle Process Updated to list new Oracle Process Accelerators. Accelerators" Chapter 2 Installing Oracle Process Accelerators Section 2.1, "Preparing to Install" Section updated with new software and configuration prerequisites. Section 2.2, "Installing Oracle Process Accelerators Updated to document new installation steps for new process in Graphical Mode (Initial Install)" accelerators. Section 2.3, "Installing Oracle Process Accelerators Updated to document installing process accelerators using (Subsequent Install)" the Oracle Process Accelerator Installer. Section 2.5, "Verifying the Installation" Section updated to document new common deployed artifacts. Chapter 3 Configuring Oracle Process Accelerators Section 3.1, "Configuring Oracle Business Process Section updated to document the PA roles you must Management Workspace for Oracle Process configure in Oracle BPM Workspace. Accelerators" Section 3.2, "Configuring Security Roles for Oracle Section updated to document the PA roles you must Process Accelerator Pages" configure in Oracle Enterprise Manager. Section 3.3, "Cluster Installations" Section updated to include details for new process accelerators. Section 3.4, "Further Configurations" Section updated to include details for new process accelerators. Chapter 4 Further Configurations Section 4.7, "Configuring the Prediction Service" Section updated to document how to configure the prediction service for the Oracle Complaints Management. Section 4.8, "Installing and Uninstalling Oracle Section added to document how to install the Public UI on a eForms Management Public UI on a Different non SOA server. Server"

xiii Sections Changes Made Section 4.9, "Understanding the Microsoft Excel Section added to document the use of a Microsoft Excel Template and Macros for Oracle FRA and AME" Template and macros in Oracle FRA and AME. Section 4.10, "Initializing Cases in Oracle CMPM Section added to document how to initialize cases in Oracle and ICM" CMPM and ICM. Chapter 5 Integrating Oracle Process Accelerators with Other Oracle Products Section 5.2, "Integrating with Oracle WebCenter Section added to document an integrating Oracle Content: Capture and Imaging" Complaints Management and Oracle Employee Onboarding with Oracle WebCenter Content: Capture and Imaging. Appendix C Oracle Process Accelerator Deployed Artifacts Appendix C.2, "Oracle Approval Management for Section added to document the Oracle AME deployed Microsoft Excel" artifacts. Appendix C.4, "Oracle Complaints Management" Section added to document CMPM deployed artifacts. Section C.7, "Oracle Employee Onboarding" Section updated to document new database tables.

xiv 1

1Understanding Oracle Process Accelerators and the Installation Process

This chapter describes Oracle Process Accelerators and how to install them. This chapter includes the following sections:

■ Section 1.1, "Overview of Oracle Process Accelerators"

■ Section 1.2, "Overview of Oracle Process Accelerator Installation"

1.1 Overview of Oracle Process Accelerators Oracle Process Accelerators (PA) are prebuilt business process solutions developed with Oracle Business Process Management (BPM) Suite or other Oracle SOA Suite components. Oracle Process Accelerators are developed to support and automate critical industry and horizontal business processes. Oracle PAs utilize best practices to accelerate time-to-value and increase quality. When needed, PAs include ready-to-use integration scenarios that extend Oracle applications. Oracle PAs can be deployed as-is or extended to meet your requirements. Figure 1–1 illustrates the basic components in the Oracle PA framework.

Figure 1–1 Components in the PA Framework

You must have a solid working knowledge of the following Oracle Fusion Middleware products to install Oracle Process Accelerators.

■ Oracle Business Process Management Suite

■ Oracle Business Activity Monitoring

■ Oracle Event Processing

Understanding Oracle Process Accelerators and the Installation Process 1-1 Overview of Oracle Process Accelerators

■ Oracle WebLogic Suite

■ Oracle Business Rules

■ Oracle WebCenter

■ Oracle SOA Suite

■ Oracle Database

1.1.1 Available Oracle Process Accelerators The following Oracle Process Accelerators are currently available:

■ Oracle Approval Management for Microsoft Excel (AME): enables organizations to integrate an Oracle Process Accelerator with Microsoft Excel to track the review and approval process of a Microsoft Excel spreadsheet.

■ Oracle Complaints Management (CMPM): enables customers to file a complaint against an organization, and then routes the complaint through the review and resolution stages.

■ Oracle Document Routing and Approval (DRA): enables document owners to submit a document for review, and then routes the document through the review and approval stages.

■ Oracle eForms Management (EFM): enables a submitter to submit a form, and then routes the form through the review and approval stages.

■ Oracle Employee Onboarding (EOB): enables hiring managers to submit preboarding requirements for new employees, and then routes the request to Oracle Internal Service Request where the fulfilling department moves the request through the review and approval stages.

■ Oracle Financial Reports Approval (FRA): enables a financial risk expert to create financial reporting schedules for various financial documents, and then routes these reports for investigations and approvals.

■ Oracle Insurance Claim Management (ICM): enables insurance personnel to submit First Notice of Loss claims, and then routes the claim through the rest of the claims process.

■ Oracle Internal Service Request (ISR): enables employees to submit service requests, and then routes the request through the review and approval stages.

■ Oracle Mobile Data Offloading (MDO): enables telecommunication providers to specify areas of interest, and then determines if a mobile user’s data should be offloaded to an alternate network.

■ Oracle Public Sector Incident Reporting (PSIR): enables citizens and reports to submit incident reports, and then routes the reports through the review and escalation stages.

■ Oracle Travel Request Management (TRM): enables employees to create a travel request, and then routes the request through the review and approval stages.

■ Oracle Unified Loan Origination (ULO): enables loan officers to submit loan applications, and then routes the application through the review and approval stages.

1-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Overview of Oracle Process Accelerator Installation

1.1.2 Available Previews Previews are developed with minimal components of the Oracle PA framework and provide limited functionality. The following Preview is currently available:

■ Oracle Business Account Opening (BAO): enables bank customers to apply online for a bank account, and then routes the application through the review and approval stages.

1.2 Overview of Oracle Process Accelerator Installation Oracle Process Accelerators are installed with the process accelerator installer, an interactive GUI wizard. The installer runs on a Linux or Windows platform. The first time you install a PA, you must use the installation wizard; subsequent installations can be performed using a silent installation. The Linux commands in this document are for a Bash shell. You can use any Linux shell by adjusting the commands accordingly. Oracle recommends you install the Oracle SOA Managed Server and the Administration Server in different instances. Notes throughout this guide explain where installation steps are different when the Oracle SOA Managed and Administration Servers are on the same instance.

1.2.1 Installation Roadmap Figure 1–2 illustrates the high-level tasks you perform to install Oracle Process Accelerators. Table 1–1 provides additional information about these tasks.

Understanding Oracle Process Accelerators and the Installation Process 1-3 Overview of Oracle Process Accelerator Installation

Figure 1–2 Oracle Process Accelerator Installation Flow

Table 1–1 Oracle Process Accelerator Installation Tasks Task Description Optional More Information Verify and prepare Ensure your system No Section 2.1, "Preparing your system’s environment is installed and to Install" environment configured with the required Oracle Fusion Middleware software. Install Oracle Installs the Oracle Process No Section 2.2, "Installing Process Accelerators Accelerator common Oracle Process (PA) components, the selected Accelerators in process accelerators, and Graphical Mode (Initial associated Oracle BAM reports. Install)" Section 2.3.1, "Install Oracle Process Accelerators in Console Mode" Verify installation is Provides details to verify if the Yes Section 2.5, "Verifying successful installation was successful the Installation"

1-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Overview of Oracle Process Accelerator Installation

Table 1–1 (Cont.) Oracle Process Accelerator Installation Tasks Task Description Optional More Information Configure Oracle Provides user access to No Section 3.1, Business Process specified Oracle Process "Configuring Oracle Management (BPM) Accelerators. Business Process Workspace for Management Oracle Process Workspace for Oracle Accelerators (Skip Process Accelerators" for non Oracle BPM based PAs) Configure security Provides user access to the No Section 3.2, roles for Oracle installed process accelerator "Configuring Security Process Accelerator pages Roles for Oracle Process pages Accelerator Pages" Perform additional Some process accelerators No Section 3.4, "Further install or require additional Configurations" configuration tasks configurations to work for individual properly. process accelerators

Understanding Oracle Process Accelerators and the Installation Process 1-5 Overview of Oracle Process Accelerator Installation

1-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators 2

2Installing Oracle Process Accelerators

This chapter describes how to install Oracle Process Accelerators (PA). This chapter includes the following sections:

■ Section 2.1, "Preparing to Install"

■ Section 2.2, "Installing Oracle Process Accelerators in Graphical Mode (Initial Install)"

■ Section 2.3, "Installing Oracle Process Accelerators (Subsequent Install)"

■ Section 2.4, "Upgrading Existing Process Accelerators"

■ Section 2.5, "Verifying the Installation"

2.1 Preparing to Install Before you install Oracle Process Accelerators, you need to verify that your system meets the software and preconfigurations required. This section specifies the software and preconfiguration requirements.

2.1.1 Software Prerequisites The following software must be installed and configured prior to running the Oracle Process Accelerator Installer: Some software is needed for specific PAs. If you are not installing those specific PAs, then you do not have to install that software.

■ Java Development Kit 1.6.0 and later

■ Oracle Database 11g Release 1 (11.2.0.3 Enterprise Edition) If configuring the prediction service with Oracle Insurance Claim Management or Oracle Complaints Management, use Oracle Database 11g Release 2 (11.2.0.3) or higher.

■ Oracle WebLogic Server 11g Release 1 (11.1.1.7.0)

■ Oracle SOA Suite 11g Release 1 (11.1.1.7.0) Needed for all PAs except Oracle Mobile Data Offloading

■ Oracle Business Process Management (BPM) Suite 11g Release 1 (11.1.1.7.0) Needed for all PAs except Oracle Mobile Data Offloading

■ Oracle Business Activity Monitoring (BAM) 11g Release 1 (11.1.1.7.0)

■ Oracle Internet Directory 11g Release 1 (11.1.1.6.0 or 11.1.1.7.0)

■ Oracle JDeveloper 11g Release 1 (11.1.1.7.0)

Installing Oracle Process Accelerators 2-1 Preparing to Install

Optional if you want to use the demo spaces for: – Oracle Employee Onboarding – Oracle Public Sector Incident Reporting

■ Oracle WebCenter Content 11g Release 1 (11.1.1.8.0)

Note: Use Oracle WebCenter Content 11g Release 1 (11.1.1.6.0) only if you plan to implement e-signatures with Oracle Financial Services Loan Origination or Oracle Unified Loan Origination.

Needed for: – Oracle Business Account Opening – Oracle Complaints Management – Oracle Document Routing and Approval – Oracle eForms Management – Oracle Financial Reports Approval – Oracle Insurance Claim Management – Oracle Public Sector Incident Reporting

■ Oracle WebCenter Content: Capture and Imaging 11g Release 1 (11.1.1.8.0) Optional if you want to use document capture and imaging for: – Oracle Complaints Management – Oracle Employee Onboarding

■ Oracle WebCenter Portal 11g Release 1 (11.1.1.7.0) Optional if you want to use the demo spaces for: – Oracle Employee Onboarding – Oracle Public Sector Incident Reporting – Oracle Unified Loan Origination

■ Oracle Event Processing 11g Release 1 (11.1.1.7.0) Needed for: – Oracle Mobile Data Offloading

■ Oracle Spatial Services 11g Release 1 Needed for: – Oracle Mobile Data Offloading (if you want to use spatial services with custom spatial data) – Oracle Insurance Claim Management

■ PeopleSoft Enterprise Talent Acquisition Manager 9.2 Optional if you want to integrate with: – Oracle Employee Onboarding

■ Oracle E-Business Suite Human Capital Management Module 12.1.3

2-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Preparing to Install

Optional if you want to integrate with: – Oracle Employee Onboarding

■ Siebel Financial Services 8.1.1 v10 or v11 Optional if you want to integrate with: – Oracle Unified Loan Origination

■ Oracle R Enterprise 1.4 Optional if you want to use prediction services with: – Oracle Insurance Claim Management – Oracle Complaints Management

■ Oracle R Distribution 3.0.1 and (rtools if using Windows) Optional if you want to use prediction services with: – Oracle Insurance Claim Management – Oracle Complaints Management

■ PS6 BP3 Patch #18072286 This patch should be applied on top of SOA 11.1.1.7.0. It corrects issues with the Case UI and uploading documents in Oracle BPM Workspace.

Note: This patch is mandatory if installing Oracle Complaints Management or Oracle Insurance Claim Management.

■ Patches for WLS-1036, #14526899 and #14791221 These patches can be applied using Smart update. These patches are required to view the Case UI activities in Oracle BPM Workspace.

Note: These patch are mandatory for WLS-1036.

■ MLR 03 Patch #18088049 This patch should be applied on top of Oracle WebCenter Content server 11.1.1.8.0. It corrects issues with the Framework folders in Oracle Public Sector Incident Reporting.

■ WebCenter Configure Component Patch #18387955 This patch should be applied on top of Oracle WebCenter Content server 11.1.1.8.0. It corrects issues when using the Framework folders.

Note: This patch is mandatory to set up your Oracle WebCenter Content environment for Oracle WebCenter Portal to use Framework folders.

■ WebCenter Portal BP3 Patch #18085041 This patch should be applied on top of Oracle WebCenter Portal server 11.1.1.8.0. It corrects issues when using the Framework folders.

Installing Oracle Process Accelerators 2-3 Preparing to Install

Note: This patch is mandatory to set up your Oracle WebCenter Content environment for Oracle WebCenter Portal to use Framework folders.

■ Interim Patches #16869417 and #16886343 These patches correct issues when using Framework folders.

2.1.2 Configure Environment for Oracle BAM Reports Each Oracle Process Accelerator includes Oracle Business Activity Monitoring dashboards and reports. You must set up your environment before installing the reports. The preconfiguration tasks are:

Task 1 Update the BAMDataSource To update the BAMDataSource: 1. In the Oracle WebLogic Server Administration Console, navigate to the Domain Structure navigation tree, expand Services, then select Data Sources. 2. On the Summary of JDBC Data Sources page, select BAMDataSource. 3. Navigate to the Connection Pool tab, update the URL field to: jdbc:oracle:thin:@localhost:database port:SID 4. Update the Properties field to: User=USER_ORABAM oracle.net.CONNECT_TIMEOUT=10000

5. Enter password in Password and Confirm Password fields. 6. Click Save.

Task 2 Set up OracleBAMAdapter To set up the OracleBAMAdapter: 1. In the Oracle WebLogic Server Administration Console, navigate to the Domain Structure tree, click Deployments. 2. On the Summary of Deployments page, select OracleBamAdapter. 3. Navigate to the Configuration tab, then select the Outbound Connection Pools tab. 4. Expand oracle.bam.adapter.adc.soap.SOAPConnectionFactory, click eis/bam/soap link, then select the Properties tab. 5. On the Outbound Connection Properties page, update the following Property Value fields. Press Return after updating each field to ensure it is saved. Hostname = Oracle BAM Server host IsHTTPEnabledWebService = false Password = Oracle BAM password PortNumber = Oracle BAM port number UserName = Oracle BAM user name

6. Click Save.

2-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Preparing to Install

7. The first time you change OracleBAMAdapter properties, you must specify an associated deployment plan as follows:

■ Create a BAMPlan directory in your $SOA_HOME/soa directory.

■ On the Save Deployment Plan Assistant page, enter $SOA_ HOME/soa/BAMPlan/Plan.xml in the Path field.

Note: For a cluster install, copy $SOA_HOME/soa/BAMPlan/Plan.xml from your first host to your second host.

■ Click OK, then click Save.

■ On the Summary of Deployments page, check OracleBAMAdapter, then click Update.

■ On the Update Application Assistant page, select Update this application in place with new deployment plan changes. (A deployment plan must be specified for this option.) Then click Finish.

Task 3 Enable Oracle BAM on the Oracle BPM Server To enable Oracle BAM on the Oracle BPM Server: 1. In the Oracle Enterprise Manager Fusion Middleware Control, navigate to the Farm_domain tree, expand WebLogic Domain, select your domain and Oracle BPM server.

Note: In a domain with a single Oracle WebLogic Server instance, where the server functions both as an administration server and a managed server, the Oracle BPM server is AdminServer.

2. From the WebLogic Server menu, select System MBean Browser. 3. From the System MBean Browser tree, expand Application Defined MBeans, expand oracle.as.soainfra.config, expand Server:soa_server1, expand BPMNConfig, then select bpmn.

Note: In a domain with a single Oracle WebLogic Server instance, where the server functions both as an administration server and a managed server, the server:soa_server1 is server:AdminServer. For a cluster install, repeat this step for all Oracle SOA server nodes.

4. Clear the DisableActions attribute Value field. 5. Click Apply.

Task 4 Restart your Oracle BAM and Oracle SOA Servers To restart the servers, see "Starting the Servers" in Oracle Fusion Middleware Installation Guide for Oracle SOA Suite and Oracle Business Process Management Suite.

Installing Oracle Process Accelerators 2-5 Preparing to Install

Note: In a domain with a single Oracle WebLogic Server instance, where the server functions both as an administration server and a managed server, restart the administration server.

2.1.3 Create Oracle BAM External Data Source In order to view the Oracle Insurance Claim Management (ICM) reports in Oracle BAM, you must create an external data source called bpmpa. When creating the bpmpa data source, use your Oracle ICM database credentials. To create an external data source, see "Creating External Data Sources" in Oracle Fusion Middleware Developer’s Guide for Oracle SOA Suite.

2.1.4 Configure JVM Heap Size For proper PA performance, you must configure the JVM heap size when installing multiple PAs on a single Oracle SOA server. With six or more PAs on a single 16GB server, a JVM heap size of 8GB is appropriate. These steps are optional when installing a single PA. With a single PA, a JVM heap size of 6GB is sufficient. In a cluster environment, the JVM heap size must be configured for all Oracle SOA servers in the cluster. To configure the JVM heap size: 1. If you start your managed servers using Node Manager go to step 4. See "Increasing the Java Heap Size for a Managed Server" in Oracle Fusion Middleware Installation Guide for Oracle Enterprise Content Management Suite. 2. If you individually start your managed servers, from a command line, navigate to the $Middleware_home/user_projects/domains/domain/bin directory. 3. Edit setSOADomainEnv.sh for Linux or setSOADomainEnv.cmd for Windows, after the PORT_MEM_ARGS variable line add: if [ "${SERVER_NAME}" == "AdminServer" ] ; then PORT_MEM_ARGS="-Xmx768m" fi

if {{ "${SERVER_NAME}" == SOA Managed Server name }} ; then PORT_MEM_ARGS="-Xmx2816m" fi

if {{ "${SERVER_NAME}" == BAM Managed Server name }} ; then PORT_MEM_ARGS="-Xms768m -Xmx1024m" fi

4. (Optional) Edit setSOADomainEnv.sh for Linux or setSOADomainEnv.cmd for Windows, change the J AVA _O P TI ON S variable to ${JAVA_OPTIONS} -Djbo.load.components.lazily=true -Xgc:gencon -Xgcprio:pausetime. For additional performance optimization, see also "Oracle Business Process Management Tuning" and "Oracle Application Development Framework Performance Tuning," in Oracle Fusion Middleware Performance and Tuning Guide.

2.1.5 Download Oracle Business Intelligence Publisher jar Files Oracle Complaints Management (CMPM) and Oracle Unified Loan Origination (ULO) use Oracle Business Intelligence (BI) Publisher to generate reports. You must download the BI Publisher jar files, xdocore.jar, versioninfo.jar, and i18nAPI_v3.jar

2-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

before installing Oracle CMPM. During installation, you must provide the location of the downloaded jar files. To download the BI Publisher jar files: 1. Download and install the Oracle BI Publisher desktop. See the Oracle BI Publisher Downloads on the Oracle Technology Network website http://www.oracle.com/technetwork/middleware/bi-publisher/dow nloads/index.html. 2. From path\Oracle\BI Publisher\BI Publisher Desktop\Template Builder for Word\jlib copy xdocore.jar, versioninfo.jar, and i18nAPI_v3.jar to the server you are installing Oracle CMPM.

2.1.6 Add the True Type Font Files for a Preferred Language If you set a PA to a preferred language, you must add the true type fonts to see the payload data in the generated reports in that language. From the Oracle BI Publisher desktop client folder path\Oracle\BI Publisher\BI Publisher Desktop\Template Builder for Word\fonts, copy the following font files to $JAVA_HOME/jre/lib/fonts:

■ AlbanyWT.ttf

■ AlbanyWTJ.ttf

■ AlbanyWTK.ttf

■ AlbanyWTS.ttf

■ AlbanyWTT.ttf See also, "Defining Font Mappings," in Oracle Business Intelligence Publisher Report Designer's Guide.

2.1.7 Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging If you plan to integrate Oracle CMPM or Employee Onboarding (EOB) with Oracle WebCenter Content: Capture and Imaging, then you must create the mount point /mnt/WFRExport and the CSF Key Workflow_CSF_Key with a username and password on the Imaging server. During installation, you must provide the mount point and CSF key details. The mount point is also referred to as file input agent in this document.

Note: You must create the mount point with the name /mnt/WFRExport as this is what is defined in the Forms Recognition workspace. The Oracle WebCenter Content Imaging relies on this folder. See also, Task 5, "Configure Oracle WebCenter Content: Imaging".

2.2 Installing Oracle Process Accelerators in Graphical Mode (Initial Install) The Oracle Process Accelerator Installer is a graphical user interface that guides you through installing the PAs, the previews, and the associated Oracle BAM reports of

Installing Oracle Process Accelerators 2-7 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

your choice. The installer is self-explanatory; however, you can follow the steps in this section for more information. If you are reinstalling the Oracle BAM reports, you must inactivate alerts associated with a data object used in the reports prior to installing any new reports. After the new reports are installed, you can reactivate the alerts.

Note: If installing process accelerators on a Linux 64bit system, you must stop all scim processes before starting the Oracle Process Accelerator Installer. If the scim processes are running, it could prevent you from entering a password in the Oracle Fusion Domain wizard or anywhere a JPasswordField occurs. For details on stopping scim processes, see "Removing the SCIM Process" in Oracle Fusion Applications Developer’s Guide.

