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By default, the component uses EMC Documentum Foundation Services (DFS) for connection to the
Documentum server, and the Server
value means the address of the web services on the Documentum
server side.
If the Use DFC
check box is selected, the component will use EMC Documentum Foundation Classes
(DFC) for connection to the Documentum server, and the Server
value means the address of the
Documentum Primary Connection Broker. By default, the Documentum Primary Connection Broker uses
port 1489, however you can specify another port number.
Docbase
- enter the name of the Documentum database where document content and metadata will be
stored. You can select a database by clicking
. It is mandatory to fill out this text box.
Note:
When you work with the Documentum server version 6.5 SP1, the list of docbases cannot be
displayed without authentication. To display the docbases list in this case, you should enter the
correct docbase name, user name and password.
User Name
- enter the user name that will be used to connect to the Docbase. The user has to be
registered in the Documentum server. It is mandatory to fill out this text box.
Password
- enter the password for the specified user name. It is mandatory to fill out this text box.
Domain
- if required, enter the NT Domain of the specified user name.
Path
- enter the location within the Docbase at which incoming documents will be stored. You can select
a folder by clicking the
button. If the folder path does not exist then it will be created dynamically
at runtime.
Note:
The component can create new folder path only if the user has such permissions on the server.
Run
- enter name of the workflow that will be started for routed documents. Click
to select a
workflow from available ones for the specified path. If the path is not specified, this dialog displays all
available workflow templates stored in the docbase.
Timeout
- specify upload timeout, in minutes. If any problems occur while uploading, or a very big file is
being uploaded, the component waits for this time for response from the server and when the timeout
expires, the component aborts uploading and rejects the document. It is recommended to increase
timeout value when sending big documents or when sending documents into the cabinets that already
contain a large amount of documents.
Pass through
- if this check box is selected, the component will pass documents to the next component
in the process. If a document fails to be routed, it is rejected regardless of the value of this option. This
check box is available only in the Documentum eConnector configuration dialog.
Document tab
Enter the document specific information on this tab. You can use RRT
in each text box of this tab.
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Type
- enter the document type of routed documents. This component supports the following
document types:
•
dm_document
•
dm_email_message
•
insurance_claim
The component also supports all the custom types whose parent type is one of those types. It is
mandatory to fill out this text box.
Format
- enter the format of routed documents. It is mandatory to fill out this text box.
Name
- enter the name of documents. It is mandatory to fill out this text box.
You can achieve flexibility in naming documents by using RRTs in this field. For example, to preserve the
original name of the document, enter the following combination: ~DFS::FileName~~DFS::FileExt~
Title
- enter the title of routed documents.
Subject
- enter the subject of documents.
Keywords
- enter comma-separated list of the keywords associated with documents. This is used mainly
for searching.
Authors
- enter comma-separated list of the authors of the document.
Permission set
- specify permission set associated with routed documents. Permission set is a named
Access Control List (ACL), i.e., set of permissions which users or groups can have for routed documents.
Each user or group can have basic permissions
and extended permissions
that are available on the
Documentum server. You can enter name of the permission set manually or click the
button, which
opens the Select Permission Set
dialog that allows you to select one of the available permission sets or
to configure a new permission set. When a permission set is not specified, routed documents will have a
default permission set, which is configured on the Documentum server. This default permission set may
be associated with a folder, user, or document type.
Select Permission Set
This dialog allows you to specify the permission set for a routed document. To specify a permission set,
select one of the displayed permission sets from the list and click OK
.
All permission sets in Documentum are either external or internal sets, depending on whether they are
created and managed externally by a user or internally by Content Server. External sets are created
explicitly by users. Typically, they are created using Documentum Administrator. In addition, every set of
permissions is either a public set or a private set. Public sets are sets that are available to use for anyone
in the repository , and the private sets that are available only to the users who create them.
