ECM Extensions xcp 2.2 xcelerator Abstract

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1 ECM Extensions xcp 2.2 xcelerator Abstract These release notes outline how to install and use the ECM Extensions xcelerator. October 2015 Version 1.0

2 Copyright 2015 EMC Corporation. All Rights Reserved. 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 a s i s. E M C C o r p o r a t i o n m a k e s n o 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. xcp 2.2 xcelerator - ECM Extensions 2

3 Table of Contents Table of Contents 3 Introduction 4 Change Log 5 Installation & Integration 6 Import the Project 6 Configure Application Parameters 7 Integrate the xcelerator 8 Auto-Link Administration Pages 8 Auto-Link Business Events 8 Auto-Link Navigation and Notification 9 Folder Breadcrumb 11 Application Deployment 13 Auto-Link Rule Management 14 Manage Rules Page 14 Editing Rules 15 Auto-Link Rule Scope 15 Auto-Link Rule Target Path 16 Auto-Link Rule Qualifiers 17 Known Issues and Limitations 18 xcp 2.2 xcelerator - ECM Extensions 3

4 Introduction This xcelerator provides features that can enhance the Enterprise Content Management (ECM) features of an xcp application. It has been built and tested with xcp 2.2 P05, but the core Java Services and Functions could be incorporated into an xcp 2.1 application as well. The first is a Java Service that returns a breadcrumb folder path of a given folder, to help provide context to a user of where in the folder hierarchy the currently viewed belongs. The breadcrumb can either be a static text string, or contain hyperlinks to view the parent folders directly for faster navigation. The second is the ability to model and enforce auto-linking rules for documents, such that when a document is created, imported or the properties updated, the folder location in the repository is automatically decided based on a rule. This xcelerator consists of a Java Service, a set of JavaScript functions and a number of other artifacts such as Application Parameters, a Business Object, Business Processes and administration Pages that deliver the ECM services as shown in the diagram below. Admin User Interface Page Rules Application Page Application User Interface Create / Import / Update Actions Edit Auto-Link Rule Action Flow Select Rule Qualifier Action Flow UTILITIES Business Processes Evaluate Auto-Link Rules Business Process /System/Config/ Auto-Link Application Parameter Auto-Link Rule Business Object Target Folder At the heart of the auto-link feature is the Auto-Link Rule Business Object that holds the configuration of the auto-link rule. Instances of this object are created, updated and deleted through a set of administration Action Flows and an Application Page called Page Rules, making use of a number of Business Processes to do so. This Application Page should be linked into the navigation of your own application to allow business administrators to manage the rules. The Application Parameter Auto-Link Configuration Folder holds the path that the Auto- Link Rule configuration Business Objects will be stored in. By default the path is /System/ Config/Auto-Link. This parameter can be modified to suit your application, but in any case the folder must exist in order for the feature to work. xcp 2.2 xcelerator - ECM Extensions 4

5 There is also a Session Parameter called Application Namespace which must be updated as it is used when managing the rules, to filter the list of object types that belong to the parent application. The Business Process called Evaluate Auto-Link Rules is then used inside your application, set to run using either a Business Event on your content models, or as an interaction on the Master Page tied to execute when the Object Created, Object Imported or Object Updated UI Events are fired. This process invokes the Java Service that checks for any matching auto-link rules and if appropriate, moves the document to the correct target folder, creating it if it does not already exist. This xcelerator assumes that the system names of folder instance pages follow a naming convention which is the folder model name with a suffix of _v such as xdm_folder_v. This policy ensures that automatic navigation target pages and hyperlinks in the folder breadcrumb can be calculated accurately. If your application does not already follow this naming convention the auto-linking feature can still be used without the auto-navigation capability, but the breadcrumb feature cannot be used. Change Log The following changes have been made in each release Release Changes 1.0 Initial release. xcp 2.2 xcelerator - ECM Extensions 5

6 Installation & Integration The xcelerator is packaged as two libraries that can be added to your xcp application, as well as being packaged as the sub-project of a test application called the ECM xcelerator Application that allows you to test the creation and management of the rules. You can import the test application to your xcp Designer environment to see how the xcelerator has been configured, but you would either import the libraries or project directly into your own xcp application in order to use it. The only difference between the project and the library is that if you import the libraries you will not be able to make any changes to the core xcelerator artefacts, whereas if you import the project, you will be able to make changes to them. In the following steps and screenshots the xdm sample application has been used to show how the project can be integrated into an application. Import the Project From your application Model editor, choose to Import a project. Select the ECM_Extensions project from your download location. Check Import a copy and click the Finish button to complete the import. xcp 2.2 xcelerator - ECM Extensions 6