Ensure the oracleAppadapter is active in Oracle WebLogic Server Administration Console under Deployment. If the adapter is not active, then the install fails and Oracle EOB does not work.

To install Oracle PAs in graphical mode: 1. Download the Oracle Process Accelerator file and extract it to the drive where you want the PAs installed. The file extracts to a directory called bpmpa. 2. To start the installer, navigate to the bpmpa/Disk1 directory, then run the command for your platform. Linux: ./runInstaller -invPtrLoc $SOA_home/oraInst.loc -jreLoc $Middleware_home/jrockit_160_29_D1.2.0-10/jre Windows: setup.exe 3. The Welcome page, see Figure 2–1, displays each time you start the Oracle Process Accelerator Installation Wizard. A navigation pane on the left summarizes the tasks the installer helps you complete. Each item in the navigation pane represents a specific installer page that prompts you for information required to install the PAs. Review the Welcome page, then click Next to continue with the installation. Any time during the installation process, you can click Cancel to stop the installation, or click Back to return to the previous page.

2-8 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–1 Welcome Page

4. The Prerequisite Checks page, see Figure 2–2, analyzes the host computer to ensure it meets the requirements and has sufficient space to continue with the installation. If any of the prerequisite checks fail, a short error message appears in the bottom right portion of the page. Fix the error and click Retry to try again. If you want to ignore the error or warning messages and continue with the prerequisite checks, click Continue. Click Abort to stop prerequisite checking for all components. If all the prerequisite checks pass inspection, click Next to continue.

Installing Oracle Process Accelerators 2-9 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–2 Prerequisite Checks Page

5. The Install Location page, see Figure 2–3, requires you to enter the location where you want the process accelerators installed in the PA Home field. You must also enter your Java, Middleware, SOA home, and ECM home directories in their respective fields.

Note: Do not manually create your PA Home directory. If you do, then you could get errors later in the installation process.

Click Next to continue.

2-10 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–3 Install Location Page

6. The Select Process Accelerators page, see Figure 2–4, lists the process accelerators and previews you can install. Depending on the process accelerators you select, additional installation pages become available. Select the process accelerators you want to install. Click Next to continue.

Installing Oracle Process Accelerators 2-11 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–4 Select Process Accelerators Page

7. The Admin Server Details page, see Figure 2–5, requires you to enter your Oracle Admin Server information into the following fields.

■ Admin HostName

■ Admin Port

■ Domain Name

■ UserName

■ Password

■ Server Type: defaults to Server. Change if necessary, the allowed values are: – Server – Cluster If you need additional information on a field, click Help. Each installation page has Help. Some of the information you enter on this page prepopulates fields in the remaining installation pages. Enter your Oracle Admin Server information, then click Next.

2-12 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–5 Admin Server Details Page

8. The SOA Server Details page, see Figure 2–6, requires you to enter your Oracle SOA Server information into the following fields.

■ Managed Server Name

■ HostName: enter your host’s fully qualified domain name, for example, myhost.example.com.

Note: If the fully qualified domain name is not used, then the Oracle EFM web forms are not rendered.

■ Port

Note: For cluster install, use the load balancer port.

Some of the information you enter on this page prepopulates fields in the remaining installation pages. Enter your Oracle SOA Server information, then click Next.

Installing Oracle Process Accelerators 2-13 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–6 SOA Server Details Page

9. The MDO Server Details page, see Figure 2–7, requires you to enter your Oracle MDO Server information into the following fields.

■ Managed Server Name

■ HostName

■ Port

Note: For cluster install, use the load balancer port.

■ Load Generation Port Some of the information you enter on this page prepopulates fields in the remaining installation pages. Enter your Oracle MDO Server information, then click Next.

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Figure 2–7 MDO Server Details Page

10. The Database Details page, see Figure 2–8, requires you to enter your database information into the following fields.

■ HostName

■ Port

■ SID/Service

■ DBA User

■ DBA Password Enter your Database information, then select Create New Schema or Use Existing Schema depending on your database configuration. Enter your database schema name and password in the Schema Name, Password, and Confirm Password fields respectively. Click Next to continue.

Installing Oracle Process Accelerators 2-15 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–8 Database Details Page

Note: If you selected Oracle Mobile Data Offloading (MDO), you must configure the Oracle MDO datasource in Oracle Event Processing, before continuing with this installation. This enables Oracle Event Processing to offload mobile data. To configure the Oracle MDO datasource: 1. In Oracle Event Processing Visualizer, navigate to the Domain Tree, expand your domain, and then click defaultserver. 2. On the New DataSource page, click Data Sources tab, click Add, and then enter the Oracle MDO data source information into the fields as follows: Name = MDODataSource JNDI = jdbc/MDODataSource Global Transaction Protocol = set to OnePhaseCommit

3. On the New DataSource page, click the Global Transaction Protocol tab, enter the database details where your Oracle MDO schema is installed, and then click Save. Continue with the installation.

11. The MDS Details page, see Figure 2–9, appears if you selected a PA that uses MDS. This page requires you to enter your MDS schema information into the following fields.

■ MDS URL: defaults to jdbc:oracle:thin@DBservername:DBport:DBSID, change if necessary.

■ UserName: defaults to your MDS user name, change if necessary.

■ Password

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Note: Use the MDS user name and password you specified during the Oracle SOA installation. Validate your MDS user name and password in Oracle WebLogic Server Administration Console from the mds-soa Connection Pool tab.

Enter your MDS Server information, then click Next.

Figure 2–9 MDS Details Page

12. The BAM Server Details page, see Figure 2–10, requires you to enter your Oracle BAM Server information into the following fields.

■ HostName: defaults to your Oracle SOA Server name, change if necessary.

■ Port

■ UserName

■ Password

■ Managed Server Name If you do not want to install the Oracle BAM reports, check the Skip BAM dashboards configuration option at the bottom of the page. Click Next to continue.

Installing Oracle Process Accelerators 2-17 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–10 BAM Server Details Page

13. The WebCenter Content Details page, see Figure 2–11, appears if you selected a PA that uses WebCenter. This page requires you to enter your WebCenter Server Content information into the following fields.

■ HostName

■ Server Port

■ RIDC Port

■ UserName

■ Password Click Next to continue.

2-18 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–11 WebCenter Content Details Page

14. The WebCenter Admin Server Details page, see Figure 2–12, appears if you selected a PA that uses Oracle WebCenter. This page requires you to enter your WebCenter Admin Server information if you want to use WebCenter. If you want to use WebCenter, check the Configure WebCenter Spaces Admin option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password If you do not want to use WebCenter Spaces, click Next.

Installing Oracle Process Accelerators 2-19 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–12 WebCenter Admin Server Details Page

15. The WebCenter Spaces Server Details page, see Figure 2–13, appears if you selected a PA that uses Oracle WebCenter. This page requires you to enter your WebCenter Spaces information if you want to use WebCenter Spaces. If you want to use WebCenter Spaces, check the Configure WebCenter Spaces option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password

■ Managed Server Name: when Oracle WebCenter is installed the default server name is WC_Spaces. Enter that here unless you changed the default.

■ JDeveloper Home: JDeveloper Home should point to an Oracle JDeveloper 11g Release 1 (11.1.1.7.0) installation that has the Oracle WebCenter extensions installed. If you do not want to use WebCenter Spaces, click Next.

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Figure 2–13 WebCenter Spaces Server Details Page

16. The WebCenter Imaging Details page, see Figure 2–14, appears if you selected a PA that uses Oracle WebCenter Content: Capture and Imaging. This page requires you to enter your imaging server information if you want to use WebCenter Content: Capture and Imaging.

Note: Complete this page only if your Capture and Imaging servers are running on the same server as your SOA server, otherwise the install fails.

If you want to use WebCenter Content: Capture and Imaging, check the Configure WebCenter Imaging for Accelerator option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password If you do not want to use WebCenter Content: Capture and Imaging, click Next.

Installing Oracle Process Accelerators 2-21 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–14 WebCenter Imaging Details Page

17. The WebCenter Capture Details page, see Figure 2–15, appears if you selected a PA that uses Oracle WebCenter Content: Capture and Imaging. This page requires you to enter your capture server information if you want to use WebCenter Content: Capture and Imaging.

Note: Complete this page only if your Capture and Imaging servers are running on the same server as your SOA server, otherwise the install fails.

If you want to use WebCenter Content: Capture and Imaging, check the Configure WebCenter Capture for Accelerators option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password If you do not want to use WebCenter Content: Capture and Imaging, click Next.

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Figure 2–15 WebCenter Capture Details Page

18. The Oracle Event Processing Details page, see Figure 2–16, appears if you selected a PA that uses Oracle Event Processing. This page requires you to enter your Oracle Event Processing server details into the following fields:

■ HostName

■ Port

■ UserName

■ Password

■ OEP Server Home

Installing Oracle Process Accelerators 2-23 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–16 Oracle Event Processing Details Page

19. The Configure Oracle Spatial Services page, see Figure 2–17, appears if you selected a PA that uses Oracle Spatial Services. This page prepopulates with a URL for the MapViewer URL and Geocoder URL fields. Change these URLs if necessary, then click Next.

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Figure 2–17 Configure Oracle Spatial Services Page

20. The PeopleSoft Details page, see Figure 2–18, appears if you are installing Oracle Employee Onboarding (EOB). This page requires you to enter your PeopleSoft Server details if you want to use PeopleSoft with Oracle EOB. If you want to use PeopleSoft, check the Configure PeopleSoft for Employee Onboarding Accelerator option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password If you do not want to use PeopleSoft, click Next.

Installing Oracle Process Accelerators 2-25 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–18 PeopleSoft Details Page

21. The Siebel Details page, see Figure 2–19, appears if you are installing Oracle Unified Loan Origination (ULO). This page requires you to enter your Siebel Server details if you want to use Siebel with Oracle ULO. If you want to use Siebel, check the Configure Siebel for Loan Origination Accelerators option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password If you do not want to use Siebel, click Next.

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Figure 2–19 Siebel Details Page

22. The E-Business Suite Details page, see Figure 2–20, appears if you are installing Oracle Employee Onboarding (EOB). This page requires you to enter your Oracle E-Business Suite server details if you want to use Oracle E-Business Suite Human Capital Management Module with Oracle EOB. If you want to use Oracle E-Business Suite, check the Configure E-Business Suite Apps Adapter for Employee Onboarding Accelerator option and enter your information into the following fields, then click Next.

■ HostName

■ Port

■ UserName

■ Password

■ SID If you do not want to use Oracle E-Business Suite, click Next.

Installing Oracle Process Accelerators 2-27 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–20 E-Business Suite Details Page

23. The Process Accelerators Help Files Details page, see Figure 2–21, prepopulates with the server information you entered in previous steps. This page will install the PA help files on the server specified here. Validate the information in the following fields is where you want the help files installed, then enter your password in the Password field.

■ HostName

■ Port

■ Domain Name UserName

■ Password

■ SOA Server Name

■ SOA HostName

■ SOA Port Click Next to continue.

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Figure 2–21 Process Accelerators Help Files Details Page

24. The Additional Configurations page, see Figure 2–22, defaults with information for the following fields, depending on the PA you are installing.

■ Currency: defaults to USD. Change if necessary, the allowed values are: – ARS - Argentina Pesos – EUR - Euros – GBP - UK Pounds – INR - Rupees – MXN - Mexican Pesos – USD - US Dollars

■ WebCenter Contents Documents Path: replace the default values with a valid path to a folder on your Oracle WebCenter Content server. If you want to use the default values, then add the folders to your Oracle WebCenter Content server prior to completing this installation. The default values are/Contribution Folders/FRA or /Contribution Folders/EFM if you are installing Oracle Financial Reports Approval or eForms Management Process Accelerators respectively.

■ WebCenter Security Group: defaults to Public. Change if necessary.

■ Impersonation User: enter a user ID from your Oracle WebLogic’s LDAP repository. This user ID is necessary to log in to any Oracle EFM public forms.

■ BI Publisher jars Path: enter the path where you downloaded the Oracle Business Intelligence Publisher jar files in Section 2.1.5, "Download Oracle Business Intelligence Publisher jar Files."

Installing Oracle Process Accelerators 2-29 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Click Next to continue.

Figure 2–22 Additional Configurations Page

25. The Additional Configurations (continued) page, see Figure 2–23, defaults with information for the following fields, depending on the PA you are installing.

■ WebCenter Content Documents Path: replace the default values with a valid path to a folder on your Oracle WebCenter Content server. If you want to use the default values, then add the folders to your Oracle WebCenter Content server prior to completing this installation. The default values are /Contribution Folders/ULO, /Contribution Folders/ICM, or /Contribution Folders/EDAM if you are installing Oracle Unified Loan Origination, Oracle Insurance Claims Management or Oracle Approval Management for Microsoft Excel Process Accelerators respectively.

■ WebCenter Security Group: defaults to Public, change if necessary. Click Next to continue.

2-30 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–23 Additional Configurations (continued) Page

26. The Additional Configurations (continued) page, see Figure 2–24, defaults with information for the following fields, depending on the PA you are installing.

■ WebCenter Content Documents Path: replace the default values with a valid path to a folder on your Oracle WebCenter Content server. If you want to use the default values, then add the folders to your Oracle WebCenter Content server prior to completing this installation. The default values are /Contribution Folders/PSIR or /Contribution Folders/CMPM if you are installing Oracle Public Sector Incident Reporting or Oracle Complaints Management Process Accelerators respectively.

■ WebCenter Security Group: defaults to Public, change if necessary.

■ Templates Path: defaults to /Contribution Folders/CMPM/Templates, change the path if necessary. This path is the location where the CMPM customer correspondence and investigation templates are located.

■ Imaging Application Name: enter the application name created on the Imaging server. The application invokes the Complaints Management process if submitting paper-based complaints.

■ Imaging Input Agent Name: enter the file input agent name created on the Imaging server. The file input agent reads the CSV file containing the extracted information from the complaint form.

■ Imaging Input Agent Polling Directory: enter the location of the file input agent.

Installing Oracle Process Accelerators 2-31 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

The input agent polling directory is the mount point location on the Imaging server. Click Next to continue.

Figure 2–24 Additional Configurations (continued) Page

27. The Additional Configurations (continued) page, see Figure 2–25, defaults with information for the following fields, depending on the PA you are installing.

■ WebCenter Content Documents Path: Replace the default value with a valid path to a folder on your Oracle WebCenter Content server. If you want to use the default value, then add the folder to your Oracle WebCenter Content server prior to completing this installation. The default value is /Contribution Folders/EOB if you are installing Oracle Employee Onboarding.

■ WebCenter Security Group: defaults to Public, change if necessary.

■ Imaging Application Name: enter the application name created on the Imaging server. The application invokes the Complaints Management process if submitting paper-based complaint forms.

■ Imaging Input Agent Name: enter the file input agent name created on the Imaging server. The file input agent reads the CSV file containing the extracted information from the complaint form.

■ Imaging Input Agent Polling Directory: enter the location of the file input agent.

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The input agent polling directory is the mount point location on the Imaging server.

■ Security Group Name: enter the security group whose members can modify the Imaging application and input agent.

■ Repository Server Name: enter the repository server connection created on the Imaging server. This connection is the Oracle WebCenter Content repository server connection where storing the paper-based complaint forms.

■ Workflow Server Name: enter the BPM server connection created on the Imaging server. This connection is the BPM server where the Complaints Management BPM process is deployed.

■ Workflow CSF Key Name: enter the CSF key you created in Section 2.1.7, "Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging." Click Next to continue.

Figure 2–25 Additional Configurations (continued) Page

28. The Install Summary page, see Figure 2–26, summarizes the selections you made during the installation session. Review the information and take one of the following actions:

■ To change an installation configuration, from the navigation pane, select the installation page you want to edit.

Installing Oracle Process Accelerators 2-33 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

■ To save the installation configuration to a text file (called a response file), click Save. The response file can be used later to perform a silent install, see also Appendix A, "Silent Installation and Uninstall."

■ To cancel the installation, click Cancel.

■ To complete the installation, click Install.

Figure 2–26 Install Summary Page

29. The Preparing Install page, see Figure 2–27, tracks the progress of the Installer copying the necessary files to your environment. When the progress reaches 100%, the Installer moves to the next page.

2-34 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–27 Preparing Install Page

30. The Install Progress page, see Figure 2–28, tracks your installation progress. After the progress reaches 100%, click Next. To cancel the installation, click Cancel. If you cancel the install before completion, you must manually remove the partially installed software, see Chapter 6, "Uninstalling Oracle Process Accelerators."

Installing Oracle Process Accelerators 2-35 Installing Oracle Process Accelerators in Graphical Mode (Initial Install)

Figure 2–28 Install Progress Page

31. The Installation Complete Page, see Figure 2–29, shows that the installation of the Oracle Process Accelerators is complete and summarizes the configuration. To save the installation configuration to a response file, click Save. The response file can be used later to perform a silent install, see also Appendix A, "Silent Installation and Uninstall." To exit the installer, click Finish.

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Figure 2–29 Installation Complete Page

2.3 Installing Oracle Process Accelerators (Subsequent Install) You installed an Oracle Process Accelerator, now you want to install additional PAs. You can perform subsequent installs in console or graphical mode. This section covers both install methods.

Note: If installing process accelerators on a Linux 64bit system, you must stop all scim processes before starting the Oracle Process Accelerator Installer. If the scim processes are running, it could prevent you from entering a password in the Oracle Fusion Domain wizard or anywhere a JPasswordField occurs. For details on stopping scim processes, see "Removing the SCIM Process" in Oracle Fusion Applications Developer’s Guide.

2.3.1 Install Oracle Process Accelerators in Console Mode You can install additional PAs in console mode by editing the PAInstallProperties.xml file. Console mode installation is an interactive, text-based method for installing your software from the command line, on either a Linux or Windows system. You can also use the following steps to perform a cluster install. To install additional Oracle PAs in console mode: 1. From a command line, navigate to the PAHome/config directory. Use a Bash shell if you have a Linux system. 2. Edit the PAInstallProperties.xml according to the PAs you want to install. The PAInstallProperties.xml file is located in PAHome/config.

Installing Oracle Process Accelerators 2-37 Installing Oracle Process Accelerators (Subsequent Install)

Table 2–5 through Table 2–14 specify what parameters and attributes to update for each PA. Leave the password attribute blank for all parameters you update. Passwords are entered in a subsequent step. Example 2–1 shows the pa/ucm parameter in the PAInstallProperties.xml file updated according to Table 2–6.

Table 2–1 Parameters and Attributes to Update for AHR Parameters Attributes Attribute Description

pa/bam ■ hostname ■ Oracle BAM host name

■ username ■ Oracle BAM user name

■ port ■ Oracle BAM port number

■ managedserver ■ Managed Server host name

install ■ ahr ■ Set attribute to true to install Approval Hierarchy Reporting (AHR) if you want to use it in a PA.

■ Set all other attributes to false so those PAs do not get installed.

Notes: If using Approval Hierarchy Reporting, you must validate the BAM_ FLAG is set to Y in the PA_CONFIGURATION_PROPERTIES table, in the ACCELERATORS schema. For more details on AHR, see "Using Approval Hierarchy Reporting" in Oracle Fusion Middleware Extensibility Guide for Oracle Process Accelerators.

Table 2–2 Parameters and Attributes to Update for Oracle AME Parameters Attributes Attribute Description

pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ Oracle WebCenter Content RIDC ■ edampdfpath port number

■ edamsecuritygroup ■ Oracle WebCenter Content user name ■ Leave all other attributes as is ■ Path to PDF application

■ Default security group for documents

pa/bam ■ hostname ■ Oracle BAM host name

■ username ■ Oracle BAM user name

■ port ■ Oracle BAM port number

■ managedserver ■ Managed Server hostname

install ■ edam ■ Set attribute to true to install Oracle AME.

■ Set all other attributes to false so those PAs do not get installed.

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Table 2–3 Parameters and Attributes to Update for Oracle BAO Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ Oracle WebCenter Content RIDC ■ Leave all other attributes port number as is Oracle WebCenter Content user name pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server hostname install ■ bao ■ Set attribute to true to install Oracle BAO.

■ Set all other attributes to false so those PAs do not get installed.

Table 2–4 Parameters and Attributes to Update for Oracle CMPM Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ Oracle WebCenter Content RIDC ■ cmpmpdfpath port number

■ cmpmtemplatespath ■ Oracle WebCenter Content user name ■ Leave all other attributes as is ■ Path to PDF application

■ Path to templates pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server hostname pa/capture ■ hostname ■ Oracle WebCenter Content: Capture host name Set this parameter if ■ port you want to install ■ Oracle WebCenter Content: ■ username the Oracle Capture port number WebCenter Content: ■ password ■ Oracle WebCenter Content: Capture for this PA. ■ captureHome Capture user name

■ Oracle WebCenter Content: Capture user password

■ Path to Capture server

Installing Oracle Process Accelerators 2-39 Installing Oracle Process Accelerators (Subsequent Install)

Table 2–4 (Cont.) Parameters and Attributes to Update for Oracle CMPM Parameters Attributes Attribute Description

pa/imaging Server ■ Oracle WebCenter Content: Imaging host name Set this parameter if ■ hostname you want to install ■ Oracle WebCenter Content: ■ port the Oracle Imaging port number WebCenter Content: ■ adminusername ■ Oracle WebCenter Content: Imaging for this PA. ■ password Imaging admin user name

Repository ■ Oracle WebCenter Content repository server name ■ servername Default security group for securitygroupname documents ■ Leave all other attributes ■ Oracle WebCenter Content as is workflow servername Workflow CSF key name created in ■ servername Section 2.1.7.

csfkeyname ■ Default security group for documents ■ securitygroupname

■ Leave all other attributes as is

install ■ cmpm ■ Set attribute to true to install Oracle CMPM.

■ Set all other attributes to false so those PAs do not get installed.

install/imaging ■ common ■ Set attribute to true.

Set this parameter if cmpm ■ Set all attributes to true. you want to install the Oracle WebCenter Content: Capture and Imaging for this PA.

Table 2–5 Parameters and Attributes to Update for Oracle DRA Parameters Attributes Attribute Description

pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

install ■ dra ■ Set attribute to true to install Oracle DRA.

■ Set all other attributes to false so those PAs do not get installed.

