EMC Documentum Connector for Microsoft SharePoint Farm Solution

Transcription

1 EMC Documentum Connector for Microsoft SharePoint Farm Solution Version 7.2 Content Management Guide EMC Corporation Corporate Headquarters Hopkinton, MA

2 Legal Notice Copyright 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 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. Adobe and Adobe PDF Library are trademarks or registered trademarks of Adobe Systems Inc. in the U.S. and other countries. All other trademarks used herein are the property of their respective owners. Documentation Feedback Your opinion matters. We want to hear from you regarding our product documentation. If you have feedback about how we can make our documentation better or easier to use, please send us your feedback directly at ECD.Documentation.Feedback@emc.com

3 Table of Contents Preface... 5 Chapter 1 Overview... 7 Chapter 2 Using Web Parts... 9 Browse Web Part... 9 Managing Content Managing Cabinets and Folders Managing Documents Uploading Documents Checking Out a Document Checking in a Document Adding a Document to the Clipboard Filtering Results Managing Subscriptions Managing Lifecycles Managing Workflows Checked Out Files Web Part Configuration Web Part D2 Browse Web Part Creating a New Document Uploading Documents Checking Out a Document Checking In a Document Federated Search Web Part Home Cabinet Web Part Inbox Web Part Quickflow Web Part Search Web Part Basic Search Advanced Search Saved Search Subscriptions Web Part Workflow Web Part Shared Web Parts

4 Table of Contents 4

5 Preface Intended Audience This document is intended for users who need to manage content between EMC Documentum and Microsoft SharePoint. Revision History Revision Date December 2015 Description Initial publication. 5

6 Preface 6

7 Overview Chapter 1 EMC Documentum Connector for Microsoft SharePoint Farm Solution connects the Microsoft SharePoint and EMC Documentum platforms so that you can take leverage complimentary benefits of both systems across your organization. Connector for SharePoint Farm Solution provides end users with a familiar and intuitive interface for Microsoft Office integration, social networking, and collaboration. Connector for SharePoint Farm Solution also provides the scalability, storage management, federated search, business process management, records and retention management capabilities of the Documentum enterprise content management platform. 7

8 Overview 8

9 Chapter 2 This chapter includes the following topics: Browse Web Part, page 9 Checked Out Files Web Part, page 18 Configuration Web Part, page 18 D2 Browse Web Part, page 18 Federated Search Web Part, page 22 Home Cabinet Web Part, page 22 Inbox Web Part, page 23 Quickflow Web Part, page 23 Search Web Part, page 23 Subscriptions Web Part, page 24 Workflow Web Part, page 24 Shared Web Parts, page 25 Browse Web Part Use the Browse Web Part to browse a Documentum repository and perform operations on documents. The Browse Web Part also provides options for you to manage subscriptions, lifecycles, and workflows. After you add a Browse Web Part to a SharePoint page, click the menu arrow in the Web Part and select Edit Web Part to configure the Browse Web Part. If you cannot access the configuration page, contact your system administrator. The Browser Web Part also supports lifecycle driven data dictionary properties. The Browse Web Part provides the following configuration options for accessing and displaying the content of a Documentum repository: 9

10 Configuration Option Repository Maximum Number of Rows to Display Root view Description Specifies the Documentum repository. You might be asked to enter the credentials to access the repository. The credentials used to log in to the selected repository are based on the username and password of the user currently logged in to SharePoint. If you are not sure about the credentials, contact your system administrator. Specifies the maximum number of rows to display in one page. Sets the folder path, object ID, or DQL query to display in the root view. The following are the attributes you must select for a DQL query: object_name r_object_id r_object_type r_lock_owner i_chronicle_id a_content_type r_is_virtual_doc The Name column is used as the default sorting column for the result of a DQL query. The default sorting is in ascending order. You can change the sorting order by clicking other columns. You can add the ORDER BY clause to a DQL query to define a custom sorting order. For example, the following setting specifies to sort the DQL query result by object_name: Display a row for Home Cabinet select r_object_id, object_name, authors, r_object_type, i_chronicle_id, a_content_type, r_lock_owner, r_is_virtual_doc from dm_document where object_name like 'doc%' order by object_name desc The ORDER BY clause is ignored after you click other columns to change the sorting order. Specifies whether to display a row for the Home Cabinet. The Home Cabinet is designated by the Home Cabinet icon. You can also access the Home Cabinet by using the Home Cabinet Web Part. 10

