Xcp Sample Application Tutorial

EMC ® Documentum ® xCelerated Composition Platform Version 1. 5 Sample Application Tutorial EMC Corporation Corporate Headquarters: Hopkinton, MA 01748-9103 1-508-435-1000 www. EMC. com EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose.

Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC. com. All other trademarks used herein are the property of their respective owners. © Copyright 2010 EMC Corporation. All rights reserved. Table of Contents Preface Chapter 1 ................................................................................................................................. Overview 7 9 9 10 11 15 ..................................................................................................... Environment Requirements ................................................................................ Sample Application Description ........................................................................ Creating the Sample Application ....................................................................... Understanding Tutorial Progress Indicators ....................................................... Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Chapter 7 Creating the New Application Creating Object Types ..................................................................... 17 ................................................................................. 21 ................................................................. 27 Creating the Directory Structure Creating Work Queues ................................................................................ 33 .......................................... 39 47 47 49 53 54 55 55 60 63 67 68 71 74 Creating a Superuser and Extending Privileges Creating a Process ......................................................................................

Create the structured data types ........................................................................ Add process data .............................................................................................. Add the activities to the canvas ......................................................................... Connect the activities ........................................................................................ Define the activities ..........................................................................................

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Creating the Set Document Attribute activity ................................................. Add a decision split activity .......................................................................... Define the manual activities for the mail processors ........................................ Add a join .................................................................................................... Create the archiving activity ......................................................................... Set the archival attributes ..............................................................................

Save, install, and validate the process ................................................................. Chapter 8 Chapter 9 Chapter 10 Chapter 11 Chapter 12 Chapter 13 Creating a Document View Template Creating a User Task List Template ........................................................... 77 ............................................................. 85 ................................................. 93 Creating a Work Queue Task List Template Creating a Task Template for Sales Mail .................................................... 101 .......................................... 09 Creating a Task Template for Accounting Mail Creating a Task Template for Other Mail .................................................... 117 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 3 Table of Contents Chapter 14 Chapter 15 Chapter 16 Chapter 17 Chapter 18 Chapter 19 Chapter 20 Chapter 21 Chapter 22 Chapter 23 Chapter 24 Chapter 25 Chapter 26 Chapter 27 Chapter 28 Chapter 29 Chapter 30 Chapter 31 Chapter 32 Chapter 33 Chapter 34 Chapter 35 Chapter 36 Chapter 37 Chapter 38 Chapter 39 Chapter 40 Creating a Search Template ...................................................................... 123 ....................................................... 133 ........................................................ 141 Creating an Initiate Process Template Creating a Folder Contents Template Creating an Electronic Form ...................................................................... 151 ........................................................... 159 Adding Components to TaskSpace Configuring an Importer ............................................................................ 63 ................................................................. 167 Creating a Configurable Action Creating Tabs ............................................................................................ 173 ...................................................................................... 189 Adding a Process Creating a Role .............................................................................. ............ 191 ..................................................................... 199 .............................................. 203 Editing the ts_designer Role

Creating Users and Adding Them to a Role Assigning Queues ..................................................................................... 209 ........................................................................ 215 Importing the Sample Data Starting a Process ..................................................................................... 225 ............................................................................... 229 Completing a Process Searching for Mail ..................................................................................... 37 ....................................................................... 241 243 Creating Report Categories Designing the Count of Started, Inflight, and Completed Processes Report ...................................................................................... Designing the Average Process Duration Report Designing the Inflight Process Details Report Designing the Activities by Performer Report ...................................... 249 ........................................... 255 ........................................... 263 .................... 267 275

Designing the Average Daily Duration per Performer Report Designing the Total Purchase Order Amount for each Customer Report ....................................................................................................... Designing the Total Invoice Amount for Each Vendor Report Designing a Crystal Report Designing a Dashboard ................... 281 ....................................................................... 287 ............................................................................. 299 4 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial

Table of Contents Chapter 41 Chapter 42 Appendix A Appendix B Adding Dashboards to Tabs ...................................................................... 307 ............................................................. 311 ................................................ 315 Adding Dashboard Tabs to a Role Activating the Preconfigured Dashboards Completing the remaining processes ........................................................ 321 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 5 Table of Contents List of Tables Table 1. Table 2. Table 3.

Table 4. Table 5. Table 6. Table 7. Table 8. Table 9. Table 10. Table 11. Table 12. Table 13. Table 14. Table 15. Table 16. Table 17. Table 18. Table 19. Table 20. Table 21. Table 22. Table 23. Table 24. Table 25. Table 26. Table 27. Table 28. Object Attributes .................................................................................................. Work Queue Policy ............................................................................................... New User.............................................................................................................

Invoice attributes .................................................................................................. Purchase Order attributes ..................................................................................... Process variables .................................................................................................. Activity Templates ................................................................................................ Flow Connections .................................................................................................

IF Query Conditions ............................................................................. ................ ELSE IF Query Conditions .................................................................................... 24 34 40 48 49 51 54 55 62 62 Manual activities .................................................................................................. 67 Global Search Configuration ............................................................................... 193 Global Search Configuration ...............................................................................

