Archive

Posts Tagged ‘Configuration’

Email Notification in FileNet P8

September 13, 2016 Comments off

It’s been a while I was away from the Blog, so here it is what I have today based on few of the email requests; I am trying to familiarize all the developers out there about the Email Notification facility present in FileNet and how do we enable & configure this feature in order to send out an email to the intended users based on the reminders we have set or on initiation of any step that we might have configured.

With the help of Email Notification, the workflow can be set to send email to the intended users. The Notification can be sent on completion of any step, the reminder mails and also for deadlines.

To use this facility, system must have access to SMTP (Simple Mail Transfer Protocol) server and also Email Notification parameters needs to be configured and enabled. Also we have to create Email Notification template and user preference needs to be set. It consists of 4 steps:

  • Enabling Email Notification
  • Configuring Email Notification
  • Modifying Email Notification template
  • Setting user Preference

Enabling Email Notification

For Enabling Email notification some event logging option has to be ‘turned on’ on application engine with the help of process configuration console.

1.1)  Select isolated region icon on PCC (Process Configuration Console) and click on properties tab on it.

picture1

1.2) After clicking of properties tab on the event logging action tab turn on the checkbox for Exception and Begin operation categories.

picture2

2)  Configuring email Notification

2.1) Start the Process Task manager from the process engine in the start menu. On Application engine we have to run routercmd.bat command file that is found in the \Router subfolder where the Application Engine is installed

2.2) Configure email notification with the help of process task manager on the process engine. Select the Process Service option and click on notification tab.

picture3

SMTP Host: It specifies the complete host name for an SMTP server on the network running the SMTP service.

SMTP Port: The port on which SMTP service is running.

Character Set: The Character used in encoding the email message.

Email Logon ID: The name used for the account you want the Process Engine to use to log on to the mail server application.

Email Logon Password: The password associated with the Email logon id.

Email From ID: The name you want to enter in the From field of email Notification.

Encode From field: Indicates whether to encode the contents of the Email from ID field.

3) Modifying Email Notification

3.1) Navigate to ..\fnsw_loc\sd\mas\1 directory

picture4

3.2) Change the properties of the mail which we want to modify from read-only to read-write.

3.3) Open the file using Textpad editor and modify the html content of the file.

3.4) We can enter the fields which we want in our template.

For example, in the file below we have selected subject to get displayed in the notification. The value of that subject will be obtained from $F_Subject variable which get sets in event logs.

picture5

3.4) Save the file and restart the process engine server.

4. Setting User Preference

User preference can be set from the workplace depending on the Email notification type which user wants to receive.

picture6

picture7

And we are done, there’s a lot more information that you can find in the FileNet ECM help file.

Hope this post helps and answers your email.

Happy Blogging!!!

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…

Prerequisites ,Installation and Configuration of ACS

November 10, 2010 Comments off

In my previous post i tried to bring out what is ACS , today lets see how we can install and configure an ACS , to start off with the Prerequisites for ACS:

a) Content Server.

b) Global registry Repository.

Installation and configuration of ACS:

Administrator doesn’t need to install it explicitly; it gets installed automatically when Content server 5.3 sp1 and above are installed. An ACS config. Object is also created automatically in the menu:

Administration-> Configuration->ACS Servers. As shown in following diagram:

 

The Administrator can check whether this service is running or not by going to following link in his system http://[system ip address]: [port no]/ACS/servlet/ACS. Or he can see the ACS service running in the services of his operating system service manager.

The Configuration of ACS means configuration of ACS server for the repository which will serve by that ACS server to specified network locations. We need to configure the ACS server config. Object for each repository, irrespective of the content server under which it is created. This configurations will be as following:

1)    Go to the Servers in Administration->configuration->Servers and click on information button to edit the properties for that server config. Object.

Go to “Connection Broker Proj” Tab and add the address of host name on which the ACS server is installed and also specify the Proximity for that Server. Administrator can add more than one connection broker to one repository at any time.

Now after following the above steps , you will see that the ACS server got added to server config object:

2)    Go to the “Network Location Proj “ tab to add the network location to be served by the repository.

Network Location got added to Server Config Object as in below:

3)    Now save and come out of the server config object to the ACS server config Object. And verify the “Connection Broker Projection” and “Network Location projection” for correct entries.

Now the ACS server is configured to the Repository server through a Connection broker to serve a set of network location.

Note: While creating the connection broker object take care for false host name because the Documentum never verifies for fake/non existing hosts.

Configurational Tips for Documentum Webtop

March 30, 2010 Comments off

Below i tried to cover the scenario where multiple docbases are configured and provides a solution to various business requirements that may arise out of this kind of set up. It also illustrates the configurational change that makes webtop (till version 5.3 SP4) compatible with Internet Explorer 7.0.

1.   Accessing multiple docbases from single machine

Business Scenario: There are multiple environments (say Development, Test, Staging and Production). Each has its individual content server but the requirement is to connect to any one of these environment through a single application server.

Solution: Add the different docbrokers in dmcl.ini as backup. This allows the application server to connect to the docbase for which the login credentials are passed.

The content server requires user id, password and docbase name as the parameter for creating a session for the user. The request from application server first goes to the docbroker specified as primary. If the parameters passed in the request matches with that of the docbase listening on the primary docbroker, the session will be created otherwise the request will be forwarded to the backup docbroker specified in the dmcl.ini in the ascending order.

Configuration Text File

This solution works for the following scenarios:

  1. If the docbase name in the different environments is different (or even if the case is different i.e. docbase_name and DOCBASE_NAME are treated as different docbases).
  2. User id or login ticket is unique.

2.   Defaulting docbase on login screen in webtop

Business Scenario: Multiple content management applications are sharing the same set of content and application server. The docbase and webtop is separate for each of the application. The requirement is to default the docbase name in the webtop login screen for each of the application.

Solution: Add the following code snippet in the app.xml file located under webtop\custom folder.

<authentication>

        <!– Default domain and docbase to authenticate against –>

       <domain></domain>

       <docbase>docbase_name</docbase>

</authentication>

3.   I.E. 7 Compatibility

Add the following code snippet to app.xml file located under webtop\custom folder to make webtop (till version 5.3 SP4) compatible with Internet Explorer 7.0.

<browserrequirements>

     <windows>

          <ieversions>6.0,7.0</ieversions>

          <netscapeversions>7.2</netscapeversions>

          <firefoxversions>1.5</firefoxversions>

     </windows>

</browserrequirements>

%d bloggers like this: