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Recommendation for DCM v5.0 1 Recommendation for DCM v5.0 Erwin Chiong 03/15/2001 v 3.2

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WebPublisher 4.3

1Recommendation for DCM v5.0

Erwin Chiong03/15/2001v 3.2

Recommendation for DCM v5.01

2Current DCM Situation (contn)Current DCM development schedule:Q0(01) Q1 Q2 Q3 Q4 Q1(02) |-----------------------|------------------|------------------|-----------------|-----------------|DCM 1.3.1 DCM 1.4 DCM 4.3 DCM 5.0- Web Consumer -Web Consumer -Remove Workspace- Web Contributor -Web Coordinator -Interoperability & Installation (Review/Approve) (+Create, Import, Edit -Bug fixes- WS Coordinator Annotate, Route) CAS 4.3 -WS Coordinator -200 character support for audit trail -localization supportGMPharma 1.0 GMPharma 1.1- Web Consumer - Built on DCM 1.4 - WS Coordinator - Additional enhancements- WS Business Owner

Recommendation for DCM v5.03ObjectivesReview the technical details for building DCM on WP modelProvide the appropriate recommendation for DCM v5.0

Recommendation for DCM v5.04Controlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysisControlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code Extensions

Recommendation for DCM v5.05Controlled document lifecycle

Promo_profile- ds_name- subclass- state_number- state_name- state_type- state_location- state_status- state_acl- state_owner- pdf- read_understood- make_current Features:Initial (In-Progress): document is create, imported, or versioned, and then routed for approvalApproved: document is approved and ready for users to be trainedEffective: document is in-use and CURRENTRetired: document version is no longer in-use and has been supersepeded by a new effective verSuspended: document version is temporarily retired, and has been suspended by a new temporary effective version, but will be made effective again at some pointObsolete: all document version are no longer in use

Initial State(e.g. In-Progress)

EffectiveState

RetiredState

SuspendedState

ObsoleteState

PromotePromotePromoteSuperceded

Subsequent State(s)(e.g. Approved)

Promote

Promotions - promo__obj_id- promo_chron_id- promo_inprocess- wflow_profile- wflow_type- cn_inprocess Process:

Object Model:UI:

Recommendation for DCM v5.06Controlled document lifecycle (contd)DCM lifecycle program logic:

Recommendation for DCM v5.07Controlled document lifecycle (contd)

Initial State(e.g. In-Progress)

EffectiveState

RetiredState

SuspendedState

ObsoleteState

PromotePromotePromoteSuperceded

Subsequent State(s)(e.g. Approved)

Promote

Since the Obsolete state affects the entire version tree, an obsolete method will perform this task. 4i lifecycle is designed to affect per version only.Proposed DCM Lifecycle:

Recommendation for DCM v5.08Controlled document lifecycle (contn)

Promo_profile- ds_name- subclass- state_number- state_type- state_name- state_location- state_status- state_acl- state_owner- pdf- make_current - readunderstood

dm_policy- action_object_id (R)- alias_set_ids (R)- allow_attach (R)- allow_demote (R)- allow_schedule (R)- entry_criteria_id (R)- exception_state (R)- i_state_no (R)- include_subtypes (R)- included_type (R)- r_definition_state (S)- return_to_base (R)- state_class (R)- state_description (R)- state_name (R)- type_override_id (R)- user_action_id (R)- user_action_ver (R)- user_criteria_id (R)- user_criteria_ver (R)

TBR can be set here by calling a TBR method

Add to Repeating AttributeAdd Version LabelLink to New LocationMove All links to locationRemove from Repeating AttributeRemove Link from Existing LocationRemove Version LabelRequest RenditionSet AttributeSet OwnerSet Permission

Promotions - promo_obj_id- promo_chron_id- promo_inprocess- wflow_profile- wflow_type- cn_inprocess DCM Promotion object is used to monitor promotion instances. This will be handled by 4i. A lifecycle can be assigned to a primary object type and its subtypes. For WebPublisher it is assigned to dm_document, which permits users to create a dm_document with various lifecycle options.Proposed DCM Lifecycle (contd):