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Table 2–6 Parameters and Attributes to Update for Oracle EFM Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ Oracle WebCenter Content RIDC ■ efmpdfpath port number

efmimpersonationuser ■ Oracle WebCenter Content user name ■ Leave all other attributes as is ■ User ID from your Oracle WebLogic’s LDAP repository. This user ID is necessary to log in to any Oracle EFM public forms. pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server hostname install ■ efm ■ Set attribute to true to install Oracle EFM.

■ Set all other attributes to false so those PAs do not get installed.

Example 2–1 PA/UCM Parameter in PAInstallProperties.xml abc000.example.com 6000 $RIDCPORT$ gsims

Table 2–7 Parameters and Attributes to Update for Oracle EOB Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ username number ■ frapdfpath ■ Oracle WebCenter Content user ■ frasecuritygroup name

■ Leave all other attributes ■ Path to PDF application as is ■ Default security group for documents pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

Installing Oracle Process Accelerators 2-41 Installing Oracle Process Accelerators (Subsequent Install)

Table 2–7 (Cont.) Parameters and Attributes to Update for Oracle EOB Parameters Attributes Attribute Description

pa/capture ■ hostname ■ Oracle WebCenter Content: Capture host name Set this parameter if ■ port you want to install ■ Oracle WebCenter Content: ■ username the Oracle Capture port number WebCenter Content: ■ password ■ Oracle WebCenter Content: Capture for this PA. ■ captureHome Capture user name

■ Oracle WebCenter Content: Capture user password

■ Path to Capture server

pa/imaging Server ■ Oracle WebCenter Content: Imaging host name Set this parameter if ■ hostname you want to install ■ Oracle WebCenter Content: ■ port the Oracle Imaging port number WebCenter Content: ■ adminusername ■ Oracle WebCenter Content: Imaging for this PA. ■ password Imaging admin user name

Repository ■ Oracle WebCenter Content repository server name ■ servername Default security group for securitygroupname documents ■ Leave all other attributes ■ Oracle WebCenter Content as is workflow servername Workflow CSF key name created in ■ servername Section 2.1.7.

csfkeyname ■ Default security group for documents ■ securitygroupname

■ Leave all other attributes as is

pa/wc ■ admin hostname ■ Oracle WebCenter Content Admin Server host name Set this parameter if ■ admin port you want to use ■ Oracle WebCenter Content Admin ■ username Oracle WebCenter Server port number Spaces. ■ server type ■ Oracle WebCenter Content user ■ hostname name

■ username ■ Specify server or cluster, depending on your server ■ port configuration. ■ managedserver ■ Oracle WebCenter Content host name

■ Oracle WebCenter Content user name

■ Oracle WebCenter Content port number

■ Managed Server host name

pa/psft ■ hostname ■ PeopleSoft host name

Set this parameter if ■ username ■ PeopleSoft user name you want to integrate ■ port ■ PeopleSoft port number Oracle EOB with PeopleSoft.

2-42 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators (Subsequent Install)

Table 2–7 (Cont.) Parameters and Attributes to Update for Oracle EOB Parameters Attributes Attribute Description

pa/ebiz ■ hostname ■ Oracle E-Business Suite application adapter host name Set this parameter if ■ username you want to integrate ■ Oracle E-Business Suite application ■ port Oracle EOB with adapter user name Oracle E-Business ■ sid ■ Oracle E-Business Suite application Suite. ■ jbdc-url adapter port number

■ Oracle E-Business Suite application adapter database sid

■ Oracle E-Business Suite application adapter jbdc-url

install ■ eob ■ Set attribute to true to install Oracle EOB. ■ isr ■ Set attribute to true to install Oracle ISR. Oracle ISR is required for Oracle EOB.

■ Set all other attributes to false so those PAs do not get installed.

install/imaging ■ common ■ Set attribute to true.

Set this parameter if cmpm ■ Set all attributes to true. you want to install the Oracle WebCenter Content: Capture and Imaging for this PA.

Table 2–8 Parameters and Attributes to Update for Oracle FRA Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ username number ■ frapdfpath ■ Oracle WebCenter Content user ■ frasecuritygroup name

■ Leave all other attributes ■ Path to PDF application as is ■ Default security group for documents

pa/bam ■ hostname ■ Oracle BAM host name

■ username ■ Oracle BAM user name

■ port ■ Oracle BAM port number

■ managedserver ■ Managed Server hostname

install ■ fra ■ Set attribute to true to install Oracle FRA.

■ Set all other attributes to false so those PAs do not get installed.

Installing Oracle Process Accelerators 2-43 Installing Oracle Process Accelerators (Subsequent Install)

Table 2–9 Parameters and Attributes to Update for Oracle ICM Parameters Attributes Attribute Description

pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ RIDC port for PDF application ■ icmpdfpath ■ Oracle WebCenter Content user ■ icmsecuritygroup name

■ Leave all other attributes ■ Path to PDF application blank. ■ Default security group for documents

pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

pa/spatial ■ mapviewer ■ Map viewer URL

■ geocoder ■ Geocoder URL

install ■ icm ■ Set attribute to true to install Oracle ICM.

■ Set all other attributes to false so those PAs do not get installed.

Table 2–10 Parameters and Attributes to Update for Oracle ISR Parameters Attributes Attribute Description

pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

install ■ isr ■ Set attribute to true to install Oracle ISR.

■ Set all other attributes to false so those PAs do not get installed.

Table 2–11 Parameters and Attributes to Update for Oracle MDO Parameters Attributes Attribute Description

pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

pa/cep ■ hostname ■ Oracle Event Processing host name

■ username ■ Oracle Event Processing user name

■ port ■ Oracle Event Processing port number

2-44 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing Oracle Process Accelerators (Subsequent Install)

Table 2–11 (Cont.) Parameters and Attributes to Update for Oracle MDO Parameters Attributes Attribute Description pa/spatial ■ mapviewer ■ Map viewer URL

■ geocoder ■ Geocoder URL mdo ■ managedserver ■ Managed Server host name

■ hostname ■ MDO user name

■ port ■ MDO port number

■ loadgenport ■ Load generator port number install ■ mdo ■ Set attribute to true to install Oracle MDO.

■ Set all other attributes to false so those PAs do not get installed.

Table 2–12 Parameters and Attributes to Update for Oracle PSIR Parameters Attributes Attribute Description pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ username number ■ Leave all other attributes ■ Oracle WebCenter Content user as is name pa/bam ■ hostname ■ Oracle BAM host name

■ username ■ Oracle BAM user name

■ port ■ Oracle BAM port number

■ managedserver ■ Managed Server host name pa/wc ■ admin hostname ■ Oracle WebCenter Content Admin Server host name Set this parameter if ■ admin port you want to use ■ Oracle WebCenter Content Admin ■ username Oracle WebCenter Server port number Spaces. ■ server type ■ Oracle WebCenter Content user ■ hostname name

■ username ■ Specify server or cluster, depending on your server ■ port configuration. ■ managedserver ■ Oracle WebCenter Content host name

■ Oracle WebCenter Content user name

■ Oracle WebCenter Content port number

■ Managed Server host name install ■ psir ■ Set attribute to true to install Oracle PSIR.

■ Set all other attributes to false so those PAs do not get installed.

Installing Oracle Process Accelerators 2-45 Installing Oracle Process Accelerators (Subsequent Install)

Table 2–12 (Cont.) Parameters and Attributes to Update for Oracle PSIR Parameters Attributes Attribute Description

install/webcenter ■ psir ■ Set psir attribute to true

Set this parameter if ■ Set all other attributes to false you want to use Oracle WebCenter.

Table 2–13 Parameters and Attributes to Update for Oracle TRM Parameters Attributes Attribute Description

pa/bam ■ hostname ■ Oracle BAM host name

■ username ■ Oracle BAM user name

■ port ■ Oracle BAM port number

■ managedserver ■ Managed Server host name

install ■ trm ■ Set attribute to true to install Oracle TRM. ■ ahr Set attribute to true to install AHR.

■ Set all other attributes to false so those PAs do not get installed.

Table 2–14 Parameters and Attributes to Update for Oracle ULO Parameters Attributes Attribute Description

pa/ucm ■ hostname ■ Oracle WebCenter Content host name ■ port ■ Oracle WebCenter Content port ■ ridcport number ■ username ■ RIDC port for PDF application ■ ulopdfpath ■ Oracle WebCenter Content user ■ ulosecuritygroup name

■ uloclusterlist ■ Path to PDF application

■ uloaclaliaslist ■ Default security group for documents ■ Leave all other attributes blank. ■ ULO ACL user list

■ ULO ACL alias list

pa/bam ■ hostname ■ Oracle BAM host name

Set this parameter if ■ username ■ Oracle BAM user name you want to install ■ port ■ Oracle BAM port number the Oracle BAM reports for this PA. ■ managedserver ■ Managed Server host name

pa/siebel ■ hostname ■ Siebel host name

Set this parameter if ■ username ■ Siebel user name you want to integrate ■ port ■ Siebel port Oracle ULO with Siebel.

install ■ ulo ■ Set attribute to true to install Oracle ULO.

■ Set all other attributes to false so those PAs do not get installed.

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Note: If you selected Oracle Mobile Data Offloading, you must configure the Oracle MDO datasource in Oracle Event Processing, before continuing with this installation. This enables Oracle Event Processing to offload mobile data. To configure the Oracle MDO datasource: 1. In Oracle Event Processing Visualizer, navigate to the Domain Tree, expand your domain, and then click defaultserver. 2. On the New DataSource page, click Data Sources tab, click Add, and then enter the Oracle MDO data source information into the fields as follows: Name = MDODataSource JNDI = jdbc/MDODataSource Global Transaction Protocol = set to OnePhaseCommit

3. On the New DataSource page, click the Global Transaction Protocol tab, enter the database details where your Oracle MDO schema is installed, and then click Save. Continue with the installation.

3. For a cluster install only, update the values in env.sh, for Linux, or env.bat, for Windows, to reflect your environment. 4. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. This sets your environment for the PA installation. 5. Run ant encrypt-password. This encrypts your passwords and copies them into the PAInstallProperties.xml file. 6. Run ant install-pa. This installs the PAs specified in the PAInstallProperties.xml file. 7. Run ant install-bam. This installs the Oracle BAM reports associated to the PAs you are installing. 8. Run ant install-wc. This installs the Oracle WebCenter components needed for the PAs you are installing. 9. Restart the Oracle SOA and Administration servers. 10. Restart the Oracle BAM server, if installing the Oracle BAM reports.

2.3.2 Install Oracle Process Accelerators in Graphical Mode You can run the Oracle Process Accelerator Installer multiple times to install different process accelerators. A different command is required to start the installer after the initial install. During subsequent installs, the installer disables all the process accelerators listed on the Select Process Accelerators page, that are already installed on the server so they cannot be installed again. The installer also makes the pages read-only if no new information is required. To install additional Oracle PAs in graphical mode:

Installing Oracle Process Accelerators 2-47 Installing Oracle Process Accelerators (Subsequent Install)

1. To start the installer for subsequent installs, navigate to PAHome/bin, then run the command for your platform. Linux: ./config.sh INST_OP=INSTALL Windows: config.bat "INST_OP=INSTALL" 2. The Welcome page, see Figure 2–1, displays each time you start the Oracle Process Accelerator Installation Wizard. A navigation pane on the left summarizes the tasks the installer helps you complete. Each item in the navigation pane represents a specific installer page that prompts you for information required to install the PAs. Review the Welcome page, then click Next to continue with the installation. Any time during the installation process, you can click Cancel to stop the installation, or click Back to return to the previous page. 3. The Install Location page, seeFigure 2–3, defaults to the settings you entered during the original PA install for the following fields: PA Home, Java, Middleware, and SOA home. You are required to enter the directory for your ECM home. 4. The Select Process Accelerators page, see Figure 2–4, lists the process accelerators and previews you can install. Any PA or preview already installed is disabled so you cannot reinstall it. Select the process accelerators you want to install. Click Next to continue. 5. Depending on the process accelerators you select, additional installation pages become available. Enter the requested values on these pages. Some pages display as read-only because you entered the values during the initial install. See Section 2.3.2, "Install Oracle Process Accelerators in Graphical Mode" for details on additional installation pages. 6. The Install Summary page, see Figure 2–26, summarizes the selections you made during the installation session. Review the information and take one of the following actions:

■ To change an installation configuration, from the navigation pane, select the installation page you want to edit.

■ To save the installation configuration to a text file (called a response file), click Save. The response file can be used later to perform a silent install, see also Appendix A, "Silent Installation and Uninstall."

■ To cancel the installation, click Cancel.

■ To complete the installation, click Configure. 7. The Install Progress, see Figure 2–28, page tracks your installation progress. After the progress reaches 100%, click Next. To cancel the installation, click Cancel. If you cancel the install before completion, you must manually remove the partially installed software, see Chapter 6, "Uninstalling Oracle Process Accelerators." 8. The Installation Complete Page, see Figure 2–29, shows that the installation of the Oracle Process Accelerators is complete and summarizes the configuration. To save the installation configuration to a response file, click Save. The response file can be used later to perform a silent install, see also Appendix A, "Silent

2-48 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Verifying the Installation

Installation and Uninstall." To exit the installer, click Finish.

2.4 Upgrading Existing Process Accelerators To upgrade an existing process accelerator to a newer version, you must uninstall the existing version, see Chapter 6, "Uninstalling Oracle Process Accelerators" and manually reinstall the new version, see Section 2.3, "Installing Oracle Process Accelerators (Subsequent Install)".

2.5 Verifying the Installation This section contains information to help you verify your Oracle PA installation. After you have successfully installed a PA, you can verify the status of your installation by performing any of the following:

■ Section 2.5.1, "Verify the PA Artifacts are Deployed"

■ Section 2.5.2, "Verify the Oracle MDO and AHR Enterprise Message Sources Queues"

2.5.1 Verify the PA Artifacts are Deployed Table 2–15 through Table 2–20 illustrate the common artifacts deployed after installing a PA. Use these tables to validate that your installation is successful. See Appendix C for PA specific deployed artifacts. Use Oracle WebLogic Server Administration Console to validate the data sources in Table 2–15 are deployed. In the Domain Structure, expand Services, and then click Data Sources. If the PAs installed successfully, the common and specific PA data sources display on the Summary of JDBC Data Sources page, see Figure 2–30. Table 2–21 and Table 2–22 illustrate the common financial services foundation model artifacts deployed after installing Oracle Unified Loan Origination and Oracle Insurance Claim Management.

Table 2–15 Deployed Common Data Sources Name PAGlobalDataSource XREFDataSource OAALocalTxDataSource

Installing Oracle Process Accelerators 2-49 Verifying the Installation

Figure 2–30 Deployed Common and PA Specific Data Sources

The Deployed Common and PA Specific Data Sources image displays the Summary of JDBC Data Sources page in Oracle WebLogic Server Administration Console with the common and PA specific data sources circled. ***********************************************************************************************

Table 2–16 Deployed Common Schema Schema ACCELERATORS

Table 2–17 Deployed Common Database Tables Database Table Name PA_ACCELERATOR_MASTER PA_APPLICATION_MASTER PA_CONFIGURATION_PROPERTIES PA_CURRENCY_MASTER PA_EMPLOYEE_ROLE_MASTER PA_LANGUAGE_MASTER PA_COMMON_LOOKUP_TYPES PA_COMMON_LOOKUP_VALUES XREF_DATA XREF_DELETED_DATA PA_CONFIG_PROPERTIES PA_CUSTOM_OBJECTS

2-50 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Verifying the Installation

Table 2–17 (Cont.) Deployed Common Database Tables Database Table Name PA_COMMON_ORGANIZATION PA_PERSON PA_PERSON_INCOME PA_PERSON_EMPLOYMENT

See "Creating a SOA-MDS Connection" in Oracle Fusion Middleware Developer’s Guide for Oracle SOA Suite the metadata services, for details on confirming a MDS connection.

Table 2–18 Deployed Common MetaData Service (MDS) Name ApprovalDOAcknowledgeSignal.edl EndSignalFromISR.edl PERSON_ID.xref BuildApprovalDOProcess.wsdl CrossReference.wsdl ServiceException.wsdl AcknowledgementMessage.xsd CreateApproverChain.xsd ISREndSignal.xsd CreateManagementChain.xsd upk_configuration_schema.xsd XrefBO.xsd BC4JService.xsd datagraph.xsd sdoJava.xsd sdoModel.xsd sdoXML.xsd ServiceException.xsd externalappconfig.xml upk_config.xml wf_client_config.xml

Table 2–19 Deployed Common Shared Libraries Name oracle.bpmpa.model oracle.bpmpa.view oracle.bpmpa.service

Installing Oracle Process Accelerators 2-51 Verifying the Installation

Use Oracle WebLogic Server Administration Console and Oracle Enterprise Manager to validate the applications and modules in Table 2–20 are deployed, see also Figure 2–31 and Figure 2–32.

Table 2–20 Common Applications and Modules Deployed on Oracle WebLogic Server Name PACaseUtils PACommonService BPMPAUserManagement CrossReference custom.client.applib jersey-bundle-1.9.war OAAPredictionService oracle.advancedanalytics.prediction.jar

Figure 2–31 Deployed Common and PA Specific Applications and Modules in the Administration Console

2-52 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Verifying the Installation

Figure 2–32 Deployed Common and PA Specific Applications and Modules in the Enterprise Manager

Table 2–21 Common Financial Services Foundation Model Applications and Modules Deployed on Oracle WebLogic Server Name FSCommonModelServices

Table 2–22 Deployed Common Financial Services Foundation Model Database Tables Database Table Name FS_APPLICANT FS_APPLICANT_ASSET FS_APPLICANT_EMPLOYMENT FS_APPLICANT_INCOME FS_APPLICANT_LIABILITY FS_APPLICANTS_ID_CHECK_TYPE FS_APPLICATION FS_APPLICATION_COLLATERAL FS_APPLICATION_DISBUSEMENT FS_APPLICATION_UNDERWRITING FS_ASSET Fs_AUTOMATIC_ID_CHECK FS_BUSINESS_APPLICANT FS_CONTRACT FS_DOC_VERIFICATION_STATUS FS_DOCUMENT FS_EXT_CR_FACTOR_CODE FS_EXT_CREDIT_RATING Fs_FINANCIAL_ACCOUNT FS_IDENTITY_DOCUMENT

Installing Oracle Process Accelerators 2-53 Verifying the Installation

Table 2–22 (Cont.) Deployed Common Financial Services Foundation Model Database Database Table Name FS_INT_CREDIT_RATING FS_LIABILITY FS_LOAN_PRODUCT FS_LOOKUP_TYPE FS_LOOKUP_VALUE FS_PRODUCT FS_RATING_RESULT

Table 2–23 Deployed Common Financial Services Foundation Model MetaData Service (MDS) Name APPLICATION_ID.xref

2.5.2 Verify the Oracle MDO and AHR Enterprise Message Sources Queues Use Oracle BAM Architect to validate the Oracle MDO and AHR Enterprise Message Sources (EMS) queues have started. 1. In Oracle BAM Architect, select Enterprise Message Sources from the drop-down list. 2. Click on each EMS queue and verify the status is Started, if not, start it.

2-54 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators 3

3Configuring Oracle Process Accelerators

This chapter describes the configurations you must complete before using the installed Oracle Process Accelerators (PA). These configurations apply to all PAs unless specifically mentioned. This chapter includes the following sections:

■ Section 3.1, "Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators"

■ Section 3.2, "Configuring Security Roles for Oracle Process Accelerator Pages"

■ Section 3.3, "Cluster Installations"

■ Section 3.4, "Further Configurations"

3.1 Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators After you have installed the Oracle Process Accelerator common components and process accelerators, you are ready to configure the Oracle Business Process Management (BPM) Workspace to use the PAs.

3.1.1 Grant Roles to Users in Oracle BPM Workspace You must grant roles in Oracle BPM Workspace to each user for them to access an Oracle Process Accelerator. Table 3–1 through Table 3–11 identify the roles for each PA.

Table 3–1 Oracle AME Roles Role Name ExcelCenteredApproval.Reviewer ExcelCenteredApproval.Resolver

Table 3–2 Oracle BAO Roles Role Name BusinessAccountOpeningProcess.RelationshipManager BusinessAccountOpeningProcess.ComplianceAnalyst

Configuring Oracle Process Accelerators 3-1 Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators

Table 3–3 Oracle CMPM Roles Role Name ComplaintsManagement.ComplaintsInvestigator ComplaintsManagement.FrontOfficeAgent ComplaintsManagement.ComplaintsHandler

Table 3–4 Oracle DRA Roles Role Name DocumentRoutingandApproval.Approver DocumentRoutingandApproval.DocumentOwner

Table 3–5 Oracle EFM Roles Role Name FormsManagement.Submitter

Table 3–6 Oracle EOB Roles Role Name EmployeeOnboarding.ProcessOwner EmployeeOnboarding.HRRepresentative EmployeeOnboarding.HiringManager EmployeeOnboarding.Employee

Table 3–7 Oracle FRA Roles Role Name StartFinancialReportingCycle.GFS StartFinancialReportingCycle.CreditRisk StartFinancialReportingCycle.FP&RPreparation StartFinancialReportingCycle.CreditRiskManagement StartFinancialReportingCycle.FinancialLeadership FinancialInvestigations.CreditRisk FinancialInvestigations.GFS

Table 3–8 Oracle ICM Roles Role Name InsuranceClaimManagement.CustomerServiceRepresentative InsuranceClaimManagement.FraudInvestigator InsuranceClaimManagement.CaseManager InsuranceClaimManagement.FieldAdjuster

3-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators

Table 3–9 Oracle ISR Roles Role Name InternalServiceRequest.Employee InternalServiceRequest.Manager InternalServiceRequest.FulfillingEmployee InternalServiceRequest.FulfillingDeptManager InternalServiceRequest.SoftwareSystemsManager InternalServiceRequest.ITInfrastructureManager InternalServiceRequest.CFO InternalServiceRequest.ProvisioningManager InternalServiceRequest.AccountingManager InternalServiceRequest.Controller

Table 3–10 Oracle PSIR Roles Role Name PublicSectorIncidentReporting.Reporter PublicSectorIncidentReporting.CaseWorker PublicSectorIncidentReporting.CaseManager ActionOfficer-Arson ActionOfficer-CyberAttack ActionOfficer-DrugActivity ActionOfficer-MaterialAcquisition ActionOfficer-Observation ActionOfficer-OtherIncidents

Table 3–11 Oracle ULO Roles Role Name UnifiedLoanOrigination.LoanOfficer UnifiedLoanOrigination.LoanProcessor UnifiedLoanOrigination.ComplianceAnalyst UnifiedLoanOrigination.LoanUnderwriter UnifiedLoanOrigination.CreditAdministration

Oracle Public Sector Incident Reporting and Oracle Complaints Management use additional application roles to route specific incident types (for PSIR) and complaint types (for CMPM). You must add these applications roles before granting the role to users, see Section 4.3, "Adding New Application Roles in Oracle BPM Workspace". Do not grant roles to users if you installed Oracle Mobile Data Offloading or Travel Request Management. To grant roles to users:

Configuring Oracle Process Accelerators 3-3 Configuring Oracle Business Process Management Workspace for Oracle Process Accelerators

1. Log in to Oracle BPM Workspace as an administrator. 2. From the Process Workspace toolbar, select Administration. The Administration Areas panel appears. 3. In the Organization panel, click Roles. The Roles panel displays a list of the roles you are authorized to administer. 4. Select a role. The Details panel displays details for the selected role, see Figure 3–1.