New User........................................................................................................... Sender Information ............................................................................................. Process Information ............................................................................................ Metadata for Purchase Order .............................................................................. Metadata for Purchase Order ..............................................................................

Metadata for Purchase Order .............................................................................. Metadata for Invoice ........................................................................................... Metadata for Invoice ........................................................................................... Metadata for Invoice ........................................................................................... Metadata for Purchase Order ..............................................................................

Metadata for Purchase Order .............................................................................. Metadata for Purchase Order .............................................................................. Metadata for Invoice ........................................................................................... Metadata for Invoice ........................................................................................... Metadata for Invoice ........................................................................................... 194 203 219 226 231 232 233 234 236 236 322 324 324 324 325 325 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Preface This tutorial describes how to create a sample xCelerated Composition Platform (xCP) application. Intended Audience This sample application should be created by the designer who will be responsible for creating Documentum xCP applications. This tutorial is not intended to replace Process Builder, Forms Builder, TaskSpace, or Business Activity Monitor (BAM) documentation but should be used as a supplement to those guides. Revision History The following changes have been made to this document.

Revision History Revision Date May 2010 Description Initial publication EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 7 Preface 8 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 1 Overview Objective: Before building the sample application, read this chapter to gain an understanding of the following concepts: • Environment Requirements, page 9 • Sample Application Description, page 10 • Creating the Sample Application, page 11 • Understanding Tutorial Progress Indicators, page 15

Environment Requirements To use this tutorial, you must have a working Documentum environment installed, including the following components: • Documentum Process Builder • Documentum Forms Builder • Documentum TaskSpace • Documentum Business Activity Monitor (including Process Reporting Services, the Preconfigured Dashboards, and Crystal Reports) This environment will be used to create the sample application. Ideally, you will be working with an installation that does not already have roles and users created. It is not a problem if this is not the case, but some steps might vary slightly.

It is imperative that the Mail Manager application you are creating in this tutorial does not already exist in the environment, or there will be conflicts in the repository due to the overlapping in the naming of objects. If you have already created the application described in this tutorial, change the names of the DAR (Documentum Archive), objects, processes, templates, roles and users that you create in subsequent applications to avoid conflicts and possible confusion. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Overview Sample Application Description The application we will be creating is called Mail Manager, and it addresses a common business function (albeit in a simplified format) that many organizations might need. Mail Manager is designed to route mail to the appropriate end user. In our scenario, you are creating an application for a company that has the following business process: 1. 2. 3. 4. Mail comes into the organization and is scanned and converted into PDF documents. The PDF documents are imported into the Mail Manager application.

A process is initiated that will route the mail documents to the appropriate mail processor’s work queue based on the type of mail that it is. The company has three types of mail processors: one to process purchase orders for the sales department, one to process invoices for the accounting department, and one to process any other mail that is delivered. The information we are interested in capturing for any given piece of mail is: • the sender • the date the mail item was postmarked • the type of document it is (for example, an invoice) • the date the mail item entered the work queue • the date the mail item is processed 6.

To successfully process and monitor the mail, the mail processor receives the item in the appropriate queue, opens the item, views the document, and enters the following information for the document: • the customer or vendor name (which may or may not be the same as the sender) • the address information of the vendor or customer • the dollar amount of the purchase order or invoice 7. 8. 9. The processor indicates that the processing is completed.

After the mail has been processed, it is moved to an archived folder. The processor uses the search functionality to locate documents in various stages of processing using a variety of search criteria. 5. The diagram below provides a graphic overview of the process flow of the Mail Manager application. 10 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Overview

By completing this tutorial, the user will be able to experience the beginning to end process of successfully building and monitoring a TaskSpace application, including the following: • creating a DAR • creating a process • building the templates • building and using a TaskSpace application • designing a BAM dashboard Creating the Sample Application This section provides a brief overview of the steps you will be following in this tutorial to create and deploy the Mail Manager application. The steps you will follow are: 1.

Create the new application From the base TaskSpace application, you will be creating a new child application called Mail Manager. This creates the DAR (Documentum Archive) of the same name. Refer to Chapter 2, Creating the New Application for more information. 2. Create object types You must create custom object types using TaskSpace and assign the necessary attributes for Mail Manager to properly process mail. Refer to Chapter 3, Creating Object Types for more information. 3. Create the directory structure You will use the Mail Manager application to create a new directory structure specific to your users’ needs.

Refer to Chapter 4, Creating the Directory Structure for more information. 4. Create queues You will create a work queue governing what tasks are assigned to users. Refer to Chapter 5, Creating Work Queues for more information. 5. Create a Superuser and extend privileges If you use BAM for reporting, you need to extend Config Audit privileges to the owner of the Mail Manager process, which for this tutorial is Administrator. You can skip this chapter if you will not be using BAM reporting or if your Administrator already has Config Audit privileges.

Refer to Chapter 6, Creating a Superuser and Extending Privileges for more information. 6. Create a process Using Documentum Process Builder, you will create the process that controls how mail is handled by Mail Manager. Refer to Chapter 7, Creating a Process for more information. 7. Create TaskSpace templates. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 11 Overview Using Documentum Forms Builder, you must create templates that determine what the end users will see and what activities they can do when using the Mail Manager application. Create a document view template. The document view template provides instructions to the system on how documents are displayed when opened by a mail processor. Refer to Chapter 8, Creating a Document View Template for more information. • Create a task list template. This template regulates how tasks are displayed in the mail processor’s inbox in Mail Manager. Refer to Chapter 9, Creating a User Task List Template for more information. • Create a work queue template. This template controls how tasks are displayed in the mail processor’s work queue in Mail Manager.