The list in this dialog displays only the following permission sets:
•
New defined sets, which are by default external;
•
External public sets;
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•
External private sets of current user.
When a permission set is not specified, the routed document will have a default permission set, which is
configured on the Documentum server. This default permission set may be associated with a folder,
user, or document type.
New set
- click this button to specify a new permission set in the opened New Permission Set
dialog.
Properties
- select a permission set and click this button to view and/or modify the properties of the
selected permission set. This button opens the Permission Set Properties
dialog.
Note:
You can modify only the properties of a new permission set that was added using the New
Permission Set
dialog and has not been created on the server yet. If the selected permission set
already exists on the server, you cannot modify its properties.
Delete
- select a permission set and click this button to delete the selected permission set from the list.
This button is enabled only for new permission sets that have not been created on the server yet.
New Permission Set
This dialog allows you to create a custom permission set.
Name
- enter the name of a new permission set.
Permissions
- this box displays the list of users and groups with the permissions they have. The following
information is displayed for each user/group:
o
Name
- name of a user or a group that has permissions.
o
Type
- user or group.
o
Basic permissions
- the basic permissions
given to the user or the group.
o
Extended permissions
- comma-separated list of the extended permissions
given to the user or
the group.
Add
- click this button to add an item to the Permissions
list. This button opens the Set Access
Permissions
dialog.
Edit
- select an item in the Permissions
list and click this button to edit the selected item in the opened
Set Access Permissions
dialog.
Remove
- select an item in the Permissions
list and click this button to delete the selected item.
Note:
The Permissions
s
list contains two default users that should be present in each permission set:
•
dm_owner
with the default basic permissions Delete
and default extended permissions
Execute procedure
, Change location
•
dm_world
with the default basic permissions Read
d
and default extended permissions
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Execute procedure
, Change location
on
You can modify permissions of these users but you cannot remove these users from the list.
Permission Set Properties
This dialog allows you to view and/or modify properties of a selected permission set.
Note:
You can modify only the properties of a new permission set that has been added using the New
w
Permission Set
dialog and has not been created on the server yet. If the selected permission set
already exists on the server, you cannot modify its properties. In this case, the controls of this
dialog are disabled.
Name
- this text box displays the permission set name. This text box cannot be edited.
Permissions
- this box displays the list of users and groups with the permissions they have. The following
information is displayed for each user/group:
o
Name
- name of a user or a group that has permissions.
o
Type
- user or group.
o
Basic permissions
- the basic permissions
given to the user or the group.
o
Extended permissions
- comma-separated list of extended permissions
.
Add
- click this button to add an item to the Permissions
list. This button opens the Set Access
Permissions
dialog.
Edit
- select an item in the Permissions
list and click this button to edit the selected item in the opened
Set Access Permissions
dialog.
Remove
- select an item in the Permissions
list and click this button to delete the selected item.
Note:
The Permissions
s
list contains two default users that should be present in each permission set:
•
dm_owner
with the default basic permissions Delete
and default extended permissions
Execute procedure
, Change location
•
dm_world
with the default basic permissions Read
and default extended permissions
Execute procedure
, Change location
You can modify permissions of those users but you cannot remove these users from the list.
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Set Access Permissions
This dialog allows you to specify the permissions that will be given to a user or a group.
Accessor name
- enter the name of a user or a group or click the
button to select a user or a group
from the list of Documentum server users or groups.
Basic permissions
- select basic permissions that will be given to the specified user or group.
Extended permissions
- check one or several check boxes to select extended permissions that will be
given to the specified user or group.
The below tables describe the available basic and extended permissions.
Basic permissions
Permissions
Description
None
No access is permitted to the item.
Browse
User can view the item’s properties but not the item’s content.
Relate
User can add annotations to the item.
Read
User can view both the properties and content of the item.
Version
User can modify the item’s content and they can check in a new version of the item (with
a new version number). The user cannot overwrite an existing version or edit the item’s
properties.
