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Chapter
2
Basic concepts of document
management
Documentmanagementoverview
Documentmanagementcontrolsbehaviorssuchas:
Usingtemplatestospecifyandstandardizedocumentcontentandtoexchange
attributesbysynchronizingproperties.
Renderingdatasetstoproduceoutputfilesindifferentformatsfromtheinput
files.
Displayingdocumentcontentandsupportingdocumentmarkup.
Printingdocumentswithsystemstamps,bannerpages,andwatermarks.
Generatingthumbnailimagesfromvariousgraphicinputformats.
DigitallysigningdatasetssuchasPDFfilesfromAdobeAcrobatandAdobe
Reader.
Usingstylesheetstoconfigurecreatedialogboxesandsummarydisplayfor
Documentobjectsintherichclientandthethinclient.
Whendocumentmanagementisfullyimplemented,thesebehaviorsaremanaged
duringspecifiedactions,suchascreate,checkin,checkout,revise,saveas(copy),
view/markup,andbatchprint,aswellaswithinthecontextofbroaderactivities
suchasworkflowinteractionandchangemanagement.
Documentmanagementbasics
Documentmanagementfunctionalityusesitemrevisiondefinitionconfiguration
(IRDC)objectstosimplifyuserinteractionswithinformation.Thisreducestheneed
tounderstandtheTeamcenterdatamodelandrelationshipmodel.
Basedonyourbusinessprocesses,IRDCobjectsdefinedintheTeamcenterBusiness
ModelerIDEapplicationletyouautomatedocumentcreation,renderingof
presentationformats,documentmarkup,documentbatchprinting,anddocument
availability.
PLM00185F
GettingStartedwithDocumentManagement
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Chapter2
Basicconceptsofdocumentmanagement
Note
DocumentmanagementfunctionalitycanbeconfiguredforanyTeamcenter
item,butsomeoralldocumentmanagementbehaviorsmaybeunavailable
atyoursite.
Forinformationaboutbasicitembehaviorinthethinclient,seetheThin
ClientInterfaceGuide.
Forinformationaboutbasicitembehaviorintherichclient,seetheMy
TeamcenterGuide.
ForinformationaboutworkingwithTeamcenterobjectsinTeamcenter
ClientforMicrosoftOffice(ClientforOffice),seetheClientforMicrosoft
OfficeGuide.
DocumentmanagementusesIRDCtospecifybehaviorsforDocumentitems,
DMTemplateitems,andDatasetitems.
AnIRDCobjectiscreatedbyanadministratororacustomizerusingtheBusiness
ModelerIDEapplication. Thisobjectletsyoustandardizedocumentbehavior
atspecifictimesinthelifecycleofthedocument.Documentbehaviorcanbe
managedforNew,CheckIn,CheckOut,Copy(SaveAs),Revise,View/Markup,
CancelCheck-Out,Sign,andCancelSigningactionsforadocument.
Managedbehaviorscanincludecreationandnamingofderivedvisualization
datasets,markuprules,andthecreationofspecifiedrelations.
Note
Documentmanagementbehaviorconfigurationisdesignedprimarilyfor
Documentitems,butanyofthebehaviorscanbeusedforanysubtype
oftheItemtype.
TheDocumentitemisanobjectyoucreateinTeamcenter. Indocument
management,thedocumentitemisassociatedwithoneormoretemplatesand
datasetitemsinamannerconfiguredtomeetyourbusinessrequirements.When
adocumentrevisionissenttoaworkflow,aderiveddatasetcanbecreatedand
attachedtothedocumentrevision.
Note
Whenyourenderanitem,youcreateaderiveddatasetfromasource
dataset.Therenderactionisinitiatedfromacheckinorfromaworkflow
task.Suchderiveddatasetsaretypicallyusedwhencontentmustbe
providedoutsidetheauthoringorganizationandtheabilitytomake
changestotheoriginalcontentmustberestricted.
Formoreinformationaboutrenderingitems,seeRenderingdocuments.
TheDMTemplateitemcanbecreatedbyanyuser.ATeamcenteradministrator
cancreateanIRDCtoassociateaDMTemplateitemwithaspecificitemtype
andspecificdatasettypes.
