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Automated-Generation-Letter-Dor/: A Whitepaper On Document of Records Explains What, Why Along With A Use Case Example

This document provides a solution for downloading Document of Records (DOR) from Oracle Fusion HCM in bulk. There is currently no built-in bulk download feature, but individual files can be downloaded using the Oracle UCM Download Utility by querying for content IDs and passing them to the tool along with authentication details. An enhancement request exists for a future bulk download capability.

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174 views

Automated-Generation-Letter-Dor/: A Whitepaper On Document of Records Explains What, Why Along With A Use Case Example

This document provides a solution for downloading Document of Records (DOR) from Oracle Fusion HCM in bulk. There is currently no built-in bulk download feature, but individual files can be downloaded using the Oracle UCM Download Utility by querying for content IDs and passing them to the tool along with authentication details. An enhancement request exists for a future bulk download capability.

Uploaded by

hamdy20017121
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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HTTPS://WWW.KOVAION.

COM/BLOG/
AUTOMATED-GENERATION-LETTER-DOR/

A WHITEPAPER ON DOCUMENT OF RECORDS


EXPLAINS WHAT, WHY ALONG WITH A USE
CASE EXAMPLE

Details

Category: Fusion Applications

Published: 03 May 2016

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Introduction
Before we start to understand about the Document of Records feature in Oracle Fusion Applications, it
makes sense to get ourselves acquainted with what it is and why it should be used.
What is a Document of Records?
As the name suggests it is a document which contains details about individuals. Now that brings us to
next question what kind of records. It could be anything, anything we want to record including driving
license, visa, pay-slips, medical-certificates and what not.
Basically it’s a feature within the application which allows us to store information about individuals in a
digital format and gives provisions of features like accessibility (who should be able to access the
document, controlled by security-profile we won’t deal with the same in this whitepaper), approval
routing (each document uploaded here may/ may-not need approvals based on the type of document
before the same is available for use), document expiry notification ( in case of driving license, visa
documents….) among others.
Why should we use Document of Records?
As already described above there are certain benefits like:
a. Acts as a Digital Repository within the application
b. Document Accessibility can be controlled using Profile-Options
c. Allows Approval-Routing before document is uploaded to repository
d. Capable of sending document expiry notifications
So while the above describes a brief understanding of ‘Document of Records’ feature, let’s try to
understand the same better with an example.
Sample Use Case
In this example, we would try to provide a Reward Letter to an employee and upload the same as a
document of records.
For this we would need to have a Reward Letter available which would be uploaded into the Document of
Records. We have the same ready (attached here for ready reference).
 

As a first step we need to login to the application as “Robert Jackman”.


 
Next, we need to point the cursor on the navigator icon and this would open up a pop-up screen wherein
we need to locate the “Document Records” link below the My Workforce option
 
Once we click on the link “Manage Document Record” page appears. When the page opens up we need to
click on the ‘Create Icon” and search for “James, Anton”
 
When the person selection is complete, press the OK button and provide the following information as
mentioned in the table below:
Once the above details are populated the screen would appear

Next, we need to press the ‘Submit’ button and it would show us the approvers name as below:

From the above screen, we saw that the request would need an approval from ‘Henry Jones”. We would
hence login to the application with the credentials of “Henry Jones” and approve the request.
 
 
After providing the login credentials of Henry Jones we would land up on the homepage
 
We could see the notification icon displays a number (1) and when we navigate the cursor on the same it
shows that there is a notification which is about providing approval for “Length of Service”.
When you open the notification it would contain details as well as two buttons (Approve and Reject)
 
If you click the ‘Approve’ button the document will be approved.
But, we need to verify the same and what better option other than the employee’s login (one who has
been provided the letter).
So we would login with “Anton James” and from the Navigator Menu and point to the ‘My Portrait’ link
under 'About Me'.
 
This will take us to the below screen. We need to click on the “All Actions” link as shown:

This would show up other hyperlinks and one of them would be “Manage Document Records”
And finally, when we click on the link it opens up the below page. A search on the page with Document
Code as ‘LOS22_1’ returns the results.

This brings us to the end of the topic. Remember, what we have demonstrated is just a very simple
example and the same maybe extended to store any other details and may also use other features like
document expiry notification, document accessibility and others too.
And on that note I would say a Good-Bye with the hope that you would use this feature in your future
implementations.
Thank You for your time and have a nice day!

ASHISH HARBHAJANKA
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How Can We Extract Document of Records from HCM Cloud in Bulk? (Doc To
ID 2341706.1) Bottom

In this Document

Goal
Solution
References

APPLIES TO:
Oracle Fusion Global Human Resources Cloud Service - Version 11.12.1.0.0 and later
Information in this document applies to any platform.

GOAL

Requesting to download document of records or DOR from Fusion HCM in bulk


 

SOLUTION

There's no process to download attachments in bulk from the UCM Server, but enhancement
request exists via Enh 25535541 - HOW TO BULK DOWNLOAD OBJECT'S
ATTACHMENTS FROM UCM SERVER?

In meantime, user will have to download each file individually via:

1. Oracle Provided UCM Download Utility; latest JAR files available via URL
http://www.oracle.com/technetwork/middleware/webcenter/content/downloads/index.html
2. Use below query to determine Content ID for each attachment (DOR attachment filenames
start with UCMFA):

SELECT DISTINCT p.person_id,


        dor.DOCUMENT_CODE  ,
        d.DM_DOCUMENT_ID
FROM    fusion.per_all_people_f p        ,
        fusion.hr_documents_of_record dor,
        fusion.fnd_attached_documents ad ,
        fusion.fnd_documents_vl d
WHERE   p.person_number                         = '<fill in person number>'
        AND p.person_id                         = dor.person_id
        AND TO_CHAR(dor.DOCUMENTS_OF_RECORD_ID) = ad.PK1_VALUE
        AND ad.document_id                      = d.document_id;

3. For each file, pass

java -classpath ./oracle.ucm.fa_client_11.1.1.jar oracle.ucm.client.DownloadTool


--url=https://[UCM-external URL]/cs/idcplg --username=**** --password=**** --
primaryFile=D:\Local\machine\path\filename.zip --dSecurityGroup=Attachments -
dDocName=[UCM Content ID File Name] --tool.accountRequired=false

so an example would be:

java -classpath ./oracle.ucm.fa_client_11.1.1.jar oracle.ucm.client.DownloadTool


--url=https://fs-aufsn4x0mxf.oracleoutsourcing.com/cs/idcplg --username=**** --
password=**** --primaryFile=D:\FusionPOC\StandaloneUCM\Data\x.zip --
dSecurityGroup=Attachments -dDocName=UCMFA012345 --tool.accountRequired=false
REFERENCES

BUG:25535541 - HOW TO BULK DOWNLOAD OBJECT'S ATTACHMENTS FROM UCM


SERVER?
NOTE:2032677.1 - SRDC - Data Collection for HCM Data Loader Issues

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