Refer to Chapter 10, Creating a Work Queue Task List Template for more information. • Create task templates. A task template governs how an opened task will display in Mail Manager, and actions a mail processor can take with that piece of mail. You will need to create three task templates, one for each mail type. Refer to Chapter 11, Creating a Task Template for Sales Mail , Chapter 12, Creating a Task Template for Accounting Mail, and Chapter 13, Creating a Task Template for Other Mail for more information. • Create a search template.

This template determines how searches can be conducted and what data is displayed for the returned documents. Refer to Chapter 14, Creating a Search Template for more information. • Create an initiate process template. This template controls how the process you created in Documentum Process Builder is initiated within the Mail Manager application. Refer to Chapter 15, Creating an Initiate Process Template for more information. • Create a folder contents template. This template regulates what information is displayed in the directory structure you created in the Mail Manager application.

Refer to Chapter 16, Creating a Folder Contents Template for more information. • Create an electronic form template. This template will be used by mail processors to assign metadata to the mail documents imported into TaskSpace. Refer to Chapter 17, Creating an Electronic Form for more information. 8. Add components to TaskSpace Now that you have created the necessary templates, you must add them to the Mail Manager application. Refer to Chapter 18, Adding Components to TaskSpace for more information. 9. Configure an importer To import mail documents into Mail Manager, you must create a TaskSpace importer.

Refer to Chapter 19, Configuring an Importer for more information. 10. Create a configurable action To make the importer available, you must create a configurable action that invokes the importer. Refer to Chapter 20, Creating a Configurable Action for more information. 11. Create tabs The mail processors will not see the same tabs as the user who is creating the Mail Manager application. You must create the tabs they need to see to accomplish their assigned tasks. Refer to Chapter 21, Creating Tabs for more information. 12. Add a process 12 EMC Documentum xCelerated Composition Platform Version 1. Sample Application Tutorial Overview You must add the process you created in Documentum Process Builder to the Mail Manager application. Refer to Chapter 22, Adding a Process for more information. 13. Add a role You will create a role that governs the mail processors’ Mail Manager experience. Refer to Chapter 23, Creating a Role for more information. 14. Edit the ts_designer role The ts_designer will need to import mail into Mail Manager, so you must give him access to the Mail Manager folder you created where the new mail will be imported. Refer o Chapter 24, Editing the ts_designer Role 15. Create users and add them to a role You are now ready to create the mail processors who handle the various types of mail. Note that these are test users that you create to complete and test your application. Users do not deploy with the application to a new environment. Refer to Chapter 25, Creating Users and Adding Them to a Role for more information. 16. Assign queues You must assign the appropriate users to the proper queues so that tasks are routed to them based on your process. Refer to Chapter 26, Assigning Queues for more information. 7. Load the sample data You must simulate the task of scanning and categorizing mail so that the process and mail processors have data upon which it acts. Refer to Chapter 27, Importing the Sample Data for more information. Note: The PDF documents representing the mail can be found on the download site of Powerlink. 18. Start a process You will simulate the task of triggering the mail on its route through the process. Refer to Chapter 28, Starting a Process for more information. 19. Complete the process As a mail processor, you will view the mail and complete the task.

Refer to Chapter 29, Completing a Process for more information. 20. Conduct a search You can test the search functionality you created to locate particular pieces of mail. Refer to Chapter 30, Searching for Mail for more information. 21. Create report categories If using BAM for reporting, you must log in to Process Reporting Services (PRS) to create report categories that will help you manage reports. You will use PRS to create the reports described in steps 22–29. Refer to Chapter 31, Creating Report Categories for more information. If you are not using BAM, you do not need to complete steps 21–32. 22.

Design the Count of Started, Inflight, and Completed Processes report This report uses the Process Execution 5 Minutes report entity to count the number of processes that have started, are inflight, and are completed. Refer to Chapter 32, Designing the Count of Started, Inflight, and Completed Processes Report for more information. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 13 Overview 23. Design the Average Process Duration report The Average Process Duration report is a dial gauge that measures the average amount of time six inflight processes are taking to complete.

Refer to Chapter 33, Designing the Average Process Duration Report for more information. 24. Design the Inflight Process Details report Inflight Process Details is the target of a multi-drill-down report that displays duration and process start time data for processes that are currently inflight. Refer to Chapter 34, Designing the Inflight Process Details Report for more information. 25. Design the Activities by Performer report This report is designed with the Activity Execution report entity and includes start and end time, duration, and activity instance ID data.

Refer to Chapter 35, Designing the Activities by Performer Report for more information. 26. Design the Average Daily Duration per Performer report The Average Daily Duration per Performer report is designed with the Activity Performer Daily report entity and includes three columns of data: Activity, Average Duration (min), and Performer Name. Refer to Chapter 36, Designing the Average Daily Duration per Performer Report for more information. 27. Design the Total Purchase Order Amount for each Vendor report This report calculates the total amount of purchase orders submitted by each customer.