Recommendation for DCM v5.09Controlled Document Lifecycle

4i lifecycle can be used to address DCM lifecycle requirementsConclusion

Recommendation for DCM v5.010Controlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysis

Recommendation for DCM v5.011Workflow ManagementFeatures:Allow authorized users to route documents for review or approval and dynamically select a workflowSupport for auto assignment of documents to a workflow template, available parallel reviewers, required parallel reviewers, and distributionSupport for parallel reviewThe documents ACL should adjust to the task ACL. DCM and GMPharma uses the wflow_profile object with custom code to perform this process.Promote on completion and demote when rejectedReviewers/Approvers have the option to Approve, Disapprove, and Reject documents or CNsProcess:

Object Model:UI:

Wflow_profile- ds_name- wfpro_name- make_approved- total_phases- phase_number- wfpro_status- wfpro_owner- wfpro_acl- wfpro_location- submit_pdf

To perform workflow features, DCM server methods are used -- post_promote6_ forward, promote7_reject, post_promote7_forward, post_readunder_forward, promote_method

ReviewReviewReview

Document ControlDC routes the newly revised documents to the appropriate users for approval

Assigns status to EffectiveAssigns the Effective ACL to all documents

RejectRejectApproved

State_dist- objtype- subclass- state_name- dist_name

Recommendation for DCM v5.012Workflow Management (contd)

DCM will use dm_workflow instead of dm_routerManaging task ACL is not currently available in WFM v4.2. Additional DCM/WP task method can be added to the workflow to perform this taskdm_workflow object type and associated processes will be replaced with the task ACL solution as well as using Alias setsParallel review is a new feature in WFM v4.2 called dynamic user selection (auto-delegation & load balancing)state_distribution object type and associated processes can be replaced with a distribution workflow task.Proposed DCM Workflow:

Recommendation for DCM v5.013Workflow Management

4i workflow can be used to address DCM and CAM workflow requirementsConclusion

Recommendation for DCM v5.014Controlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysis

Recommendation for DCM v5.015Authoring and Routing CNs & CRs

SOP routedfor review

SOP versioned and editedSOP made EffectiveDocuments distributed to appropriate individuals across plant

Change Requests made from across plant

Change Request routed for reviewChange Noticerouted for approval

SOP authored

Recommendation for DCM v5.016Authoring and Routing CNs & CRsProcess: Authoring

SOP routedfor review

SOP versioned and editedSOP made EffectiveDocuments distributed to appropriate individuals across plant

Change Requests made from across plant

Change Request routed for reviewChange Noticerouted for approval

SOP authored

Object_Profile - ds_name- subclass- objtype- manager*- cr_wflow- ar_wflow*- ar_review_period*- ar_start*

Will be managed in the custom UI similar to WPs

DFC Extension

Lifecycle

Recommendation for DCM v5.017Authoring and Routing CNs & CRs (contd)Issue CN or document(s)

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderCN Routing for Review

Route for Review

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_rejected_document dcm_rejected_folder

ApproveRejectIssue CR

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderChange Request Lifecycle

Route for Review

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_rejected_document dcm_rejected_folder

ApproveRejectIssue CN or document(s)

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderCN Routing for Approval

Route for Approval

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_retired_document dcm_retired_folder

ApproveRejectDisapprove

Recommendation for DCM v5.018Authoring and Routing CNs & CRsProcess: Create CN and Route for Review

SOP routedfor review

SOP versioned and editedSOP made EffectiveDocuments distributed to appropriate individuals across plant

Change Requests made from across plant

Change Request routed for reviewChange Noticerouted for approval

SOP authored

Lifecycle & Workflow

UI & DFC Extension

Recommendation for DCM v5.019Authoring and Routing CNs & CRs (contd)Issue CN or document(s)

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderCN Routing for Approval

Route for Approval

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_retired_document dcm_retired_folder

ApproveRejectDisapproveProposed DCM Lifecycle and Workflow:

Start

In-Progress

Approved

Rejected

Set ACL Set folder location Render PDF or TBR Set CN attributes

Promote to Approved

Recommendation for DCM v5.020Authoring and Routing CNs & CRsProcess: Create CN and Route for Approval

