Release Notes Documentum Release 2.2.1

Transcription

1 Release Notes Documentum Release 2.2.1

2 Released October 10, 2011 Copyright Pearson Education, Inc. and/or one or more of its direct or indirect affiliates. All rights reserved DCTM Release Notes

3 Contents Item Title Page Number Introduction s and solutions for both enhancements and 5 bug fixes. DCTM Metadata DRUC 6 DCTM-234 DCTM-259 The Language drop-down list displayed incorrectly in UAT. Three content class/content type extensions were incorrectly applied in Documentum DCTM-488 The Production Workflow workflow was not used. 11 DCTM-628 Format definitions were incorrectly and/or inconsistently applied across repositories. 11 DCTM-752 DCTM-758 DCTM-857 DCTM-870 The content type Foreword was incorrectly spelled Foreward. Two imprint metadata attributes were missing from Penguin Canada legacy folders. There was no way of searching Documentum by reuse availability. An incorrect label appeared during file and folder import DCTM-872 Users could not generate the List of Objects Under Folder report. DCTM-876 The User Comments value is repeated during some Advanced and POU searched. DCTM-881 When users attempted to create a new folder in an existing CRC Digital Content folder, an error message appeared. DCTM-888 When Country was selected in the Edition Coverage Tier 1 drop-down menu in the Properties of a product folder, the values with special characters in the Edition Coverage Tier 2 dropdown menu displayed incorrectly. DCTM-892 Documentum could not handle programs with names longer than 120 characters that were sent by PCS DCTM-897 Contributor roles in folder properties were incorrect. 19 DCTM Release Notes

4 Item Title Page Number DCTM-898 DCTM-899 Taxonomy and Category folders could not be created in or imported into Documentum. The existing metadata of some files and folders was set to null upon deployment DCTM Release Notes

5 Introduction Release is an enhancement and bug fix release to the prior Pearson CMS releases of Documentum. Release Notes describe: The issues and solutions for the (17) enhancements and/or bugs that were implemented and/or fixed in the Release build. Known issues which have not yet been resolved. DCTM Release Notes

6 1. DCTM Metadata DRUC Pan-Pearson standards and enhancement requests from the Business Units were the key drivers of the updates supported in the Developmental Ready Use Case (DRUC) R2.2.1 Metadata Requirements Release incorporated Requirements. It was sometimes difficult to find content in Documentum. Pearson continues to deploy a taxonomy-based architecture in Documentum. Taxonomies will start to be supported as of this release. A taxonomy is a browsable structure, similar to a folder structure, where assets are organized topically. Content existing in work-in-progress or archive structures can be associated to topics in taxonomies. The purpose of a taxonomy in Documentum is to allow users a means to browse for potentially re-usable content by discipline. In the Documentum hierarchy, the topmost folder is called a Taxonomy folder. The folders beneath the Taxonomy folder are Category folders. Metadata can be applied to both types of folders. The Taxonomy folder carries the taxonomy name, or the name of the broader topic, such as Mathematics, Nursing, etc. The Category folder is under the Taxonomy folder and carries the description of the taxonomy and an alpha-numeric taxonomy value or code. Taxonomy objects are being made available in the release, though taxonomy creation is really expected to start picking up momentum in early 2012, when the Higher Ed Workflow Redesign Project goes live. Until then, most users will not be participating in any taxonomy building. All users outside of the Higher Ed group will be notified by their business unit if they need to do any taxonomy work. DCTM Release Notes

7 There were too many folder types in Documentum. Two new kinds of folders are replacing the previous folder types, and are being made available for use: Product Folder and General Folder. You may recall that these objects were built in the 2.1 release but have remained hidden since then. In this release, both new folders are visible and searchable. Product folders are intended to be used where folders represent a whole product or a program component. These are folders that are required to carry Pearson Common Metadata. General folders are meant to be used for all other folders. The overall strategy is for all projects and all businesses to eventually use only these two types of folders. In the meantime, though, each business unit is identifying its own approach for phasing in the use of these two folders, as mixing these folders with other folder types has search implications. Documentum users will need to look to their business groups for guidance about how and when to start using these new kinds of folders. Documentum wasn t intuitive enough to recognize all objects by their file extensions and then auto-populate metadata fields based on the extensions. Documentum has been auto-populating some metadata based on the file extension of a file. In the 2.1 release, auto-population was defined for a few dozen file extensions whereas in 2.2.1, auto-population rules have been defined for the almost-1000 different file extensions that exist in Documentum today, but remember -- a file name must include a file extension in order to have any metadata auto-population occur. Upon import into Documentum, files will have some descriptive metadata auto-populated depending upon the file extensions of the files being imported. The attributes Content Class, Content Type, and Contributor Role are the most common pieces of metadata that will auto-populate. DCTM Release Notes