TheDatasetobjectrepresentsanactualdatafileontheoperatingsystemor
inTeamcenter. Datasetsaretypicallyauthoredcontentofsomesort,suchas
MicrosoftOfficefilesorCADdatafiles.
MarkupaccessfordocumentsiscontrolledbytheMarkupprivilege,assigned
byadministratorsinAccessManager.
2-2
GettingStartedwithDocumentManagement
PLM00185F
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Basicconceptsofdocumentmanagement
Note
Markupistypicallyusedforauthoringwithcontrollediterationinthe
contextofachangecontrolobject.
o
DocumentsusedinmarkuparetypicallyinAdobePDForMicrosoft
Wordformat. WhenMicrosoftWordformatisused,amarkup
summarycanbeextractedtoMicrosoftExcel.
o
MarkupindocumentmanagementisnotthesameasLifecycle
Visualizationmarkup,whichisusedformarkingupillustrations
andLifecycleVisualizationoutput.
o
ToperformmarkupinAdobeAcrobatorAdobeReader,ensurethe
documentspreferenceforPDF/AViewModeissettoNever.
YoucandigitallysignaPDFfilestoredasadatasetnamedreferencefilewith
AdobeAcrobatandAdobeReader.
Newstylesheetsletyouconfigurecreatedialogboxesandsummarydisplay
forDocumentobjects.
TheDigitalSignDatasetACLrulegrantstheowninguserandowninggroup
digitalsigningprivilegesforthedatasetobject.
Note
DigitalsigningissupportedonlyforPDFdatasetscreatedinTeamcenter
10.1orlater.
o
IntheAdobeReader,thePDFfilemusthaveEnableUsageRights
forDigitallySignenabled.
o
UseAdobeAcrobatorAdobeLiveCycleReaderExtensionstoenable
usagerightsforPDFfiles.
o
ToperformdigitalsigninginAdobeAcrobatorAdobeReader,ensure
thedocumentspreferenceforPDF/AViewModeissettoNever.
Forinformation,seeAccessprivilegesandpreferencesfordigitalsigning.
Caution
WhenyoucreatemarkupsorupdatemarkupsusingAdobeAcrobat
orAdobeReader,themarkupsmustbesavedinTeamcenteror
canceledbeforeyoubegintheSignactionforthePDFdatasetfile.
YoucanusecreatestylesheetsprovidedforDocumentobjectstocustomizethe
NewBusinessObjectwizardintherichclientandthinclienttostreamline
thedocumentcreationprocess.
TwouserinterfacedialogboxesaddedtotheNewBusinessObjectwizardsupport:
Attachingfilestoadatasetforanewobject.
Submittinganewobjecttoworkflow.
Additionalcapabilitiesprovidedbydocumentmanagementbatchprintinginclude
creatingconfigurationobjectstomanageprinterconfigurationandsystemstamp
configuration.Batchprintingletsyouselectworkspaceobjects,suchasitems,item
revisions,ordatasets,andprinttheassociateddocumentswithsystemstampsand
watermarks.
PLM00185F
GettingStartedwithDocumentManagement
2-3
C# PDF bookmark Library: add, remove, update PDF bookmarks in C#.
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Chapter2
Basicconceptsofdocumentmanagement
Asystemstampcanincludetheusername,thedateandtime,andotherspecified
businessitemattributes.Youcanalsodefineoptionaladditionaluserstamps,
whichcanbeappendedtothesystemstamp,toselectwhenprintingdocuments.
ThestampcontentandpositionisspecifiedinaMetaDataStamp(MDS)file.
Systemstampscanbeplacedonthefirstpageorallpagesoftheoutput.
Awatermarkisarecognizableimageorpatterninpaperthatappearsasvarious
shadesoflightnessordarknesswhenviewedbytransmittedlightorwhen
viewedbyreflectedlightagainstadarkbackground.Watermarkcharacteristics
arespecifiedintheMDSfile.
FormoreinformationaboutworkingwithMDSfiles,seetheApplication
AdministrationGuide.
Documentmanagementalsobenefitsfrom:
Theuseoffull-textsearchretrievalindexes.
Formoreinformationaboutworkingwithfull-textsearches,seetheRichClient
InterfaceGuide.
Theproductionofthumbnailgraphics.
Formoreinformationaboutworkingwiththumbnailgraphics,seeGenerating
thumbnailgraphics.
