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AdvancedDocumentTransformationServicesOverview
CapabilitiesofAdvancedDocument
TransformationServices
AdvancedDocumentTransformationServicescreatesthumbnail,storyboard,and
low-resolutionrenditionsforallsupportedsourceformats.Thefollowingtabledetails
thecapabilitiesofAdvancedDocumentTransformationServices.
Table2.SupportedcapabilitieswithAdvancedDocumentTransformationServices
Input
format
Creates
thumbnail*
Creates
storyboard*
Createslow-
resolution
rendition*
Writes
XMP to
content
Extracts
XMPfrom
content
AutoCAD
BPM
DOC,
DOCX
DOT,DOTX
EML
EPS
GIF
HTML
JPEG
MPP
MSG
PDF
POT,POTX
PPT,PPTX
PS
RTF
TIFF
TIFF(multi-
page)
TXT
VSD
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
21
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AdvancedDocumentTransformationServicesOverview
Input
format
Creates
thumbnail*
Creates
storyboard*
Createslow-
resolution
rendition*
Writes
XMP to
content
Extracts
XMPfrom
content
WPD
XLS,XLSX
XLT,XLTX
*Thumbnail,storyboard,andlow-resolutionrenditionsarenotavailableoutofthe
box.Someconfigurationisrequired.SeeChapter2,ConfiguringAdvancedDocument
TransformationServices.
Supportedtransformationsbysourceand
targetformats
Thesupportedtransformationsaredependentupontheinstallationofavarietyof
applicationsontheAdvancedDocumentTransformationServiceshost.Formore
information,seetheAdvancedDocumentTransformationServicesReleaseNotes.
Withtherequiredsupportingapplicationsinstalled,AdvancedDocument
TransformationServicescanperformthefollowingtransformations.
Table3.SupportedtransformationswithAdvancedDocumentTransformationServices
Sourceformats(input)
Targetformats(output)
BMP,EPS,GIF,JPG,TIFF(singleandmulti-page)
PDF,PDF/A
DOC,DOCX,DOT,DOTX
PDF,PDF/A,HTML
DWF,DWG,DXF
PDF,PDF/A
EML
TXT,PDF,PDF/A
EMCMF(EMCMail)
HTML,MSG,PDF
HTML
PDF,PDF/A
MPP
PDF,PDF/A
MSG
EMCMF,TXT,RTF,PDF,
PDF
PDF,HTML
POT,POTX,PPT,PPTX
PDF,PDF/A,PDF/X,HTML
VSD
PDF,PDF/A,PDF/X
22
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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AdvancedDocumentTransformationServicesOverview
Sourceformats(input)
Targetformats(output)
WPD
PDF,PDF/X,HTML
XLS,XLSX,XLT,XLTX
PDF,HTML
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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AdvancedDocumentTransformationServicesOverview
24
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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Chapter2
ConguringAdvancedDocument
TransformationServices
ThischaptercontainsinstructionsforconfiguringAdvancedDocumentTransformationServices.The
followingsectionsareincludedinthischapter:
• ConfiguringAdvancedDocumentTransformationServicesthroughDocumentumAdministrator,
page25
• AddingorremovingrepositoriesservicedbyAdvancedDocumentTransformationServices,
page27
• Migratingexistingprofiles,page28
• DefiningfileformatsandDOSextensions,page29
• CreatingPDFrenditionsandenablingthumbnailandstoryboardrenditionsonimport,page31
• ConfiguringInboxnotifications,page35
• RetainingA4papersizeforMSExcelfiles,page36
• SelectingInternetProtocolversion,page36
Conguring Advanced Document
TransformationServicesthroughDocumentum
Administrator
ManyconfigurationtasksforAdvancedDocumentTransformationServicescannow
bedonethroughtheCTSAdministrationcomponentofDocumentumAdministrator.
YoumusthaveaccesstoDocumentumAdministratorandtherepositoriestowhich
AdvancedDocumentTransformationServicesisconfigured.
TheCTSAdministrationcomponentappearsinDocumentumAdministratorifatleast
oneinstanceisinstalledandconfiguredonarepositorytowhichitisconnected.This
checkisdonethroughexecutingtheDQL/DFCcalltofindthepresenceofatleastone
cts_instance_infoobjectintherepository.
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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ConguringAdvancedDocumentTransformationServices
ThefollowingAdvancedDocumentTransformationServicesconfigurationtaskscanbe
performedthroughDocumentumAdministratorclient,intheCTSAdministrationnode:
• Changethesystemoperatoruser.Thesystemoperatoristhenameoftheuserwho
receivesmessagesfromaninstanceofAdvancedDocumentTransformationServices.