7 Select xdm from the list of Projects and on the Dependencies tab of the Properties panel select ECM_Extensions and ECMFunctions as dependencies. Save the Model then close and reopen Designer to rebuild the application with the new features. Configure Application Parameters In order for the xcelerator to work the values of the new Application Parameters in your Run Configuration must be set correctly. From your Preferences dialog select a Run Configuration and click Edit. Click the Next button twice and change the values of the Parameters. Auto-Link Configuration Folder This points to a Documentum repository folder where the rule configuration objects will be stored. Either change the parameter to a config folder that already exists or create the folder defined in the parameter. Auto-Link Namespace This is the namespace of the project or application where your object model is defined. You should also update the settings of the new Repository Endpoint. Click the Finish button when done. xcp 2.2 xcelerator - ECM Extensions 7

8 Integrate the xcelerator The next steps will vary depending on your application, but they will be very similar to those for the xdm sample application. Auto-Link Administration Pages Where appropriate in your application you need to add a link to the Page Rules Application Page and make access to it role based. For the xdm app this is a new navigation icon on the Master Page. Auto-Link Business Events The next step is to add Business Events to your Content models that will trigger the evaluation of the auto-link rules. A typical object model will have a common parent type for all content subtypes and if this is the case you only need to add the Business Event to the parent model. In the case of the xdm sample app this is the Document model. If you only want autolinking rules on specific object types of course then you would add the Business Events to those types. Document Contract Correspondence Policy Add new Business Events for the When Created and When Updated events, adding any additional conditions that you need (such as only evaluating the rules if the review status is Final ). For each event configure an Action to start the Evaluate Auto-Link Rules Stateless Process. In the mapping for the process assign the r_object_id of the document to the doc package. This process invokes the Java Service that looks for any rules which match the profile of the document, and if one is found it will move the document to the target folder. If more than one rule matches only the first is processed. xcp 2.2 xcelerator - ECM Extensions 8

9 Auto-Link Navigation and Notification This final step is optional, but it adds the ability for your application to notify a user when a document has been moved after importing a new version, or to navigate to the correct folder when a new document is created or imported. Open each of the Instance Pages that provide the folder views of your application (for xdm this is the View Folder and View Controlled Folder pages) and add the Get Folder Info Stateless Process as an Interaction. This process calls a Java Service that returns details of the primary folder that a document is linked to. Rename the interaction to Navigate after Create and make sure that the On page Load checkbox is not enabled. The process will only be executed when a document is created. On the Inputs panel of the process properties map the id output of the Object Created system UI Event to the doc package of the process. On the Behaviour panel configure the process to subscribe to the Object Created system UI Event and publish the Navigate to page system UI Event. xcp 2.2 xcelerator - ECM Extensions 9

10 On the Publish behaviour add a condition so that the event is only published when the folder that the new document is linked to is different to the currently viewed folder: folder.id!=dataservices.get_folder_info_initiate_staless_ds.processvariables.folder_id In the UI Event Parameter Mapping for the Navigate to page UI Event map the outputs of the Get Folder Info and Navigate Process to the payload parameters: new_browser_tab false page_id dataservices.get_folder_info_initiate_staless_ds.processvariables.folder_type + '_v' page_object_id dataservices.get_folder_info_initiate_staless_ds.processvariables.folder_id Note the naming convention used for the page id (which is the system name of the target page). If your application does not already use such a naming convention it is advisable to do so as it makes it easier to identify a target page in expressions such as these. xcp 2.2 xcelerator - ECM Extensions 10

11 Repeat the steps above, adding the Get Folder Info process again as an interaction on the page, but this time rename it to be Notify after Checkin and link it to the Object Checked In system UI Event. The payload of the event is the notification message to show dataservices.get_folder_info_initiate_staless_ds_1.processvariables.document_name + ' moved to ' + dataservices.get_folder_info_initiate_staless_ds_1.processvariables.folder_path Folder Breadcrumb Again open each of the Instance Pages that provide the folder views of your application and add the Get Folder Breadcrumb Stateless Process as an Interaction. This process calls a Java Service that returns a breadcrumb string for the folder path. xcp 2.2 xcelerator - ECM Extensions 11

12 On the General properties panel check the On page load checkbox to make sure the process executes when the page loads. On the Inputs panel set the three boolean variables to be true. This will result in the breadcrumb having hyperlinks to each folder view page (assuming that the system name of the view page follows the naming convention outlined previously) but the hyperlinks will not be underlined. The remove_root variable will remove the cabinet name from the path. Map the r_object_id value of the folder to the Object Id of the folder package. Somewhere on the folder view page add a Value Display Widget above the folder view. Set the Data type of the widget to HTML. xcp 2.2 xcelerator - ECM Extensions 12