Delete
User can delete items.
Write
User can edit item properties and check in the item as the same version.
Extended permissions
Permissions
Description
Execute Procedure User can change the owner of an item and can run external procedures on certain
n
item types.
Change Location
User can move the item.
Change State
User can change the item’s life cycle state.
Change
Permission
User can modify the item’s permissions.
Change
Ownership
User can change the owner of the item
Extended Delete
User can delete the item.
Change Folder
Links
User can link an item to a folder or unlink an item from a folder.
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Attributes tab
Use this tab to assign attributes to routed documents. This tab displays the attributes associated with a
docbase and a document type.
For docbase
- enter the docbase for which the component displays attributes in the Attribute list. The
default value of this text box is the Docbase defined on the General tab
. You can select a docbase from
the list by clicking
. The list displays values only if the component is able to establish connection
with the Documentum server and retrieve the information about existing docbases.
Note:
You can't use RRT
T
s in this field.
For type
- enter the document type for which the component displays attributes in the Attribute list. The
default value of this text box is the Type defined on the Document tab
. You can click the
button to
open the Select Type
dialog to select a document type from the list. The list of document types displays
values only if the component is able to establish connection with the Documentum server and retrieve
information about existing types.
Note:
You can't user RRTs
Ts
in this field.
Attribute list
This list displays the attributes(or properties) that will be assigned to routed documents. The following
information is displayed for each attribute:
o
Name
- attribute name
o
Type
- attribute type
o
Value
- attribute value
o
Docbase
- docbase membership
o
Document type
- document type
The component keeps all attributes received from the server and added by user in its configuration.
When the list of attributes is requested, the component tries to retrieve it from the server, if connection
can't be established, the list of attributes is taken from the configuration.
The list of attributes is filtered according to the values of For docbase
and For type
fields. If one of the
fields(or both) is empty, the list is not filtered according to it. The attributes that don't have docbase or
type are also included in the list and not affected by the specified values. If RRTs are used in For docbase
and For type
text boxes, the component regards them as empty values.
Add
- click this button to add a new attribute to the list. This button opens the Add Attribute
dialog.
Note:
When For docbase
e
or For type
e
is empty or defined via RRT
T
, the added attribute will have empty
Docbase
or Document type
value correspondingly.
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Edit
- select an attribute in the list and click this button to edit the selected attribute in the opened Edit
Attribute
dialog.
Remove
- select an attribute in the list and click this button to remove the selected attribute.
Note:
If some attribute value is set via RRT and is replaced by an empty value at runtime, it will be
silently ignored.
The values of attributes should be defined unambiguously. If two attributes with the same
names are used, it is recommended that they belong to different docbases and/or different
document types.
Add/Edit Attribute
This dialog allows you to add an attribute to the Attribute list or to edit settings of a selected attribute.
You can use RRT
in all settings of this dialog.
Name
- enter the attribute name.
Type
- enter the attribute type or select it from the drop-down list. The attribute types are described in
the following table:
Display name (English)
Internal name
Documentum type name
Format
Boolean
Boolean
Boolean
False or True
Double
Double
Double
123,45
ID
ID
ID
16 hex digit
Integer
Integer
Integer
Any integer
String
String
String
Any string
Time
Time
Time
10/31/2009
or
10/31/2009 12:34:56
The Type
combo-box allows selection of a type display name. However, the component stores internal
name in the configuration, since the display name can be translated into another language in a localized
version of the component.
Value
- enter the attribute value.
Note:
When specifying an attribute value, take into account the following:
•
For Time
type, the localized system format should be used.
•
For Numeric
type, a number can be represented with a simple record using ".
" or ",
"
character as a decimal point symbol according to the localized system format.
•
For ID
type, the correct values of the identifiers used in the Documentum server should
be used. If the entered value of the identifier is not allowed by the server, this value will
be changed to the value that the server considers to be correct. Therefore the assigned
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