IfAdvancedDocumentTransformationServerfailstoprocessaparticularitem,it
queuesanevent(dm_mediaserver_error)totheInboxoftherepositoryuserwho
isdefinedastheAdvancedDocumentTransformationServersystemoperator
(sysOpUser).TheeventappearsasanerrormessageinthesysOpUser’sInbox.
• Changetheuserforrepositorylogin.
• Changethepollinginterval.Thepollingintervalistheamountoftimeinseconds
thattheinstancewillwaitbetweenpolls.
Whendocumentprocessing(transformation)isrequested,ContentServer
createsqueueitemsandappendsthemtothedm_mediaserverqueueor
dm_autorender_win31queue,dependingonthetypeofrequest. Advanced
DocumentTransformationServerusesaqueuepollingmechanismtolookforitems
inthequeuethatithastoprocess.WhenAdvancedDocumentTransformation
Serverfindsitemsinanyofthesequeues,itproceedswithprocessing.
• Changethelogginglevel.Thelogginglevelvaluecontrolshowmuchinformation
willberecordedintheCTSlogfiles,whichAdvancedDocumentTransformation
Servicesuses.Logfilescanbeusedtotroubleshootthesystem.
• Changethenotificationsetting.Thenotificationsettingcontrolswhethersuccess
notificationsshouldbesenttoeachindividualuserrequestingatransformation
throughaCTSproduct.
• Changethemaximumnumberofqueueitems.Thisvaluecontrolshowmanyitems
theAdvancedDocumentTransformationServicesinstanceaddsforprocessingeach
timeitpollsthequeue.
• Changethequeueitemexpiry.Thisvaluecontrolstheamountoftimeanitemwill
besittingonaqueuebeforebeingdeletedfromthequeue.
TheDocumentumAdministratorUserGuideprovidesmoreinformationaboutthese
configurationtasks.
StartingandstoppingtheCTSAdministrationAgent
InordertousetheContentTransformationServicesAdministrationcomponentin
DocumentumAdministrator,itisnecessarytohavetheCTSAdminAgentrunningon
theCTShostmachine.TheAdminAgentcanbecontrolledeitherfromtheWindows
Startmenuorbyrunningabatchfile.
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EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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ConguringAdvancedDocumentTransformationServices
Tostart/stoptheCTSAdminAgentthroughtheStartmenu:
1. LogintotheAdvancedDocumentTransformationServiceshost.
2. GototheWindowsServicesutilitylocatedatStart>Settings>ControlPanel>
AdministrativeTools>Services.
3. SelectDocumentumCTSAdminAgent.
4. TostarttheAdminAgent,clickStart.
TostoptheAdminAgent,clickStop.
Tostart/stoptheCTSAdminAgentbyrunningthebatchle:
1. LogintotheAdvancedDocumentTransformationServiceshost.
2. NavigatetoC:\ProgramFiles\Documentum\CTS\AdminAgent\bin.
3. TostarttheAdminAgent,runthestartup.batfile.
TostoptheAdminAgent,runtheshutdown.batfile.
AccessingthecongurationscreeninDocumentum
Administrator
YoucanperformthetasksoutlinedinConfiguringAdvancedDocumentTransformation
ServicesthroughDocumentumAdministrator,page25throughtheconfigurationscreen
inDocumentumAdministrator.EnsurethattheCTSAdminAgentisrunning.
Toaccessthecongurationscreen:
1. LogintoDocumentumAdministrator.
2. SelecttheContentTransformationServicesnodeunderAdministration.
3. SelecttheCTSinstanceyouwouldliketoconfigure.
4. SelectTools>ContentTransformationServices>Configure.
ConsulttheDocumentumAdministratorUserGuideforinformationaboutconfiguration
tasks.
Addingorremovingrepositoriesservicedby
AdvancedDocumentTransformationServices
Duringinstallation,AdvancedDocumentTransformationServicesisconfiguredto
communicatewithsingleormultiplerepositories.Youcanaddorremovearepository
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
27
ConguringAdvancedDocumentTransformationServices
byrunningtheAdvancedDocumentTransformationServicesConfigurator(accessible
throughtheWindowsmenuatStart>Programs>Documentum>ADTSConfiguration
Utility).ForinformationontheConfiguratorandhowtorunit,seetheAdvanced
DocumentTransformationServicesInstallationGuide.
Note:YoumusthaveSuperUserprivilegesforarepositoryinordertoaddorremove
supportforAdvancedDocumentTransformationServices.
Migratingexistingproles
ContentTransformationServicesmigratesexistingpredefinedandcustomprofileswith
minimalmodification,fromversion5.3ContentTransformationServicesproducts
onwardsuptoversion6.5,forbackwardcompatibility.