11 Configuration Option Display a row for Subscriptions Choose a default document type Select the columns to display Description Specifies whether to display a row for subscriptions. Subscriptions provide quick access to frequently accessed cabinets, folders, and documents. The Subscriptions row is designated by the subscription icon. You can also access subscriptions by using the Subscriptions Web Part. Specifies the default type of documents to display. By default, the Browse Web Part displays all documents that are a type or subtype of dm_document. Specifies the attribute columns to display and the order of displaying the attribute columns. You can add or remove columns for different types. You can also move up or move down columns to change the order to display. Managing Content You can use the Browse Web Part to browse a Documentum repository and perform operations on cabinets, folders, and documents. The security settings determine the actions available. If an action is not available to you, you may not have the permission to perform the action or perform the action in the given folder location. Managing Cabinets and Folders Cabinets are folders located at the highest level of a repository. A cabinet can contain one or more files and folders. The home cabinet of a user is the default primary location for a new document that the user creates. The Browse Web Part displays cabinets at the home level, as shown in the following figure: Click a cabinet to open the cabinet and view its folders and files. Use the Home Cabinet Web Part, page 22, if you want to set the home cabinet of a repository as the home level and browse only the home cabinet. You can create folders under cabinets to save and organize documents. Click New Folder and specify the folder name and folder type to create a new folder. Right-click a folder to select folder operations that you have permission to perform, such as deleting a folder, editing folder properties, and viewing folder history. Managing Documents The following table lists the document operation tasks you can complete by using the Browse Web Part: 11

12 Task Creating a new document Viewing a document Checking out a document Checking in a document Uploading a document Editing a document Editing document properties Viewing document history Creating a document rendition Deleting a document Description Click New Document from the menu bar. You need to specify the document name and select the document type, format, and template. Do not use spaces in file names. If you use spaces in a document file name, makes the following changes to the file name when you download the document: Using the object_name value as the file name if the document has a known object type Replacing spaces with underscores if the document has an unknown object type Click a document to view. You can choose to open the document directly or save the document for open. You can also right-click the document and select Open. Right-click the document and select Check Out or Check Out to SharePoint. Checking Out a Document, page 14, contains further instructions. Right-click the document and select Check In. You can also check in a document from a SharePoint library by selecting the document in the SharePoint library and clicking Check In to Documentum in the ribbon. Checking in a Document, page 14, contains further instructions. Click Upload from the menu bar. You can also upload a document from a SharePoint library by selecting the document in the SharePoint library and clicking Check In to Documentum in the ribbon. Uploading Documents, page 13, contains further instructions. To edit a document, you must check out the document from the repository. Checking out a document places a symbolic lock on the document and prevents others from editing the document at the same time. After you complete editing the document, check in the document to the repository and the lock is automatically removed. Right-click the document and select Properties. After you save the changes to the properties, click Refresh in the Browse Web Part to reflect the changes in the Web Part view. Right-click the document and select Document History. Right-click the document and select Request Rendition. A rendition is a copy of a document stored in a different format. You can create HTML and PDF renditions of documents in a repository. Right-click the document and select Delete. You can select whether to delete the selected version or delete all versions. You cannot restore a document after you delete it. 12

13 Uploading Documents You can upload documents to a repository in the following ways: Uploading a single document Uploading multiple documents Uploading a document from SharePoint Uploading a Single Document 1. Navigate to the repository location to which you want to upload a document. 2. Click Upload in the Web Part. The Documentum File Upload page opens. 3. Click Browse next to the File text box to browse to the document you want to upload. 4. Enter the name of the document to appear in the Documentum repository. The default name is the current filename. 5. Click the Document Type menu to set the document type of the document. The default is Document (dm_document). 6. Click Upload to upload the document. If you upload a document as a document type that is not Document (dm_document), the Properties page opens after you click Upload. Set custom properties for the document and click Finish. The current repository location automatically refreshes to show the uploaded document. Uploading Multiple Documents 1. Navigate to the repository location to which you want to upload multiple documents. 2. Click Upload in the Web Part. The Documentum File Upload page opens. 3. Click the Upload Multiple Files link. The Documentum Multiple File Upload page opens. 4. Add documents using one of the following ways: Drag documents into the files list box. Click the Select Files button and browse for files. 5. Set the document type of each document by selecting the document and clicking Document Type to select a document type. You can select Same document type for all documents to use the same document type for all the documents you select for upload. 6. (Optional) Click Set Properties to set the properties of a document. 7. Click Upload to upload the documents. The current repository location automatically refreshes to show the uploaded documents. Uploading a Document from SharePoint You can upload a document from a SharePoint library to a repository. 1. Select the document in the SharePoint library. Make sure that the document is not checked out from Documentum. 13