Figure 3–1 Roles Detail Panel

5. In the Members section, click Grant the role to user, group, or role. 6. In the Search users, groups, role dialog box, select Users from the list, then click Search. 7. From the Available box, select the users to whom you want to grant this role, then click the right arrow to move the selection to the Selected box. 8. Click OK. The users you specified now appear in the Members box. 9. Click Apply.

3.1.2 Configure Links to Oracle Process Accelerator Pages in Oracle BPM Workspace You must configure Oracle BPM Workspace to display links to the process accelerator pages, after the PA is installed. These links appear on the Links panel in Oracle BPM Workspace, see Figure 3–2. If you customize a process accelerator, you must repeat these steps. To configure:

3-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Configuring Security Roles for Oracle Process Accelerator Pages

1. Log in to Oracle BPM Workspace as an administrator. 2. From the Process Workspace toolbar, select Administration. The Administration Areas panel appears. 3. In the Organization panel, click Application Preferences. The Application Preferences page appears. 4. In the Application customization class name field, enter oracle.bpmpa.global.model.WorkspaceExternalApp 5. Click Save. 6. Restart the server.

Note: In a domain with a single Oracle WebLogic Server instance, where the server functions both as an administration server and a managed server, restart the administration server.

Figure 3–2 Links to PA Pages

3.2 Configuring Security Roles for Oracle Process Accelerator Pages Oracle Process Accelerators provide pages for administrators to maintain drop-down lists and for users to perform tasks within a PA. These pages are deployed as graphical user interfaces. Administrators and users must be granted security permissions to access these pages. Users or groups must be assigned to the application role for the respective PA application. Task 1, "Assign Users and Groups to Application Roles in Oracle Enterprise Manager" provides details on how to assign users or groups to a role.

Table 3–12 Oracle AME Roles Role Name Application Name eca-admin ECAAdminUI

Table 3–13 Oracle CMPM Roles Role Name Application Name Administrator ComplaintsAdminUI FrontOfficeAgent ComplaintsAdminUI ComplaintsHandler ComplaintsAdminUI ComplaintsInvestigator ComplaintsAdminUI

Configuring Oracle Process Accelerators 3-5 Configuring Security Roles for Oracle Process Accelerator Pages

Table 3–13 (Cont.) Oracle CMPM Roles Role Name Application Name ComplaintsHandlerManager ComplaintsAdminUI

Table 3–14 Oracle DRA Roles Role Name Application Name dra-admin DRAAdminUI

Table 3–15 Oracle EFM Roles Role Name Application Name Submitter FormsManagementAdminUI Approver FormsManagementAdminUI Administrator FormsManagementAdminUI

Table 3–16 Oracle EOB Roles Role Name Application Name eob-admin EOBAdminUI eob-hiring EOBAdminUI

Table 3–17 Oracle FRA Roles Role Name Application Name fra-admin FRAAdminUI

Table 3–18 Oracle ICM Roles Role Name Application Name Administrator InsuranceClaimsAdminUI CustomerServiceRepresentative InsuranceClaimsAdminUI FraudInvestigator InsuranceClaimsAdminUI CaseManager InsuranceClaimsAdminUI FieldAdjuster InsuranceClaimsAdminUI

Table 3–19 Oracle ISR Roles Role Name Application Name isr-admin ISRAdminUI

Table 3–20 Oracle MDO Roles Role Name Application Name Administrator MobileDataOffloadingUI

3-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Cluster Installations

Table 3–21 Oracle PSIR Roles Role Name Application Name Administrator IncidentReportingExternal Reporter IncidentReportingExternal ActionOfficer IncidentReportingExternal CaseWorker IncidentReportingExternal CaseManager IncidentReportingExternal

Table 3–22 Oracle TRM Roles Role Name Application Name trm-admin TRMAdminUI

Table 3–23 Oracle ULO Roles Role Name Application Name ulo-admin ULOAdminUI ulo-search-application-user ULOAdminUI

Task 1 Assign Users and Groups to Application Roles in Oracle Enterprise Manager To assign users and groups to application roles in Oracle Enterprise Manager: 1. In Oracle Enterprise Manager Fusion Middleware Control, in the tree, expand Application Deployments. 2. Right click the appropriate application, select Security, then select Application Roles. 3. On the Application Roles page, expand the Search area, then click Search next to Role Name. 4. From the search results, select an application role, then click Edit. 5. On the Edit Application Role page, under Members, click Add. 6. On the Add Principal dialog box, from Type, select User or Group. 7. Next to the Principal Name field, click Search. 8. From the search results, select a principal, then click OK. 9. On the Edit Application Role page, click OK.

3.3 Cluster Installations In a cluster-based install, the following PA applications require load balancer configuration to route requests.

■ Oracle AME: /ECAAdminUI

■ Oracle BAO: /BAOAdminUI

■ Oracle CMPM: /ComplaintsAdminUI

Configuring Oracle Process Accelerators 3-7 Further Configurations

/ComplaintsPublicUI

■ Oracle DRA: /DRAAdminUI

■ Oracle EFM: /FormsManagementAdminUI /FormsManagementPublicUI

■ Oracle EOB: /EOBAdminUI

■ Oracle FRA: /FRAAdminUI

■ Oracle ICM: /InsuranceClaimsAdminUI

■ Oracle ISR: /ISRAdminUI

■ Oracle MDO: /MobileDataOffloadingAdminUI

■ Oracle PSIR: /IncidentReportingPublicUI /IncidentReportingMobileUI /IncidentReportingAdmin

■ Oracle TRM: /TravelRequestEntry

■ Oracle ULO: /ULOAdminUI This ensures that all requests coming to these applications are routed to the appropriate available node. Also, load balancer configuration provides the necessary setup for Oracle SOA applications.

3.4 Further Configurations Table 3–24 lists all the PAs and specifies if they require further configurations before using. Chapter 4, "Further Configurations" provides the additional configuration details.

Table 3–24 Further Configurations for Oracle Process Accelerators Oracle Process Accelerator Further Configuration Required Oracle Approval Management for Microsoft Excel Optional Oracle Business Account Opening No Oracle Complaints Management Yes Oracle Document Routing and Approval Yes Oracle eForms Management Yes Oracle Employee Onboarding Yes Oracle Financial Reports Approval Optional Oracle Insurance Claim Management Yes Oracle Internal Service Request No Oracle Mobile Data Offloading No Oracle Public Sector Incident Reporting Yes Oracle Travel Request Management No Oracle Unified Loan Origination Yes

3-8 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Further Configurations

See also, Chapter 5, "Integrating Oracle Process Accelerators with Other Oracle Products" if you installed:

■ Oracle Complaints Management and want to use Oracle WebCenter Capture and Oracle WebCenter Imaging.

■ Oracle Employee Onboarding and want to use PeopleSoft, Oracle E-Business Suite, Oracle WebCenter Portal: Spaces, or Oracle WebCenter Content: Capture and Imaging.

■ Oracle Public Sector Incident Reporting and want to use Oracle WebCenter Portal: Spaces.

■ Oracle Unified Loan Origination and want to use Siebel Financial Services.

Configuring Oracle Process Accelerators 3-9 Further Configurations

3-10 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators 4

4Further Configurations

This chapter describes additional software and configurations required for Oracle Process Accelerators (PA). This chapter includes the following sections:

■ Section 4.1, "Configuration Matrix"

■ Section 4.2, "Configuring Oracle WebCenter Content"

■ Section 4.3, "Adding New Application Roles in Oracle BPM Workspace"

■ Section 4.4, "Modifying Web Service Stubs"

■ Section 4.5, "Modifying Oracle ULO Database Tables"

■ Section 4.6, "Implementing Esignatures"

■ Section 4.7, "Configuring the Prediction Service"

■ Section 4.8, "Installing and Uninstalling Oracle eForms Management Public UI on a Different Server"

■ Section 4.9, "Understanding the Microsoft Excel Template and Macros for Oracle FRA and AME"

■ Section 4.10, "Initializing Cases in Oracle CMPM and ICM"

4.1 Configuration Matrix Some Oracle Process Accelerators need additional software or configurations to make them function correctly. Table 4–1 lists the PAs requiring additional configurations and the corresponding sections with the configuration details.

Table 4–1 Configuration Matrix Oracle Process Accelerator Refer to Section

Oracle Approval Management for ■ Optional: Section 4.9, "Understanding the Microsoft Excel (AME) Microsoft Excel Template and Macros for Oracle FRA and AME"

Oracle Complaints Management ■ Section 4.3, "Adding New Application Roles in (CMPM Oracle BPM Workspace"

■ Section 4.10, "Initializing Cases in Oracle CMPM and ICM"

■ Optional: Section 4.7, "Configuring the Prediction Service"

Further Configurations 4-1 Configuring Oracle WebCenter Content

Table 4–1 (Cont.) Configuration Matrix Oracle Process Accelerator Refer to Section

Oracle Document Routing and ■ Section 4.2, "Configuring Oracle WebCenter Approval (DRA) Content"

Oracle eForms Management (EFM) ■ Section 4.2, "Configuring Oracle WebCenter Content"

■ Optional: Section 4.8, "Installing and Uninstalling Oracle eForms Management Public UI on a Different Server"

Oracle Employee Onboarding (EOB) ■ Section 4.4, "Modifying Web Service Stubs"

Oracle Financial Reports Approval ■ Optional: Section 4.9, "Understanding the (FRA) Microsoft Excel Template and Macros for Oracle FRA and AME"

Oracle Insurance Claim Management ■ Section 4.2, "Configuring Oracle WebCenter (ICM) Content"

■ Section 4.10, "Initializing Cases in Oracle CMPM and ICM"

■ Optional: Section 4.7, "Configuring the Prediction Service"

Oracle Public Sector Incident Routing ■ Section 4.2, "Configuring Oracle WebCenter (PSIR) Content"

■ Section 4.3, "Adding New Application Roles in Oracle BPM Workspace"

Oracle Unified Loan Origination (ULO) ■ Section 4.5, "Modifying Oracle ULO Database Tables"

■ Section 4.6, "Implementing Esignatures"

4.2 Configuring Oracle WebCenter Content Oracle WebCenter Content is a document repository for some Oracle Process Accelerators. To configure Oracle WebCenter Content for use with PAs complete the following tasks.

Task 1 Configure Oracle WebCenter Content Connection To configure Oracle WebCenter Content for use with a PA: 1. In the Oracle Enterprise Manager Fusion Middleware Control, navigate to the navigation tree, expand SOA, then select soa-infra (AdminServer). 2. From the SOA Infrastructure menu, select SOA Administration, select Workflow Properties, then select the More Workflow Notification Configuration Properties... link. 3. In the System MBean Browser tree, expand WorkflowConfig, then select human-workflow. 4. On the Attributes tab, in the UcmIdcUrl Value field, enter idc://Oracle WebCenter Content server name: Oracle WebCenter Content port number.

Note: Only the idc protocol is currently supported.

5. Click Apply.

4-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Configuring Oracle WebCenter Content

6. In the tree, expand WebLogic Domain, then select soainfra. 7. From the WebLogic Domain menu, select Security, select Credentials, then click Create Map. 8. On the Create Map dialog box, in the Map Name field, enter WF-ADMIN-USER, then click OK. 9. Select WF-ADMIN-USER, then click Create Key. 10. On the Create Key dialog box:

■ Ensure that Select Map field is set to WF-ADMIN-USER

■ In the Key field, enter WF-ADMIN-CREDENTIAL

■ In the User Name field, enter a user name with administrative privileges on the Oracle WebCenter Content server

■ In the Password and Confirm Password fields, enter a password for a user with administrative privileges on the Oracle WebCenter Content server 11. Click OK. 12. In the tree, expand WebCenter, expand Content, expand Content Server, then click Oracle WebCenter Content.

Note: If Oracle WebCenter Content is on a different server, then open the navigation tree for that server.

13. On the Oracle WebCenter Content - Content Server page, in IP Address Filter, enter your Oracle SOA Server IP address.

Task 2 Configure use of the Framework Folders component To confirm use of the FrameworkFolders component: 1. In Oracle WebCenter Content, in the navigation panel, expand Administration, and then click Admin Server. 2. Under Component Manager, click advanced component manager, and then enable FrameworkFolders and disable Folders_g. 3. Restart your Oracle WebContent, SOA, and BPM servers.

Task 3 Assign Users to Roles to Upload Files To assign users to roles: 1. In Oracle WebCenter Content, in the navigation panel, expand Administration, and then click Admin Applets. 2. On the Administration Applets for server name page, click User Admin. 3. In the User Admin for servername dialog box, click Security, click Permissions by Role. 4. In the Permissions by Role dialog box, either grant the guest role write access, or create new roles and assign users to these roles.

Further Configurations 4-3 Adding New Application Roles in Oracle BPM Workspace

4.3 Adding New Application Roles in Oracle BPM Workspace Oracle PSIR and Oracle CMPM require you to add additional application roles. Oracle PSIR uses additional action officer application roles to route specific incident types. Oracle CMPM uses additional complaints handler roles to route specific complaint forms. After adding the application roles, assign users, see Section 3.1.1, "Grant Roles to Users in Oracle BPM Workspace" For Oracle PSIR, add the application roles listed in Table 4–2. If you add roles not listed in the table or use a different name for a role, you must update the Get Approvers Ruleset. For Oracle CMPM, add a parametric role for ComplaintsManagement.ComplaintsHandler. Next, add the application roles listed in Table 4–3, then assign these new application roles to the ComplaintsManagement.ComplaintsHandler role. To add a new application role: 1. Log in to Oracle BPM Workspace as an administrator. 2. From the Process Workspace toolbar, select Administration. The Administration Areas panel appears. 3. In the Organization panel, click Roles. The Roles panel displays a list of the roles you are authorized to administer. 4. In the upper-right corner of the Roles panel, click Add a new application role. The Add Role dialog box appears. 5. Specify the role name and, optionally, a description for the new role. Click OK. The new role is now listed in the Roles panel. 6. Repeat steps 4 and 5 for each application role.

Table 4–2 Oracle PSIR Application Roles Oracle PSIR Application Roles Description ActionOfficer-Arson Responsible for reviewing all arson incidents ActionOfficer-CyberAttack Responsible for reviewing all cyber attack incidents ActionOfficer-DrugActivity Responsible for reviewing all drug activity incidents ActionOfficer-MaterialAcqu Responsible for reviewing all material acquisition incidents isition ActionOfficer-Observation Responsible for reviewing all observation incidents ActionOfficer-OtherIncident Responsible for reviewing all other incident types s

Table 4–3 Oracle CMPM Application Roles Oracle CMPM Application Roles Description ComplaintsHandler-BILLIN Responsible for resolving all billing complaints G ComplaintsHandler-CUSTO Responsible for resolving all customer service complaints MER SERVICE ComplaintsHandler-QUALI Responsible for resolving all quality complaints TY

4-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Implementing Esignatures

4.4 Modifying Web Service Stubs Oracle EOB and Oracle ULO ship with web service stubs. You have two options for updating these web service stubs:

■ Update the existing stub by add a new web service call to your service and then redeploy the stub. This requires minimal changes to the PAs business processes. Modify the stub process using Oracle JDeveloper, see Oracle Fusion Middleware Developer’s Guide for Oracle SOA Suite. The stub process for Oracle EOB is PA_ HOME/pa/src/eob/stub/ebc/EBCModel. The stub processes for Oracle ULO are located in PA_HOME/pa/src/ulo/bpm/StubProcesses.

■ Remove the existing stub and use your own. This requires significant changes to the PAs business processes and you have to update all dependencies accordingly. Replace the existing stub process with your service and make corresponding changes to the service calls in the process using Oracle JDeveloper, see Oracle Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management. The Employee Onboarding BackGroundCheck process is located in PA_ HOME/pa/src/eob/EmployeeOnboarding/EmployeeOnboarding/processes/BackGro undCheck.bpmn. UnifiedLoanOrigination is located in PA_HOME/pa/src/ulo/bpm.

4.5 Modifying Oracle ULO Database Tables The following Oracle ULO database tables can be optionally updated after Oracle ULO is installed to fit your needs:

■ ULO_LOOKUP_VALUES: Update the Meaning column with your bank’s name.

■ PA_CONFIG_PROPERTIES: Update the currency code from the default of USD. This table must contain only one row.

■ X_CLBRA_ALIAS_LIST: Specify your Content Server alias list, for example, @LoanOfficerGroup(RW) or @LoanProcessorGroup(RW).

■ X_CLBRA_USER_LIST: Specify your Content Server user list, for example, &jcooper(R) or &jstein(RW).

■ ULO_UCM_CONFIG: This table is configured during installation. The table must contain only one row. You can update: CS_PORT = Specify your Content Server web port. HOST_NAME = Specify the Content Server host name. RIDC_PORT = Specify the RIDC port. USERNAME = Specify a user name with administrative privileges on the Oracle WebCenter Content server . D_COLLECTION_PATH = Specify the path where the uploaded PDF files should be stored. D_AUTHOR and D_DOC_AUTHOR = Specify the by and author fields for the document respectively. SECURITY_GROUP = Specify the defaulted security group for files being uploaded.

4.6 Implementing Esignatures With Oracle ULO you have the option to implement Esignatures for any of the generated documents. Oracle WebCenter Content 11g Release 1 (11.1.1.6.0) is required to implement Esignatures.

Further Configurations 4-5 Configuring the Prediction Service

To implement Esignatures:

Task 1 Configure Content Server To configure the Content Server: 1. In Oracle WebCenter, in the portal navigation bar expand Administration, then select Admin Server. The Components Manager opens in a new window. 2. On the Components Manager page, select Document Management option. All fields under Document Management are shown. 3. Select Electronic Signatures option, then click Update. The Electronic Signatures option appears if Oracle WebCenter Content is installed successfully. 4. Restart the Content Server. 5. Your Content Server must have Access Control Lists enabled. In the Group Access List, add Applicants group, LoanOfficersGroup, and LoanProcessorsGroup. In the Users Access List, add the users who can access the documents. See "Managing Security and User Access" in Oracle Fusion Middleware System Administrator's Guide for Oracle Content Server. 6. Entries for applicants need to be created on the Content Server and Fusion Middleware Server. Single sign-on helps to eliminate creating the same users in different LDAPs. The applicant’s email should match in both the Oracle ULO tables and LDAP.

Task 2 Edit the ULO_UCM_CONFIG file In the ULO_UCM_CONFIG file, you must edit the SECURITY_GROUP attribute. You can optionally edit the X_CLBRA_ALIAS_LIST and X_CLBRA_USER_LIST. See Section 4.5, "Modifying Oracle ULO Database Tables" for more details on the attributes in the ULO_UCM_CONFIG file.

4.7 Configuring the Prediction Service Oracle Insurance Claim Management can use business rules or the prediction service to determine the likelihood of a fraudulent claim. Oracle Complaints Management can use business rules or the prediction service to calculate the probability for initiating customer loyalty follow up. By default, these process accelerators use the business rules to make their determination. If you want more realistic determination results based on data from claims, then you can configure the PAs to use the prediction service. The prediction service is installed during the installation; however, further configurations are needed to enable the prediction service for use within a process accelerator. To configure the prediction service:

Note: Steps 1 and 2 should be performed one time only, provided the database does not change when installing multiple process accelerators.

1. Copy PAHome/pa/src/common/oracle.advancedanalytics.prediction_ 11.1.1/scripts/OREpres_1.0.tar.gz to a folder on the server running the Oracle Database and Oracle R Enterprise. 2. From a bash shell, install the Oracle R Enterprise scripts.

4-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Installing and Uninstalling Oracle eForms Management Public UI on a Different Server

R CMD INSTALL home/user/oracle.advancedanalytics.prediction_ 11.1.1/scripts/OREpres_1.0.tar.gz. 3. Copy the predictiveAnalytics and its content to the server running the Oracle database and Oracle R Enterprise. The predictiveAnalytics and its content is located in PAHome/pa/src/fs/icm/predictiveAnalytics for Oracle ICM. For Oracle CMPM it is located in PAHome/pa/src/fs/cm/predictiveAnalytics. 4. Update the environment file with the location of the Oracle database and the database service name in the ORACLE_HOME and ORACLE_SID variables respectively. For Linux, update setREnv.sh or for Windows, update setREnv.bat. 5. Run ./configurePredictionModel.sh -dbuser username -dbpassword password -dbhost host name -dbport port to generate and deploy the prediction model for Linux. For Windows, run configurePredictionModel.cmd -dbuser username -dbpassword password -dbhost host name -dbport port.

4.7.1 Refreshing the Oracle ICM Prediction Model After a number of claims are processed, refresh the prediction model. There is no set number or time period to do the refresh. The more you refresh the prediction model, the better real time prediction value you get. This refresh is for Oracle ICM only. You do not need to refresh the prediction model for Oracle CMPM. To refresh the prediction model, run ./configurePredictionModel.sh -dbuser username -dbpassword password -dbhost host name -dbport port -refreshmodel true for Linux. For Windows, run configurePredictionModel.cmd -dbuser username -dbpassword password -dbhost host name -dbport port -refreshmodel true.

