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Web Content Management with Documentum

Book Description

"

Setup, Design, Develop, and Deploy Documentum Applications

  • Design and implement Documentum applications

  • Practical examples to help you get the most from Documentum

  • Tips and tricks to ease everyday working with the system

In Detail

One of the world leaders in Enterprise Content Management, the EMC Documentum family of applications helps you manage all types of content across multiple departments within a single repository. With the Web Content Management suite of applications, you can efficiently manage content and underlying processes for your Web properties, and ensures that they are responsive to business needs.

To fully realize the power of this system can seem daunting, but this book will help you achieve that. With easy to follow examples, this book will take you the simplest and most straightforward route to success. Along the way, you will learn insights that only a seasoned professional would know.

Packed with practical examples, you will get hands-on with the powerful features of Documentum to grow your skills and confidence. You will see tips and tricks to handle complexities of the system, and avoid the common errors that waste your time.

From installing and getting started with Documentum, you will see how to design and develop Documentum applications, before rounding off with deployment.

"

Table of Contents

  1. Web Content Management with Documentum
    1. Web Content Management with Documentum
    2. Credits
    3. About the Author
    4. Acknowledgements
    5. Preface
      1. What This Book Covers
      2. What You Need for This Book
      3. Conventions
      4. Reader Feedback
      5. Customer Support
        1. Errata
        2. Questions
    6. 1. Content and Documentum
      1. 1.1 Need for an Effective CMS
      2. 1.2 Qualities of a Good CMS
      3. 1.3 Why Documentum?
      4. 1.4 Documentum Features
      5. 1.5 Summary
    7. 2. Documentum Essentials
      1. 2.1 Documentum Cornerstone
      2. 2.2 Docbase
      3. 2.3 DocBroker
      4. 2.4 DocApp
      5. 2.5 Object Types
      6. 2.6 Attributes
        1. 2.6.1 Object ID (Object Identifier: r_object_id Attribute)
        2. 2.6.2 Attribute Types
      7. 2.7 DQL
      8. 2.8 API
      9. 2.9 Cabinets and Folders
      10. 2.10 Versioning
      11. 2.11 Lifecycles
      12. 2.12 Workflows
      13. 2.13 Summary
    8. 3. Documentum Advanced Concepts
      1. 3.1 DMCL
      2. 3.2 DFC
      3. 3.3 BOF
      4. 3.4 WDK
      5. 3.5 Web Publisher
      6. 3.6 ACL
      7. 3.7 Alias Set
      8. 3.8 Users and Groups
        1. 3.8.1 Users
        2. 3.8.2 Groups
      9. 3.9 Renditions
      10. 3.10 Registered Tables
      11. 3.11 Data Dictionary
      12. 3.12 Methods and Jobs
        1. 3.12.1 Methods
        2. 3.12.2 Jobs
      13. 3.13 Summary
    9. 4. Web Content Management System
      1. 4.1 When Should you Use a WCM System?
      2. 4.2 When Should you Not Use a WCM System?
      3. 4.3 Documentum WCM Architecture
      4. 4.4 How do you Enter Content in the System?
        1. 4.4.1 Web Publisher
      5. 4.5 Where and How is the Content Stored?
        1. 4.5.1 Content Server
      6. 4.6 How do you Perform System Administration?
        1. 4.6.1 Documentum Administrator
      7. 4.7 How do you Create Multiple Renditions of the Content?
        1. 4.7.1 Content Rendition Services
      8. 4.8 How do you Publish Content to a Website?
        1. 4.8.1 Site Caching Services
        2. 4.8.2 SCS Architecture
      9. 4.9 How do you Query the Published Content for Displaying on Websites?
        1. 4.9.1 Documentum JDBC Services
      10. 4.10 How do you Deploy Website Content to a Server Farm?
        1. 4.10.1 Site Deployment Services
      11. 4.11 Summary
    10. 5. Setting Up the Documentum Suite
      1. 5.1 Installing Content Server
        1. 5.1.2 Prerequisites
      2. 5.2 Installing Content Server 5.2.5
      3. 5.3 Installing Content Server 5.2.5 SP2
      4. 5.4 Summary
    11. 6. Creating Our First Docbase
      1. 6.1 Creating a Docbase
      2. 6.2 Installing Web Publisher Server Files and DocApp
        1. 6.2.1 What does Web Publisher Server Files Contain?
        2. 6.2.2 What does WebPublisher DocApp Contain?
      3. 6.3 Beginning Installation
      4. 6.4 Stopping and Starting Docbase and DocBroker