13 On the Behaviour panel add a Set Value behaviour linked to the successful completion of the stateless process, setting the value of the widget to be the breadcrumb output variable of the process: dataservices.get_folder_breadcrumb_initiate_staless_ds.processvariables.breadcrumb Application Deployment When you have finished integrating the xcelerator you should be able to deploy the application without any problems. If problems are still reported in your application, or it will not deploy, check the dependencies on the project and the endpoints in your run configuration. xcp 2.2 xcelerator - ECM Extensions 13

14 Auto-Link Rule Management Manage Rules Page Log on to your application as a user with access to the admin page and navigate to the rule admin page. From here the user can add new rules, edit existing rules and delete rules. When you click the Add Rule button two data-services are invoked one after the other. The first is the Create Auto-Link Rule service, which creates a new instance of the Business Object with a name of New Auto-Link Rule. On successful completion of this service the Edit Auto-Link Rule data-service is invoked, which brings up the action flow for editing a rule. This Edit Auto-Link Rule dataservice takes the r_object_id value from the Object Created system UI event as its input. Object Created Add Rule Create Auto-Link Rule Edit Auto-Link Rule When you click the Edit Rule button the Edit Auto-Link Rule Manual data-service is invoked, which brings up the same action flow for editing a rule, but takes the r_object_id value of the object selected in the results list above as Edit Rule its input. Selected Row Edit Auto-Link Rule When you click the Delete Rule button the Delete Rule Manual action flow is invoked that takes the r_object_id value of the object selected in the results list above as its input. Delete Rule Selected Row Delete Rule Manual xcp 2.2 xcelerator - ECM Extensions 14

15 This Delete Object action flow uses a stateless process to handle the deletion of an item instead of the standard Delete dataservice. This provides more control over the text displayed in the confirmation dialog, the action itself (for example it could move the item into a recycle bin instead of deleting it) and also allows you to control the page navigation fully after the action is completed. This delete function could be re-used elsewhere in your own application. Editing Rules An auto-link rule consists of three main components - scope, target path and qualifiers. The scope of the rule and the target path are managed from the first page of the Edit Auto-Link Rule action flow, and the qualifiers are managed from the second. Auto-Link Rule Scope xcp applications commonly store all of their information in a single cabinet, and so each rule is scoped to a repository cabinet and an object type. When an object is created / updated the cabinet and type are used first to determine if any rules are applicable before evaluating any additional qualifiers. xcp 2.2 xcelerator - ECM Extensions 15

16 When the page loads the drop-down list of Cabinets is populated from the output of the Query Cabinets Stateless Process which uses a DQL query to return all public cabinets. When you change the selected cabinet the Path value is updated with the new value through the use of Set Value behaviours on the Path widget itself. The list of Types is populated from the output of the Query Object Types Stateless Process which makes use of a custom Java Service. This Java Service takes a category (document or folder) and a namespace as inputs, and returns a list of the application types that match. Auto-Link Rule Target Path The target path is a folder path template that defines where the object should be filed if the rule matches. The template consists of one or more path elements made up of a folder type and an identifier which can either be static text, a two or four digit year, or the value of an attribute of the object. At runtime, when a rule is found to match, if any part of the target folder path does not exist, a folder will be created of the designated type with the folder name based on the identifier. When adding an element, an identifier of type Static Value requires the text of the identifier to be entered. An identifier of type Attribute Value requires that you select an attribute from the object type. By default only custom attributes are listed, but you can choose to show more of the system attributes. In this case date attributes are excluded from the list. To add a new target path element, select the appropriate values for Folder type, Identifier and other mandatory value, and click the + button to add it to the Path. The last part of the Path can be removed by clicking the - button, although you cannot delete the cabinet portion of the path. This button make use of a custom function trimpath to update the value. xcp 2.2 xcelerator - ECM Extensions 16

17 Auto-Link Rule Qualifiers In addition to the scope, a rule can have one or more additional qualifiers that must all be met in order for the rule to match. When adding a qualifier you simply choose the attribute (again the default is to only show the custom attributes), an operator, and a value. xcp 2.2 xcelerator - ECM Extensions 17

18 Known Issues and Limitations 1. When editing a rule, any changes to the qualifiers are persisted immediately and not undone if the action is cancelled. 2. When adding a rule qualifier it is possible to choose an operator that is not valid for the attribute type, such as contains' for an integer value. xcp 2.2 xcelerator - ECM Extensions 18

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