4.8 Installing and Uninstalling Oracle eForms Management Public UI on a Different Server The installation of Oracle eForms Management installs the public UI on the SOA server. You can also install the public UI on a different server. For example, for security, you may want citizens to access the public UI from a non-SOA server outside your firewall with just the ADF libraries on it. To install Oracle EFM Management Public UI on a different server: 1. Navigate to PAHOME/pa/src/fm/deploymentPlan, copy InstallPublicUI.zip to the server you want to install the public UI, then extract the file. 2. Navigate to the config folder, then update the env.sh and config.properties files with your environment details. 3. Run source env.sh. 4. Run ant -f PAInstallFMPublicUI.xml. Enter your username and password when prompted. 5. In Oracle EFM, open the Maintain eForm Types page before opening the Public UI. To uninstall the Oracle EFM Management public UI run ant -f PAInstallFMPublicUI.xml uninstall-fm-public.

Further Configurations 4-7 Understanding the Microsoft Excel Template and Macros for Oracle FRA and AME

4.9 Understanding the Microsoft Excel Template and Macros for Oracle FRA and AME Oracle FRA and AME ship with a Microsoft Excel template and macros that are used for the approval of documents. The template contains an Oracle PA menu, on the ribbon, with buttons (macros) that enable a user to create, withdraw, update, claim, resolve, release, approve, and request more information for a document. The template supports Microsoft Excel 2007 and new versions. The macros can be enabled with earlier versions of MS Excel; however, the macros appear in a drop-down menu instead of buttons on the ribbon. The template is located in path/PAHome/pa/src/fs/fra/excelTemplate. The macros within the template use a VB script. You can open the VB script source code to make modifications, if desired. ApachePOI propagates the created document information to Oracle BPM and initiates the human workflow. If desired, you can modify this ApachePOI code, located in path/PAHome/pa/src/fs/fra/view/FRAReuseUI/FRAReuseUI/src/oracle/bpmpa/fs/f ra/view/beans/InvestigationBean.java.

4.10 Initializing Cases in Oracle CMPM and ICM Cases are not initialized in Oracle CMPM or ICM after installation. You must manually replace the chemistry-opencmis-client.jar file to initialize the cases in these PAs. To replace the chemistry-opencmis-client.jar file: 1. Ensure you have installed the PS6 BP3 Patch #18072286. 2. Navigate to $SOA_HOME/soa/modules/chemistry-opencmis-client, then replace the chemistry-opencmis-client.jar file with the one in path to extracted BP3Patch/files/soa/modules/chemistry-opencmis-client/chemistry-opencmis -client.jar. 3. Restart servers.

4-8 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators 5

5Integrating Oracle Process Accelerators with Other Oracle Products

This chapter describes how to integrate Oracle Process Accelerators (PA) with other Oracle products. This chapter includes the following sections:

■ Section 5.1, "Integrating with Oracle WebCenter Portal: Spaces"

■ Section 5.2, "Integrating with Oracle WebCenter Content: Capture and Imaging"

■ Section 5.3, "Integrating with PeopleSoft Talent Acquisition Manager"

■ Section 5.4, "Integrating with Siebel Financial Services"

■ Section 5.5, "Integrating with Oracle E-Business Suite Human Capital Management"

5.1 Integrating with Oracle WebCenter Portal: Spaces Integrating Oracle Process Accelerators with Oracle WebCenter Portal: Spaces enables you to manage the Oracle BPM workflows within your existing Oracle WebCenter environment. You can also utilize the sample portals delivered with a PA. The sample portals are provided as a basic structure that you must modify. This section details how to configure the demo spaces available with the PAs. Details for using your own space and removing the integration resources after you have it configured are also provided.

5.1.1 Prepare for Integration To integrate Oracle WebCenter Portal: Spaces with a PA you must ensure your environment is configured appropriately. Ensure the following:

■ Your process accelerator is installed and configured to use Oracle WebCenter Portal: Spaces.

■ Your Oracle WebCenter Portal environment is installed, configured and running. To install Oracle WebCenter Content, see Oracle WebCenter Content Installation Guide. To install Oracle WebCenter Portal, see Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal.

■ You extend your Oracle WebCenter Spaces with Oracle Business Process Management (BPM) Process Spaces on your Oracle WebCenter server, see

Integrating Oracle Process Accelerators with Other Oracle Products 5-1 Integrating with Oracle WebCenter Portal: Spaces

"Extending a Domain to Enable Oracle BPM Process Spaces," in Oracle Fusion Middleware Installation Guide for Oracle WebCenter Portal.

■ You establish a global trust if your Oracle SOA server and Oracle WebCenter server are on different domains, see "Enable global trust between domains" in Oracle Fusion Middleware Oracle WebLogic Server Administration Console Online Help.

■ Your Oracle JDeveloper environment is installed and configured with Oracle Webcenter Extensions.

■ You have downloaded the Oracle WebCenter Workspace to extend the Oracle WebCenter Portal: Spaces environment, see "Downloading a Workspace for Spaces Development" in Oracle Fusion Middleware Developer’s Guide for Oracle WebCenter Portal.

5.1.2 Integrate Oracle Process Accelerators with Oracle WebCenter Portal: Spaces You must complete several tasks to integrate a PA with Oracle WebCenter Portal: Spaces. The tasks you complete depend on what PA you are installing, and its intended integration with Spaces. Not all PAs ship with demo spaces. Demo spaces are available for:

■ Oracle Employee Onboarding (EOB) Oracle EOB ships with the New Employee Portal demo space. If you implement the portal, then a hiring manager can send the portal URL to new employees. The employees use this portal to update their personal information and complete onboarding activities. The New Employee Portal contains two pages, Company Overview and Verify Personal Information. The Company Overview page provides information about your company. The Verify Personal Information page provides the employee with their basic contact and identification information. The employee can view, update, and submit their information back to the hiring manager. Access to the portal is restricted to authorized users.

■ Oracle Unified Loan Origination (ULO) Oracle ULO ships with the PA Space demo space. The demo space is based on the Oracle BPM process instance space template, enabling users to view the tasklists, the PA UIs, and Oracle BAM dashboards.

■ Oracle Public Sector Incident Reporting (PSIR) Oracle PSIR ships with the PA Space demo space. The demo space is based on the Oracle BPM process instance space template, allowing you to view the tasklists, the PA UIs, and BAM dashboards. Managing the Oracle BPM workflows within Spaces involves completing the following tasks:

■ Register the shared library Some PAs provide Oracle WebCenter Portal: Spaces shared libraries during installation. These shared libraries are used to expose the PA UI in your Spaces. You still have to register the shared library.

■ Import the demo space and bring it online See Section 5.1.3, "Create Your Own Space" if you want to use your own space.

■ Add users to the demo space

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Implementing the Oracle EOB New Employee Portal demo space involves completing the following tasks:

■ Perform initial setups

■ Import the demo space and bring it online

■ Add users to the demo space

■ Update the Oracle EOB business rules

■ Import company overview into New Employee Portal

Task 1 Register the Shared Library (for Oracle ULO and PSIR only) To register the shared library: 1. Edit the weblogic.xml file to include the PA shared library oracle.bpmpa.webcenter.spaces. See "Editing the Shared Library List" in Oracle Fusion Middleware Developer’s Guide for Oracle WebCenter Portal. 2. Register the shared library. See "Setting Build and Deployment Options (config.properties)" and "Building and Deploying the Shared Library List (extend.spaces.webapp.war)" in Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Portal.

Task 2 Perform Initial Setups (for Oracle EOB only) To perform initial setups: 1. In the Oracle WebLogic Server Administration Console, create a new group EmployeeGroup. 2. Apply patch #17204641. 3. Create a PowerPoint file that contains the information about your organization you want seen on the portal. 4. In Oracle WebCenter Content, upload the PowerPoint file you created to /Contribution Folders/ using the content ID COMPINTROORAC0001.

Task 3 Import the Portal and Bring it Online To import the portal and bring it online: 1. Ensure the Oracle WebCenter server details are specified in the PAHome/config/PAInstallProperties.xml. 2. Ensure your Oracle JDeveloper home details are specified in source file. For Linux, use PAHome/bin/env.sh and for Windows, use PAHome/bin/env.bat. 3. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. 4. Run ant import-pa-space. For Oracle ULO and PSIR, this script imports the PA Space demo space. For Oracle EOB, this script imports the New Employee Portal demo space. 5. Bring the demo space online. See "Bringing Any Space Back Online" in Oracle Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces.

Integrating Oracle Process Accelerators with Other Oracle Products 5-3 Integrating with Oracle WebCenter Portal: Spaces

6. Restart the Oracle WebCenter servers.

Task 4 Add Users to the Demo Space To add users to the demo space: 1. Add your users and groups to the demo space. For Oracle EOB only, assign EmployeeGroup as member of the New Employee Portal. See "Adding Registered Users and Groups" in Oracle Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces. 2. Assign your users and groups to the application roles in Oracle Enterprise Manager. See "Section 3.2, "Configuring Security Roles for Oracle Process Accelerator Pages."

Task 5 Update the Oracle EOB Business Rule To update the Oracle EOB business rule: 1. Update the Oracle WebCenter portal host name and port number in the New Employee Ruleset and global variables. See "Understanding the New Employee Ruleset," in Oracle Fusion Middleware User's Guide for Oracle Employee Onboarding Process Accelerator for more details on modifying the New Employee Ruleset.

Task 6 Import Company Overview into New Employee Portal To import the company overview information into the New Employee Portal: 1. In the New Employee Portal, click the Company Overview tab, then click Edit Page. 2. In the Add Content dialog box, select Default Catalog, select Content Management, then highlight Content Presenter and click Add. 3. On the Editing Page: Company Overview page, click Add Content, then select your company overview document. 4. Click the Template tab, set the Template field to Default List Item View, click Save, click Save, then close the Editing Page: Company Overview page.

5.1.3 Create Your Own Space If you choose not to install the demo space shipped with the PAs, you can create your own. If you already have a space, you can create a mashup with the PA content. To create your own space: 1. In Oracle WebCenter Portal: Spaces, create a new space based on a template of your choice or edit the settings if you already have a space. 2. Navigate to your space, click on Pages and Spaces Actions, select Manage, then select All Settings. 3. On the Settings page, in the Resource Catalog for Pages and Resource Catalog for Page Template fields select PA Resource Catalog, then click Apply. The PAs resource catalog contains the register user interface artifacts. If you skip this step the PA UIs cannot be viewed. 4. Click Back to Space, click on Pages and Spaces Actions, then select Edit Page.

5-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Integrating with Oracle WebCenter Content: Capture and Imaging

5. On the Edit Page, click Add Content. The PA Resource Catalog opens enabling you to add PA content. The PA Resource Catalog is organized into several levels of folder hierarchies containing a set of artifacts. 6. Browse to the folder containing the PA specific UI artifacts you want to add, select the artifact, then click Add. This adds the PA specific content to your page. 7. Add your users and groups. See "Adding Registered Users and Groups" in Oracle Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces. 8. Assign your users and groups to the application roles in Oracle Enterprise Manager. See "Section 3.2, "Configuring Security Roles for Oracle Process Accelerator Pages."

5.1.4 Uninstall Oracle WebCenter Portal Resources Since the Oracle Process Accelerator uninstall process does not remove the Oracle WebCenter Portal resources, you must do this manually. To uninstall the Oracle WebCenter Portal resources: 1. Delete the demo space and the Oracle BPM Process Accelerator Catalog. See "Deleting a Resource" in Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter Portal. 2. Delete the PA shared library, oracle.bpmpa.webcenter.spaces, then restore the Oracle WebCenter Portal: Spaces war extend.spaces.webapp. See "Reverting to a Previous Shared Library List" in Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Portal.

5.2 Integrating with Oracle WebCenter Content: Capture and Imaging You can integrate Oracle Complaints Management (CMPM) or Oracle Employee Onboarding (EOB) with Oracle WebCenter Content: Capture and Imaging. Integrating Oracle CMPM or EOB with Oracle WebCenter Content: Capture and Imaging enables you to initiate the complaints management and employee onboarding processes from a scanned document or an inbound email.

5.2.1 Prepare for Integration To integrate with Oracle WebCenter Content: Capture and Imaging you must ensure your environment is configured appropriately. Ensure the following:

■ Your mount point and CSF key are created. See Section 2.1.7, "Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging."A

■ Your process accelerator is installed and configured to use Oracle WebCenter Content.

■ Your Oracle WebCenter Content environment is installed, configured and running. To install Oracle WebCenter Content, see Oracle WebCenter Content Installation Guide.

■ Your Oracle WebCenter Content: Capture, Imaging, and Forms Recognition environment is installed, configured and running.

Integrating Oracle Process Accelerators with Other Oracle Products 5-5 Integrating with Oracle WebCenter Content: Capture and Imaging

5.2.2 Integration Overview The integration initiates when a scanned document or an email are received by the Oracle WebCenter Content: Capture and Imaging server. The scanned document or email is converted to an image for historical record retention on the content server. The data relevant to the business process is extracted from the image and used to initiate the business process. The image is linked to the initiated business process instance enabling stakeholders to act on the task. Figure 5–1 shows this process.

Figure 5–1 Document Capture and Imaging Flow

5-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Integrating with Oracle WebCenter Content: Capture and Imaging

5.2.3 Integrate Oracle CMPM or EOB with Oracle WebCenter Content: Capture and Imaging To integrate Oracle CMPM or EOB with Oracle WebCenter Content: Capture and Imaging you may have to complete some or all of the following tasks depending on your implementation:

Task 1 Create Connections to Repository, Workflow, and Imaging Application Complete this task only if the WebCenter Content: Capture and Imaging servers are running on a different domain or server from the Oracle SOA and PA Home server. This configuration creates the connections to the Oracle WebCenter Content Repository, Oracle BPM Workflow, Imaging application, and file input agent. To create the connections: 1. Copy the WebCenter capture profile CMCaptureWorkspaceProfile.xml from PAHome to a folder on the Capture server. 2. In a terminal window, run /path/fmwhome/Oracle_ECM1/common/bin/wlst.sh The wls:/offline prompt appears. 3. At the wls:/offline prompt, run connect() then provide your user name, password, and t3 URL. 4. At the wls:/offline prompt, run importWorkspace($Profile_path). $Profile_path is the complete path to the XML file copied in step 1. 5. If Capture and Imaging are installed on different servers, copy CMPMImagingInstaller.zip to a new folder on the Imaging server and extract the file. CMPMImagingInstaller.zip is located under PAHome/pa/src/cm/built. 6. Update the CMPMImagingInstalledProperties.xml and env.sh files with your configuration details. 7. From the new folder, run source env.sh. 8. From the new folder, run ant integrate-cmpm-imaging. This script creates the connections to the Repository, Workflow, Imaging application, and file input agent. The Repository is where the complaint form images are saved. The Workflow is where the business processes are deployed. The Imaging application utilizes both the Repository and Workflow servers to process the images. The file input agent is the mount point on the Imaging server.

Task 2 Configure Oracle WebCenter Content: Capture Complete this task only if you want to use email as the source of form capture. To configure Capture for the integration: 1. Configure an email account in Oracle WebCenter Content: Capture, see "Configuring Email Message and Attachment Importing" in Oracle Fusion Middleware Managing Oracle WebCenter Capture. 2. On your Capture server, create a commit folder where the output files should be stored. When an email is received the attached complaint form or image is saved into this folder. WebForms Recognition reads the files in this folder for data extraction. 3. In WebCenter Capture Workspace Console, in the Capture Workspaces pane, select the commit profile, then click the Commit tab and open the commit profile.

Integrating Oracle Process Accelerators with Other Oracle Products 5-7 Integrating with Oracle WebCenter Content: Capture and Imaging

4. In the commit profile, select Commit Driver Settings, click the Document Folder tab, in the Document Folder field enter the folder path where the output files are saved, then click Submit.

Task 3 Configure Oracle WebCenter Content: Forms Recognition Complete this task only if you want to use email as the source of form capture. To configure Forms Recognition for the integration: 1. From PAHome, copy the OFR project ComplaintFormsRecognition, and extract it on the Forms Recognition server. 2. From PAHome, copy the PAHome/pa/src/cm/integration/webcenter/forms_ recognition/CM directory and its content to the Forms Recognition server. 3. In the Oracle WebCenter Forms Recognition Administration Console, from the Console Root navigation tree expand Runtime Server Administration, right click Runtime Server Administration, select New RTS Group, in the New Group dialog box enter a name for the new group, then click OK. 4. In the tree, right click the newly created RTS Group, then select New Machine.... 5. In the Group Management dialog box, in the Domains drop-down list select a domain. The domain should contain the host where Forms Recognition is installed. 6. If the current machine is used for data extraction, in Available WebCenter Forms enter localhost, then click OK. 7. Right click the machine created in step 4, select New, select New RTS Instance, in the New RTS Instance dialog box enter a name for the RTS Instance, then click OK. It is recommended you include the project name in the instance name, for example, CMImportClassifyExtractExport. 8. Right click the RTS Instance and select Properties. 9. In the WebCenter Forms Recognition Runtime Service Properties dialog box, click the General tab, and complete the following fields: Use database = uncheck this option Batch Root = select the path to the batch location Image Root = select the path to the image root location Export = select the path to the extraction results location Wait = set the delay for Forms Recognition to scan the next set of input files

10. In the WebCenter Forms Recognition Runtime Service Properties dialog box, click the Workflow tab, and select all the workflow activities that should be performed by the RTS Instance, for example, Import, OCR, Classification. 11. In the WebCenter Forms Recognition Runtime Service Properties dialog box, click the Import tab, and complete the following fields: Import Directory = select the input path 1 folder per batch (no subdirectories) = select this option Always import documents = select this option

12. In the WebCenter Forms Recognition Runtime Service Properties dialog box, click the OCR+Export+Clean Up tab, and select the export and clean up options you want to use. 13. Click OK.

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14. Start the RTS Instance if it is not already started.

Task 4 Configure Oracle WebCenter Content: Forms Recognition Verifier Oracle WebCenter Content: Forms Recognition Verifier is used to collect and monitor validation errors and unrecognized data. To configure Verifier for the integration: 1. In Oracle WebCenter Forms Recognition Verifier, from Options, click Settings. 2. In the WebCenter Forms Recognition Verifier Properties dialog box, click the General tab, and complete the following fields: Use project file = select the path to the project file Batch Root = select the path to the batch location Image Root = select the path to the image root location

3. Click OK.

Task 5 Configure Oracle WebCenter Content: Imaging Oracle WebCenter Content: Imaging reads the extracted data from the mount folder and sends it to Oracle BPM for processing. To configuring Imaging for the integration: 1. Share the export folder on the Forms Recognition server with the mount folder created in Section 2.1.7, "Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging," see Figure 5–2.

Figure 5–2 Share Export Folder

2. Mount the shared folder to the mount you created in Section 2.1.7, "Create a Mount Point and CSF Key for Oracle WebCenter Content: Capture and Imaging." # mount -t cifs -o username=windowsusername,password=windowsuserpassword//windowsserverip/ windowssharename /linuxmountpoint. For example, # mount -t cifs -o username=imaginguser,password=temp1 //192.0.2.1/ImagingShare /mnt/WFRExport.

Integrating Oracle Process Accelerators with Other Oracle Products 5-9 Integrating with PeopleSoft Talent Acquisition Manager

5.3 Integrating with PeopleSoft Talent Acquisition Manager Integrating Oracle Employee Onboarding (EOB) Process Accelerator with PeopleSoft Talent Acquisition Manager 9.2 enables you to initiate the employee onboarding process from PeopleSoft and pass employee data between the two applications. A number of ways exist to integrate Oracle EOB with PeopleSoft Talent Acquisition Manager 9.2. This section provides an integration example.

Caution: Read these cautions before proceeding.

■ Check with your PeopleSoft system administrator before attempting any integration between PeopleSoft and any process accelerator.

■ The integration example is based on PeopleSoft Talent Acquisition Manager 9.2.

■ Modifying your PeopleSoft environment using the steps in this document could jeopardize the integrity of your PeopleSoft environment.

■ Refer to your PeopleSoft documentation for completing any PeopleSoft specific step suggested in this document.

5.3.1 Integration Example Overview The integration example initiates from PeopleSoft Talent Acquisition Manager 9.2 when a new employee record is created. A connection is created between PeopleSoft and Oracle EOB, employee data is passed to Oracle EOB, and the EOB Employee Onboarding process begins. The connection between PeopleSoft and Oracle EOB occurs either by configuring a new button on the PeopleSoft Job Data page, or by configuring the Save button. When the button is clicked, the connection is established. Two use cases exist to pass the employee data. The first use case passes only the employee ID from PeopleSoft to Oracle EOB. The second use case passes the complete employee record, including job data, from PeopleSoft to Oracle EOB. After the EOB Employee Onboarding process is complete, a stub process updates the employee data status in PeopleSoft. In the first use case, see Figure 5–3, the employee ID is registered with PeopleSoft Integration Broker. When a new employee record is created in PeopleSoft, the Start_ New_Employee web service is triggered based on code in the record component. Once the EOB Employee Onboarding process initiates, the following occurs:

■ The process validates the payload and calls the GetEmployeeData web service to retrieve the entire employee payload.

■ The GetEmployeeData BPM process calls the CI_PERSONAL_DATA PeopleSoft component interface to aggregate the employee data and returns the data to the EOB Employee Onboarding process. The task UI then updates the EOB_ EMPLOYEE_MASTER database table.

■ The EOB Employee Onboarding process updates PeopleSoft once the onboarding process is successfully completed.

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Figure 5–3 Employee ID Use Case

In the second use case, see Figure 5–4, when a new employee record is created in PeopleSoft, the Start_New_Employee web service is triggered. PeopleSoft sends the complete employee record, including job data, to Oracle EOB, and then the EOB Onboarding process initiates.

