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Posts Tagged ‘Capture’

kVisia: Product Overview

March 18, 2015 Comments off

Howdy Users and Buddies,

Today I want to share on kVisia, a product that provides the core functionality to automate, control and deliver an organization’s engineering and enterprise business processes to the desktop or Web. It holds the business rules, executes the XML configurations, builds the business forms, and implements the lifecycles that automate an organization’s business processes.

I think the only Prerequisites that you need to know is , Basic concept of client-server applications and Documentum Architecture.

Let me put it in Content Wise for better understanding with a bit of background of what’s there , what’s missing and how this can be achieved.

  1. Abstract

Today the current era is defined by the terms like data, information, knowledge, wisdom etc. and in this electronic world the difficulty to manage data in abundance has begotten many technologies and one of them is the Documentum.

Documentum is nothing other than a Content Management Tool but its vastness and its ability to cater to almost all sorts of data types available are so rich in itself that these days it is widely used. If we undo the Documentum technically then it gives an edge over the Relational Database Management System by not storing only the Meta data but also storing the content in its native format.

kVisia blends with Documentum to bolster the level and depth of automation which can be achieved by the Documentum alone and this is what this document discusses in detail.

  1. Introduction

kVisia comes of McLaren Software Limited and users need to have a license before using it. McLaren is ISO 9001 certified and it has been accredited Independent Software Vendor for Documentum and FileNet. It has got 360+ customers worldwide and it operates from UK, USA and Switzerland.

In fact kVisia is an Enterprise Engineer product that encapsulates best practices and domain expertise. This is a user configurable application consisting of XML files managed by repository and standardized on a single ECM platform. It is also believed to be powered by Documentum.

For better understanding of the kVisia we can go through the following questions and answers that will help one to identify the need.

How does it help me?

Very quickly configure the user interface and deliver it to the Desktop and Web users.

Is it easy to change?

Very easy, configuration files are stored in the Docbase in XML format.

Configurable interface using objects and tables.

Do the configuration files allow me to control inputs?

Very complex business rules can be enforced via the XML files.

Validations at creation, promotion and check in.

  1. kVisia suite

kVisia suite consists of following three components:

  1. McLaren Studio
  2. McLaren_Core DocApp
  3. McLaren_Foundation DocApp

3.1 McLaren Studio

McLaren Studio provides a user-friendly desktop application that allows users to create and edit XML configuration files that will conform to the rules of the Document Type Definition (DTD).

An XML (eXtensible Markup Language) configuration file is a structured file consisting of many elements. Elements are ordered into a tree structure or hierarchy. Elements may have parent or child elements, and may also contain attributes. An element without a parent element is the highest in a tree structure and is called a root element. Not all of the elements will have child elements.

The structure of a valid XML file is defined in a DTD (Document Type Definition) file. The DTD contains the rules that apply to each XML configuration file; these include the definitions of parent and child elements, element attributes, and how each element can be used

The appearance and behaviour of user dialogs can be modified without the need to change programme code simply by changing settings in the appropriate XML configuration file. A definition of the appearance and behaviour of a dialog is referred to as a “configuration”. A common need, however, is to display different configurations under different circumstances. For example, members of different groups may need to fill in different properties on documents, and the document’s properties may change as it moves from state to state in a lifecycle. The definition of such a scenario is referred to as a “mapping”. When you do not want to differentiate functionality between different groups, lifecycles and states, there is a value called {default} that will apply to all circumstances.

The Actions for which dialogs can be defined using an XML configuration file are:

 New

When the user issues the New command, a customized dialog can be displayed. Commonly deployed features include automatic document numbering, interactive project allocation and any additional attributes (optional or mandatory), which may be required to be stored for the document.

 Properties

A customized Properties dialog can be displayed. Fields can be made editable or read-only as required.

 Import

When the user performs an import, a customized dialog can be displayed which may typically employ features similar to those used in the New dialog.

 Copy

When the user performs a copy and paste action, a customized dialog can be displayed which may typically employ features similar to those used in the New dialog.

 QuickFind

For each document type, a search dialog referred to as QuickFind can be defined and viewed by the user in the Docbase through the McLaren menu. The attributes that can be searched on are configurable and search options such as Between, Greater Than, Containing, etc., can be specified.

 3.2 McLaren_Core DocApp

Having installed kVisia you get two sets of Docapps in the Docbase, one is the McLaren_core and the other one is McLaren_foundation. The McLaren_core Docapp is available to the user of a Documentum repository. It is always suggested that one should have the overview of the additional functionality as a result of the deployment of the kVisia before configuring the product to suit the business need.

As the name suggests McLaren_core Docapp provides the basic functionality like New, Import, Properties, Copy, QuickSearch etc to be configured. As discussed above, we use the XML configuration tool McLaren Studio to configure it.

For each Object Type used in the repository, an XML Configuration File can be created and configured to define the appearance and behavior of the various dialogs for documents of that Object Type. The definition of the appearance and behavior of a dialog is referred to as a configuration, and different configurations can be displayed in different circumstances.

3.3 McLaren_Foundation DocApp

The McLaren_foundation installation enables you to deploy a pre-configured implementation of the Core technology which transforms it into a user application specifically adapted to the engineering environment, providing a ready-for-use engineering repository. It deals with the following configurations:

User Roles that is associated with Menu Systems and User Dialogs that are adapted to those roles.

Object Types for documents and folders.

XML Configuration Files that define the content, appearance and behavior of the New, Copy, Properties, Import and QuickFind dialogs for the supplied Object Types in accordance with the current user’s User Role and the document’s lifecycle and state, including pre-configured, automatically generated document numbering.