      5. 6.5 dmcl.ini
      6. 6.6 server.ini
      7. 6.7 Summary
    12. 7. Setting Up Publishing
      1. 7.1 SCS Source 5.2.5
        1. 7.1.1 Prerequisites
          1. 7.1.2 Installing SCS Source 5.2.5
          2. 7.1.3 Installing SCS Source 5.2.5 SP2
      2. 7.2 SCS Target 5.2.5
        1. 7.2.1 Prerequisites
        2. 7.2.2 Installing SCS Target 5.2.5
          1. 7.2.3 Installing SCS Target 5.2.5 SP2
      3. 7.3 Summary
    13. 8. Setting Up Documentum Application Builder
      1. 8.1 Documentum Application Builder
        1. 8.1.1 Prerequisites
      2. 8.2 Installing DAB 5.2.5 SP2
      3. 8.3 Summary
    14. 9. Setting Up Documentum Administrator and Web Publisher
      1. 9.1 Documentum Administrator
        1. 9.1.1 Prerequisites
        2. 9.1.2 Installing Documentum Administrator 5.2.5 SP2
      2. 9.2 Web Publisher
        1. 9.2.1 Prerequisites
        2. 9.2.2 Installing Web Publisher 5.2.5 SP2
      3. 9.3 Summary
    15. 10. Designing Documentum Applications
      1. 10.1 Case Study—Simple Newspaper Website
      2. 10.2 Beginning Documentum Design
      3. 10.3 Using Documentum Application Builder (DAB)
      4. 10.4 Creating Custom Objects in DocApp
      5. 10.5 Summary
    16. 11. Designing and Creating Custom Object Types
      1. 11.1 Creating Object Types
        1. 11.1.1 Type Names
        2. 11.1.2 Limitations of Object Type Names
        3. 11.1.3 Supertype
      2. 11.2 Designing and Creating Custom Attributes of Object Type(s)
      3. 11.3 Adding Attributes to an Object Type
        1. 11.3.1 Attribute Names
        2. 11.3.2 Limitations of Object Type Attribute Names
          1. 11.3.2.1 Label
          2. 11.3.2.2 Data Type
          3. 11.3.2.3 Length
          4. 11.3.2.4 Repeating
          5. 11.3.2.5 Default Search Value
          6. 11.3.2.6 Allowable Search Operators
          7. 11.3.2.7 Input Mask
          8. 11.3.2.8 Conditional Value Assistance
      4. 11.4 Querying Registered Tables using DQL for Value Assistance
      5. 11.5 $value() Keyword
      6. 11.6 Summary
    17. 12. Creating Lifecycles, Alias Sets, and Permission Sets
      1. 12.1 Alias Sets in a Lifecycle
      2. 12.2 Creating an Alias Set
      3. 12.3 Creating Permission Sets
      4. 12.4 Creating a Custom Lifecycle
      5. 12.5 Promoting and Demoting Content through a Lifecycle
      6. 12.5 Expiring Content
      7. 12.6 Summary
    18. 13. Working with Web Publisher Template Files
      1. 13.1 Creating a Template File
      2. 13.2 Summary
    19. 14. Creating Rules Files
      1. 14.1 Creating a Rules File
          1. 14.1.1 IMGALTTEXT Element
          2. 14.1.2 DATE Element
          3. 14.1.3 BODYTEXT Element
          4. 14.1.4 REPEATBLOCK Element
          5. 14.1.5 NEXTLINKNAME Element
          6. 14.1.6 NEXTLINKURL Element
      2. 14.2 Final Template in Web Publisher Editor
      3. 14.3 Miscellaneous Rules File Widgets
          1. 14.3.1 Choice Widget
          2. 14.3.2 Checkbox Widget
          3. 14.3.3 Textselector Widget
          4. 14.3.4 Xselector Widget
      4. 14.4 Summary
    20. 15. Creating Presentation Files
      1. 15.1 Creating a Presentation File
      2. 15.2 Viewing Content Renditions
      3. 15.3 Reapplying Presentation Files
      4. 15.4 Using XDQL in Stylesheets
      5. 15.5 XDQL Example in XSL Stylesheet
      6. 15.6 Create_Dynamic_Content Job
      7. 15.7 Summary
    21. 16. Folder Mapping
      1. 16.1 Anatomy of the FolderMap.xml File
      2. 16.2 Limitations of Folder Map
      3. 16.3 Folder Mapping Examples
        1. 16.3.1 Property Matching: Using Wildcard (*)
        2. 16.3.2 Property Matching: Using Multiple Properties in <attr_list>
        3. 16.3.3 Placing a Content File in Multiple Locations with <path_list>
        4. 16.3.4 Property Matching: Simple Repeating Attribute
        5. 16.3.5 Property Matching: Repeating Attribute Index
        6. 16.3.6 Dynamic Folder Mapping
        7. 16.3.7 Dynamic Folder Mapping with Repeating Attribute
      4. 16.4 Summary
    22. 17. Using Instruction Files
      1. 17.1 Limitations of Instruction Files
      2. 17.2 Instruction File Examples
        1. 17.2.1 Deleting an XML Element from an XML File with <delete-element>
        2. 17.2.2 Adding an XML Element to an XML File with <insert-element>
          1. 17.2.3 Updating the Value of an XML Element in an XML File with <update-element-value>
      3. 17.3 Summary