Integrating Oracle Process Accelerators with Other Oracle Products 5-11 Integrating with PeopleSoft Talent Acquisition Manager

Figure 5–4 Employee Record Use Case

The high level integration configuration includes:

■ Registering the Oracle EOB web service in PeopleSoft Talent Acquisition Manager 9.2

■ Adding the example People Code for one of the use cases

■ Publishing the PeopleSoft Talent Acquisition Manager 9.2 component interface services (for the employee ID use case)

5.3.2 Prepare for the Integration Example Your Oracle EOB and PeopleSoft Talent Acquisition Manager 9.2 environments must already be set up and configured before integrating the two. If you did not install Oracle EOB with your PeopleSoft environment details during installation, see Appendix D.7, "PeopleSoft Talent Acquisition Manager is Added After Oracle EOB is Installed."

5.3.3 Integrate Oracle EOB with PeopleSoft Talent Acquisition Manager Example The configuration for this integration example involves completing the following tasks:

■ Initiate the Start_New_Employee web service. This creates the connection between Oracle EOB and PeopleSoft Talent Acquisition Manager 9.2.

■ Add the sample PeopleCode to the PeopleSoft Application Designer. This establishes how the connection is initiated and what employee data is passed.

■ Publish the PeopleSoft component interface services for employee ID use case only. This aggregates the employee data so only the employee ID is passed.

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Task 1 Initiate the Start_New_Employee Web Services To initiate the Start_New_Employee web services: 1. In Oracle Enterprise Manager, copy Start_New_Employee wsdl. 2. In PeopleSoft Talent Acquisition Manager 9.2, navigate to the Consume Web Service page and complete the wizard setup. For the WSDL URL paste the Start_ New_Employee wsdl copied from Oracle Enterprise Manager.

Task 2 Add the Sample PeopleCode Using PeopleSoft Application Designer With this integration example, you can establish a connection between PeopleSoft and Oracle EOB, by either configuring a new button on the PeopleSoft Job Data page, or by configuring the Save button. Enter the PeopleCode for the employee ID or employee record use case for the button of your choice. The sample PeopleCode is located in PAHome/pa/src/integration/peoplesoft/Rel9.2/Peoplecodefordatapopulation.tx t. To configure a new button: In Application Designer, on the PeopleSoft Job Data page, add a new button. In the EMPLID field of the JOB record type, add the sample PeopleCode to the FieldChange event. To configure the Save button: In Application Designer on the PeopleSoft Job Data page, configure the Save button. In the EMPLID field of the JOB record type, add the sample PeopleCode, to the SavePostChange event.

Task 3 Publish the PeopleSoft Component Interface Services Complete for the employee ID use case only. The employee ID is passed from PeopleSoft to Oracle EOB. In order to accomplish this, the following component interfaces are exposed:

■ CI_JOB_CODE_TBL

■ LOCATIONS_TABLE

■ DEPARTMENT_TBL

■ CI_JOB_DATA

■ CI_PERSONAL_DATA To publish the PeopleSoft component interface services: 1. In PeopleSoft Talent Acquisition Manager 9.2, navigate to the CI-Based Services page, search for the component interface name, and then review the component interface status. 2. Click View Service Definition, click CI_component interface name_G.V1, and then ensure the service operation is active. 3. Under Message Information, ensure the message versions are correct. If not, the EOBExternalAppIntegration stub may not work as expected. The message versions for each component interface are as follows: CI_PERSONAL_DATA: Get operation M477757.V1.xsd M488347.V1.xsd M632577.V1.xsd

Integrating Oracle Process Accelerators with Other Oracle Products 5-13 Integrating with Siebel Financial Services

CI_PERSONAL_DATA: Update operation M230069.V1.xsd M827896.V1.xsd M697704.V1.xsd

CI_JOB_DATA M351533.V1.xsd M824386.V1.xsd M902361.V1.xsd

DEPARTMENT_TBL M331635.V1.xsd M696483.V1.xsd M1030416.V1.xsd

LOCATION_TABLE M589028.V1.xsd M655039.V1.xsd M967609.V1.xsd

CI_JOB_CODE_TBL M734631.V1.xsd M273192.V1.xsd M774733.V1.xsd

4. Click Provide Web Service, ensure the Handles and Routing Definitions are active, and then finish the publishing of the service. For CI_PERSONAL_DATA only, the Update operation is also used. Ensure the CI_ CI_PERSONAL_DATA_UP.V1 service operation, handlers, and routing definitions are active. 5. Repeat steps 1 through 4 for each component interface.

5.4 Integrating with Siebel Financial Services Integrating Oracle Unified Loan Origination (ULO) Process Accelerators with Siebel Financial Services 8.1.1 v10 or v11 enables you to initiate the loan application process from Siebel and passes loan data between the two applications. A number of ways exist to integrate Oracle ULO with Siebel Financial Services 8.1.1 v10 or v11. This section provides an integration example between Oracle ULO and Siebel Financial Services.

Caution: Read these cautions before proceeding.

■ Check with your Siebel system administrator before attempting any integration between Siebel and any process accelerator.

■ The integration example is based on Siebel Financial Services 8.1.1 v10 or v11.

■ Modifying your Siebel environment using the steps in this document could jeopardize the integrity of your Siebel environment.

■ Refer to your Siebel documentation for completing any Siebel specific step suggested in this document.

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5.4.1 Integration Example Overview The integration example initiates from either Siebel Financial Services 8.1.1 v10 or v11 when a new loan application is created, or from Oracle ULO when the loan application is approved. In the first use case, after a new loan application is created in Siebel, a web service is invoked, and the ProcessExternalLoanApplication process passes the complete loan to Oracle ULO. The processing of the loan application proceeds in Oracle ULO. The high level integration configuration for this use case involves:

■ Creating a new or using the sample Siebel workflow to invoke the ProcessExternalLoanApplication when a loan application is created.

■ Creating an event that triggers the invocation when the Sales Stage of the loan application is changed. In the second use case, after the loan application is processed and approved in Oracle ULO, an Oracle BPM process invokes the loan account creation in Siebel. Siebel creates the account, links the account to the Siebel Contacts, and then sends the account ID and account number back to Oracle ULO. The high level integration configuration for this use case involves:

■ Creating a new or using the sample Siebel workflow and generating a WSDL to insert a financial account in Siebel, then linking the contacts of the application to this account. This should also return the account ID and account number in the response.

■ Modifying the Siebel application status to approved. Figure 5–5 depicts both these use cases.

Figure 5–5 Oracle ULO and Siebel Integration Example Business Flow

Integrating Oracle Process Accelerators with Other Oracle Products 5-15 Integrating with Siebel Financial Services

5.4.2 Prepare for the Integration Example Your Oracle ULO and Siebel Financial Services 8.1.1 v10 or v11 must already be set up and configured before integrating the two. If you did not install Oracle ULO with your Siebel environment details during installation, see Appendix D.9, "Siebel Financial Services is Added After Oracle ULO is Installed."

5.4.3 Integrate Oracle ULO with Siebel Financial Services Example The configuration for this integration example involves completing the following tasks:

■ Import FullApplicationData.sif into Siebel Tools.

■ Import ProcessExternalLoanApplication.service.XML into Siebel Financial Services (for first use case where Siebel passes the complete loan application payload to Oracle ULO).

■ Publish and activate the Workflow Examples project in Siebel Tools.

■ Deploy the Loan Account Creation web service in Siebel Tools (for the second use case where the loan account is created in Siebel).

■ Compile the Workflow Example project in Siebel Tools.

■ Create a runtime event in Siebel Financial Services.

■ Ensure that the loan application status is set correctly in Siebel Financial Services.

■ Ensure that all Oracle ULO loan application required fields are mapped appropriately in Siebel Financial Services.

Task 1 Import FullApplicationData.sif into Siebel Tools To import FullApplicationData.sif into Siebel Tools: 1. Copy FullApplicationData.sif from bpmpa/projects/integration/siebel/Rel8.1.1/10/fs/ulo to a location accessible by your Siebel server. 2. Log in to Siebel Tools as an administrator. 3. From the menu, click Tools, click Import from Archive, and then import FullApplicationData.sif. If the import is successful, the Workflow Examples project appears in the Projects list and in the Integration Objects list.

Task 2 Import ProcessExternalLoanApplication.service.XML into Siebel Financial Services Complete for the first use case where Siebel passes either the application ID or the complete loan application payload to Oracle ULO. To import ProcessExternalLoanApplication.service.XML into Siebel Financial Services 8.1.1 v10 or v11: 1. Copy ProcessExternalLoanApplication.service.XML from bpmpa/projects/integration/siebel/Rel8.1.1/10/fs/ulo to a location accessible by your Siebel server. 2. Log in to Siebel Financial Services as an administrator.

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3. From the Site Map, click Administration - Web Services, click Outbound Web Services, click Import, and then import ProcessExternalLoanApplication.service.XML. 4. Under Services Ports for ProcessExternalLoanApplication.service.XML web service, in the Address field, enter your SOA host name and port number, and then click Clear Cache to commit the changes.

Task 3 Publish and Activate the Workflow Examples Project in Siebel Tools To publish and activate the Workflow Examples project in Siebel Tools: 1. Log in to Siebel Tools as an administrator. 2. From Object Explorer select the Workflow Examples project, and then expand the Workflow Examples project. 3. In the Workflow Process List, publish and activate the following workflows:

■ FINS Account Workflow

■ Product Workflow

■ Sales Stage Update Workflow

■ Web Service Call from FINS

Task 4 Deploy the Loan Account Creation Web Service in Siebel Tools Complete for the second use case where the loan account is created in Siebel. To deploy the Loan Account Creation web service in Siebel Tools: 1. Log in to Siebel Tools as an administrator. 2. In the Workflow Process List, right click FINS Account Workflow, and click Deploy as Web Service... 3. In the Expose Workflow Process as Web Service dialog box, enter InsertAccount for the operation name, and specify the URL to your Siebel instance, and then click Finish. If the web service deploys successfully, it appears on the Inbound Web Services page. Deploy this workflow only once. Multiple deployments may cause problems. If you modify the workflow, save the change, publish, and activate the workflow.

Task 5 Compile the Workflow Examples Project in Siebel Tools To compile the Workflow Examples project in Siebel Tools: 1. Log in to Siebel Tools as an administrator. 2. From the menu, click Tools, and click Compile Projects.... 3. In the Object Compiler dialog box, select Workflow Examples project, and compile it to the siebel_sia.srf file.

Task 6 Create a Run Time Event in Siebel Financial Services To create a runtime event in Siebel Financial Services 8.1.1 v10 or v11: 1. Log in to Siebel Financial Services as an administrator. 2. From the Site Map, click Administration - Runtime Events, click Events, click Query, and query for an ObjectName of Opportunity and an Event of SetFieldValue.

Integrating Oracle Process Accelerators with Other Oracle Products 5-17 Integrating with Oracle E-Business Suite Human Capital Management

3. From the query, select the Sales Stage subevent, and enter [Sales Stage]="Submitted" as a conditional expression, save the record, and then click Reload Runtime Events. This creates a runtime event so that when the application sales stage is changed from Data Entry to Submitted in Siebel, a loan application is triggered in Oracle ULO.

Task 7 Ensure the Loan Application Status is Set Correctly in Siebel Financial Services To ensure that the loan application status is set correctly in Siebel Financial Services 8.1.1 v10 or v11: 1. Log into Siebel Financial Services as an administrator. 2. From the Site Map, click User Preferences, click Price List Sales Methodology, set Sales Methodology to ACAPS Application, and click Save.

Task 8 Ensure all Oracle ULO Loan Application Required Fields are Mapped Appropriately in Siebel Financial Services Ensure that all Oracle ULO loan application required fields are mapped appropriately in Siebel Financial Services. For example, the Nationality field is required on a Oracle ULO loan application. In Siebel Financial Services, make sure the Citizenship field for a contact is not empty.

5.5 Integrating with Oracle E-Business Suite Human Capital Management Integrating Oracle Employee Onboarding (EOB) Process Accelerator with Oracle E-Business Suite Human Capital Management 12.1.3 enables you to initiate the employee onboarding process from Oracle E-Business Suite and pass employee data between the two applications. A number of ways exist to integrate Oracle EOB with Oracle E-Business Suite Human Capital Management 12.1.3. This section provides an integration example.

Caution: Read these cautions before proceeding.

■ Check with your Oracle E-Business Suite system administrator before attempting any integration between Oracle E-Business Suite and any process accelerator.

■ The integration example is based on Oracle E-Business Suite Human Capital Management 12.1.3.

■ Modifying your Oracle E-Business Suite environment using the steps in this document could jeopardize the integrity of your Oracle E-Business Suite environment.

■ Refer to your Oracle E-Business Suite documentation for completing any Oracle E-Business Suite specific step suggested in this document.

5.5.1 Integration Example Overview The integration example initiates from Oracle E-Business Suite Human Capital Management 12.1.3 when a new employee record is created. The connection between Oracle E-Business Suite and Oracle EOB occurs by configuring the Save button on the Enter and Maintain page. After a new employee record is created in Oracle E-Business

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Suite, the employee ID is generated, the Oracle E-Business Suite Oracle Application Adapter transfers the employee data to the Oracle EOB database, and the EOB Employee Onboarding process begins. Figure 5–6 depicts this process.

Figure 5–6 Oracle EOB and Oracle E-Business Suite Business Flow

The high level integration configuration includes:

■ Creating subscriptions to the business events

■ Setting up the administrator workflow

5.5.2 Prepare for the Integration Example Your Oracle EOB and Oracle E-Business Suite Human Capital Management 12.1.3 environments must already be set up and configured before integrating the two. If you did not install Oracle EOB with your Oracle E-Business Suite environment details during installation, see Appendix D.8, "Oracle E-Business Suite is Added After Oracle EOB is Installed."

5.5.3 Integrate Oracle EOB with Oracle E-Business Suite Human Capital Management Example The configuration for this integration example involves completing the following tasks:

■ Create subscriptions to the business events

■ Activate the subscriptions

Integrating Oracle Process Accelerators with Other Oracle Products 5-19 Integrating with Oracle E-Business Suite Human Capital Management

Task 1 Create Subscriptions to the Business Events To create subscriptions to the business events: 1. In Oracle Integration Repository, create a subscription to the following business events:

■ oracle.apps.per.api.employee.create_employee

■ oracle.apps.per.api.contingent_worker.create_cwk

■ oracle.apps.per.api.assignment.update_cwk_asg

■ oracle.apps.per.api.assignment.update_emp_asg

■ oracle.apps.per.api.assignment.activate_emp_asg

■ oracle.apps.per.api.person.update_person

■ oracle.apps.per.person.groupevent

Task 2 Activate the Subscriptions To activate the subscriptions: 1. In Oracle E-Business Suite, expand Workflow Administrator Web Applications, expand Administrator Workflow, then click Business Events. 2. On the Business Events page, for each business event, complete the subscription setup and enable the business event. For the oracle.apps.per.person.groupevent business event, in the PL/SQL Rule Function field, enter per_person_profile.raise_person_profile_event. Once the business event subscriptions are activated, Oracle E-Business Suite can send Oracle EOB employee data.

5-20 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators 6

6Uninstalling Oracle Process Accelerators

This chapter discusses the two ways to uninstall Oracle Process Accelerators (PA). This chapter includes the following section:

■ Section 6.1, "Uninstalling All Oracle Process Accelerators in Graphical Mode"

■ Section 6.2, "Uninstalling Selective Oracle Process Accelerators"

6.1 Uninstalling All Oracle Process Accelerators in Graphical Mode The Oracle Process Accelerator Deinstallation is a graphic user interface that guides you through uninstalling all or selective process accelerators. You use different commands to start the installer depending on what you want to uninstall. This section provides details for uninstalling all PAs. See Section 6.2.2, "Uninstall Selective Oracle Process Accelerators in Graphical Mode" to uninstall selective PAs. To uninstall all Oracle PAs in graphical mode: 1. To start the installer to uninstall all PAs, navigate to the PAHome/oui directory, then run the command for your platform. Linux: ./runInstaller -deinstall Windows: setup.exe -deinstall 2. The Welcome page, see Figure 6–1, displays each time you start the Oracle Process Accelerator Deinstallation Wizard. Like the Welcome page that appears when you are about to install the PAs, the deinstallation Welcome page contains a navigation pane on the left that summarizes the tasks the installer helps you complete. Each item in the navigation pane represents a specific installer page that prompts you for information required to uninstall the PAs. Review the Welcome page, then click Next to continue or Cancel to stop the uninstall.

Uninstalling Oracle Process Accelerators 6-1 Uninstalling All Oracle Process Accelerators in Graphical Mode

Figure 6–1 Welcome Page

3. The Deinstall PA Home page, see Figure 6–2, shows the PA home directory that is about to be uninstalled. If you want to save the uninstall configuration to a text file (called a response file), click Save. The response file can be used later to perform the same uninstall from the command line, see Appendix A, "Silent Installation and Uninstall". Verify if this is the directory you want to uninstall, then click Deinstall.

6-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Uninstalling All Oracle Process Accelerators in Graphical Mode

Figure 6–2 Deinstall PA Home Page

Figure 6–3 shows the warning dialog box that appears next. Before deleting the home directory, in the PAHome/logs/uninstallpa.log file, verify all the PA components are uninstalled. To remove the PAs and home directory, click Yes. To remove the PAs, but not the home directory, click No. This is the recommended option. To return to the previous page, click Cancel.

Figure 6–3 Deinstall Warning Dialog Box

4. The DeInstallation Progress Page, see Figure 6–4, tracks the uninstall progress. To cancel the unistall process, click Cancel.

Uninstalling Oracle Process Accelerators 6-3 Uninstalling All Oracle Process Accelerators in Graphical Mode

Figure 6–4 DeInstallation Progress Page

5. The Deinstallation Complete Page, see Figure 6–5, shows the uninstall is complete. To exit the installer, click Finish.

Figure 6–5 Deinstallation Complete Page

6-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Uninstalling Selective Oracle Process Accelerators

6.2 Uninstalling Selective Oracle Process Accelerators You can selectively uninstall Oracle Process Accelerators in either console or graphical mode. This section covers both methods.

6.2.1 Uninstall Selective Oracle Process Accelerators in Console Mode You can selectively uninstall Oracle Process Accelerators in console mode. Console mode uninstall is an interactive, text-based method for uninstalling your software from the command line, on either a Linux or Windows system. To uninstall selective Oracle PAs in console mode: 1. From a command line, navigate to the PAHome/config directory. Use a Bash shell if you have a Linux system. 2. In the response file (PAInstallProperties.xml), under the uninstall parameter, set the PA attributes to true for the PAs you want to uninstall. Set all other PA parameters to false. Example 6–1 shows the uninstall parameter set to remove the Oracle Business Account Opening and Document Routing and Approval PAs.

Note: Do not uninstall PAs that have dependencies on other PA.

Example 6–1 Uninstall Parameter in the Response File false false false true false false false true false false

3. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. This sets your environment for the uninstall. 4. Run ant uninstall-pa. This uninstalls the PAs specified in the PAInstallProperties file.

6.2.2 Uninstall Selective Oracle Process Accelerators in Graphical Mode You can selectively uninstall Oracle Process Accelerators in graphical mode by using the installer. To uninstall selective Oracle PAs in graphical mode: 1. To start the installer to uninstall select PAs, navigate to the PAHome/oui directory, then run the command for your platform. Linux: ./config.sh INST_OP=UNINSTALL

Uninstalling Oracle Process Accelerators 6-5 Uninstalling Selective Oracle Process Accelerators

Windows: config.bat "INST_OP=UNINSTALL" 2. The Welcome page displays each time you start the Oracle Process Accelerator Deinstallation Wizard. Like the Welcome page that appears when you are about to install the PAs, the deinstallation Welcome page contains a navigation pane on the left that summarizes the tasks the installer helps you complete. Each item in the navigation pane represents a specific installer page that prompts you for information required to uninstall the PAs. Review the Welcome page, then click Next to continue or Cancel to stop the uninstall. 3. The Select Process Accelerators page shows the PAs that are available to be uninstalled. Select the process accelerators you want to uninstall. To complete the uninstall, click Finish. 4. The DeInstallation Progress Page tracks the uninstall progress. To cancel the unistall process, click Cancel. 5. The Deinstallation Complete Page shows the uninstall is complete. To exit the installer, click Finish.

6-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators A

ASilent Installation and Uninstall

This appendix provides information to perform a silent installation and uninstall for Oracle Process Accelerators, without the graphic user interface. You can install Oracle Process Accelerators from a command line, in silent mode, if you provide a response file with the information specific to your installation. When you install Oracle Process Accelerators with the installer, see Section 2.2, "Installing Oracle Process Accelerators in Graphical Mode (Initial Install)" you can save a response file to perform a silent installation later. To create a response file for uninstalling the PAs, see Section 6.1, "Uninstalling All Oracle Process Accelerators in Graphical Mode". For details on performing a silent installation and uninstall, see "Silent Oracle Fusion Middleware Installation and Deinstallation" in Oracle Fusion Middleware Installation Planning Guide.

Silent Installation and Uninstall A-1 A-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators B

BOracle Process Accelerator Short Names

This appendix provides the short names for the available Oracle Process Accelerators. The short names are used throughout this document and in the installation files.

Table B–1 Oracle Process Accelerator Short Names Oracle Process Accelerator Full Name Oracle Process Accelerator Short Name Oracle Approval Management for Microsoft Excel Oracle AME Oracle Business Account Opening Oracle BAO Oracle Complaints Management Oracle CMPM Oracle Document Routing and Approval Oracle DRA Oracle Employee Onboarding Oracle EOB Oracle eForms Management Oracle EFM Oracle Financial Reports Approval Oracle FRA Oracle Insurance Claim Management Oracle ICM Oracle Internal Service Request Oracle ISR Oracle Mobile Data Offloading Oracle MDO Oracle Public Sector Incident Reporting Oracle PSIR Oracle Travel Request Management Oracle TRM Oracle Unified Loan Origination Oracle ULO

Oracle Process Accelerator Short Names B-1 B-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators C

COracle Process Accelerator Deployed Artifacts

This appendix provides the deployed artifact details for specific Oracle Process Accelerators (PA). Use these tables to validate your installation for a specific PA is successful. If a PA has an external application, ensure you have completed the tasks in Section 3.1.2, "Configure Links to Oracle Process Accelerator Pages in Oracle BPM Workspace" for each external application. This appendix includes the following sections:

■ Appendix C.1, "Approval Hierarchy Reporting" Appendix C.3, "Oracle Business Account Opening"

■ Appendix C.4, "Oracle Complaints Management"

■ Appendix C.2, "Oracle Approval Management for Microsoft Excel"

■ Appendix C.6, "Oracle eForms Management"

■ Appendix C.7, "Oracle Employee Onboarding"

■ Appendix C.8, "Oracle Financial Reports Approval"

■ Appendix C.9, "Oracle Insurance Claim Management"

■ Appendix C.10, "Oracle Internal Service Request"

■ Appendix C.11, "Oracle Mobile Data Offloading"

■ Appendix C.12, "Oracle Public Sector Incident Reporting"

■ Appendix C.13, "Oracle Travel Request Management"

■ Appendix C.14, "Oracle Unified Loan Origination"

C.1 Approval Hierarchy Reporting Approval Hierarchy Reporting (AHR) is not a process accelerator, but a component of Oracle Travel Request Management Process Accelerator. If you configure Oracle Travel Request Management to use AHR, Table C–1 through Table C–4 illustrate the artifacts deployed.