Documentmanagementexamples
Documentmanagementfunctionalityimplementationsrangefromminimalto
extensive.
Inaminimalimplementationofdocumentmanagement,userscreatesource
documentsusingtemplates.
Forexample,asitecanuseaMicrosoftOfficetemplatedocumentswithembedded
formsandmacrostostandardizeproductdocumentation.Eachtemplateisassociated
withaspecificdocumenttypethroughitemrevisiondefinitionconfiguration.
Documenttemplatesarecreatedassite-specificfilesforusebyapplicationssuch
asMicrosoftOffice,CADapplications,andotherprogramsthatgenerateother
proprietaryformats.Typicallythesefileshavesomeamountofformattedand
boilerplatecontentincludedasastartingpointforuserstocreateanewfile.
Site-specificTeamcenterdocumenttypes,itemrevisiondefinitionconfiguration
objects,andtoolobjectattributesarespecifiedintheBusinessModelerIDE.
Inanextensiveimplementationofdocumentmanagement:
Userscreatesourcedocumentsusingtemplatesforspecificdocumenttypes
basedonitemrevisiondefinitionconfiguration(IRDC)objects.
Documentsarerenderedfromsourceformatstopresentationformats.
o
DocumentrenderingusestranslationservicessupportedbyDispatcher
functionality.
o
RenderingisspecifiedbyIRDCanddispatcherserviceconfigurationsettings.
2-4
GettingStartedwithDocumentManagement
PLM00185F
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Basicconceptsofdocumentmanagement
o
Renderingcanbemenu-drivenandcanbeautomatedbasedoneventssuch
ascheckinorfromaworkflowtask.
o
RenderinginworkflowsissupportedbyworkflowhandlersandIRDCs.
DocumentsareretrievedbysearchingTeamcenter,includingtheuseinfull-text
searchindexescreatedbasedoninstallationoftheAutonomyIDOLserver.
Documentsundergomanagedreviewandmarkupwithinworkflows,basedon
Toolobjectattributes.
DocumentPDFdatasetfilescanbedigitallysigned.
Documentmanagementbatchprintingsupportsmultipledocumentselection,
watermarks,bannerpages,andsystemstamps.
ThumbnailsaregeneratedbasedonIRDCanddispatcherserviceconfiguration
settings. Likedocumentrendering,thumbnailgenerationusestranslation
Dispatcherfunctionality.
PLM00185F
GettingStartedwithDocumentManagement
2-5
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Chapter
3
Installing and configuring
document management
Installingandconfiguringdocumentmanagement ..................... 3-1
Documentmanagementprerequisites .............................. 3-1
Installingdocumentmanagementcomponents ....................... 3-3
Configuringfull-textsearch ..................................... 3-4
UsingtheBusinessModelerIDEtoconfiguredocumentmanagement ....... 3-4
Usingstylesheets ............................................ 3-5
Renderingdocuments ......................................... 3-6
Prerequisitesforrendering .................................. 3-6
Supportedinputandoutputfiletypes ........................... 3-8
Renderingthumbnailgraphics ................................... 3-9
Prerequisitesforthumbnailgeneration ..........................3-10
Configuringbatchprinting .....................................3-11
Batchprintingprerequisites .................................3-11
Creatingaprintconfiguration ................................3-12
Creatingasystemstampconfiguration ..........................3-12
Configurebannerpagesforbatchprinting........................3-12
UsingtheMDSfile ........................................3-13
Settingaccessprivilegesforbatchprinting .......................3-14
Fileformatsforbatchprinting ................................3-15
MarkupcapabilitiesinTeamcenter ...............................3-20
Configuringdocumentmarkup...................................3-21
Documentmarkupprerequisites ..............................3-21
Configureitemrevisiondefinitionconfiguration(IRDC)objects .........3-21
Creatingandmodifyingtoolobjects ............................3-21
Settingaccessprivilegesformarkups ...........................3-22
Accessprivilegesandpreferencesfordigitalsigning ...................3-23
ConfigurationpreferencesforapplicationlaunchfromMicrosoftOffice ...3-24
Importasampledocumentmanagementtemplatefile ..................3-25
PLM00185F
GettingStartedwithDocumentManagement
Chapter
3
Installing and configuring
document management
Installingandconfiguringdocumentmanagement
Documentmanagementfunctionalitydependsoncorrectinstallationand
configuration,aswellasthepresenceofprerequisitesoftware.
