OTM SIG – Philadelphia, PA

July 30, 2013

Document Attachment

Joe Adkisson

Introduction Configuration

– Property Files – Document Use Profile – Maximum Upload Size

End-User Functionality – Upload/Attach Documents to Objects – View Documents

Image to Distinguish Objects with Documents Lessons Learned Q & A

Agenda

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Introduction

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Landstar

Capacity

Agents Customers

Capacity • 8,000 BCOs • 31,500 Approved Carriers • All Major U.S. Rail Lines • Ocean Cargo Carriers • Air Cargo Carriers • WCO Network • Foreign Correspondent Networks

Agents • Independent Business Owners • Customer Service • Capacity Sourcing/Dispatching • NVOCC/IATA Agents

Landstar is a worldwide, asset-light provider of integrated transportation management solutions delivering safe, specialized transportation logistics services to a broad range of customers utilizing a network of agents, third party capacity owners and employees.

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What is document attachment?

OTM allows users to attach documents to certain business objects.

A document can only be owned by a single business object. A business object can own many documents.

Possible Uses Insurance Claims Spot quotes Bill of Ladings Invoices Signatures

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Configuration

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The following property files should be changed: • glog.document.safe.extensions - This indicates files which do not need virus

checking regardless of the trustworthiness of the document user. – Our setting: txt, html, pdf, doc, docx, jpeg, bmp, xls, xlsx

• glog.document.safe.mimeTypes - This indicates file types which do not need

virus checking regardless of the trustworthiness of the document user. – Our setting:

text/plain, text/html, text/xml, application/pdf, application/msword, image/jpeg, image/pjpeg, Image/bmp, application/vnd.ms-excel

Step 1: Property Files

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The Document Use Profile defines upload security for users Go to – Business Process Automation > Power Data > Document Generation >

Document Use Profiles

Step 2: Document Use Profile

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1. Profile ID: Name 2. Uploads Allowed: Select the

checkbox 3. Uploads Trusted: Select the

checkbox 4. Maximum Upload: 4194304 bytes Note: this is the equivalent of 4MB

The Document attachment Maximum upload has been set to 4194304 bytes. This is the equivalent of 4 MB.

Maximum Upload Size

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If the user attempts to upload a file that is larger than 4 MB, the following error will be received:

The Document Use Profile must be attached to the User ID Go to – Configuration and Administration > User Management > User Manager Populate the Document Use Profile

Step 3: Attach Document Use Profile to User ID

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End-User Functionality

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The user will upload documents as follows: Go to – Business Process Automation > Document Manager Click “New” ID: Unique alphanumeric value to define the name of the document created Owner Type: Select a value from the drop down list based on whether you will

be attaching the document to a shipment or invoice or order release ID etc. Storage: Choose “Binary” Click “Upload”

Upload Documents

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The document attachments are attached to objects as follows: Go to – Shipment Management > Shipment Management > Buy Shipments Search for Shipment ID, select Shipment, and perform Action of Business

Process Automation > Documents > Attach Documents Search for the Document and click “Attach”

Attach Documents to Objects

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The documents can be viewed as follows: In the SmartLinks menu, click “View Content”

View Documents

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Image Functionality

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• The end-users made a request to display an image on the shipment display results screen to show a user that a document is attached to the shipment object. In order to configure OTM to satisfy this request, the following steps must be completed:

1. Load image onto server 2. Create Image path in OTM 3. Create agent to attach image to shipment (or other object such as Invoice,

Order Release, etc.) 4. Create custom screen set to display image (or edit existing screen set) 5. Attach screen set to user menu 6. View results on screen

Using Image Functionality to Distinguish Objects with Documents

16 Oracle and OTM are registered trademarks of Oracle ® and its affiliates

• The System Administrator will need to load the image onto the server as follows:

Step 1: Load Image Onto Server

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• The Image path defines the location of the image on the server. • Go to: Configuration and Administration > Power Data > General > Images

Note: The path must point to a network server or URL and cannot be a local

machine.

Step 2: Create Image Path in OTM

18 Oracle and OTM are registered trademarks of Oracle ® and its affiliates

• The agent will assign the User Defined Image when a document is attached to a shipment.

Step 3: Create Agent to Attach Image

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• The Screen Set will include a column to display the User Defined Image2 Path

Step 4: Create Custom Screen to Display Image

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• The Screen Set must be attached to a User Menu as follows:

Step 5: Attach Screen Set to User Menu

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• The User Defined Image will be displayed as follows:

Step 6: View Results on Screen

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Lessons Learned

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• Size Limitation - While we were on Version 6.1.2, the Document Attachment size limitation was being ignored.

An SR was logged for this issue, which was fixed in 6.1.8. The Quick Patch that was installed (Quick Patch 16347188) was created from

the following Bug: Bug 16754514 - LIMIT ATTACHMENT SIZE NOT WORKING IN 6.1 • Limiting Visibility – On version 6.1.2, the Access Control List functionality to

prevent users from viewing Document Attachments is not working. This is a known Bug that is fixed in 6.3: Bug 14588431 - DOCUMENT - VIEW CONTENT ICON NOT WORKING.

Lessons Learned

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Q & A

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