Optical
Imaging
Services
Oracle Imaging and Process
Management (IPM) Retrieval
Procedures
Getting Started
Overview
Oracle IPM combines scanned images, computer-generated reports and universal files into
one application. These documents can be retrieved using the production client or through
any standard web browser.
Topics

Installation of Oracle IPM

Login to Oracle IPM

Selecting Searches

Performing Searches and Viewing Search Results

Retrieving Documents

Printing or Emailing Documents

Using Linear Search
For Help
If you need assistance with the topics covered in this document, please contact the Optical
Imaging Helpdesk at 325-8111 or via email at imaginghelpdesk@ou.edu.
Installation of Oracle IPM
What you will need:
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The IPMStartup.zip file containing the IPM 7.7 installation file. This can be downloaded
from http://itstore.ou.edu. Look for Oracle Imaging and Process Management under
Software. Choose the version appropriate for your operating system.
A PC running Microsoft Windows Vista or XP. The Oracle IPM Desktop Client will not
run on a Macintosh.
Local administrator access to the PC. If you don’t have access or are not sure, contact
your local PC technician or call OU IT at 325-HELP.
Installation:
1.
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Exit any programs that you currently have open.
Save the IPMStartup.zip file to your desktop.
Double click IPMStartup.zip and unzip the IPMStartup.exe file to your desktop.
Double click the IPMStartup.exe icon to begin installation.
Click Yes, if asked to Restart your PC.
Log into Oracle IPM using your OUNet ID and Password.
The first time you log in, the client will download several files which might take a few
minutes.
Firewall Settings:
1. Minimize the Oracle IPM Desktop Client once it has finished installing.
2. Go to the Start button and open Control Panel.
3. Double Click on Windows Firewall.
4. Click on the Exceptions Tab. Make sure that “I/PM Windows Client” is checked.
5. Press OK. Oracle IPM is now ready to use.
Login to Oracle IPM
Start Oracle Imaging and Process Management by clicking on your Start button and then
go to Programs>Oracle>Imaging and Management>IPM Startup.
1. User Name – Enter in your SOONER Domain 4 + 4. example: abcd1234
2. Password - Enter in your Sooner Domain network password. Select OK.
If logon is successful, the Oracle IPM - Search Form will be displayed.
Window Overview
The Oracle IPM - Search Form has four sections:
Search Form (located in the upper left hand corner)
1. Allows the customer to select from a gallery of assigned searches
2. And execute searches based upon the customer’s search criteria.
Search Results (located left hand side center)
Displays the results found from the executed search.
Search Manager (Located lower left hand corner)
Displays the progress of each search as well as other vital information.
Viewer (Located on the right side of the screen)
Displays the selected image.
Note: For optimization, these sections have been locked down using a screen resolution of
1024 x 768. For optical imaging, we recommend for that you adjust your screen display
settings to AT LEAST 1024 x 768.
Selecting Searches
Click on the drop down arrow located to the right of the search name beside the Select
Search field. A list of authorized searches will be displayed. Highlight the search you wish
to perform.
Performing Searches and Viewing Search Results
Once a search has been selected, the Search Form box will be updated with the defined fields
for this search. Please note the field names and the comparison keys for each field. You may
scroll right, left, up and down using the scroll bars to view all of the field information.
Below is an example of some Search Form fields:
Ref Nbr, Name and Begin Date are Field Names
=, Contains, and >= are Comparison Keys
Determine which field you wish to search based on the information you have. Enter in a value
for that field. The % wildcard is still valid, but often not necessary. Once you have entered all of
the desired values, Click the Execute Search
button.
Note: The Begin Date generally a required date in most searches.
Buttons in the Search Form Box indicate the following. You may hover over the buttons for a
description of the function the button will perform.
From left to right:
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Execute Search
Clear
Refresh Search Form
Load previous search on Startup
Viewing the Search Results
All results that correspond to the search just performed will be displayed in the Search Results
section of the screen. You may scroll right, left, up and down using the scroll bars to view all of
the field information.
The pictures located to the left of the document reference the following:
Scanned Document
COLD Report (Computer Output to Laser Disc)
Reports created from a text file.
Universal File Document
Unknown Object Type
Document Images are Locked by Another User
Document Contains a Document Annotation
Document Contains a Page Annotation
Document Contains a Document and Page Annotation
Maximum Number of Hits
If an executed query has a hit list greater than 100 (for most queries), you will receive a notice
that the maximum number of hits have been reached
Sorting the Search Results Column
The results are displayed in field order as listed in the Search Form section. You may re-sort the
results in descending or ascending order by double clicking on the column name.
Summing the Search Results Column
If you wish to sum a column in the Search Results section for a field that has been defined as
numeric, select the Sum Column
button.
Select the column you wish to sum from the Search Results section. The total will be displayed
on the last row.
Buttons in the Search Results:
Re-execute Search
Stop Search
Auto Load
Beep-On-Complete
Display Document Details
Refresh Document Details
Sum Columns
Send to File
Filter Search Results
Modify Index
Scan: Append Page
Scan: Insert Page
Remove Search
Remove All Searches
Auto Launch Single Results
Save Column Info
Retrieving Documents
Based on your search, if multiple documents have been found, a list will be displayed. To
open a document, double click on the document line and the image(s) will open in the
Viewer.
The Viewer icons are broken down into sections:
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View the image(s); single at a time, multiple pages in tabs, or multiple pages tiled.
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Open an Existing Document.
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Fit the image; window width, window height, entire window, increases or decreases
in the image size. You may also zoom in on a document by drawing a box around
an area and selecting Zoom.
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Ability to move back and forth when multiple pages exists in a document in addition
to the Go To button. You can also right click on the image to navigate through
multiple pages.
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Print the document.
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Close the current window or all windows.
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Hide Annotations, Display Content, Launch.
Launch opens up the image in a Microsoft Viewer as a tif document.

Linear Search, Previous Hit, Net Hit.
Used for searching text type reports. These Searches/Images are considered COLD
(Computer Output to Laser Disc) reports. These reports have been created from a
text file. You must have the Desktop client to use Linear Search. If the Linear
Search icons are grayed out, then this Search is not a COLD report.
When clicking on the green bar icon you will receive the following dialog box:
Based on the above selections, the Linear Search will search the entire text file
(COLD Report) for the word AMAZON.COM. You can continue to the next hit or
previous hit by right clicking on the image.
User Preferences on the Viewer
You may select how you wish the documents to appear in your viewer by clicking the right
mouse in the viewer area and selecting User Preferences.
Printing Documents
Documents may be printed from two areas: Search Results section or the Viewer section.
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To print from the Search Results section, right click on one or more highlighted
documents. Select Print/Fax.
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To print from the Viewer section, click on the Print icon.
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Select the printer by clicking on the drop down arrow located to the right of the Name.
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Select the page range and the number of copies.
eMailing Documents
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Highlight the document to be emailed in the Search Results window.
Right-click the highlighted document and select “Send to Mail Recipient”.
Select either with or without annotations.
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When the export is complete, it will launch your mail client with the document as an
attachment.
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Follow the normal procedures for emailing a document.