SOP routedfor review

SOP versioned and editedSOP made EffectiveDocuments distributed to appropriate individuals across plant

Change Requests made from across plant

Change Request routed for reviewChange Noticerouted for approval

SOP authored

Lifecycle & Workflow

Recommendation for DCM v5.021Authoring and Routing CNs & CRs (contd)Issue CN or document(s)

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderCN Routing for Review

Route for Review

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_rejected_document dcm_rejected_folder

ApproveRejectProposed DCM Lifecycle and Workflow:

Start

In-Progress

Approved

Rejected

Set ACL Set folder location Render PDF or TBR Set CN attributes

Promote to Approved

Recommendation for DCM v5.022Authoring and Routing CNs & CRsProcess: Route CR for Review

SOP routedfor review

SOP versioned and editedSOP made EffectiveDocuments distributed to appropriate individuals across plant

Change Requests made from across plant

Change Request routed for reviewChange Noticerouted for approval

SOP authored

UI & DFC Extension

Lifecycle & Workflow

Recommendation for DCM v5.023Authoring and Routing CNs & CRs (contd)Issue CR

Folder: In-ProgressACL: dcm_in-progress_document dcm_in-progress_folderChange Request Lifecycle

Route for Review

Folder: ApprovedACL: dcm_approved_document dcm_approved

Folder: RejectedACL: dcm_rejected_document dcm_rejected_folder

ApproveRejectProposed DCM CR Lifecycle & Workflow:

Start

CRIn-Progress

CRApproved

CRRejected

Set ACL Set folder location Render PDF or TBR Set CR attributes

Promote to CR Approved

Recommendation for DCM v5.024Authoring and Routing CNs & CRs

4i workflow & lifecycle can be used to address DCM CN and CR routing requirementsAuthoring process can be handled through the new UI and DFC extensionConclusion

Recommendation for DCM v5.025Controlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysis

Recommendation for DCM v5.026Data Model

Contributor or CoordinatorContributorCreates/imports a new controlled document from a template or from an existing document or modifies an existing controlled document.Selects the lifecycle if there is more than 1 lifecycle. The appropriate document number and prefix is automatically populated if it was configured.

Populates attributes assigned per document or takes the default from the document class.

Creates a new Change Notice and attaches the new or modfied document(s). Optional step.

Routes the document or CN for review or approval. Selects a WF, if not assigned.

Reviewer / ApproverThe workflow ACLs are adjusted based on the workflow profileNotification is sent to the appropriate users assigned to the document

Assigns status to EffectiveAssigns the Effective ACL to all documentsCloses the CN if one existSends documents TBR

Process:DCM System

Distribution ADistribution B

Notified via e-mailViews the documents via Acrobat readerReplies to TBR notification by entering password Print a hard copy

Recommendation for DCM v5.027Data Model (contd)Understanding DCM documents, CNs, and CRs

Application, ,

Document Class

,

DocumentCN Picklist valuesWorkflowLifecycleDefault valuesBusiness rulesCR Picklist valuesWorkflowLifecycleDefault valuesBusiness rulesDoc Types Picklist valuesWorkflowLifecycleDefault valuesBusiness rules

ApplicationDoc TypeLifecycle (subclass)Doc Types ManagerCRAuto review workflowAuto review periodAuto review daysDoc Types ManagerAuto review periodAuto review days

Recommendation for DCM v5.028Data Model (contd)DCM Object Model:

dm_document

SOP, Plant Drawing- ds_name- revision- effect_start- effect_end- next_review*- creator- doc_state- doc_mode - effect_now- doc_state_type- manager*- dist_name- ar_start*- ar_review_period*- discipline- plant_section- system_level