    23. 18. Automatic Property Extraction (APE)
      1. 18.1 How Automatic Property Extraction Works
      2. 18.2 Simple Example for Automatic Property Extraction
      3. 18.3 Testing our First XML Application
      4. 18.4 Populating Repeating Attributes using Automatic Property Extraction
      5. 18.5 Testing the Second XML Application
      6. 18.6 Using Two-Way Attribute Extraction
      7. 18.7 Testing the Two-Way Attribute Extraction XML Application:
      8. 18.8 Summary
    24. 19. Working with Workflows
      1. 19.1 Designing Custom Workflows
      2. 19.2 Setting Up a Custom Workflow Template
      3. 19.3 Creating a Custom Workflow Template
          1. 19.3.1 Performer Tab for Activities
          2. 19.3.2 Trigger Tab for Activities
          3. 19.3.3 Notification Tab for Activities
          4. 19.3.4 Transition Tab for Activities
      4. 19.4 Adding a Package to Connection Flows
      5. 19.5 Summary
    25. 20. Testing Custom Workflows
      1. 20.1 Creating Users for Workflow in Documentum
      2. 20.2 Submitting Content to the Custom Workflow
      3. 20.3 Summary
    26. 21. Publishing from Docbase Using SCS
      1. 21.1 Limitations of SCS
      2. 21.2 Publishing Types
      3. 21.3 Steps for Setting Up a Site Publishing Configuration
      4. 21.4 Testing and Publishing Using Site Publishing Configuration
      5. 21.5 Published Data
      6. 21.6 Unlocking Locked Publishing Operations
      7. 21.7 Monitoring the SCS Source Status
      8. 21.8 Summary
    27. 22. Web Viewing Content Files
      1. 22.1 Prerequisites
      2. 22.2 Setting Up and Using Web View
      3. 22.3 Testing Web View
      4. 22.4 Summary
    28. 23. Using DFC
      1. 23.1 Introduction to DFC
      2. 23.2 Environment Readiness
      3. 23.3 Simple Example Demonstrating DFC Usage
      4. 23.4 Creating and Linking a File in a Docbase Cabinet
      5. 23.5 Running Docbase Methods via DFC
      6. 23.6 Creating Users in Docbase with DFC
      7. 23.7 Summary
    29. 24. Configurations and Customizations Using WDK
      1. 24.1 WDK Directory Structure
      2. 24.2 WDK Application Elements
      3. 24.3 A Simple WDK Configuration Example
          1. 24.3.1 New Content Screen before Configuration Changes
          2. 24.3.2 Modified New Content Screen after Configuration Changes
      4. 24.4 A Simple WDK Customization Example
      5. 24.5 Summary
    30. 25. Documentum Deployment
      1. 25.1 DocApp Migration
      2. 25.2 Configuring DocApp Objects and Creating/Installing a DocApp Archive
      3. 25.3 Deployment of Web Publisher Code and Custom Scripts
      4. 25.4 Summary
    31. 26. Using DQL and API Commands
      1. 26.1 DQL
        1. 26.1.1 Uses of DQL
        2. 26.1.2 Command Tools
        3. 26.1.3 DQL Examples
          1. 26.1.3.1 Creating a Document Object
          2. 26.1.3.2 Updating Attributes of a Document Object
          3. 26.1.3.3 Appending a Value in a Repeating Attribute
          4. 26.1.3.4 Inserting a Value into a Repeating Attribute
          5. 26.1.3.5 Associating a Document Object with a Cabinet
          6. 26.1.3.6 Retrieving a Document Object from the Docbase
          7. 26.1.3.7 Deleting a Document Object from the Docbase
      2. 26.2 API
        1. 26.2.1 Command Tools
        2. 26.2.2 API Commands
        3. 26.2.3 Categorizing API Methods
        4. 26.2.4 API Method Examples
          1. 26.2.4.1 Creating a Document Object
          2. 26.2.4.2 Setting the Attributes of the Object
          3. 26.2.4.3 Associating a Content File with the Document Object
          4. 26.2.4.4 Associating a Document Object with a Cabinet
          5. 26.2.4.5 Saving the Document Object in the Docbase
          6. 26.2.4.6 Obtaining a Reference to the Document Object in Docbase
          7. 26.2.4.7 Setting Specific Attribute Information
          8. 26.2.4.8 Viewing all Attributes and Values for an Object
          9. 26.2.4.9 Deleting an Object from the Docbase
      3. 26.3 Summary
    32. A. Frequently Asked Questions and Answers
    33. B. New Features and Enhancements in Release 5.3
      1. B.1 Content Server Changes
      2. B.2 Object Types Changes
      3. B.3 API and DQL Changes
      4. B.4 DFC Changes
      5. B.5 BOF Changes
      6. B.6 Application Builder and Application Installer Changes
      7. B.7 WDK Changes
      8. B.8 Documentum Administrator Changes
      9. B.9 Web Publisher Changes