Table C–1 Deployed AHR Oracle BAM Data Objects Schema ApprovalDO SecurityDO

Oracle Process Accelerator Deployed Artifacts C-1 Oracle Approval Management for Microsoft Excel

Table C–2 Deployed AHR Oracle BAM Enterprise Message Sources Schema ApprovalDOEMS CleanApprovalDO SecurityDOEMS

Use Oracle WebLogic Server Administration Console to validate the Oracle SOA queues in Table C–3 are deployed. On the Home page, click JMS Modules, and then click SOAJMSModule. If the PAs installed successfully, the common Oracle SOA queues display on the Settings for SOAJMSModule page.

Table C–3 Deployed AHR Oracle SOA Queues Name Type JDNI Name Subdeployments Targets BPMPAApprovalDO Connection jms/bpmpa/app Default Targetting soa_server1 ConnectionFactory Factory rovalDOCF BPMPAApprovalDO Queue jms/bpmpa/ins SOASubDeployme SOAJMSServ InsertQueue ertApprovalDO nt er Queue BPMPAApprovalDO Queue jms/bpmpa/del SOASubDeployme SOAJMSServ DeleteQueue eteApprovalDO nt er Queue BPMPAApprovalDO Queue jms/bpmpa/cor SOASubDeployme SOAJMSServ ErrorQueue ruptMessageQue nt er ue BPMPAApprovalDO Queue jms/bpmpa/sec SOASubDeployme SOAJMSServ SecurityQueue ureApprovalDO nt er Queue

Table C–4 AHR Applications and Modules Deployed on Oracle WebLogic Server Name BAMApprovalDO

C.2 Oracle Approval Management for Microsoft Excel Table C–5 through Table C–9 illustrate the Oracle Approval Management for Microsoft Excel (AME) artifacts deployed after installation.

Table C–5 Deployed Oracle AME Data Source Data Source ECADataSource

Table C–6 Deployed Oracle AME Database Tables Name ECA_COMMENTS ECA_DOCUMENTS ECA_DOC_TYPES

C-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Business Account Opening

Table C–6 (Cont.) Deployed Oracle AME Database Tables Name ECA_INVESTIGATIONS ECA_LOOKUP_TYPES ECA_LOOKUP_VALUES ECA_REPORTS ECA_UCM_CONFIG

Table C–7 Deployed Oracle AME Applications and Modules Deployed on Oracle WebLogic Server Name Type ExcelCenteredApproval Composite ECATaskUI Workflow ECAModelServices Business Component ECAAdminUI Admin

Table C–8 Deployed Oracle BAM Data Objects for Oracle AME Name COMPONENT COUNTER INTERVAL BI_default_ExcelCenteredApproval_ExcelCenteredApproval

Table C–9 Deployed Oracle BAM Dashboards and Reports for Oracle AME Dashboard Reports

Top List Dashboard ■ Review Requests Activity

■ Review Requests by State

■ Review Requests Time

C.3 Oracle Business Account Opening Table C–10 through Table C–17 illustrate the Oracle Business Account Opening (BAO) artifacts deployed after installation.

Table C–10 Deployed Oracle BAO Data Source Data Source BAODS

Table C–11 Deployed Oracle BAO Database Tables Name BAO_LOOKUP_TYPES BAO_LOOKUP_VALUES

Oracle Process Accelerator Deployed Artifacts C-3 Oracle Business Account Opening

Table C–11 (Cont.) Deployed Oracle BAO Database Tables Name BAO_APPLICATIONS_HDR BAO_CUSTOM_OBJECTS BAO_FUNDING BAO_NEXT_NUMBER BAO_OWNERS BAO_DOC_VERIFICATION_STATUS BAO_AUTOMATIC_ID_CHECKS BAO_IDENTITY_DOCUMENTS BAO_BUSINESS_APPLICANT PA_COMMON_ORGANIZATION BAO_APPLICATIONS_DOCUMENTS BAO_APPLICATIONS_CONTRACTS BAO_SECURITY_MATRIX BAO_CHECKLIST PA_PERSONS

Table C–12 Deployed Oracle BAO MetaData Service (MDS) Name AccountOpening.wsdl AutoVerification.wsdl BusinessAccountOpeningBCService.wsdl FundingDepositProcess.wsdl AutoVerification.xsd BusinessAccountOpeningBCService.xsd FsloApplicationSDO.xsd FundingDeposit.xsd

Table C–13 Deployed Oracle BAO Applications and Modules Deployed on Oracle WebLogic Server Name Type BAOTaskUI Workflow BusinessAccountOpeningBCService Business Component

Table C–14 Deployed Oracle BAM Data Objects for Oracle BAO Name COMPONENT COUNTER INTERVAL

C-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Complaints Management

Table C–14 (Cont.) Deployed Oracle BAM Data Objects for Oracle BAO Name BI_default_BAO_BusinessAccountOpeningProcess

Table C–15 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle BAO Dashboard Reports Views

Operations Dashboard Today’s ■ New Applications Activities ■ Applications Rejected

■ Accounts Opened

■ Accounts Funded

Operations Dashboard ■ Applications Pipeline

■ Incoming Applications

Table C–16 Deployed Oracle BAO External Application Name BAOWebApp

Table C–17 Deployed Oracle BAO Stub Processes Name AccountOpening AutoVerification FundingDeposit

C.4 Oracle Complaints Management Table C–18 through Table C–24 illustrate the Oracle Complaints Management (CMPM) artifacts deployed after installation.

Table C–18 Deployed Oracle CMPM Data Source Data Source CMDataSource

Table C–19 Deployed Oracle CMPM Database Tables Name CM_RESPONSE_CORRES_TMPLTS CM_COMPLAINT CM_LOOKUP_TYPE CM_LOOKUP_VALUE CM_RESPONSE CM_INVESTIGATION CM_INVOLVED_PERSON CM_EXHIBIT

Oracle Process Accelerator Deployed Artifacts C-5 Oracle Complaints Management

Table C–19 (Cont.) Deployed Oracle CMPM Database Tables Name CM_INTERVIEW CM_CUSTOMER CM_CONFIG_PROPERTIES CM_INVESTIGATION_REPORT_TM CM_CUSTOM_OBJECTS

Table C–20 Deployed Oracle CMPM Applications and Modules Deployed on Oracle WebLogic Server Name Type ComplaintsManagement Composite ComplaintsTaskUI Workflow ComplaintsCaseUI Workflow ComplaintsPublicUI Public ComplaintsAdminUI Admin ComplaintsManagementBCServices Business Component cmpmUPK UPK

Table C–21 Deployed Oracle CMPM Shared Library Name oracle.bpmpa.cm.model oracle.bpmpa.cm.view

Table C–22 Deployed Oracle BAM Data Objects for Oracle CMPM Name COMPONENT COUNTER INTERVAL BI_default_ComplaintsManagement_UpdateBAM

Table C–23 Deployed Oracle BAM Dashboards and Reports for Oracle CMPM Dashboard Reports

Operations Dashboard ■ Today’s Activities

■ Open Complaints by Status

■ Open Complaints by Category

■ Open Complaints by Age

■ Participant Workload

■ Alerts

C-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Document Routing and Approval

Table C–23 (Cont.) Deployed Oracle BAM Dashboards and Reports for Oracle CMPM Dashboard Reports

Trend Analysis Dashboard ■ Average Resolution Time

■ Average Process Time for Closed Complaints by Status

■ Filed to Closed Complaint Count

■ Complaints Resolution Percentage

■ Customer Acceptance Percentage

Table C–24 Deployed CMPM External Application Name ComplaintsAdminUI

C.5 Oracle Document Routing and Approval Table C–25 through Table C–32 illustrate the Oracle Document Routing and Approval (DRA) artifacts deployed after installation.

Table C–25 Deployed Oracle DRA Data Source Data Source DRADataSource

Table C–26 Deployed Oracle DRA Database Tables Name DA_STATUS_CODE DA_DOC_TYPE DA_REQUEST_DATA DA_REQUEST_FLEX

Table C–27 Deployed Oracle DRA MetaData Service (MDS) Name DocumentApprovalAMService.wsdl DocumentApprovalAMServiceAbstract.wsdl DocumentApprovalAMService.xsd

Table C–28 Deployed Oracle DRA Applications and Modules Deployed on Oracle WebLogic Server Name Type DocumentRoutingandApproval Composite DRATaskUI Workflow DocumentApprovalModel_ Business Component DocumentroutingApprovalServices DRAAdminUI Admin

Oracle Process Accelerator Deployed Artifacts C-7 Oracle eForms Management

Table C–28 (Cont.) Deployed Oracle DRA Applications and Modules Deployed on Oracle WebLogic Server Name Type draUPK UPK

Table C–29 Deployed Oracle DRA Shared Library Name oracle.bpmpa.dra.model

Table C–30 Deployed Oracle BAM Data Objects for Oracle DRA Name COMPONENT COUNTER INTERVAL BI_default_DocumentRoutingandApproval_DocumentRoutingandApprovalProcess

Table C–31 Deployed Oracle BAM Dashboards and Reports for Oracle DRA Dashboard Reports

Operations Dashboard ■ Total Documents by Type

■ Total Documents by User

■ Document Outcomes by User

■ Late Document by Submitter

Table C–32 Deployed DRA External Application Name Maintain Document Categories

C.6 Oracle eForms Management Table C–33 through Table C–40 illustrate the Oracle eForms Management (EFM) artifacts deployed after installation.

Table C–33 Deployed Oracle EFM Data Source Data Source FMDataSource

Table C–34 Deployed Oracle EFM Database Tables Name FM_APPROVAL_CHECKLIST FM_APPROVAL_REQUEST_DOCUMENT FM_APPROVAL_REQUEST_HEADER FM_REQUEST_APPROVER

C-8 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle eForms Management

Table C–34 (Cont.) Deployed Oracle EFM Database Tables Name FM_FORM_TAG FM_FORM_TYPE FM_FORM_TYPE_CHECKLIST FM_FORM_TYPE_ROUTING FM_LOOKUP_TYPES FM_LOOKUP_VALUES FM_NEXT_NUMBER

Table C–35 Deployed Oracle EFM MetaData Service (MDS) Name EFormsManagementAdminUI FormsManagementPublicUI FormsManagementTaskUI.oracle.bpmpa.fm

Table C–36 Deployed Oracle EFM Applications and Modules Deployed on Oracle WebLogic Server Name Type FormsManagement Composite FormsManagementPublicUI Web Application FormsManagementTaskUI Workflow FormsManagementBCService Business Component FormsManagementAdminUI Admin

Table C–37 Deployed Oracle EFM Shared Libraries Name oracle.bpmpa.fm.model oracle.bpmpa.fm.view

Table C–38 Deployed Oracle BAM Data Objects for Oracle EFM Name COMPONENT COUNTER INTERVAL BI_default_FormsManagement_ApprovalProcess BI_default_FormsManagement_UpdateeFormStatus

Oracle Process Accelerator Deployed Artifacts C-9 Oracle Employee Onboarding

Table C–39 Deployed Oracle BAM Dashboards and Reports for Oracle EFM Dashboard Reports Eform Management BAM Report

Table C–40 Deployed EFM External Application Name Manage eForms

C.7 Oracle Employee Onboarding Table C–41 through Table C–48 illustrate the Oracle Employee Onboarding (EOB) artifacts deployed after installation.

Table C–41 Deployed Oracle EOB Data Source Data Source EOBDataSource EBCDataSource AppsDataSource (for Oracle EOB to Oracle E-Business Suite integration only)

Table C–42 Deployed Oracle EOB Database Tables Name EOB_LOOKUP_TYPES EOB_LOOKUP_VALUES EOB_EMPLOYEE_MASTER EBC_EMPLOYEE_MASTER EOB_REQUEST_HEADER EOB_REQUEST_LINE EOB_REQUEST_DATA_TEMPLATE EOB_CONFIGURATION_PROPERTIES EOB_JOB_CODE_TEMPLATE_ASSOC EOB_DOCUMENT EOB_DOCUMENT_TEMPLATE EOB_CONFIG_PROPERTIES

Table C–43 Deployed Oracle EOB Applications and Modules Deployed on Oracle WebLogic Server Name Type EOBExternalAppIntegration Composite EOBEBSAppIntegration (for Oracle EOB to Composite Oracle E-Business Suite integration only) EmployeeOnboarding Composite EOBTaskUI Workflow

C-10 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Employee Onboarding

Table C–43 (Cont.) Deployed Oracle EOB Applications and Modules Deployed on Oracle WebLogic Server Name Type EOBAdminUI Admin EmployeeOnboardingModel_EOBBCServices Business Component EmployeeOnboardingModel_EBCBCServices Business Component eobUPK UPK

Table C–44 Deployed Oracle EOB Shared Libraries Name oracle.bpmpa.eob.model oracle.bpmpa.eob.view

Table C–45 Deployed Oracle BAM Data Objects for Oracle EOB Name COMPONENT COUNTER INTERVAL BI_default_EmployeeOnboarding_BackGroundCheck BI_default_EmployeeOnboarding_EmployeeOnboarding BI_default_EmployeeOnboarding_Start_New_Employee BI-default_EmployeeOnboarding_UserIdSetup

Table C–46 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle EOB Dashboard Reports Views

Employee Onboarding Employee ■ Average Screening Service Response Time Analysis Onboarding ■ Screening Service Status Analysis ■ Number of Incoming Employees

Provisioning Analysis Provisioning ■ Closed Requests Analysis by ■ Closed Request Statuses Fulfilling Department ■ Open Requests

■ Average Time to Close Service Request

Provisioning Analysis Summarized ■ Open, Closed, and Rejected Requests Requests

Employee Onboarding Employee ■ Employee Onboarding Status by Hiring Status by Hiring Manager Onboarding Manager Status by Hiring Manager

Table C–47 Deployed Oracle EOB External Application Name Manage Employee Onboarding

Oracle Process Accelerator Deployed Artifacts C-11 Oracle Financial Reports Approval

Table C–48 Deployed Oracle EOB Stub Processes Name EmployeeOnboardingModel_EBCBCServices

C.8 Oracle Financial Reports Approval Table C–49 through Table C–56 illustrate the Oracle Financial Reports Approval (FRA) artifacts deployed after installation.

Table C–49 Deployed Oracle FRA Data Source Data Source FRADataSource

Table C–50 Deployed Oracle FRA Database Tables Name FRA_UCM_CONFIG FRA_SCHEDULE_MILESTONES FRA_PROPERTIES_MAP FRA_MILESTONE_DEFAULTS FRA_LOOKUP_VALUES FRA_LOOKUP_TYPES FRA_INVESTIGATION_STATE_CHANGE FRA_INVESTIGATIONS FRA_FR_SCHEDULES FRA_FR_MILESTONES FRA_FR_DOCUMENTS FRA_FREQUENCIES FRA_FINANCIAL_REPORTS FRA_COMMENTS

Table C–51 Deployed Oracle FRA MetaData Service (MDS) Name FinancialInvestigations.wsdl FinancialReportingApproval.wsdl FRAApplicationModuleService.wsdl CreateFinancialInvestigations.xsd FinancialData.xsd FRAApplicationModuleService.xsd FraCommentVOSDO.xsd FraFinancialReportVOSDO.xsd FraFrDocumentsVOSDO.xsd

C-12 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Financial Reports Approval

Table C–51 (Cont.) Deployed Oracle FRA MetaData Service (MDS) Name FraFrMilestonesVOSDO.xsd FraFrScheduleVOSDO.xsd FraInvestigationStateChangeVOSDO.xsd FraInvestigationVOSDO.xsd FraScheduleMilestoneVOSDO.xsd

Table C–52 Deployed Oracle FRA Applications and Modules Deployed on Oracle WebLogic Server Name Type FinancialInvestigation Composite FinancialReportSchedule Composite StartFinancialReportingCycle Composite FRAInvestigationsTaskUI Workflow FRATaskUI Workflow FRAModelServices Business Component FRAAdminUI Admin fraUPK UPK

Table C–53 Deployed Oracle FRA Shared Libraries Name oracle.bpmpa.fs.fra.model oracle.bpmpa.fs.fra.view

Table C–54 Deployed Oracle BAM Data Objects for Oracle FRA Name BI_default_FinancialInvestigations_FinancialInvestigations BI_default_StartFinancialReportingCycle_FinancialReportingApproval

Table C–55 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle FRA Dashboard Reports Views

FRA Dashboard FR Analytics ■ Average Duration by Phase

■ Investigation Summary by Report

■ Average Investigation Resolution Time

FRA Dashboard Investigation ■ Investigation Activity Activity ■ Investigations by Financial Analyst Monitoring ■ Investigation Resolution Time

■ Alerts

Oracle Process Accelerator Deployed Artifacts C-13 Oracle Insurance Claim Management

Table C–56 Deployed Oracle FRA External Application Name Manage Financial Reports

C.9 Oracle Insurance Claim Management Table C–57 through Table C–64 illustrate the Oracle Insurance Claim Management (ICM) artifacts deployed after installation.

Table C–57 Deployed Oracle ICM Data Source Data Source ICMDataSource

Table C–58 Deployed Oracle ICM Database Tables Data Source ICM_COVERED_ASSET ICM_COVERAGE ICM_ASSET ICM_OFFER ICM_LOSS ICM_PAYMENT ICM_CLAIM ICM_INVOLVED_PERSON ICM_POLICY_PERSON ICM_CONFIG_PROPERTIES ICM_LOOKUP_VALUE ICM_LOOKUP_TYPE ICM_POLICY ICM_ASSIGNED_SERVICE_PROVIDER ICM_SERVICE_PROVIDER ICM_COST_ESTIMATE ICM_APPRAISAL ICM_EVALUATION ICM_EXAMINATION ICM_CUSTOM_ARTIFACT ICM_PRED_DT_TRAINING_DATA ICM_PRED_AD_TRAINING_DATA ICM_PRED_SVM_TRAINING_DATA

C-14 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Insurance Claim Management

Table C–59 Deployed Oracle ICM Applications and Modules Deployed on Oracle WebLogic Server Name Type IcmCaseDataUI ADF Case Workspace InsuranceClaimsTaskUI Workflow InsuranceClaimsAdminUI Admin InsuranceClaimBCServices Business Component InsuranceClaimsPredictionService Business Component InsuranceClaimsManagement BPM and SOA Application icmUPK UPK

Table C–60 Deployed Oracle ICM Shared Libraries Name oracle.bpmpa.fs.icm.model.ear oracle.bpmpa.fs.icm.view.war

Table C–61 Deployed Oracle BAM Data Objects for Oracle ICM Name Claim Claim_ws DatabaseObjects/Views/Claim DatabaseObjects/Views/Payment

Table C–62 Deployed Oracle BAM Dashboard Reports for Oracle ICM Dashboard Reports Views

ICM Performance ICM Performance ■ Average Resolution Time Dashboard Dashboard ■ Total Payments

■ New to Closed Claims Comparison

■ Fraudulent Claims

ICM Operational ICM Operational ■ New Claims Dashboard Dashboard ■ Declined Claims

■ Paid Claims

■ Amount Paid

■ Open Claims by Status

■ Participant Workload

■ Open Claims by Loss Type

■ Alerts

Table C–63 Deployed Oracle BAM Alerts for Oracle ICM Name ICM Open Claims (Over 30 Days Old)

Oracle Process Accelerator Deployed Artifacts C-15 Oracle Internal Service Request

Table C–63 (Cont.) Deployed Oracle BAM Alerts for Oracle ICM Name ICM Fraud Alert DatabaseObjects/Views/Claim DatabaseObjects/Views/Payment

Table C–64 Deployed ICM External Application Name InsuranceClaimsAdminUI

C.10 Oracle Internal Service Request Table C–65 through Table C–72 illustrate the Oracle Internal Service Request (ISR) artifacts deployed after installation.

Table C–65 Deployed Oracle ISR Data Source Data Source ISRDataSource

Table C–66 Deployed Oracle ISR Database Tables Name ISR_LOOKUP_TYPES ISR_LOOKUP_VALUES ISR_NEXT_NUMBER ISR_REQUEST_DATA ISR_SERVICE_TYPES

Table C–67 Deployed Oracle ISR MetaData Service (MDS) Name IsrApplicationModuleServiceAbstract.wsdl IsrApplicationModuleService.wsdl ISRApplicationModuleService.xsd IsrRequestDataSDO.xsd IsrServiceTypesSDO.xsd

Table C–68 Deployed Oracle ISR Applications and Modules Deployed on Oracle WebLogic Server Name Type InternalServiceRequest Composite ISRTaskUI Workflow ISRModel_ISRModelServices Business Component ISRAdminUI Admin

C-16 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Mobile Data Offloading

Table C–68 (Cont.) Deployed Oracle ISR Applications and Modules Deployed on Oracle WebLogic Server Name Type isrUPK UPK

Table C–69 Deployed Oracle ISR Shared Libraries Name oracle.bpmpa.isr.model oracle.bpmpa.isr.view

Table C–70 Deployed Oracle BAM Data Objects for Oracle ISR Name COMPONENT COUNTER INTERVAL BI_default_InternalServiceRequest_Internal_Service_Request BI_default_InternalServiceRequest_Process_External_Service_Request BI_default_InternalServiceRequest_Submit_Service_Request BI_default_InternalServiceRequest_WithdrawExternalServiceRequest

Table C–71 Deployed Oracle BAM Dashboards and Reports for Oracle ISR Dashboard Reports

Service Request Analysis Dashboard ■ Total Requests by Service Type

■ Total Requests by Submitter

■ Total Requests by Manager

■ Total Requests by Fulfilling Department

Count of Request Status by Service Type ■ Count of Requests Approved by Service Type

■ Count of Requests Reviewed by Service Type

■ Count of Requests Fulfilled by Service Type

■ Count of Requests Closed Unfulfilled by Service Type

Table C–72 Deployed ISR External Application Name Manage Service Types

C.11 Oracle Mobile Data Offloading Table C–73 through Table C–80 illustrate the Oracle Mobile Data Offloading (MDO) artifacts deployed after installation.