- r_object_type- subclass- area- operation

support_document

auto_assign- assigned_id- assign_name- ds_name- assign_type- objtype- subclass- area- operation

distribution- dist_name- user_group

- r_object_type

dm_router- r_object_type

wflow_profile- r_object_type

Object_Profile - ds_name- subclass- objtype- manager*- cr_wflow- ar_wflow*- ar_review_period*- ar_start*Features:Object_profile (a.k.a document class): groups document types based on manager, lifecycle, CR workflow, autoreview workflow, number of days to start the autoreview process, and the number of days until the next required review. These attributes will be used as default values to a DCM document.DCM controlled documents have the same object_profile attributes such as manager, ar_start, ar_review_period for document specific attributes. When a document or Change notice is routed for review or approval, DCM checks the document specific attributes, if the values are null, it checks the object_profile for default values.State_dist: groups distribution lists based on object type, lifecycle, and lifecycle state name.Auto_assign: groups distribution list, router, and workflow profile. This information is mapped against a DCM document through its subclass, area, operation, and object_type attributes.DCM uses the controlled documents creator attribute as the person to send email notifications on specific events.Autonumber: contains the prefix and number information for document assignment.

Change Notice- ds_name- reason_code- description- date_sent- date_due- effect_proposed- action- notes- creator

read_understood- randu_user- randu_date- randu_obj_id- randu_obj_name- randu_obj_version- randu_obj_title- randu_sent

autonumber- objtype- subclass- prefix- last_number- max_range- min_range

State_dist- objtype- subclass- state_name- dist_name

Recommendation for DCM v5.029Data Model (contd)Proposed WCM & DCM Object Model:

dm_document

SOP, Plant Drawing

- revision- effect_start- effect_end- next_review*- creator- dist_name- doc_state- doc_mode - effect_now- doc_state_type- manager*- ar_start*- ar_review_period*- r_object_type- subclass- area- operation- discipline- plant_section- system_level- r_object_id

support_document

dm_sysobject- a_has_relations- a_category- a_effective_label (R)- a_effective_date (R)- a_expiration_date (R)- a_effective_flag (R)- a_publish_formats (R)

auto_assign- assigned_id- assign_name- ds_name- assign_type- objtype- subclass- area- operation

distribution- dist_name- user_group

- r_object_type

dm_workflow- r_object_type

- r_creatpr_name

- group_name

- r_current_state

- r_component_label

- r_current_state (last state)

- r_current_state

- authors

autonumber- objtype- subclass- prefix

read_understood- randu_user- randu_date- randu_obj_name- randu_obj_version- randu_obj_id- randu_obj_title- randu_sent- last_number- max_range- min_range

CAS requires the following attributes:- appid- rentention_start- no_purgeCan we manage the relationship between document, distn, and WF in a different manner?

Can we eliminate required attributes? Can area and operation be added in sysobject?

Recommendation for DCM v5.030Data Model (contd)Proposed WCM & DCM Object Model:

dm_document

Change Notice- reason_code- description- date_sent- date_due- effect_proposed- action- notes- creator

dm_sysobject

- priority- lifecycle_states (R)- auto_ind

wcm_change_set

dm_folder

r_creator_name

description

Change Request- ds_name- reason_code- description- creator

CAS requires the following attributes in CR & CN:- appid- rentention_start- no_purgeCan CN and CR be children of wcm_change_set?

Is there a need to version CNs and CRs if childern of dm_document?CNs do not have to be versioned. However CRs require some form of version control

Recommendation for DCM v5.031Data Model (contd)Proposed WCM & DCM Object Model:- subclass- objtype- manager*- cr_wflow- ar_wflow*- ar_review_period*- ar_start*

dm_sysobject

wcm_config

- review_notif- wip_symbol- staging_symbol- approved_symbol- active_symbol- expired_symbol- valid_web_formats - default_channel- doc_lifecycle- default_page- expiration_increment- default_workflow- thumbnail_v_size- thumbnail_h_size- edition_cache- cps_host_addr- cps_node_name- cps_formats (R)- text_formats (R)- graphic_formats (R)- wd_version_ind- display_comments_ind- comments_req_ind- available_events (R)- start_page- allow_author_import- delay_publish_active

DCM_config (object_profile & ds_config)

- unique_nameCan object_profile and other configuration attributes be a child of wcm_config?