14 2. Click Check In to Documentum in the ribbon. 3. Select how you want to upload the document to Documentum. Action Move Copy Link Description Moves the document from the SharePoint library to Documentum. The document no longer exists in the SharePoint library. Saves a copy of the document in Documentum. Moves the document from the SharePoint library to Documentum. The document no longer exists in the SharePoint library but a link is created and points to the document in Documentum. 4. Select the document type. 5. Select a cabinet or folder to save the document. 6. Click Save. Note: Refresh the SharePoint library if you selected to move a large document and still see the document in the SharePoint library. Checking Out a Document You can check out a document for editing. After you check out a document, a symbolic lock appears before the document and other users cannot edit the document at the same time. 1. Navigate to the document in the repository. 2. Right-click the document and select Check Out. The current repository location automatically refreshes to show the document is locked. The Locked By column shows the user who has checked out the document. Checking out a Document to a SharePoint Library 1. Navigate to the document in the repository. 2. Right-click the document and select Check Out To SharePoint. 3. Select the SharePoint library into which you want to check out the document. 4. Click Checkout. The Overwrite existing document option is selected by default, which means if the document exists in the SharePoint library, the checkout overwrites the existing document. You can cancel the checkout of a document by right-clicking the document and selecting Cancel Check Out. Canceling a checkout reverts all the changes you make to a document. Checking in a Document You must check in a document when you finish editing the document and want to save changes in a Documentum repository. Checking in a document unlocks the document. 14

15 1. Navigate to the document in the repository. 2. Right-click the document and select Check In. 3. If necessary, update the name of the document. 4. Click Browse to select the document you want to check in. 5. (Optional) Select how you want to save the new version of the document. 6. Click Check in. The current repository location is automatically refreshed to show the document is checked in. If the document was checked in as the next minor or major version, the new version of the document is reflected in the repository view. Checking in a Document from a SharePoint Library 1. Select the document in the SharePoint library. 2. Click Check In to Documentum in the ribbon. 3. Fill out the document properties as necessary. 4. Click Check In. Note: Only the latest version in SharePoint is saved to Documentum as the new version. Previous versions are removed from SharePoint. Refresh the SharePoint library if you selected to check in a large document and still see the document in the SharePoint library. Adding a Document to the Clipboard You can add a document to the clipboard and then move, copy, or link the document to another cabinet or folder within Documentum. 1. Move the pointer over the document and click the arrow that appears. 2. Select Add To Clipboard. 3. Select one of the following actions on the Clipboard - Move/Copy/Link page: Move Moves the document to another cabinet or folder. Copy Saves a copy of the document in another cabinet or folder. Link Moves the document to another cabinet or folder and creates a link that points to the document in the new cabinet or folder. 4. Select the target cabinet or folder. 5. Click Save. The Browse Web Part performs the file operation and returns to the Web Part view. 6. Click Refresh to update the Web Part view. 15

16 Filtering Results You can use the results filter to set up a name filter so that the Browse Web Part display only the items that match the name filter. For example, you can display only items whose name contains moss. Name filters are not case-sensitive. To create a name filter in the Browse Web Part: 1. Click Actions and select Set column filter > Name. 2. Enter the phrase for filtering the results. 3. Click OK. The current repository location automatically refreshes to show only the items that match the filter. To clear filter results, click Actions > Set column filter > Remove filter. The current repository location automatically refreshes to show all the items. Managing Subscriptions Subscriptions provide quick access to frequently accessed content. You can subscribe to cabinets, folders, and documents. The Browse Web Part provides the Subscriptions row that you can click to view your subscriptions. To subscribe to or unsubscribe a cabinet, folder, or document, right-click the cabinet, folder, or document and select Subscribe To or Unsubscribe. You can also use the Subscriptions Web Part to manage subscriptions. Managing Lifecycles A lifecycle is a series of states that define the life stages of a document. A lifecycle models a business process, as each state in the lifecycle can represent a step in the process. You can view the lifecycle and current state of a document from the properties page of the document. Right-click the document and select Properties to display the properties page. If the document has an applied lifecycle, the Lifecycle ID property is the Documentum object ID of the lifecycle and the Current State property is the number of the current state of the object in the lifecycle. If the document does not have an applied lifecycle, the Lifecycle ID property shows and the Current State property shows 0. You can manage the lifecycle of a document by right-clicking the document and selecting Manage Lifecycle. The Document Lifecycle page provides the following actions for you to manage the lifecycle of a document: 16