Forinformationaboutconfiguringdocumentmanagement,seetheApplication
AdministrationGuide
Documentmanagementprerequisites
Documentmanagementprerequisitesincludethefollowing:
Forcreatingdocumenttemplatedatafilesanddocumentdatafiles:
o
Appropriatedocumentfilesoftware,suchasMicrosoftWord,MicrosoftExcel,
oracomparableproduct.
o
DMTemplateandDocumenttypeitemsassociatedwithitemrevision
definitioncontrolobjects.
Forinformationaboutconfiguringdocumentmanagementtemplates,seethe
ApplicationAdministrationGuide.
Forrenderingdocuments,oneorbothofthefollowingmustbeinstalledand
configured:
o
Teamcenter10.1lifecyclevisualizationConvert,Ghostscriptversion8.64
(Asianfontversion)andMSOffice2007or2010.
o
AdobeLiveCyclePDFGeneratorESversion8.2.1orES2version9.0,
AdobeAcrobatProExtendedversion9.2(forinformation,seetheAdobe
LiveCycleES2documentation),andasourceformatauthoringapplication
(forexample,MSOffice:2003,XP,or2007).
o
TeamcenterRenderMgtTranslatortranslator,andPreviewService
translatorforTeamcenterlifecyclevisualizationConvertorPdfGenerator
translatorforAdobeLiveCyclePDFGenerator.
ForinformationaboutenablingtheRenderMgtTranslatortranslator,see
theDispatcherServerTranslatorsReferenceGuide.
Forbatchprinting:
PLM00185F
GettingStartedwithDocumentManagement
3-1
Chapter3
Installingandconfiguringdocumentmanagement
o
Teamcenter10.1lifecyclevisualizationPrint,Ghostscriptversion8.64
(Asianfontversion)
o
Teamcenterbatchprinttranslator
Forinformationaboutenablingthebatchprinttranslator,seethe
DispatcherServerTranslatorsReferenceGuide.
ForinformationaboutconfiguringUNIXprintersforbatchprinting,seethe
ApplicationAdministrationGuide.
Fordocumentmarkup:
o
OneormoremarkuptoolssuchasAdobeAcrobatandMicrosoftWord.
Note
TouseAdobeAcrobatformarkup,theTeamcenterAcrobat/Reader
pluginmustbeinstalledbytheTeamcenterEnvironmentManager
(TEM).
o
TeamcenterClientforMicrosoftOffice(ClientforOffice): Tosavethe
markupscreatedinMicrosoftWorddirectlytoTeamcenter.
Formoreinformation,seetheClientforMicrosoftOfficeGuide.
o
Commercialoff-the-shelf(COTS)TcViewMarkupApplicationPrefsite
preferencesetsthepreferredtoolasPDF_ToolandMSWord.Userscanset
thispreferencetosetthepreferredtool.
Note
Commercialoff-the-shelf(COTS)accesscontrollists(ACLs)donot
grantWorldView/Markupaccessprivilege.Usermaynotbeable
toperformmarkup(viewonlymode)ifthedatasetisnotownedby
theuserorgroup.
o
Commercialoff-the-shelf(COTS)TCDigitalSigningApplicationPrefsite
preferencesetsthepreferredtoolasPDF_TooltouseAdobeReaderforPDF
signing.Userscansetthispreferencetosetthepreferredtool.
Note
OnlyaToolnameforatoolthathastheDigitalSignatureCapable
optionselectedisvalid.
o
(Optional)DocumentrenderingforconvertingMicrosoftOfficefilestoPDF
format.
Forgeneratingthumbnailimages:
o
Teamcenter10.1lifecyclevisualizationConvert,Ghostscriptversion8.64
(Asianfontversion).
o
Teamcenterpreviewserviceandtherendermgttranslatortranslators.
Forinformationaboutverifyingthattranslatorsareconfiguredforrender
management,seetheDispatcherServerTranslatorsReferenceGuide.
Forfull-textsearch:
o
Autonomyfull-textsearchengineinstallation.
o
Full-textsearchpreferencesconfiguration.
3-2
GettingStartedwithDocumentManagement
PLM00185F
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