Recommendation for DCM v5.032Data Model (contd)Proposed WCM & DCM Object Model:

dm_document

SOP, Plant Drawing

- revision- effect_start- effect_end- next_review*- creator- dist_name- doc_state- doc_mode - effect_now- doc_state_type- manager*- ar_start*- ar_review_period*- r_object_type- subclass- area- operation- discipline- plant_section- system_level- r_object_id

support_document- subclass- objtype- manager*- cr_wflow- ar_wflow*- ar_review_period*- ar_start*

Change Notice- reason_code- description- date_sent- date_due- effect_proposed- action- notes- creator

dm_sysobject

wcm_user_pref

- checkout_dir- default_channel- display_pref- wip_cache_config- diff_cmd_str- diff_directory- intelligent_viewer- alt_formats- alt_format_viewers

wcm_config

- review_notif- wip_symbol- staging_symbol- approved_symbol- active_symbol- expired_symbol- valid_web_formats - default_channel- doc_lifecycle- default_page- expiration_increment- default_workflow- thumbnail_v_size- thumbnail_h_size- edition_cache- a_has_relations- a_category- a_effective_label (R)- a_effective_date (R)- a_expiration_date (R)- a_effective_flag (R)- a_publish_formats (R)- cps_host_addr- cps_node_name- cps_formats (R)- text_formats (R)- graphic_formats (R)- wd_version_ind- display_comments_ind- comments_req_ind- available_events (R)- start_page- allow_author_import- delay_publish_active

DCM_config (object_profile & ds_config)

auto_assign- assigned_id- assign_name- ds_name- assign_type- objtype- subclass- area- operation

distribution- dist_name- user_group

- r_object_type

dm_workflow- r_object_type

- r_creatpr_name

- group_name

- r_current_state

- r_component_label

- r_current_state (last state)

- r_current_state

- authors

- priority- lifecycle_states (R)- auto_ind

wcm_change_set

dm_folder

autonumber- objtype- subclass- prefix

read_understood- randu_user- randu_date- randu_obj_name- randu_obj_version- randu_obj_id- randu_obj_title- randu_sent- last_number- max_range- min_range

r_creatpr_name

description

Change Request- unique_name

Recommendation for DCM v5.033Data Model (contd)Separate WCM & DCM Object Models:

dm_sysobject

dm_folder

wcm_edition

dm_cabinet

wcm_user_pref

wcm_channel_fld

wcm_config

wcm_channel

wcm_edition_fld

wcm_change_set

wcm_favorites

wcm_category

wcm_supporting_doc_folder

dm_sysobject

dm_document

DCM_config

DCM_support_doc

DCM_auto_assign

dm_persistent

DCM_readunderstood

DCM_change_request

dm_folder

DCM_autonumber

DCM_change_notice

Recommendation for DCM v5.034Data Model (contd)Proposed combined WCM & DCM Object Model:

dm_sysobject

dm_folder

wcm_edition

dm_cabinet

wcm_user_pref

wcm_channel_fld

wcm_config

wcm_channel

wcm_edition_fld

wcm_change_set

wcm_favorites

wcm_category

wcm_supporting_doc_folder

dm_document

DCM_support_doc

DCM_change_notice

DCM_config

DCM_auto_assign

DCM_autonumber

DCM_readunderstood

DCM_change_request

Recommendation for DCM v5.035Data Model

Merging WCM and DCM object types simplifies the data model and utilizes common attributesConclusion

Recommendation for DCM v5.036Controlled Document LifecycleWorkflow ManagementAuthoring and Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysis

Recommendation for DCM v5.037DCM Application Administration

- obj_plant_section- obj_discipline- obj_system_level- obj_area- obj_operation- wflow_temp_path- wflow_inst_path- wflow_status- obj_status- cn_reason_code

- server_methods

- rfr_promote- one_ip

ds_config

ds_config

ds_config_base- cr_reason_code

ds_config_base- unique_name

- ip_cn_status- app_cn_status- rej_cn-status- ip_cn_owner- app_cn_owner- rej_cn_owner- ip_cn_acl- app_cn_acl- rej_cn_acl

ds_config

ds_config_base- obj_profile_types- cr_type- ip_cr_location- app_cr_location- rej_cr_location- ip_cr_status- app_cr_status- rej_cr_status- ip_cr_owner- app_cr_owner- rej_cr_owner- ip_cr_acl- app_cr_acl- rej_cr_acl- cn_type- ip_cn_location- ip_cn_status- app_cn_status- rej_cn_status