Refer to Chapter 37, Designing the Total Purchase Order Amount for each Customer Report for more information. 28. Design the Total Invoice Amount for each Vendor report This report calculates the total amount of invoices submitted by each vendor. Refer to Chapter 38, Designing the Total Invoice Amount for Each Vendor Report for more information. 29. Design a Crystal Report This report calculates the average amount of time (in minutes) it takes to complete a purchase order process as well as the average amount of time purchase order processes are inflight.

You must have Crystal Reports installed on the same machine as PRS to create this report. Refer to Chapter 39, Designing a Crystal Report for more information. 30. Design a dashboard A BAM dashboard is a display environment for monitoring executing processes in real-time. Refer to Chapter 40, Designing a Dashboard for more information. 31. Add dashboards to tabs Each dashboard is displayed on its own tab within the Mail Manager application. Refer to Chapter 41, Adding Dashboards to Tabs for more information. 32. Add dashboard tabs to a role TaskSpace users must be granted access to dashboard tabs in order to view dashboard reports.

Refer to Chapter 42, Adding Dashboard Tabs to a Role for more information. 14 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Overview Understanding Tutorial Progress Indicators This tutorial consists of the following sections: • Creating and preparing Mail Manager • Creating the process • Creating the form templates • Assembling Mail Manager • Processing the mail • Creating reports • Configuring Mail Manager for reporting When using this tutorial, a progress indicator appears at the beginning of the first chapter in each section.

Your progress is indicated by bolded text. For example, when you begin the section on creating the form templates, the progress indicator appears as follows: Creating and preparing Mail Manager Creating the process Creating the form templates Assembling Mail Manager Processing the mail Creating reports Configuring Mail Manager for reporting EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 15 Overview 16 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 2 Creating the New Application

Current Progress — Creating and preparing Mail Manager Creating the process Creating the form templates Assembling Mail Manager Processing the mail Creating reports Designing the Mail Manager dashboard Objective: The TaskSpace application is the base application in an xCP environment. All applications created in TaskSpace are child applications of the base TaskSpace application. In this chapter, you will be creating a child application called Mail Manager. When you create the Mail Manager application, make sure the user is the same user who installed content server.

That user is already assigned to the roles ts_designer, form_designer, queue_admin, and queue_advance_processor with System Administrator and Super User rights. If you choose to create a different user for this tutorial, log in to TaskSpace as the user who installed content server and create a user with System Administrator and Super User rights, and assign that user to the roles listed above. Refer to Chapter 25, Creating Users and Adding Them to a Role for guidance. In our example, we use Administrator to signify the user who installed the content server.

Substitute the user who installed your content server or the user you created for Administrator whenever this tutorial uses Administrator in text or image. To create the Mail Manager application in TaskSpace: 1. 2. Log in to TaskSpace by typing the appropriate information into the Login Name and Password fields and click Login. Click the Configuration tab and then click New Application. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 17 Creating the New Application 3.

In the Name field, type mailmanager and in the Title field, type Mail Manager (which is what will appear in the user interface for this application). Click OK. 4. On the Confirmation dialog box, click Bookmark this link to add the URL to your favorites. This is the URL for the new application, and if this were a production application this is the URL that would be distributed to users. Click Close to exit the Confirmation dialog box, then exit the TaskSpace application. 18 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial

Creating the New Application You have successfully created the Mail Manager application. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 19 Creating the New Application 20 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 3 Creating Object Types Objective: The repository requires object types to support Mail Manager application data. Complete the procedures in this chapter to create and configure the object types for Mail Manager documents and the Mail Manager folder that stores the documents.

You will create the Mail Manager folder in the next chapter. To create the Mail Manager document object type: 1. 2. Log in to the Mail Manager application. Use the bookmark you created at the end of Chapter 2, Creating the New Application to access the application. Navigate to Configuration > Object Types to access the Types list page. 3. Click Create to access the New Type - Info dialog box. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 21 Creating Object Types 4. Enter the following information on the New Type - Info dialog box: a.

In the Type Name field, type mm_mail_doc as the name of the new object type. Note: This tutorial uses an mm_ for Mail Manager before many objects, form templates, and other items you will create. This has no real meaning, but can be useful in locating these items if your repository is not empty. b. Select Standard as the Model Type. c. For Super Type Name, leave the value as dm_document. d. In the Default Storage field, select filestore_01. 5. 6. Click Next to access the New Type - Attribute dialog box. A list of the properties inherited from the supertype is displayed on the screen.

Select Non Inherited Attributes to display only the attributes that you will add to your type for this tutorial. 22 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating Object Types 7. Click Add to access the Attribute Info: New Attribute dialog box. 8. Enter the following information for the new attribute: a. In the Attribute Name field, type mail_type. b. In the Type list box, select String. c. 9. In the Size field, type 32. Click OK. The Attribute Info: New Attribute dialog box closes and the new attribute appears on the New Type - Attribute dialog box.

EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 23 Creating Object Types To add a second attribute to the type: 1. 2. Click Add on the New Type - Attribute dialog box to add another attribute. The Attribute Info: New Attribute dialog box appears. Enter the following information for the new attribute: a. In the Attribute Name field, type sender. b. In the Type list box, select String. c. 3. 4. In the Size field, type 32. Click OK. Repeat steps 1–3 to add standard attributes using the attribute values provided in the following table: Table 1. Object Attributes

Attribute Name date_postmarked date_queued date_processed Attribute Type Time Time Time 5. After adding all the attributes, click Finish. To create the Mail Manager folder object type: 1. 2. 3. Navigate to Configuration > Object Types to access the Types list page. Click Create to access the New Type - Info dialog box. Enter the following information on the New Type - Info dialog box: a. In the Type Name field, type mm_mail_folder as the name of the new object type. 24 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating Object Types b. Select Standard as the Model Type. . Click Select Super Type and navigate to and select dm_folder. d. Click OK. e. 4. 5. In the Default Storage field, select filestore_01. Click Next. You will not be assigning any attributes to the folder where mail is stored, only to the mail documents themselves, so click Finish. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 25 Creating Object Types 26 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 4 Creating the Directory Structure Objective: The Mail Manager application needs a folder structure to store mail.

Complete the procedures in this chapter to create the top-level mail folder and the subfolders for mail that is being processed and mail that has been processed. To create the Mail Manager folder: 1. 2. Log in to the Mail Manager application. Click the My Folder tab. 3. Click More Actions and select Create Folder from the fly-out menu. The New Folder: Create dialog box appears. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 27 Creating the Directory Structure 4. In the Name field, type MailManager and in the Type list box, select Folder (dm_folder). 5. Click Next.

The New Folder: Info tab appears. 6. In the Title field, type Mail Manager. 28 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating the Directory Structure 7. Click Finish. The Mail Manager folder you created appears in the Open Items tab. Now that the top-level Mail Manager folder is created, you can create subfolders for the different types of mail. To create the Mail Manager subfolders: 1. With the Mail Manager folder open in the Open Items tab, click More Actions and select Create Folder from the fly-out menu. The New Folder: Create dialog box appears. . In the Name field, type in_process and in the Type list box, select Folder (mm_mail_folder). 3. Click Next. The New Folder: Info tab appears. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 29 Creating the Directory Structure 4. In the Title field, type In Process. 5. 6. Click Next. The New Folder: Permissions tab appears. In the Additional Permissions table under User/Group, right-click dm_world and select Edit from the context menu. The Set Access Permissions: in_process dialog box appears. 7. In the Basic Permissions list box, select Write. 30

EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating the Directory Structure 8. 9. Click OK to return to the Set Access Permissions dialog box. Click Finish. The In Process folder appears in the Open Items tab. Close it. 10. Create the Mail Manager subfolder for archived mail by returning to the Mail Manager folder in the Open Items tab and repeating steps 1–9, but in step 2 type archived in the Name field and in step 4 type Archived in the Title field. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 31 Creating the Directory Structure 2 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 5 Creating Work Queues Objective: The Mail Manager application needs work queues to facilitate routing mail to processors. Complete the procedures in this chapter to: • Create a work queue policy that contains the logic the system uses to track and manage tasks in the work queue, including assigning priorities to tasks. • Create a work queue category that organizes the queues for accounting mail, sales mail, and other mail. • Create work queues for accounting mail, sales mail, and other mail.

To create the Mail Manager queue policy: 1. In the Mail Manager application, click the Administration tab. 2. In the navigation tree panel, select and expand Work Queue Management, then Policies, and then select Work Queue Policies. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 33 Creating Work Queues 3. Click New Policy. The Create New Work Queue Policy dialog box appears. 4. In the Policy Name field, type mm_mail_queue_policy. Using the information in the following table, complete the remaining fields, then click OK. Table 2. Work Queue Policy

Field Threshold Max Priority Value 100 80 34 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating Work Queues Field Initial Priority Increment Priority Percent Quality Check Value 20 10 10 You have successfully created the Mail Manager work queue policy. Next, you need to create a work queue category. To create the Mail Manager work queue category: 1. In the navigation tree panel on the Administration tab, select and expand Work Queue Management and then click Work Queues. 2. 3. Click New Category. The Create New Work Queue Category dialog box appears.

In the Name field, type mm_mail_queue_category and click OK. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 35 Creating Work Queues You have successfully created the Mail Manager work queue category. Next, you need to create the work queues. To create the Mail Manager work queues: 1. In the navigation tree panel on the Administration tab, navigate to Work Queue Management > Work Queues and double-click mm_mail_queue_category. 2. 3. Click New Work Queue. The Create New Work Queue dialog box appears. In the Name field, type mm_acct_queue.

In the Policy Name field, select mm_mail_queue_policy. Keep all other default settings and click OK. 36 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating Work Queues 4. Repeat steps 2 and 3 twice to create two more work queues. In the Name field, type mm_sales_queue for one work queue and mm_other_queue for the other queue. In the Policy Name field, select mm_mail_queue_policy for both queues. You have successfully created the necessary work queues for the Mail Manager application. EMC Documentum xCelerated Composition Platform Version 1. Sample Application Tutorial 37 Creating Work Queues 38 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Chapter 6 Creating a Superuser and Extending Privileges Objective: The owner of the Mail Manager process, which is Administrator for this tutorial, needs extended privileges to use BAM for reporting. As a security precaution, users are not allowed to give themselves certain extended privileges. Complete the procedures in this chapter to create a superuser account you can use to assign extended privileges to the Administrator account.

