Chapter 1 – Using Documaker Studio
Welcome to Documaker Studio, the application used for building source files for a
Documaker implementation. Documaker Studio is a multiple user forms
development system that promotes workgroup and team-based development
methodologies. Documaker Studio tackles the complex development process for
building and maintaining large electronic forms libraries. Documaker Studio is
designed for forms and business analysts who work to meet the requirements defined
by the compliance group, and those who create the dynamic document applications
provided to the production operations teams.
Studio lets multiple users work together in a library environment to construct
graphics, documents, and rules for data and forms assembly. Studio lets you check
in and check out the various resources you create so you don't have to worry about
overwriting another user's work. Studio also lets you control who has access to the
different tools within the product. Furthermore, Studio links user IDs to every
resource you create and can track who made each modification. As a system
administrator, you can even control who sets recipient copy counts, uses the scripting
language, and runs testing scenarios. We will look at these features in greater detail
throughout this guide.
There are many different ways to implement the Documaker Server system.
Documaker Server can operate on multiple platforms, with other Oracle Corporation
products, and with third-party applications. The simplest solution entails a policy
administration system supplying data on a company’s customers to a Documaker
system. The Documaker system incorporates these data elements into customized
form sets, which will eventually produce a customer document set. These document
sets include copies for other recipients, rendered in a variety of formats for different
delivery methods (printers, online content, fax).
Documaker Server can also change platforms and configuration settings as it moves
from a test phase to a production phase. The typical Documaker implementation
cycle includes the following:
• Building system resources
• Configuring the processing system
• Testing resources in a runtime environment
• Deploying the tested system in a production (live) environment
Documaker Studio assists in all of these stages of construction, from building
resources and the modification of configuration files, to the testing of form rules and
recipient printing options. Documaker Studio also has a deployment feature for
moving resources to another location for use in production.
Documaker creates and processes documents for a variety of businesses, including
insurance companies, utility companies, and financial companies. Throughout this guide
an insurance analogy is often used to provide examples. The documents may differ, but
the process of creating and processing the documents is similar.