Technical info and insight on using Oracle Documaker for customer communication and document automation

  • ODEE
    June 12, 2014

ODEE Green Field (Windows) Part 4 - Documaker

Andy Little
Technical Director

Welcome back! We're about nearing completion of our installation of Oracle Documaker Enterprise Edition ("ODEE") in a green field. In my previous post, I covered the installation of SOA Suite for WebLogic. Before that, I covered the installation of WebLogic, and Oracle 11g database - all of which constitute the prerequisites for installing ODEE. Naturally, if your environment already has a WebLogic server and Oracle database, then you can skip all those components and go straight for the heart of the installation of ODEE. The ODEE installation is comprised of two procedures, the first covers the installation, which is running the installer and answering some questions. This will lay down the files necessary to install into the tiers (e.g. database schemas, WebLogic domains, etcetera). The second procedure is to deploy the configuration files into the various components (e.g. deploy the database schemas, WebLogic domains, SOA composites, etcetera). I will segment my posts accordingly! Let's get started, shall we?

Unpack the installation files into a temporary directory location. This should extract a zip file. Extract that zip file into the temporary directory location. Navigate to and execute the installer in Disk1/setup.exe. You may have to allow the program to run if User Account Control is enabled. Once the dialog below is displayed, click Next.

Select your ODEE Home - inside this directory is where all the files will be deployed. For ease of support, I recommend using the default, however you can put this wherever you want. Click Next.

Select the database type, database connection type – note that the database name should match the value used for the connection type (e.g. if using SID, then the name should be IDMAKER; if using ServiceName, the name should be “idmaker.us.oracle.com”). Verify whether or not you want to enable advanced compression. Note: if you are not licensed for Oracle 11g Advanced Compression option do not use this option! Terrible, terrible calamities will befall you if you do! Click Next.

Enter the Documaker Admin user name (default "dmkr_admin" is recommended for support purposes) and set the password. Update the System name and ID (must be unique) if you want/need to - since this is a green field install you should be able to use the default System ID. The only time you'd change this is if you were, for some reason, installing a new ODEE system into an existing schema that already had a system. Click Next.

Enter the Assembly Line user name (default "dmkr_asline" is recommended) and set the password. Update the Assembly Line name and ID (must be unique) if you want/need to - it's quite possible that at some point you will create another assembly line, in which case you have several methods of doing so. One is to re-run the installer, and in this case you would pick a different assembly line ID and name. Click Next. Note: you can set the DB folder if needed (typically you don’t – see ODEE Installation Guide for specifics.

Select the appropriate Application Server type - in this case, our green field install is going to use WebLogic - set the username to weblogic (this is required) and specify your chosen password. This credential will be used to access the application server console/control panel. Keep in mind that there are specific criteria on password choices that are required by WebLogic, but are not enforced by the installer (e.g. must contain a number, must be of a certain length, etcetera). Choose a strong password.

Set the connection information for the JMS server. Note that for the 12.3.x version, the installer creates a separate JVM (WebLogic managed server) that hosts the JMS server, whereas prior editions place the JMS server on the AdminServer.  You may also specify a separate URL to the JMS server in case you intend to move the JMS resources to a separate/different server (e.g. back to AdminServer). You'll need to provide a login principal and credentials - for simplicity I usually make this the same as the WebLogic domain user, however this is not a secure practice! Make your JMS principal different from the WebLogic principal and choose a strong password, then click Next.

Specify the Hot Folder(s) (comma-delimited if more than one) - this is the directory/directories that is/are monitored by ODEE for jobs to process. Click Next.

If you will be setting up an SMTP server for ODEE to send emails, you may configure the connection details here. The details required are simple: hostname, port, user/password, and the sender's address (e.g. emails will appear to be sent by the address shown here so if the recipient clicks "reply", this is where it will go). Click Next.

If you will be using Oracle WebCenter:Content (formerly known as Oracle UCM) you can enable this option and set the endpoints/credentials here. If you aren't sure, select False - you can always go back and enable this later. I'm almost 76% certain there will be a post sometime in the future that details how to configure ODEE + WCC:C! Click Next.

If you will be using Oracle UMS for sending MMS/text messages, you can enable and set the endpoints/credentials here. As with UCM, if you're not sure, don't enable it - you can always set it later. Click Next.

On this screen you can change the endpoints for the Documaker Web Service (DWS), and the endpoints for approval processing in Documaker Interactive. The deployment process for ODEE will create 3 managed WebLogic servers for hosting various Documaker components (JMS, Interactive, DWS, Dashboard, Documaker Administrator, etcetera) and it will set the ports used for each of these services. In this screen you can change these values if you know how you want to deploy these managed servers - but for now we'll just accept the defaults. Click Next.

Verify the installation details and click Install. You can save the installation into a response file if you need to (which might be useful if you want to rerun this installation in an unattended fashion).

Allow the installation to progress...

Click Next.

You can save the response file if needed (e.g. in case you forgot to save it earlier!) Click Finish.

That's it, you're done with the initial installation. Have a look around the ODEE_HOME that you just installed (remember we selected c:\oracle\odee_1?) and look at the files that are laid down. Don't change anything just yet! Stay tuned for the next segment where we complete and verify the installation. 

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