Posts Tagged ‘Workflows’

Custom Plugins in D2 and Deployment – Contd..

August 22, 2019 Leave a comment

We can create and configure custom plug-ins using the Java classes and the resources that are packaged with the D2 API framework to:

  • Add features as custom actions.
  • Modify existing features by changing the pre-processing, post-processing, and the overriding D2 services.

Deploying D2 Plug-ins:

  1. Create the plug-in .jar file.
  2. Copy the plug-in .jar file to the <install path of D2>/WEB-INF/lib/ folder.
  3. Restart the web application server.
  4. Verify the plug-in installation by logging in to D2 Client and navigating to Help > About.

D2 Bin

The Recycle Bin feature manages the cancellation and deletions of documents by using a standard recycle bin approach.

The D2-Bin plug-in adds a recycling-bin approach to managing document removal in D2. If D2-Bin is:

  • Not installed, D2 permanently removes content when an end user deletes content.
  • Installed, D2 moves deleted content to an electronic recycling bin, which allows end users and functional administrators to view, permanently remove, and restore content.

Navigate to D2-Bin > Options from the menu bar.


Use C2 to extend PDF functionality of D2 with regards to adding:

  • Extra pages: you can add one or several pages at the beginning, end, or after a given page. These pages can contain content properties or variables.
  • PDF layers: you can add headers, footers, or images to all or part of documents.
  • Watermarks: you can add image or text watermarks to all or part of documents above or below text and as transparent images.
  • Dynamic pages: you can add dynamically-constructed pages, such as signature pages, gradually over the course of the lifecycle of the PDF document. Create dynamic pages in XML format so that tables can be managed based on their size. which are linked according to configurations when the document is viewed, printed, or exported.

You can use C2 to secure and apply controls to PDF documents when they are distributed out of the repository. The main functions are:

  • Ensuring only secure versions are provided when viewing, exporting, and printing.
  • Controlling printing using print counters and adding the ability to print with the note designating the recipient. D2 audits the controlled prints using the information provided by the end user when submitting the content for printing.

D2 automatically generates an XML containing the elements of the table of contents. Create and import an XSL for formatting the table of contents when viewing, printing, or exporting content in C2.

The XML uses parameters within an object in the root.

 The C2 plug-in creates a c2_rendition event in the dmi_queue_item queue to generate the PDF rendition. After completing the request and generating the PDF, D2 marks the item as dequeued but does not clear the dmi_queue_item events.

DELETE “dmi_queue_item” OBJECTS WHERE “dequeued_date” <DATE(’01/01/2013’) AND “delete_flag” = true


Use O2 to allow management of properties transfer between D2 and Microsoft Office documents as well as between .eml and .msg email messages.

Configuring Microsoft Office for O2 – Create a macro.


Thanks for your emails and various requests, Many of you have been requesting me to share information about the D2 Security and workflow features, I will write something based out of my experience in my next blog.

Implementing Security in Documentum

November 17, 2010 Comments off

Alias sets provide a means resolving attribute values that specify user and group names. This is an extremely powerful feature of Documentum because it allows you to design s, Lifecycles, and Workflows that can be used in multiple contexts without modification. Aliases are place holders for user names, group names, or folder paths.

Using aliases lets you write applications or procedures that can be used and reused in many situations because important information such as the owner of a document, a workflow activity’s performer, or the user permissions in a document’s is no longer hard coded into the application. Instead, aliases are placeholders for these values. The aliases are resolved to real user names or group names or folder paths when the application executes.

Similarly we have Permission templates which are created in the system with specific business needs and it refers to alias set. The templates can be applied on the individual object or group of objects. If a template is not explicitly applied to the object then a default template which is internally created by Documentum will be applied to the objects. Each object in the system that is created such as folders, documents, Workflows, lifecycles can be applied with individual permission. The application becomes even more flexible if you assign a template to the document. When the template is assigned to an object, the server creates a copy of the, resolves the aliases in the copy to real user or group names, and assigns the copy to the document. So when the actual template is changed with some permission information the copy normally gets updated.

Note: In some cases the copy of the template which is automatically created will not get updated. Some objects may be referring to the original Template that needs to be dereference and then the same needs to be applied.

Will bring out the difference between Alias Set and Permission Set in my Next Post.

Documentum Process Management Features

March 22, 2010 Comments off

Process Management in CMS


–          A workflow formalizes a business process such as an insurance claims process or an engineering development process. After the business process is formalized in a workflow definition, users can use the definition to repeatedly perform the business process.

–          Workflows can describe simple or complex business processes. A workflow can be serial, with activities occurring one after another and only one activity in progress at a time. A workflow can be parallel i.e. consist of two or more activities, all happening concurrently. Or, a workflow can combine serial and concurrent activity sequences.

–          You can also create a cyclical workflow in which the completion of an activity restarts a previously completed activity. For example, SOW documents which require re-validation over a period of time.

Life Cycle:

–          A lifecycle is a set of states that define the stages in an object’s life. The states are connected linearly.

–          An object attached to a lifecycle progresses through the states as it moves through its lifetime. A change from one state to another is governed by business rules. The rules are implemented as requirements that the object must meet to enter a state, actions to be performed on entering a state, and actions to be performed after entering a state.

–          You cannot attach a lifecycle definition to a lifecycle i.e. one life cycle can not use another life cycle in its definition.

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