17 Action Apply Promote Demote Remove Suspend Resume Description Applies a lifecycle to a document. Applying a lifecycle attaches a defined linear business process to the document. You can only apply a lifecycle to a document whose object type is defined as a valid object type for the lifecycle. In order to apply a lifecycle to a document, you also must have Relate permissions on the document or be the owner of the document. If you apply a lifecycle to a document that has an existing lifecycle, the previous lifecycle is removed and the new lifecycle is applied. If you apply the same lifecycle to the document, the lifecycle is restarted. Promotes a document to the next lifecycle state. In order to promote the lifecycle state, you must have Write and Change State permissions on the document. You can also define automatic promotion of a document during the configuration of the lifecycle. You cannot promote the lifecycle state of a document to be past of the end state. Demotes a document to a previous lifecycle state. In order to demote the lifecycle state, you must have Change State permission on the document. You can define manual and automatic demotion of a document during the configuration of the lifecycle. During lifecycle configuration, it is possible to disallow the demotion of a document from one state to its previous state, as well as automatically demote a document to the base state upon such actions as checkin and save of that document. You cannot demote a document beyond its base state. Removes a lifecycle from a document. Suspends a document from its current lifecycle state. Suspending a lifecycle state places the document into a temporary or permanent exception state. An exception state is a deviation from the normal business process defined by the lifecycle. In order to suspend a document, you must have Change State permission on the document. You can only suspend a document from its current lifecycle state if the current state has an exception state. Exception states can be defined for a lifecycle during configuration. Resumes a document to its previous normal state. Resuming a lifecycle state places the document back into the normal business process progression defined by its lifecycle. You can only resume a document lifecycle to a normal state if the document is currently in an exception state. Managing Workflows You can use one of the following ways to start workflows with packages in : Right-click a document and select a workflow from the Start Workflow submenu. Select a document and click the Start Workflow button. Once you start a workflow, you can only modify the packages from the task details page. Use the Inbox Web Part or Quickflow Web Part to view task details. The Inbox Web Part and Quickflow Web 17

18 Part also allow you to finish a task, add or remove attachments, add comments, and add data via displayed data fields to the workflow, if configured. Checked Out Files Web Part Use the Checked Out Files Web Part to view and manage the documents you have checked out from a Documentum repository. You can also perform file operations in the Checked Out Files Web Part, such as editing a document, checking in a document, deleting a document, and so on. Right-click a document and select the operation you want to perform. Configuration Web Part Use the Configuration Web Part to modify the data services mapping file from SharePoint. Because the Configuration Web Part provides access to the configuration file, it is recommended that you deploy the Web Part to a page in SharePoint accessible to only users that are allowed to modify the configuration. Use the security features in SharePoint to limit the access to the page on which you deploy the Configuration Web Part. The EMC Documentum Connector for Microsoft SharePoint Farm Solution Configuration Guide provides detailed information about how to use the Configuration Web Part. D2 Browse Web Part Use the D2 Browse Web Part to browse a Documentum repository and perform file operations. The following table lists the file operation tasks you can perform by using the D2 Browse Web Part: Task Creating a new document Viewing a document Checking out a document Description Click New Document from the menu bar. Creating a New Document, page 19, contains further instructions. Right-click the document and select Open. If you have C2 enabled, you can view the document through C2 by right-clicking the document and selecting View through C2. Right-click the document and select Check Out or Check Out to SharePoint. Checking Out a Document, page 21, contains further instructions. 18

