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Architecture and Products. Module Objectives. Define a Content Server Define a Docbroker Define DMCL and DFC Describe Documentum's architecture Define a Federation List various Documentum products. OS. RDBMS. Content Server. Docbase. +. File System Storage. File Storage System.
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Module Objectives • Define a Content Server • Define a Docbroker • Define DMCL and DFC • Describe Documentum's architecture • Define a Federation • List various Documentum products
OS RDBMS Content Server Docbase + File System Storage File Storage System What is a Content Server? Content Server Docbroker DFC, DMCL Architecture Federation Products Content Server is Documentum’s core server technology that • Stores content files, their indexes, and properties in a repository called a Docbase • Supports client/server and Web architectures • Controls access to the Docbase
Docbase Content Server Content Server and Docbase • One Content Server usually manages a single Docbase • For Load Balancing, more than one Content Server may access a Docbase
Content Server What is a Docbroker? • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products • A process on the server that provides connection information to client sessions • Determines which clients connect to a Content Server • Maintains a list of available servers and Docbases • Eliminates the need for Content Server names on every client Docbroker
Content Server Content Server Content Server Munich Docbroker Host1 Client A London Docbroker Host2 Client B Paris Docbrokers and Docbases • Docbrokers can hold connection information for multiple Docbases • A Docbase can register with multiple Docbrokers • Each client specifies a Docbroker in its dmcl.ini file
Content Server Content Server train52 3 Docbroker 2 1 sa52 training How Does a Client Find Docbases? • The client connects to the Docbroker and requests connection information for all currently available Docbases • The Docbroker downloads this information to the client. This information is stored in memory on the client • The client uses this information to find the requested Content Server and to connect to the requested Docbase
Content Server API What is DMCL? • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products • The DMCL (Documentum Client Library) manages the communication between the client and Content Server • The DMCL contains a library of API calls that are used by the client for execution on Content Server • All client requests to Content Server go through DMCL DMCL Client
Content Server What is DFC? • Stands for Documentum Foundation Classes • Provides an object-oriented interface to communicate with Content Server • Co-exists with the DMCL on the client and the Content Server • Contains the Documentum Business Objects Framework (DBOF) • Extends DFC letting you add custom functionality • Allows you to override existing functionality Client DFC DMCL DBOF DMCL DFC DBOF
1 2 3 Content Server File Storage Client / Server • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products Client Applications dmcl.ini 3 4 2 1 Docbroker 3 4 Docbase Operating System Relational Database
HTTP Server Application Server WDK Content Server Web Development Kit • Web Development Kit (WDK) • Is a set of Java classes and interfaces built on top of DFC • Uses • JavaScript • JSP • Enables Web application development utilizing Documentum content management functionality provided by • DFC with DBOF • Documentum JDBC services • XML • CSS Docbase
1 2 3 WDK HTTP Server Application Server Content Server dmcl.ini Web using WDK WDK-Powered Applications 1 4 2 3 4 2 2 3 Docbase
HTTP Server Application Server WDK Content Server Webtop Webtop • A WDK-powered application • Exposes Documentum content management functionality including: • Check-in • Check-out • Edit • Supports XML functionality • User interface supports • Two views: Classic and Streamline • Several themes such as “kaleidoscope” • Version • Permissions • Virtual documents Docbase
Solution: Docbase Federation Multi-Docbase Configurations • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products • A user in Milan needs access to Docbases in Milan, San Francisco, and Tokyo. • Challenges • Local sets of users, groups, and permission sets are created for each Docbase • Management of large numbers of users/groups is difficult “Independent” Docbases San Francisco Milan Tokyo
Federation Governing Docbase Corporate Member Docbases EuropeanSales AsianSales What is a Federation? A Docbase Federation • Is a group of cooperating Docbases • Facilitates the management of global users, groups, and permissions sets in a multi-Docbase configuration
Benefits of a Docbase Federation • A Docbase Federation allows • Management and synchronization of global users, global groups and global permissions sets • Users to have a single home cabinet and inbox • Easier management and maintenance of objects replicated from one Docbase to another • A global user in a Docbase federation can do the following • Access documents in all Docbases within the federation without having to reconnect • Route documents to other global users within the Federation • Assign global permissions to documents, providing access to other global users and groups
Test Your Knowledge • A Docbase stores _______ in a file storage system and properties in a _____. • A __________ is a group of cooperating Docbases. • A _________ maintains a list of available Docbases.