ContentTransformationServicesperformsthefollowingfunctionsduringtheinstallation
process:
• Createsareportsummaryregardingthechangesthataregoingtohappenbeforethe
actualmigrationprocessstarts.Thesummaryreportisloggedjustbeforetheprofile
migrationtoolrunsanddisplaystheresults.
• Migratesthecommandlinefiles,profiles,andsystemprofilestocomplywith
version6.5.
Note:
— LegacyprofilesthatwerecreatedusingversionsofContentTransformation
Servicesproductspriortoversion5.3mayexperienceproblemsduring
migration.Insuchcases,theprofilemigrationtoolmigratestheinformationthat
itcanandignoresanyadditionalinformation.Ifalloftheplug-inentriesused
inacustomprofilearenolongerinuse,andcannotbeupdated,theprofile
willbedeleted.
— Profilenamesthatexistedbeforemigrationarepreserved;however,ifmultiple
instancesofthesameprofilenameexist,theprofilesarerenamedunless
overriddenbycommandlineoptions.Ifaprofileisrenamedinthecurrent
version,ContentTransformationServiceswillupdatetheexistingprofilename.
— Iftheoriginalnameoftheprofileistoolongtobeappended,itisshortened
asnecessary.
Viewinglogleofmigratedproles
Youcanviewthelogfilegeneratedbytheprofilemigrationtool.Thislogfileshows
theprofilesthatwereprocessed,theirstatus,andthereasonwhyifanyprofileswere
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EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
ConguringAdvancedDocumentTransformationServices
notmigrated.ThedefaultlocationofthelogfileofmigratedprofilesisC:\Program
Files\Documentum\CTS\installedfolder\migration\logfile.
Themigrationlogfileshowstheresultofthemigrationprocess:
migration_log_2007_292_1192813617312.txt ->
Migration log;
Themigrationreportlogshowsacompletelistofallprofilesbeforetheyareupgraded:
migration_report_2007_292_1192813563921.txt ->
Report log
Dening le formats and DOS extensions
YoumustdefinefileformatsandDOSfileextensionpairsintherepositoryforall
sourcedocumenttypesthatyouwantAdvancedDocumentTransformationServicesto
recognize. Inaddition,iftheDOSfileextensiondiffersfromtheDocumentumformat
name,youmustupdatetheFormatMapperService.xmlconfigfile.
ToaddaleformatusingDocumentumAdministrator:
1. StartDocumentumAdministratorandconnecttotherepositorytowhichyouwant
toaddthenewfileformat.
2. UnderRepositoryManagement,clickFormats.
TheFormatspageappears.
3. ClickNew.
TheCreateNewFormatObjectpageappears.
4. Enterthegeneralattributesfortheformat,aslistedinTable4,page29.
Table4. Fileformatattributes
Field
Value
Name
Nameoftheformatobject.
Description
Descriptionoftheformat.
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
29
ConguringAdvancedDocumentTransformationServices
Field
Value
DefaultFileExtension
Examplesofvalidfileextensionsare:
• pptforPowerPoint
• xlsforExcel
• docforWord
• wpdorwpd5forWordPerfect
• emcmfforOutlook
COMClassID
ComponentObjectModel(COM)registryIDforthe
format.
MIMEType
TheMultimediaInternetMailExtension(MIME)
designationforthecontenttype.
WindowsApplication
Nameofanapplicationtolaunchwhenusersselect
adocumentintheformatrepresentedbytheformat
object.
IsHidden
Usedbyclientapplications.
MacintoshCreator*
InformationusedinternallyformanagingMacintosh
resourcefiles.
MacintoshType*
InformationusedinternallyformanagingMacintosh
resourcefiles.
*TheMacintoshCreatorandTypevaluesarenecessaryforuserstoaccessfilesin
thisformatfromMacintoshclients.
5. Iftheformatisindexable,definetheindexingoptions.
a. SelectCanBeIndexed.
b. Toindexwithafilter,clickIndexwithFilterandselectthefilterfromthelistbox.
Bydefault,allformatsinstalledwiththeContentServerusetheuniversalfilter.
c. Toindexwitharendition,selectIndexwithRenditionandselecttherendition
formatfromthelistbox.
6. ClickCreate.
Aconfirmationpageappears. Youcancreateanewtemplateforthisformatby
clickingCreateNewTemplateforthisFormat.
ThefollowingprocedureisrequiredonlyiftheDOSfileformatdiffersfromthe
DocumentumformatnameinContentServer.SeeTable5,page32foralistingofformat
namesusedinDocumentumsystems.
ToupdatetheFormatMapperServicecongle:
1. Navigateto%CTS_HOME%\config.
30
EMCDocumentumAdvancedDocumentTransformationServicesVersion6.5AdministrationGuide
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