Check in dialogs which are specifically adapted for each supplied type of engineering document.

Automated document revision numbering that reflects common design practice. Revision numbers start at 0 and the first issued version is 1, the second 2, the third 3, etc. When a document is checked in for the first time, a numeric value is assigned and incremented each time it is checked in.

  1. Traditional – VB (Desktop) Vs kVisia(Desktop & Web)

Following Comparison lets you know how much flexibility kVisia provides and how much time and effort it saves.

Traditional – VB (Desktop) kVisia (Desktop and Web)
Ø  Obtain VB source code.

Ø  Open VBP.

Ø  Edit GUI.

Ø  Add code to populate list.

Ø  Add validation rules.

Ø  Save source code.

Ø  Compile DLL.

Ø  Create CAB file.

Ø  Open DocApp in Composer

Ø  Edit the component ACX and

replace CAB file.

Ø  Check DocApp back in.

Ø  Not available until next user login.

Ø  Check out XML.

Ø  Edit XML kVisia Studio.

Ø  Add XML tag.

Ø  Specify properties.

Ø  Save and Check back in.

Ø  Change available immediately (no logout required).

  1. Benefits
  • Easy to manage development process as applications are configured via XML using Studio
  • Fast route from innovation to user acceptance
  • Shorter time from design through to development
  • Shorter time to deploy to the business users
  • Reduces development costs
  • Future upgrades are minimised
  • Simple deployment and at a local level of control
  • Speeds up implementation process through rapid configuration

Hope you like the post, Feel free to post your comments and I will reply back to any queries that you have.

Adios , Have a great day ahead…

Integrated Document Management Solutions

November 1, 2010 Comments off

Document management is defined as a system for controlling the capture (when created or received), classification (cataloguing), storage, retrieval, revision, sharing and reuse, protection, archiving of documents.  Documents include electronic and non-electronic objects.  Electronic objects include softcopy documents, e-mail, imaged material, e-fax etc. Non-electronic objects include paper, documentation, photographs, maps etc. The common processes of Integrated Document Management systems include :

  • Capture/Receive documents – document is received from an external source (could be electronic or physical papers)
  • Generate/Create – Document is created internally within the document management system
  • Indexing – facilitate identification of document by applying context relevant metadata to it.
  • Document formatting – convert the electronic document into appropriate format, like .pdf, .tiff etc
  • Store documents – document is stored in an online media (we are assuming that the IDM solution is electronic storage of all documents)
  • Retrieve documents – document retrieval facility for viewing and editing
  • Document Versioning – to be able to maintain multiple versions of document
  • Document manipulation – to be able to move and delete documents
  • Security – document need to be secured depending on the business and legal requirements
  • Workflow management – it’s an optional feature. Documents need to be routed to appropriate user groups based on the workflow
  • Archiving & Long term storage – document management system should provide scheduling feature to schedule document archival. The archiving could be a different storage location like CDs, microfilms or some hard disks
  • Long term retrieval of documents – document is retrieved as needed during its archived status from whatever the archival storage location
  • Purge/Dispose documents – documents need to be deleted when its no-longer needed

Will try to bring more about IDM in brief may be with a diagram in my next Post.

Important Terms in Interwoven Teamsite

May 20, 2010 Comments off

Below are few of the important Terms used extensively in Teamsite :

Data Capture

The Data Capture sub-system enables the user to work with forms which are created through a ‘Data Capture Template’ (DCT). Once the user fills the required content in the DCT and saves it, a ‘Data Capture Record’ (DCR) is generated, which gets stored in the tool’s file system. This data is saved as an XML and is utilized to fill the ‘Presentation Template’ which governs the look of the final web page.
This sub-system can be employed in a TeamSite Templating Browser or a java environment.

The ‘Data Capture Subsystem’ consists of a series of Java applications to carry out the following tasks:

o Study datacapture.cfg and templating.cfg files and decide what data a user should be able to view
through WebDesk or WebDeskPro.
o Deduce the input of the person entering the data.
o Save the data entered in the required format.

Data Capture Template

A ‘Data Capture Template’ (DCT) consists of an XML file named datacapture.cfg which specifies the form to be used to get the data content from its subscribers.

It comprises of:

o Category
o Type

These specify what type of data the DCT uses. The content entered in the DCT is saved as an XML on TeamSite. One DCT can be used to generate multiple DCRs.

Data Presentation

Once the DCR gets created after the data entry in the DCT, the page can be generated through the page generation sub-system reachable by the command line. This enables the user to view the required data in the required format. An output file can also be created that uses data from more than one DCRs and database queries. This output file may also be deployed to a web server using OpenDeploy.

Presentation Template

A ‘Presentation Template’ specifies how the data entered looks on the generated page.

The data present in this template is obtained from the DCRs which was initially entered in the DCT. The TeamSite Templating can also be designed to fill the presentation template with selective information from a relational database.

These can also be used with:

o Component templates – i.e., a component of another presentation template or a nested template.
o A single DCR to fill multiple presentation templates, all having a different appearance and display.

It uses an XML file with extension .tpl.

The ‘Page Generation System’ is a simple sequence of programs and libraries, which helps to:

o Examine the presentation template and templating.cfg configuration files and
decide the user should be able to view through the TeamSite GUI.
o Deduce the input of the person entering the data.
o Use the DCR and presentation templates to generate the required results.

Data Content Record

A Data Content Record ‘DCR’ is XML file. It has the design information along with the data entered in the DCTs. The name of the DCR is user specific.

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