Note: You can skip this chapter if you will not be using BAM reporting or if your Administrator already has Config Audit privileges. To verify privileges, check the Administration tab in the Mail Manager application. To create a Superuser in the Mail Manager application: 1. In the Mail Manager application, click the Administration tab and under User Management in the navigation tree select Users. 2. 3. Click Create User. The New User dialog box appears. Create a new user by entering the following information: EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 39

Creating a Superuser and Extending Privileges Table 3. New User Field Name User Login Name User Source Password Verify Password E-mail Address Privileges Extended Privileges Client Capability Value security_admin security_admin Inline Password Type a password of your choosing. Re-type the password you chose above. Type an e-mail address of your choosing. Superuser Config, View and Purge Audit System Administrator 4. Click OK. The New User dialog box closes. To assign the Superuser to a role: 1. In the Mail Manager application, click the Administration tab and under User Management in the navigation tree select Roles. 0 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Superuser and Extending Privileges 2. Locate and double-click ts_designer. The Groups — ts_designer screen appears. 3. 4. Click Add Member(s). The Choose a user/group dialog box appears. Locate and select security_admin and use the arrow to move it to the other box, which adds it to the role. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 41 Creating a Superuser and Extending Privileges 5. Click OK. The security_admin user is now a member of the ts_designer role. 2 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Superuser and Extending Privileges 6. Log off the Mail Manager application. To extend the Administrator’s privileges: 1. 2. Log in to the Mail Manager application as security_admin. Select the Administration tab, and using the tree navigate to User Management > Users. 3. In the User Name field type Administrator and click Search. The Administrator user is returned in the list. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 43

Creating a Superuser and Extending Privileges 4. Select the Administrator and click Properties. The User Properties dialog box appears. 5. In the Extended Privileges list box select Config Audit. 44 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Superuser and Extending Privileges 6. 7. Click OK. Log off the Mail Manager application. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 45 Creating a Superuser and Extending Privileges 46 EMC Documentum xCelerated Composition Platform Version 1. Sample Application Tutorial Chapter 7 Creating a Process Current Progress — Creating and preparing Mail Manager Creating the process Creating the form templates Assembling Mail Manager Processing the mail Creating reports Designing the Mail Manager dashboard Objective: The Mail Manager application requires a process that controls the flow and disposition of mail. The process routes mail to the appropriate processor and archives mail after it is processed. Use Documentum Process Builder to create and configure the process. Creating and configuring the process consists of the following tasks: 1. . 3. 4. 5. 6. Create the structured data types, page 47 Add process data, page 49 Add the activities to the canvas, page 53 Connect the activities, page 54 Define the activities, page 55 Save, install, and validate the process, page 74 In this chapter, you will create a process named mm_process_mail. You specify the process name and save the process when you complete Save, install, and validate the process, page 74. Create the structured data types A structured data type is a way to represent business data that pertains to the flow of your process.

In this section, you will create two structured data types that identify incoming mail: an invoice for mail directed to the accounting department and a purchase order for the sales department. From these types of mail, you will be creating reportable attributes for the customer’s name, address, and invoice or purchase order amounts. All other mail will be directed to other departments but will not be included in BAM reporting. To create the structured data types for the Mail Manager application: 1. 2. 3. Log in to Documentum Process Builder. From the File menu, select New > Structured Data Type.

The Add Structured Data Type Wizard appears. In the Name field, type invoice. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 47 Creating a Process 4. 5. 6. 7. 8. In the Display Name field, type Invoice and enter a description. Click the + button above the structured data type tree view to create the attributes for the invoice. In the Name field, type vendor_name and type Vendor Name in the Display Name field. In the Type field, select STRING. Define other options for the attribute: • Select Searchable to enable BAM to create indexes for the attribute. Select Reportable to expose this type to the BAM database and use in BAM reports. 9. Click the + button and create these additional attributes for Invoice: Table 4. Invoice attributes Name amount street city state ZIP Display Name Amount Street City State ZIP Type FLOAT STRING STRING STRING STRING Other options Searchable, Reportable Searchable, Reportable Searchable, Reportable Searchable, Reportable Searchable, Reportable 10. Select Update BAM Database tables based on this SDT definition to update the data type definitions with BAM.

This sends the new data type definitions to the BAM database where they are added to the tables used for reporting. 48 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 11. Click OK. 12. Repeat steps 2–11 to create the purchase order structured data type. Specify purchase_order as the name and Purchase Order as the display name and then create the following attributes: Table 5. Purchase Order attributes Name customer_ name amount street city state ZIP Display Name Customer Name Amount Street City State ZIP Type STRING FLOAT STRING STRING STRING STRING

Other options Searchable, Reportable Searchable, Reportable Searchable, Reportable Searchable, Reportable Searchable, Reportable Searchable, Reportable Add process data Next, you need to add a package and process variables to the workflow. Both of these types of data must be defined at the process level to be used in an individual activity within that process. When you configure an activity, you need to specify what process data is worked on during the activity and define how the activity deals with each package or process variable that is part of the process template.