DCM:

Lifecycle information

DCM Configuration folder

Not needed

Data dictionary

Move to DCM_config

Lifecycle information

Recommendation for DCM v5.038DCM Application Administration

DCM Application Administration can be handled in the 4i environmentThere is a need for a lightweight Administration UI for Managers Conclusion

Recommendation for DCM v5.039Controlled Document LifecycleWorkflow ManagementAuthoring Routing CNs & CRsData ModelDCM Application AdministrationWCM and DCM Code ExtensionsAnalysis

Recommendation for DCM v5.040WCM & DCM Code ExtensionsDCM (new customizations)DCM Customizations in Workspace DCM Customizations in IC

WDK& IC2 DFC

DCM dm_procedures, dm_jobs, & dm_methods

Recommendation for DCM v5.041WCM & DCM Code Extensions (contd)

WP

WCM Extensionscom.documentum.wcmcom.documentum.wcm.xmlcom.documentum.wcm.zipcom.documentum.webclientcom.documentum.webclient.listitemcom.documentum.webclient.operationscom.documentum.webclient.viewscom.documentum.webclient.xmlcom.documentum.webclient.rightsite

DFCAnalysis of WCM DFC extension classes

Contains WebPublisher business logic. Contains methods to perform controlled operations such as how to checkout in WebPublisher.Contains methods to handle XML parsing basedon xcerces APIsContains the document compression methods.Contains WebPublisher UI methods .Contains WebPublishers link to Righsite methods .

View code

Recommendation for DCM v5.042WCM & DCM Code Extensions (contd)

WP

IC2

WDK

WCM Extensionscom.documentum.wcmcom.documentum.wcm.xmlcom.documentum.wcm.zipcom.documentum.webclientcom.documentum.webclient.listitemcom.documentum.webclient.operationscom.documentum.webclient.rightsitecom.documentum.webclient.viewscom.documentum.webclient.xml

DFC

Analysis of WCM DFC extension classes

WCM WP UI (jsp, html,xml, wcm classes)

Recommendation for DCM v5.043WCM & DCM Code Extensions (contd)Option#1: Combine WP and DCM data modelsSeparate WP and DCM DFC extensionsSeparate WP and DCM WDK UI extensionsPros: DCM will not be dependent on WPCon: More development workMore training & ramp time required Proposed WDK & DFC extensionsOption#2: Separate WP and DCM data modelsBuild separate DCM business logic as a DFC extension - com.documentum.DCMReuse WCMs DFC layer utilities - com.documentum.xml & com.documentum.zipShare UI framework for controlled documentsPros: Less development & less ramp timeCon: Interoperability issues may arise such as conflictsLarger data model overhead if both products are installedSimilar attributes will exist in both data models

Recommendation for DCM v5.044WCM & DCM Code Extensions (contd)Option#3: Combine WP and DCM data modelsBuild separate DCM business logic as a DFC extension Reuse WCMs DFC layer utilities Share UI framework for controlled documents Pros: Less development & less ramp timeInteroperability issues will my under control Lesser data model overhead if both products are installedCon: Controll object model enhancement for WP & CSS to avoid conflictsProposed WDK & DFC extensions

Recommendation for DCM v5.045WCM & DCM Code Extensions (contd)

WP

IC2

WDK

WCM Extensionscom.documentum.wcmcom.documentum.wcm.xmlcom.documentum.wcm.zip

DFC

DCM

WCM WP UI (jsp, html, xml, wcm classes)

DCM UI (jsp, html, xml, DCM classes)

Option#1: Combine WP and DCM data modelsSeparate WP and DCM DFC extensionsSeparate WP and DCM WDK UI extensions

com.documentum.DCMcom.documentum.DCM.xmlcom.documentum.DCM.zipDCM ExtensionsOption#1:

Recommendation for DCM v5.046WCM & DCM Code Extensions (contd)DCM and WP are based on distinct functionality with 4 levels of usage:

DCM Consumer (Viewers)View effective documentsSearch controlled documentsSubmit Change RequestGenerate ReportsTBR notification & signoff

DCM Contributor (Author)Create or import new controlled docs.Modify effective documentsReview and approval signoffSubmit documents for review/approvalCreate & submit Change Notices