19 Task Checking in a document Uploading a document Viewing document properties Viewing document history Deleting a document Description Right-click the document and select Check In. You can also check in a document from a SharePoint library by right-clicking the document in the SharePoint library and selecting D2 Check In to Documentum. Checking In a Document, page 21, contains further instructions. Click Upload from the menu bar. You can also upload a document from a SharePoint library by right-clicking the document in the SharePoint library and selecting D2 Check In to Documentum. Uploading Documents, page 20, contains further instructions. Right-click the document and select Properties. Right-click the document and select Document History. Right-click the document and select Delete. You can select whether to delete the selected version or delete all versions. Creating a New Document Complete the following steps to create a new document in a Documentum repository: 1. Navigate to the repository location in which you want to create a new document. 2. Click New Document. Note: If you want the new document to inherit properties or content of a specific document, select the document and then click New Document. 3. Select a creation profile from one of the creation matrix list boxes. 4. To inherit properties or content from a document you selected, configure the Inheritance section. 5. Click Edit Properties and enter content properties. 6. Click Select Template and select a template for the content. 7. Click Check in. Depending on your configuration, the D2 Browse Web Part creates the document in the following ways: If there is an autolink rule, the D2 Browse Web Part creates the document in a folder specified by the autolink rule. If there is no autolink rule, the D2 Browse Web Part creates the document in the folder that you selected. 19

20 Uploading Documents You can upload documents to a Documentum repository, either from your local machine or from a SharePoint library. Uploading a document from local machine 1. Navigate to the repository location to which you want to upload the document. 2. Click Upload. The Import page appears. 3. Add the document either by dragging the file into the box or browsing for the file. 4. To select a file format for the document, click Selected file format. 5. Click OK. 6. Select a creation profile from one of the creation matrix list boxes. 7. If you want to inherit properties, select the content and properties to inherit. 8. Click Edit Properties and enter content properties. 9. Click Select Template and select a template for the content. 10. Click Check in. Depending on your configuration, the D2 Browse Web Part uploads the document in the following ways: If there is an autolink rule, the D2 Browse Web Part uploads the document to a folder specified by the autolink rule. If there is no autolink rule, the D2 Browse Web Part uploads the document to the folder that you selected. Uploading a document from a SharePoint library 1. Navigate to the SharePoint library that contains the document you want to upload. Make sure that the document is not checked out from Documentum. 2. Right-click the document and select D2 Check In to Documentum. 3. Select how you want to upload the document to Documentum. Action Move Copy Link Description Move the document from the SharePoint library to Documentum. The document no longer exists in the SharePoint library. Save a copy of the document in Documentum. Move the document from the SharePoint library to Documentum. The document no longer exists in the SharePoint library but a link is created and points to the document in Documentum. 4. Click Import. 5. Select a file format for the document. 6. Click Choose Creation Profile. 20

21 7. Select a creation profile from one of the creation matrix list boxes. 8. If you want to inherit properties, select the content and properties to inherit. 9. Click Edit Properties and enter content properties. 10. Click Check In And Finish. Depending on your configuration, the D2 Browse Web Part uploads the document in one of the following ways: If there is an autolink rule, the D2 Browse Web Part uploads the document to a folder specified by the autolink rule. If there is no autolink rule, the D2 Browse Web Part prompts you to specify the folder location to upload the document. Checking Out a Document You can check out a document for editing. After you check out a document, a symbolic lock appears before the document and other users cannot edit the document at the same time. Checking out a document 1. Navigate to the document in the repository. 2. Click the menu next to the document and select Check Out. The current repository location automatically refreshes to show the document is locked. The Locked By column shows the user who has checked out the document. The D2 Browse Web Part also automatically starts the download of the file you checked out. Checking out a document to a SharePoint library 1. Navigate to the document in the repository. 2. Click the menu next to the document and select Check Out To SharePoint. 3. Select the SharePoint library into which you want to check out the document. 4. Click Checkout. The current repository location automatically refreshes to show the document is locked. You can find the document in the SharePoint library that you selected. Checking In a Document You must check in a document when you finish editing the document and want to save changes in a Documentum repository. Checking in a document unlocks the document. Checking in a document 1. Navigate to the document in the repository. 2. Right-click the document and select Check In. 21