A package can be a document, a form, or other data that is associated with an activity. In this tutorial, the package contains the mail document that is carried throughout the workflow. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 49 Creating a Process Process variables are individual or grouped data types or execution data used during the life of the process. The different data elements like customer name and address that are part of the incoming mail are examples of process variables. To add a package to the Mail Manager process: 1. 2.

From the Tools menu, select Process Properties. On the General tab, select the option to turn on the template Audit Trail Settings by selecting On. Auditing must be turned on to enable the system to publish reporting data to the BAM database. Note: If your Administrator does not have Config Audit privileges, this option will be disabled. 3. 4. Select the Data tab to add the package and process variables to your process so the mail document is included in all activities for your process. To add a package to the business process, select the Packages node in the tree view panel and click the + button above the panel.

The Package Definition panel appears. 5. 6. In the Name field, type mm_mail_doc and select Document (mm_mail_doc) as the Type. To enable Process Builder to publish reporting data to the BAM database for the package, select This package can be used to generate reports. 50 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 7. Click Apply. To add process variables to the Mail Manager process: 1. 2. 3. On the Data tab, select the Process Variables node in the tree view panel and click the + button to add a new process variable.

In the Name field, type mail_type and in the Type field, select STRING. Repeat these steps and create additional process variables using the information in the chart below: Table 6. Process variables Name sender date_postmarked date_queued other_mail Type STRING DATE DATE STRING EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 51 Creating a Process 4. 5. 6. 7. 8. 9. To add the Invoice structured data type that you created for accounting mail, click the + button to add another process variable. In the Name field, type accounting_mail. In the Type field, select .

From the Choose Structured Data Type dialog box, select Invoice and click OK. Click the + button and type sales_mail in the Name field. In the Type field, select , select Purchase Order, and click OK. 52 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 10. Click Apply to save your changes and OK to close the Process Properties window. To update the BAM database with the object types contained in the package: 1. To update the object types used in a package with the BAM database, select Tools > Update BAM Data Definitions. The Update BAM Data Definitions dialog box appears.

The structured data types that you created earlier were updated when you created them and do not appear in the Structured Data Types text box. 2. 3. Click Update in the Object Types group box. The system displays a message indicating that the update is successful. Click Close. Add the activities to the canvas The next step is to drag the activity templates onto the Process Builder work area or canvas. To add activities to the canvas: 1. Using the following table to guide you, drag the activity templates from the different nodes of the Activity Templates panel and drop them onto the canvas.

EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 53 Creating a Process Table 7. Activity Templates Node Integration Flow Flow Content Services 2. Activity Template Process Data Mapping Decision Split Join Link to Folder Number Required 2 1 1 1 Click the Create Manual Activity button on the Process Builder toolbar, and click three times on the canvas to add three manual activities. Note: Right-click the canvas to turn off the Create Manual Activity function. 3. Drag the activity templates into position based on the following illustration.

Connect the activities In this step, you will connect the activities into a workflow using flow lines. Flow lines connect the activities together in the process and enable the movement of data through the process. 1. 2. From the toolbar, click the Create Flow button to enable the connector tool. Move the cursor over the first activity until you see its selection box, then click the activity and drag the mouse to the second activity. Release the mouse button when you see the selection box for the second activity. Process Builder draws a line between the activities.

Note: Right-click the canvas to turn off the connector tool function. 3. Use the following table to guide you in connecting the activities of your process. 54 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process Table 8. Flow Connections Activity Name Initiate Process Data Mapping Decision Split Activity 1, Activity 2, Activity 3 Join Link to Folder Process Data Mapping Connect to Process Data Mapping Decision Split Activity 1, Activity 2, Activity 3 Join Link to Folder Process Data Mapping End

The workflow should resemble the following illustration: Define the activities Next, you will define the logic that governs each activity within the process. Creating the Set Document Attribute activity This activity sets the attributes that will send the mail to the appropriate processor based upon its document type. 1. 2. 3. Double-click the first Process Data Mapping activity to open the Activity Inspector dialog box. In the text field at the top, delete the words Process Data Mapping and type Set Document Attributes. Click the Process Data Mapping tab.

EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 55 Creating a Process 4. In the Source panel, expand the following nodes: • Process Data > Packages > mm_mail_doc • Process Data > Variables • Process Data > Execution Data> workflow 5. In the Destination panel, expand the following nodes: • Process Data > Packages > mm_mail_doc • Process Data > Variables 6. From the center list box, select the Copy function. 56 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 7.

In the Packages > mm_mail_doc node of the Source panel, click the attribute sender and link it by clicking sender in the Variables node of the Destination panel. When the mail processor enters the name of the sender as an attribute of a mail document, that attribute will become a variable for this process. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 57 Creating a Process 8. Select Copy function and in the Source Variables node, map mail_type to the mail_type attribute in the Packages > mm_mail_doc node of the Destination panel.