Oracle Process Accelerator Deployed Artifacts C-17 Oracle Mobile Data Offloading

Table C–73 Deployed Oracle MDO Data Source Data Source MDODataSource

Table C–74 Deployed Oracle MDO Database Tables Name MDO_SPATIAL_AREA MDO_SPATIAL_AREA_POLICY MDO_WIFI_TOWER MDO_LOOKUP_TYPES MDO_LOOKUP_VALUES MDO_NEXT_NUMBER

Table C–75 Deployed Oracle MDO Applications and Modules Deployed on Oracle WebLogic Server Name Type oracle.bpmapa.tc.mdo.jar (to Oracle Event Business Component Processing Server) oracle.bpmapc.tc.mdo Oracle Event Processing Application pubsub-1.0.war Oracle WebLogic Library File

Table C–76 Deployed Oracle BAM Data Objects for Oracle MDO Name BI_MDO_EventCount BI_MDO_DeviceInfo EventLookup

Table C–77 Deployed Oracle BAM Dashboards and Reports for Oracle MDO Dashboard Reports Dashboard Event Monitoring Report

Table C–78 Deployed Oracle BAM Enterprise Message Sources for Oracle MDO Name BI_MDO_DeviceInfoQueue BI_MDO_EventCountQueue BI_MDO_OffloadDeviceInfoQueue

Table C–79 Deployed Oracle MDO External Application Name MobileDataOffloadingUI

C-18 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Public Sector Incident Reporting

Table C–80 Deployed Oracle MDO JMS Artifacts Name BAMMDOLIMSServer (JMS Server) BAMMDOLIMSModule (JMS Modules) BAMMDOLIMSFactory (JMS Factory) OffloadQualifiedEvents (JMS Queue) DeviceInAreaStateEvent (JMS Queue) MDOLEventCounts (JMS Queue)

C.12 Oracle Public Sector Incident Reporting Table C–81 through Table C–87 illustrate the Oracle Public Sector Incident Reporting (PSIR) artifacts deployed after installation.

Table C–81 Deployed Oracle PSIR Data Source Data Source PSIRDataSource

Table C–82 Deployed Oracle PSIR Database Tables Name PSIR_CONFIG_PROPERTIES PSIR_LOOKUP_TYPES PSIR_LOOKUP_VALUES PSIR_NEXT_NUMBER PSIR_ASSIGNED_RESPONDER PSIR_JURISDICTION_ROLE_ACCESS PSIR_RESPONDER PSIR_PERSONS PSIR_CUSTOM_OBJECTS PSIR_RELATED_INCIDENTS PSIR_INCIDENT PSIR_INCIDENT_LOCATION

Table C–83 Deployed Oracle PSIR Applications and Modules Deployed on Oracle WebLogic Server Name Type PublicSectorIncidentReporting Composite IncidentReportingTaskUI Workflow IncidentReportingPublicUI Mobile and Public IncidentReportingExternal Admin IncidentReportingBCService External Service

Oracle Process Accelerator Deployed Artifacts C-19 Oracle Public Sector Incident Reporting

Table C–83 (Cont.) Deployed Oracle PSIR Applications and Modules Deployed on Oracle WebLogic Server Name Type IncidentReportingNIEMService External Service psirUPK UPK

Table C–84 Deployed Oracle PSIR Shared Libraries Name oracle.bpmpa.ps.ir.model oracle.bpmpa.ps.ir.view

Table C–85 Deployed Oracle BAM Data Objects for Oracle PSIR Name COMPONENT COUNTER INTERVAL BI_default_PublicSectorIncidentReporting_IncidentReporting BI_default_PublicSectorIncidentReporting_CloseIncidentProcess BI_default_PublicSectorIncidentReporting_Report_Incident

Table C–86 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle PSIR Dashboards Reports Views

Incident Incident Activity ■ Streaming List Reporting Monitoring ■ Number of Incidents List

■ Action List

■ Incident Type by City

■ Incoming and Total Open Incidents

Incident Analytics ■ Incident Type - Stacked Bar Chart with Incident City Stacked

■ Incident Status - 3D Bar Chart with Incident City Stacked

■ Incident by Location - Bar Chart with Drill-Down from City to Postal Code

■ Responder Assignment Statistics

■ Average Resolution Time in Days

Table C–87 Deployed Oracle PSIR External Application Name Manage Incident Reports

C-20 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Travel Request Management

C.13 Oracle Travel Request Management Table C–88 through Table C–94 illustrate the Oracle Travel Request Management (TRM) artifacts deployed after installation.

Table C–88 Deployed Oracle TRM Data Source Data Source TRMDataSource

Table C–89 Deployed Oracle TRM Database Tables Name TR_CONFIGURATION_PROPERTIES TR_NEXT_NUMBER TR_REQUEST_STATUS_MASTER TR_SERVICE_CLASS_MASTER TR_TRAVEL_PURPOSE_MASTER TR_TRAVEL_REQUEST_DETAIL TR_TRAVEL_REQUEST_HEADER TR_TRAVEL_TYPE_MASTER TR_AIRPORT_CODE_MASTER TR_LDAP_CODE_MASTER

Table C–90 Deployed Oracle TRM Applications and Modules Deployed on Oracle WebLogic Server Name Type TravelRequestManagement Composite TRMTaskUI Workflow TRMAdminUI Admin TravelRequestModelServices Business Component TravelRequestModelService Business Component trmUPK UPK

Table C–91 Deployed Oracle TRM Shared Libraries Name oracle.bpmpa.trm.model oracle.bpmpa.trm.view

Table C–92 Deployed Oracle BAM Data Objects for Oracle TRM Name COMPONENT COUNTER

Oracle Process Accelerator Deployed Artifacts C-21 Oracle Travel Request Management

Table C–92 (Cont.) Deployed Oracle BAM Data Objects for Oracle TRM Name INTERVAL Cost_Center Travel Type BI_default_TravelRequestManagement_CreateTravelRequestProcess BI_default_TravelRequestManagement_CancelApprovedTravelProcess BI_default_TravelRequestManagement_StartTravelRequestProcess BI_default_TravelRequestManagement_TravelRequestManagementProcess

Table C–93 Deployed Oracle BAM Dashboard Reports for Oracle TRM Dashboard Reports Views

■ Maintain Cost Centers

Travel Executive ■ Overview ■ Travel Cost by Period Dashboard Travel Cost By ■ Approved Travel Cost by Travel Month Type

■ Travel Cost by ■ Top Travelers by Approved Trips Summary Cost ■ Approved Travel Cost by Travel Center Purpose ■ Travel Cost by Cost ■ Travel Cost by Month Center ■ Travel Cost by Summary Cost ■ Date Driven Travel Center Cost by Cost Center ■ Travel Cost by Cost Center ■ Approval Analysis ■ Data Driven Travel Cost by Cost Center

■ Approval Analysis by Number of Trips

■ Approval Analysis by Total Cost in Dollars

■ Top Approved Trips by Total Cost

Travel Operations ■ Travel Request Trip Search Dashboard

Approval Hierarchy ■ Travel Cost by Period Reporting Dashboard ■ Top Travelers by Approved Trips

■ Approved Travel Cost by Travel Type

■ Approved Travel Cost by Travel Purpose

Table C–94 Deployed Oracle TRM External Application Name Manage Travel Request

C-22 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Unified Loan Origination

C.14 Oracle Unified Loan Origination Table C–95 through Table C–102 illustrate the Oracle Unified Loan Origination (ULO) artifacts deployed after installation.

Table C–95 Deployed Oracle ULO Data Source Data Source ULODataSource

Table C–96 Deployed Oracle ULO Database Tables Name ULO_APPLICATION_DTL ULO_APPLICATION_HDR ULO_LOOKUP_TYPE ULO_LOOKUP_VALUE ULO_NEXT_NUMBER ULO_SECURITY_MATRIX ULO_UCM_CONFIG

Table C–97 Deployed Oracle ULO MetaData Service (MDS) Name AppraisalReport.wsdl AutoUnderwriting.wsdl AutoVerification.wsdl CreditRating.wsdl FSCommonModelServiceAMServiceAbstract.wsdl GetApplicationDataMediator.wsdl LoanAccount.wsdl LoanAccountMediator.wsdl ULOPdfAMServiceAbstract.wsdl UnifiedLoanOriginationAMServiceAbstract.wsdl SiebelFinancialAccount.wsdl ApplicationData.xsd AppraisalReport.xsd AttachmentVOSDO.xsd AutoUnderwriting.xsd AutoVerification.xsd CreditRating.xsd FinancialAccount.xsd FsApplicantAssetsVOSDO.xsd FsApplicantsLiabilitiesVOSDO.xsd

Oracle Process Accelerator Deployed Artifacts C-23 Oracle Unified Loan Origination

Table C–97 (Cont.) Deployed Oracle ULO MetaData Service (MDS) Name FsApplicantionVOSDO.xsd FsApplicationsDisbursementExtnVOSDO.xsd FSCommonModelServiceAMService.xsd FsExtCrFactorCodesVOSDO.xsd LoanAccount.xsd LoanOriginationAMService.xsd PaCommonOrganizationVOSDO.xsd PaCommonOrgUpdateVOSDO.xsd PaCustomObjectVOSDO.xsd PaPersonEmploymentVOSDO.xsd PaPersonIncomeVOSDO.xsd PaPersonUpdateVOSDO.xsd PaPersonVOSDO.xsd UloApplicantEmploymentVOSDO.xsd UloApplicantIncomeVOSDO.xsd UloApplicantsVOSDO.xsd UloApplicationHdrVOSDO.xsd UloBusinessApplicantVOSDO.xsd UloCollateralVOSDO.xsd UloContractVOSDO.xsd UloDisbursementVOSDO.xsd UloDocumentVOSDO.xsd UloExtCreditRatingsVOSDO.xsd UloExtCrFactorCodesVOSDO.xsd UloIntCreditRatingsVOSDO.xsd UloPdfAMService.xsd UloRatingResultsVOSDO.xsd UloUnderwritingVOSDO.xsd UnifiedLoanOriginationAMService.xsd ApplicantTypes.dvm Channels.dvm Countries.dvm LoanPaymentFrequencies.dvm MaritalStatuses.dvm Nationalities.dvm PersonTitles.dvm ProductNames.dvm

C-24 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Oracle Unified Loan Origination

Table C–97 (Cont.) Deployed Oracle ULO MetaData Service (MDS) Name States.dvm

Table C–98 Deployed Oracle ULO Applications and Modules Deployed on Oracle WebLogic Server Name Type UnifiedLoanOrigination Composite ULOTaskUI Workflow ULOAdminUI Admin ULOModelServices Business Component ULOPDFModelServices Business Component uloUPK UPK

Table C–99 Deployed Oracle BAM Data Objects for Oracle ULO Name COMPONENT COUNTER INTERVAL BI_default_UnifiedLoanOrigination_BusinessLoanOriginationProcess BI_default_UnifiedLoanOrigination_LoanOriginationProcess BI_default_UnifiedLoanOrigination_ProcessExternalLoanApplication BI_default_UnifiedLoanOrigination_Start_Loan_Application

Table C–100 Deployed Oracle BAM Dashboards, Reports, and Views for Oracle ULO Dashboard Reports Views

Operations Dashboard Today’s ■ New Loans Activities ■ Approved Loans

■ Loans Rejected

■ Loans Closed

Operations Dashboard ■ Applications Pipeline

■ Incoming Applications

■ Primary Actors Workload

■ Alerts

Product Performance ■ Average Processing Times in Days Dashboard ■ New Application Volume

■ Applications Closed

■ Average Approved Loan Amount

Oracle Process Accelerator Deployed Artifacts C-25 Oracle Unified Loan Origination

Table C–100 (Cont.) Deployed Oracle BAM Dashboards, Reports, and Views for Oracle Dashboard Reports Views

Top List Dashboard ■ Top Products (by Application Count)

■ Top Products (by Requested Loan Amount)

■ Top Loan Officers (by # of Loans Closed)

■ Top Loan Officers (by Approved Loan Amount)

■ Top States (by # of Loans Closed)

■ Top States (by Approved Loan Amount)

Table C–101 Deployed ULO External Application Name Manage Unified Loan Origination

Table C–102 Deployed Oracle ULO Stub Processes Name AppraisalReport AutoUnderwriting AutoVerification CreditRating LoanAccount ULOApplicationData SiebelFinancialAccount

C-26 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators D

DTroubleshooting

This appendix provides solutions to common problems that you might encounter when installing Oracle Process Accelerators. This appendix includes the following sections:

■ Appendix D.1, "Oracle Process Accelerator Link Does Not Appear in Oracle BPM Workspace"

■ Appendix D.2, "Error 404 When Accessing Oracle Process Accelerator Link"

■ Appendix D.3, "Change the URL for the Oracle Process Accelerator Link"

■ Appendix D.4, "Oracle BAM Data Objects Not Loading"

■ Appendix D.5, "Oracle Process Accelerator Uninstall Fails"

■ Appendix D.6, "Oracle BAM Web Service Fails for Oracle PSIR"

■ Appendix D.7, "PeopleSoft Talent Acquisition Manager is Added After Oracle EOB is Installed"

■ Appendix D.8, "Oracle E-Business Suite is Added After Oracle EOB is Installed"

■ Appendix D.9, "Siebel Financial Services is Added After Oracle ULO is Installed"

■ Appendix D.10, "Error in Oracle SOA MDS Store Validation When Opening an Oracle BPM Application"

■ Appendix D.11, "Removing the Initiator Task"

D.1 Oracle Process Accelerator Link Does Not Appear in Oracle BPM Workspace You have completed all the process accelerator (PA) installation and configuration steps, and the link to the process accelerator page does not appear in your Oracle BPM Workspace, Links panel. To correct, verify if the custom.client.applib is installed. 1. In Oracle WebLogic Server Administration Console, navigate to the Domain Structure tree, click Deployments. 2. On the Summary of Deployment page, confirm custom.client.applib appears. If it does not appear, install custom.client.applib.jar: a. On the Summary of Deployment page, click Install. b. On the Install Application Assistant page, enter path/PAHome/pa/src/common/deploy in the Path field, and then click Next.

Troubleshooting D-1 Error 404 When Accessing Oracle Process Accelerator Link

c. Under Current Location, select custom.client.applib.jar, and click Next. d. Under Available targets for custom.client.applib, select soa_server1, click Next, click Next, and then click Finish. 3. As an administrator in Oracle BPM Workspace, click Administration, and then click Application Preferences. 4. On the Application Preferences page, in Application customization class name, enter oracle.bpmpa.global.model.WorkspaceExternalApp and then click Apply. 5. Restart the server.

D.2 Error 404 When Accessing Oracle Process Accelerator Link You click on the PA link in your Oracle BPM Workspace and see a 404 error. To correct, verify that the host is qualified. When you log into the Oracle BPM Workspace, the URL is host:post/bpm/workspace. When you click the PA link, the URL is host:port/palinkurl. You need to validate the host in both URLs is qualified the same way.

D.3 Change the URL for the Oracle Process Accelerator Link You installed and configured a process accelerator. Now you want to use a different URL to access the PA link. To correct, source your environment, then run ant update ExternalLink .

D.4 Oracle BAM Data Objects Not Loading You run a PA process and the data is not loading into the respective Oracle BAM data object. To correct, verify that you set up Oracle BAM correctly, see Section 2.1.2, "Configure Environment for Oracle BAM Reports."

D.5 Oracle Process Accelerator Uninstall Fails Your uninstall of the PAs fails; now you must manually remove the remaining common and PA specific artifacts. The tables in Section 2.5.1, "Verify the PA Artifacts are Deployed" and Appendix C, "Oracle Process Accelerator Deployed Artifacts" identify the deployed artifacts. Refer to these sections when completing the following steps.

Note: Do not remove the custom.client.applib file. Core Oracle BPM war files are dependant this file.

To correct, remove any remaining PA artifacts. 1. In Oracle Enterprise Manager Fusion Middleware Control, undeploy the composites. 2. In Oracle WebLogic Server Administration Console, undeploy the ADF applications, the ADF shared libraries, and the data sources in the respective order.

D-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators PeopleSoft Talent Acquisition Manager is Added After Oracle EOB is Installed

3. From an SQL prompt or your database administration console, drop the Accelerators schema.

D.6 Oracle BAM Web Service Fails for Oracle PSIR You create a request in Oracle Public Sector Incident Reporting (PSIR) and it fails between the process. In Oracle Enterprise Manager Fusion Middleware Control the instance shows a failed with the exception Unable to access the following endpoint(s):http://:/.... message. Verify that your Oracle BAM server is running; if not, restart it. If the problem persists confirm that the Oracle BAM endpoint is configured correctly. To correct, configure the Oracle BAM endpoint. 1. From a command line, navigate to PAHOME/pa/src/ps/ir/bpm/PublicSectorIncidentReporting/PublicSectorIncid entReporting/BAMDataObjectOperationsByName.wsdl. 2. Edit the .wsdl as follows: Replace the line with Enter the correct host name, user name, and password for the Oracle BAM server

3. Run install-bam. This reinstalls the Oracle BAM artifacts for Oracle PSIR, with the updated endpoint configuration.

D.7 PeopleSoft Talent Acquisition Manager is Added After Oracle EOB is Installed You have Oracle Employee Onboarding (EOB) installed, but the information for your PeopleSoft Talent Acquisition Manager 9.2 environment was not provided. Now your PeopleSoft environment is available and you want to integrate it with Oracle EOB. To correct, configure Oracle EOB to point to your PeopleSoft Talent Acquisition Manager 9.2 environment. Make a backup of each file prior to editing. 1. Navigate to PAHome/config/PAInstallProperties.xml, in the psft parameter, add your host, port, username, and password to the respective attributes, then in the install parameter, set the eob and psft attribute to true. true 2. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. This sets your environment for the PA installation. 3. Run ant install-apps-intg. This installs Oracle EOB with the PeopleSoft integration information.

Troubleshooting D-3 Oracle E-Business Suite is Added After Oracle EOB is Installed

D.8 Oracle E-Business Suite is Added After Oracle EOB is Installed You have Oracle Employee Onboarding (EOB) installed, but the information for your Oracle E-Business Suite Human Capital Management Model 12.1.3 environment was not provided. Now your E-Business Suite environment is available and you want to integrate it with Oracle EOB. To correct, configure Oracle EOB to point to your Oracle E-Business Suite Human Capital Management Module 12.1.3 environment. Make a backup of each file prior to editing. 1. Navigate to PAHome/config/PAInstallProperties.xml, in the ebiz parameter, add your ebiz database host, port, username, password, and SID to the respective attributes, then in the install parameter, set the eob and ebiz attribute to true. true 2. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. This sets your environment for the PA installation. 3. Run ant install-apps-intg. This installs Oracle EOB with the E-Business Suite integration information.

D.9 Siebel Financial Services is Added After Oracle ULO is Installed You have Oracle Unified Loan Origination (ULO) installed, but the information from your Siebel Financial Services 8.1.1 v10 or v11 environment was not provided. Now your Siebel environment is available and you want to integrate it with Oracle ULO. To correct, configure Oracle ULO to point to your Siebel Financial Services 8.1.1 v10 or v11 environment. Make a backup of each file prior to editing. 1. Navigate to PAHome/config/PAInstallProperties.xml. In the sebl parameter, add your host, port, username, and password to the respective attributes, and then in the install parameter, set the ulo and sebl attributes to true. true 2. Navigate to the PAHome/bin directory, then for Linux, run source env.sh or for Windows, run env.bat. This sets your environment for the PA installation. 3. Run ant install-apps-intg. This installs Oracle ULO with the Siebel integration information.

D.10 Error in Oracle SOA MDS Store Validation When Opening an Oracle BPM Application You open an Oracle BPM application and get an Oracle SOA MDS store validation error because the DB credential is not set. To correct, go to your respective Oracle BPM application location and find ...adf/META-INF/adf-config.xml, and then modify the jdbc-password to your MDS schema.

D-4 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators Removing the Initiator Task

D.11 Removing the Initiator Task You initiate a task, then close or cancel the window without submitting the task. This creates an unprocessed task in your Oracle BPM Workspace. This task stays in your BPM Workspace until removed. To correct, delete or abort the UserInitiateProcessCleanupAction from Oracle Enterprise Manager Fusion Middleware Control. See also, "Configuring BPMN Process Service Engine Properties" in Oracle Fusion Middleware Administrator's Guide for Oracle SOA Suite and Oracle Business Process Management Suite.

Troubleshooting D-5 Removing the Initiator Task

D-6 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators E

EHow to Change the Preferred Language

This appendix describes how to change the preferred language the Oracle Process Accelerators (PA) display in. By default, PAs are in English. The other supported languages are: Brazilian Portuguese, French, German, Italian, Japanese, Korean, Simplified Chinese, Spanish, Traditional Chinese. If you want to use a language that is not supported, see "Supporting a New Language in an Oracle Process Accelerator" in Oracle Fusion Middleware Extensibility Guide for Oracle Process Accelerators. To change the preferred language: 1. In Oracle Business Process Management (BPM) Workspace, in the navigation panel, expand the Worklist Views panel, then click Edit User Preferences. 2. In the Edit User Preferences dialog box, set Use Language settings of to Browser, see Figure E–1.

Figure E–1 Customizing Fields in a Worklist View

3. In your Internet browser, in the Languages settings, add your preferred language and make it the first language in the list. 4. Log out of Oracle BPM Workspace and back in. You will now see the PA displayed in the desired language.

How to Change the Preferred Language E-1 E-2 Oracle Fusion Middleware Installation Guide for Oracle Process Accelerators