8 Drop-down lists, or controlled vocabularies (CVs), were often confusing and lengthy. A few attributes have enhancements to their controlled vocabularies: Business Unit has new values to support Penguin groups. Content Type Tier 2 has some new terms: Database, Utility, Log File, Help, and Executable. Contributor Role has changed. Today in DCTM, users have one field called Contributor Role. In the release, Contributor Role transforms into two attributes Contributor Role Tier 1 and Contributor Role Tier 2. This change was made to support the needs of several business units in capturing Title Sheet metadata on ISBN folders. All existing Contributor Role metadata will be transformed into Tier 1 and Tier 2 equivalents. Distribution Format has been updated to include values appropriate for ebooks. Penguin Canada imprints were not listed in the value drop-down lists. A new metadata attribute called Imprint is available on the Product Folder object type. This new attribute was implemented at the request of Penguin Canada. The drop-down list contains values pertinent only to Penguin Canada. As other business units may come to need this metadata, the values in the drop-down list may be extended in future releases. Figure 1.1. New Penguin CA imprints added to the Product folder object type. DCTM Release Notes

9 The Reuse Status option auto-populated when many Business Units preferred that it did not. The Reuse Status option that exists in DCTM in 2.1 will continue to exist in the release, however this metadata will no longer auto-populate. Each Business Unit will decide for itself whether its users should populate Reuse Status or not. Higher Ed, for example, will be using a Rights Management System (RMS), and this group will likely be the first group to stop populating Reuse Status metadata in Documentum as it will be captured in a RMS instead (See Figure 1.2). Users in other business units should look to their management for guidance on whether, and how, Reuse Status metadata should be used. Figure 1.2. On the left-hand side of the graphic, a Rights Management System (RMS) is the designated authority source for capturing Rights metadata. On the right-hand side, Documentum is the authority source for descriptive asset metadata, like Title and Keywords. DCTM Release Notes

10 2. DCTM The Language drop-down list displayed incorrectly in UAT. The Language drop-down list in the prsn_product_folder object in UAT appeared as an edit link, an the values displayed in an incoherent order. The values in the list should display in alphabetical order. The Language drop-down list no longer appears and an edit link, and the values in list display alphabetically. 3. DCTM Three content class/content type extensions were incorrectly applied in Documentum. The following content types had incorrect content class and content type metadata attributes:.swf (Flash) files were associated with the Moving Image/Video/Clip metadata attribute. However, their source files (.fla) were associated with Moving Image/Animation. Because.swf files are more commonly associated with animation, and because the.swf source files are already associated with animation, the.swf attribute content class/content type attribute should be changed to Moving Image/ Animation..flv files were associated with the Moving Image/Animation attribute. Since.flv files are used to play video files on PCs, the Moving Image/Video/Clip attribute would be more appropriate..max files were associated with the Moving Image/Video/Clip attribute. However,.max files are most commonly the products of 3D Studio Max, and animation software, so the Moving Image/Animation attribute would be more appropriate. The following updates have been made:.swf files are now associated with the Moving Image/Animation metadata attributes..flv files are now associated with the Moving Image/Video/Clip attribute..max files are now associated with the Moving Image/Animation attribute. DCTM Release Notes

11 4. DCTM The Production Workflow workflow was not used. The workflow, Production Workflow, that resides in Development, Staging, and Production was not used. The Production Workflow has been removed from Documentum. 5. DCTM Format definitions were incorrectly and/or inconsistently applied across repositories. There were a number of issues with format definitions in Documentum. Some definitions were being used to designate different file types even though all file types must be assigned unique definitions. Furthermore, some definitions were available in some repositories and not in others when all available definitions should be available across all repositories. Lastly, the extensions of some file types were changed upon import into Documentum rendering these files unusable. The following updates have been made: 1. All file types have been assigned unique format identifiers. 2. All format definitions are available across all Documentum repositories. 3. Format definitions that were changed upon import have been corrected. DCTM Release Notes

12 6. DCTM The content type Foreword was incorrectly spelled Foreward. The content value Foreward in Content Type Tier 2 should have been Foreword. The content value Foreward has been changed to Foreword. 7. DCTM Three imprint metadata attributes were missing from Penguin Canada legacy folders. The Allen Lane Canada, Portfolio Penguin, and Razorbill Canada metadata attributes were missing from Penguin CA legacy folders on Documentum. Allen Lane Canada and Portfolio Penguin have been added as imprint attributes to Penguin CA legacy folders. 8. DCTM There was no way of searching Documentum by reuse availability. Users were unable to search for files based on whether or not they were available for reuse. The Reuse Status field has been added to the Advanced Search screen. DCTM Release Notes