When a mail type is assigned to a document at the start of this process, it will become an attribute of the mail document. 58 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 9. Select Copy function and open Execution Data > workflow node in the Source panel to map the start_date variable to the Packages > mm_mail_doc attribute date_queued in the Destination panel. The date the document entered the work queue becomes the process start date. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 9 Creating a Process 10. Click Apply to save your mappings and OK to close the Activity Inspector. Add a decision split activity In this workflow, the incoming mail needs to be routed to different processors based upon its mail type. To route mail based upon mail type attributes, define the branching logic within the decision split activity. To define a decision split activity: 1. 2. Open the Decision Split activity and rename it Route Document. Click the Transition tab and select Select next activities based on conditions. 60 EMC Documentum xCelerated Composition Platform Version 1. Sample Application Tutorial Creating a Process 3. Select the IF statement. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 61 Creating a Process 4. In the Transition Wizard tab, change the fields as follows: Table 9. IF Query Conditions Field Query on [List box following Query on] Condition Value Select one or more of these next activities Value Process Data mail_type = Purchase Order Activity-1 (In the next section, you rename this activity Process Sales Mail. ) 5. 6. 7. Click the + button to add a new query. Select the ELSE IF statement.

Change the fields as follows: Table 10. ELSE IF Query Conditions Field Query on [List box following Query on] Value Process Data mail_type 62 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process Field Condition Value Select one or more of these next activities Value = Invoice Activity-2 (In the next section, you rename this activity Process Accounting Mail. ) 8. Select ELSE and then select Activity-3 as the final activity. 9. Click Apply to save your changes and OK to close the Activity Inspector. Define the manual activities for the mail processors

After the system routes the document to the correct manual activity based upon its mail type, the manual activity adds the incoming mail to the inbox of the designated mail processor. 1. Open Activity-1 and rename it Process Sales Mail. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 63 Creating a Process 2. On the Performer tab, select By one or more manual performers and click Select Performer. 3. In the Select Performer dialog box, use the list box to select Work queue. 64 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process . Select Assign performer(s) now and click Next. 5. Select mm_sales_queue and click Next. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 65 Creating a Process 6. 7. Click Finish. In this tutorial, there is no need to map process data. Verify that in the text box labeled The performer(s) may do the following the options Delegate the activity’s work to someone else and Assign to Workflow Supervisor if auto delegation fails boxes are selected. 8. Click the Data tab, select Process Data > Process Variables > sales_mail, and select This variable can be used to generate reports. 6 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process Selecting this option enables the BAM database to use process data from this activity to create reports. 9. Click OK to close the Activity Inspector. 10. Repeat these steps for the other two manual activities, but use the following names and work queues: Note: Do not set a reporting option for the Process Other Mail activity. Table 11. Manual activities Manual Activity Activity-2 Activity-3 Name Process Accounting Mail Process Other Mail Performer mm_acct_queue mm_other_ queue

Reporting Variable Process Data > Process Variables > accounting_mail Not required Add a join The next activity needs to bring the three different mail processing paths back together into one flow so that the packages following different paths can be processed in the same manner. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 67 Creating a Process 1. 2. Open the Join activity template, and select the Trigger tab. Select This number of input flows selected. The system displays 1 out of 3 possible input flows. 3. Click OK to close the Activity Inspector. Create the archiving activity

This activity will add the objects from the different packages into an archive folder in the repository. 1. Open the Link to Folder activity and rename it Move to Archived Folder. 68 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 2. Click the Link to Folder tab and click the button to the right of Package(s) to add a package. 3. In the Select from list box, select mm_mail_doc and click Add to move it to the Selected items panel. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 69 Creating a Process 4. 5. 6. 7. Click OK.

Click the button to the right of the Destination Folder text box. The Repository Explorer appears. Double-click the Administrator cabinet. Browse to MailManager and click Open. MailManager appears as the Destination Folder in the Activity Inspector. 8. 9. In the New Folder Name field, type archived. In the Unlink from Original Folders(s) field, select Yes. 70 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 10. Click OK to close the Activity Inspector. Set the archival attributes This activity sets the attributes that are used to archive the process data. . 2. Open the remaining Process Data Mapping activity and rename the activity to Set Archival Attributes. Click the Performer tab and select Automatically on behalf of a performer. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 71 Creating a Process 3. 4. Click Select Performer and in the Select Performer dialog box, select Workflow supervisor and click Finish. Select the Process Data Mapping tab and in the Source panel, expand the Process Data > Execution Data > task node and in the Destination panel, expand the Process Data> Packages > mm_mail_doc node. 2 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process 5. Using the Copy function from the central list box, map the task creation_date in the Source panel to mm_mail_doc date_processed in the Destination panel. EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial 73 Creating a Process 6. Click OK to close the Activity Inspector. Save, install, and validate the process Before you can use a process template to create a running workflow, it must be saved, validated, and installed. To save a new process template: . 2. 3. 4. 5. 6. From File menu, select Save As. The Save Process Template As dialog box appears. Type mm_process_mail as the name for the process template. To create a folder in which to store the template and its associated objects, make sure the Create new folder for associated items checkbox is selected. Click OK. The Validate Template dialog box appears. Click OK to validate the process template. The Install Template dialog box appears. Click OK to install the process template. 74 EMC Documentum xCelerated Composition Platform Version 1. 5 Sample Application Tutorial Creating a Process

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