22 3. On the General tab, select the content version and add a description. 4. Fill out the Options tab according to the description in the following table: Field Set as current version Retain lock in repository Checkin from file Format Description Set the document as the current version. Keep the document checked out after the initial checkin. Select a file to check in. Select the file format of the document. 5. Click Check in. Checking in a document from a SharePoint library 1. Navigate to the document in the SharePoint library. 2. Right-click the document and select D2 Check In to Documentum. 3. On the General tab, select the content version and add a description. 4. Fill out the Options tab according to the description in the following table: Field Set as current version Retain lock in repository Format Description Set the document as the current version. Keep the document checked out after the initial checkin. Select the file format of the document. 5. Click OK. Federated Search Web Part The Federated Search Web Part enables you to use the Federated Search Services of Documentum. The Federated Search Services is Documentum federated search technology, which integrates content sources inside and outside an organization. You can access all relevant content with a single query, no matter where the content is located and how you access the content. The search results appear as either Documentum repository items or web links. Home Cabinet Web Part The Home Cabinet Web Part operates like the Browse Web Part. However, the Home Cabinet Web Part starts navigation in your home cabinet and you can only navigate in that location. The actions available in this Web Part are the same as the actions in the Browse Web Part. Click the menu arrow and select Edit Web Part to configure the Home Cabinet Web Part. You can set the paging size for the data and the columns to display in the grid. 22

23 Inbox Web Part Use the Inbox Web Part to view Documentum notifications and tasks assigned to you. Click an item and select View Task Details to view the task details and process the task. You can filter the task list to show all items, notifications, or tasks. Click the menu arrow and select Edit Web Part to configure the Inbox Web Part. You can set the paging of the inbox items and set the default view for the inbox to all items, tasks, or notifications. Delegating Tasks 1. Click I am available. 2. Select the I am currently unavailable checkbox. The Workflow Delegation page shows a list of available users. 3. Select the user to whom you want to delegate tasks. You can filter users by using the User name starts with text box. 4. Click Finish. The Inbox Web Part displays I am currently set to unavailable in its toolbar. To disable delegation, click I am currently set to unavailable and clear the I am currently unavailable checkbox. Quickflow Web Part Use the Quickflow Web Part to view Documentum quickflow tasks and notifications assigned to you without using Documentum Process Engine. You can filter the list to show all items, notifications, or tasks. Click an item and select View Task Details to view the task details. Click the menu arrow and select Edit Web Part to configure the Quickflow Web Part. You can set the paging of the inbox items and set the default view for the inbox to all items, tasks, or notifications. Search Web Part Use the Search Web Part to search documents in a Documentum repository. The Search Web Part provides the following types of search: Basic search Advanced search If you have EMC Documentum xplore installed on the Content Server, the Search Web Part uses xplore to search and show xplore search facets in the search result. A facet represents one or more important characteristics of an object, represented by one or more object attributes in the Documentum object model. Select different facets to drill down to areas of interest. 23

24 Basic Search Use the basic search to perform searches in a Documentum repository using search terms. By default, the basic search searches only the metadata like name, title, keywords, and subject. You can select Search Content (Full-Text) to perform a full-text search, which searches both the metadata and content. If you want to search all versions of a document, select Search All Versions. The Save Search list box contains the search queries you save from the Advanced Search page. Advanced Search Use the advanced search to perform searches with complex search criteria. In the Search Web Part, click Advanced Search to open the Advanced Search page. When using the advanced search, you can select an object type and define properties to create a search query against the metadata of the object type. You can also perform a full-text search, search all versions of a document, and search for hidden objects. Note: If you set a date as the property, you must set the date format in MM/dd/yyyy. In the search result page, you can click Save Search and specify a name to save the search for later use. Saved Search The Saved Search list of the Search Web Part can show search queries that you save from the Advanced Search or from other applications like EMC Documentum Administrator and EMC Documentum Webtop. When you run a search saved from the Advanced Search, displays the exact columns saved in the search. When you run a search saved from other applications, displays only the columns that apply. Subscriptions Web Part The Subscriptions Web Part operates like the Browse Web Part, except that it displays only repository items that you subscribe to. You can see any type of item in the Subscriptions Web Part. The actions available for subscribed items are the same as the actions in the Browse Web Part. Click the menu arrow and select Edit Web Part to configure the Subscriptions Web Part. You can set the paging size for the data and the columns to display in the grid. Workflow Web Part Use the Workflow Web Part to start workflows that do not use a package. The Workflow Web Part displays a list of workflows and you can select one to bring up a menu with a start workflow 24

25 action. If you want to create workflows with a package, you can start a workflow from the Browse Web Part or other Web Parts. Shared Web Parts provides the following shared Web Parts: Shared Browse Web Part Shared Search Web Part The shared Web Parts provides the same functionality as the regular Web Parts. However, you can share configuration settings among different users when you use a share Web Part. Shared Web Parts are useful when you want to give access to users external to a repository. 25