13 9. DCTM An incorrect label appeared during file and folder import. When users attempted to import both files and folders into an existing Documentum folder, the label at the top of the Import screen listed the imports as files (indicating files only) rather than as objects (indicating both files and folders) (See Figure 9.1). Figure 9.1. The label at the top of the Import screen did not differentiate between files (files) from folders (objects). DCTM Release Notes

14 The label on the Import screen now displays File when files only are imported, and Object when both files and folders are imported (See Figure 9.2). Figure 9.2. The label at the top of the Import screen now differentiates between files (files) from folders (objects). DCTM Release Notes

15 10. DCTM Users could not generate the List of Objects Under Folder report. When users clicked the TOOLS menu, selected Reports, and then the List of Objects Under Folder option, another browser window opened and displayed an error message (See Figure 10.1). Figure Attempts to run the List of Objects Under Folder report produce an error message. Users can now generate the List of Objects Under Folder report without receiving an error message. DCTM Release Notes

16 11. DCTM The User Comments value is repeated during some Advanced and POU searched. When users attempted an advanced or POU search after clicking the Object Type dropdown menu and selecting the Product Folder, General Folder, or Common Folder values, and then clicking the Properties drop-down menu, the User Comments value displayed twice in the menu (See Figure 11.1). Figure During advanced and POU searches with the Product Folder, General Folder, or Common Folder type selected in the Object Type menu, the Properties menu displayed the User Comments values twice. The Advanced Search screen has been reconfigured to only display values once. DCTM Release Notes

17 12. DCTM When users attempted to create a new folder in an existing CRC Digital Content folder, an error message appeared. Users opened an existing CRC Digital Content folder and then clicked the FILE menu, selected New, and then Folder in order to create a new child folder. However, the process failed and produced an error message (See Figure 12.1). The content value Foreward has been changed to Foreword. Figure Users were unable to create child folders within CRC Digital Content folders and received error messages. The code has been modified to allow the creation of child (CRC SCO) folders within CRC Digital Content folders. DCTM Release Notes

18 13. DCTM When Country was selected in the Edition Coverage Tier 1 drop-down menu in the Properties of a product folder, the values with special characters in the Edition Coverage Tier 2 drop-down menu displayed incorrectly. On the Usage tab of the Properties of a product folder, there are two edition coverage drop-down menus: Tier 1 and Tier 2. The values that display in the Tier 2 menu depend on what is selected in the Tier 1 menu. When Country was selected in the Tier 1 menu, values with special character displayed incorrectly on the Tier 2 menu (See Figure 13.1). Figure When Country was selected in the Edition Coverage Tier 1 drop-down menu, values with special characters displayed incorrectly in the Edition Coverage Tier 2 menu. The Edition Coverage menus on the Properties screen of product folders have been recoded to allow values with special characters to display correctly. DCTM Release Notes

19 14. DCTM Documentum could not handle programs with names longer than 120 characters that were sent by PCS. PCS allowed title fields to have a maximum length of 225 characters; however, Documentum only allowed a maximum of 120 characters. The maximum characters that Documentum allows in program titles have been increased to 225 characters. 15. DCTM Contributor roles in folder properties were incorrect. When users click the Contributor Role Tier 1 drop-down menu and select a value, the Contributor Role Tier 2 drop-down menu did not display values based on the Tier 1 selection (See Figure 15.1). Figure The Contributor Role Tier 2 menu was supposed to display values based on what was selected in the Contributor Role Tier 2 menu; however, it did not. The two Contributor Role menus have been remapped so that the Tier 2 menu displays values based on a Tier 1 menu selection. DCTM Release Notes

20 16. DCTM Taxonomy and Category folders could not be created in or imported into Documentum. When users attempted to create/import Category or Taxonomy folders in Documentum (See Figure 16.1), they received runtime error messages and their attempts failed (See Figure 16.2). Figure When users tried to create folders in or import folders into Documentum. Figure Their processes failed and runtime error messages displayed. DCTM Release Notes

21 Import functionality was reconfigured to allow the creation or import of Category and Taxonomy folders. 17. DCTM The existing metadata of some files and folders was set to null upon deployment. When some files and folders were deployed, their metadata was rest to null. Example: Before deployment: Business: K-12 Learning s After deployment: Business: <empty> Scripts have been updated to remedy the previous nullification of metadata on affected files and folders. DCTM Release Notes