DCM Coordinator (manager)Perform all Contributor functionsConfigure document typesConfigure promotion profilesConfigure workflow and distributionsChange status & promotion state WP AuthorCreate or import new controlled docs.Modify active documentsReview and approval signoffSubmit documents for review/approval

WP DeveloperPerform all Manager functionsConfigure foldersGenerate reportsSetup cabinets and foldersCreate & submit Change Sets

DCM AdministratorInstall and configureCreate document types & attributesCreate ACLsCreate Users and GroupsSetup cabinets and folders

WP AdministratorInstall & configureCreate document types & attributesCreate ACLsCreate Users and GroupsCreate lifecyclesCreate worfklows

WP ManagerPerform all Author functionsReview/audit workflow activitiesCommon UI Framework

Recommendation for DCM v5.047WCM & DCM Code Extensions (contd) DCM Distinct features

DCM Business Process

DCM Business Logic Code Extensions

TBR process

DCM read_understood object can be added to the WCM data modelCreate DCM DFC extension to manage TBRsCreate or integrate printing functionalityCreate a job to run TBR server method

Additional attributes in Change Notices such as reason_code, date_sent, date_due, effect_proposed, action, and note

DCM CN object can be added as a child to dm_documentCreate additional CN logic to DCM extensionorAdd attributes to wcm_change_set object and enhance CS business logic, if necessary

Object_profile (a.k.a document class) that groups document types based on manager, lifecycle, CR workflow, autoreview workflow, number of days to start the autoreview process, and the number of days until the next required review. These attributes will be used as default values to a DCM document.

Create a DCM_config object as a child of wcm_config objectCreate additional business logic classes or methods to handle default values

Annotations

Include necessary DocViewer integrations

Assigning controlled documents to 1 or more workflow and distribution objects

DCM auto_assign and distribution objects can be added to the WCM data modelAdditional business logic will be created to manage document association

CAS integration

Include necessary CAS integrations

Recommendation for DCM v5.048WCM & DCM Code Extensions (contd)

WP

IC2

WDK

WCM Extensionscom.documentum.wcmcom.documentum.wcm.xmlcom.documentum.wcm.zip

DFC

DCM

DCM Extensionscom.documentum.DCM

Option#2: Separate WP and DCM data modelsBuild separate DCM business logic as a DFC extensionReuse WCMs DFC layer utilities Share UI framework for controlled documents

WCM WP UI (jsp, html, xml, wcm classes)

DCM UI (jsp, html, xml, DCM classes)

Option#2:

Framework

Recommendation for DCM v5.049WCM & DCM Code Extensions (contd)

WP

WCM Extensionscom.documentum.wcmcom.documentum.wcm.xmlcom.documentum.wcm.zip

DFC

DCM

DCM Extensionscom.documentum.DCM

Option#3: Combine WP and DCM data modelsBuild separate DCM business logic as a DFC extensionReuse WCMs DFC layer utilities Share UI framework for controlled documents

Option#3:

IC2

WDK

WCM WP UI (jsp, html, xml, wcm classes)

DCM UI (jsp, html, xml, DCM classes)

Framework

Recommendation for DCM v5.050WCM and DCM Code Extensions

Build separate DCM business logic as a DFC extensionReuse WCMs DFC layer utilities Share UI framework for controlled documentsConclusion

Recommendation for DCM v5.051Controlled Document LifecycleUse 4i lifecyleWorkflow ManagementUse 4i workflowAuthoring and Routing CNs & CRsUse combination of 4i lifecycle and workflowData ModelMerge WCM and DCM data modelDCM Application AdministrationUse 4i lifecylce, data dictionary, and DCM_config to address this requirementWCM and DCM Code ExtensionsBuild separate DCM code extension, reuse WCM utility DFC extensions, and share UI frameworkDCM Recommendation

Recommendation for DCM v5.052

Next Steps

Recommendation for DCM v5.053

WebPublisherViper

UI Framework

WDK

Business Object Layer

WCM Extensions

DFC / xFiles

4i eContent ServerViper Extensions

IC2

Recommendation for DCM v5.0