Create/Capture Manage Deliver Archive Web Publisher Content Aggregation Services Desktop Webtop InputAccel Capture for Documentum Content Server Documentum Administrator Web Site Manager Content Intelligence Services Inter-Enterprise Workflow Services Document Control Manager Content Authentication Services Media Services Digital Asset Manager eRoom GXPharma Site Delivery Services Content Rendition Services Print Control Services Content Distribution Services Records Manager Content Management Products • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products
Application Servers CRM E-mail Authoring Tools ERP Office applications such as Word, Excel, PowerPoint XML authoring tools such as XMetaL and Epic eWebEditPro Dreamweaver HomeSite Photoshop Quark SAP People Soft Siebel Lotus Notes Outlook ATG Dynamo BEA WebLogic IBM WebSphere Oracle 9i AS Portals Storage Systems BEA Plumtree mySAP Sun ONE Tibco Citrix EMC Centera Integrations • dd
Developer Tools Developer Tools Documentum DFC Business Objects Framework Web Development Kit Desktop Development Kit Portal Integration Kit Application Builder JDBC Services ODBC Services
Documentum Desktop • Appropriate content management functionality from Windows Explorer based on client capability • Seamless access to one or more Docbases • Centralized Inbox • Offline capabilities • Virtual document manager
Allows users to contribute content to a Docbase as well as manage it through familiar desktop applications Excel PowerPoint Word Content management commands are integrated with the application’s menus such as File and Insert Installed optionally with Documentum Desktop Office Integrations
Outlook Integration • Documentum Inbox tasks and notifications received in Outlook Inbox • Task Manager launched directly from Outlook • File, Insert, and Tools menu integration Each task is accompanied by • Instructions • Sent date • Sender’s name • Due date • Priority
Webtop • Appropriate content management functionality from a Web browser based on client capability • Seamless access to one or more Docbases • Centralized Inbox • Virtual document manager Streamline view Classic view
Content Rendition Services • Automate the conversion of documents into formats such as PDF and HTML and store the renditions in a Documentum repository alongside the original • Can be accessed via Documentum clients, in combination with workflow/lifecycle processes, or on pre-determined schedules for generating new renditions Corresponds to One or more Docbases Content Rendition ServicesOn a Dedicated PC request PDF I'm done ...
Documentum Application Builder • Provides tools to customize your Documentum installation • Allows you to create and modify various Docbase entities like object types, lifecycles and XML applications • Enables deployment of customizations
Documentum Administrator • Webtop-based centralized administration • Create and manage a federation of Docbases • Configure Docbases and manage sessions • Manage users, groups, and permissions sets • Manage jobs, methods, content storage and auditing
Web Publisher • Webtop-based application that provides a way to manage the creation, review, staging, and delivery of content for a Web site • Separates content and layout using XML to enable rapid site updates Incorporates advanced, multilingual management capabilities Integrates and manages rich media alongside traditional Web content
Digital Asset Manager • Developed to satisfy a need for a digital asset management tool with functionality not met by Documentum clients such as Web Publisher • Allows users working with images, audio and video to rely on keywords and other metadata, instead of folder structures to locate media
Media Services • Media Server is an extension of Content Server that provides • Content management capabilities for all rich-media files • An extensible framework to support new and evolving media formats • Media Server exposes advanced media capabilities including • Media transformations can be triggered through a workflow • When a rich media file is checked in, properties such as format and color mode are automatically extracted • Using Adobe Graphics Server, users can edit images without running original graphics programs
DocControl Manager • Manages controlled content such as SOPs and work instructions • Uses a Web-based interface to communicate with a Documentum repository • Automates business processes improving quality • Promotes compliance with • current Good Manufacturing Practices (cGMP) • OSHA regulations • ISO 9000 quality guidelines • 21CFR11 electronic record-keeping regulations of the FDA • Supports local language capabilities for global deployments
eRoom • A digital workplace allowing people to work together on content and processes • Enables distributed teams to • Accelerate development and delivery of products and services • Improve innovation, problem-solving, and decision-making • Optimize collaborative business processes
Records Manager • Manages retention and disposition of all records – physical and electronic • Content is secure, versioned and organized for easy review • Easy-to-use user interface • Centralized administration of enterprise-wide records Certified DoD 5015.2 solution, designed for compliance withUK-PRO, ISO and others Seamless integration with Outlook, Exchange Server, and SharePoint Portal Server
Accessibility • Content Server • Docbroker • DFC, DMCL • Architecture • Federation • Products • US Federal Government mandates Section 508 Compliance for software* • Section 1194.21 Software Applications and Operating Systems • Section 1194.22 Web-based internet information and applications • Accessibility Mode (selected upon login) features in Webtop include • Menus replaced with links along with descriptive text • All UI elements are tab enabled • All UI elements have ALT tags with name and description • Help is available in accessible HTML document.
Case Study: Overview • International Pharmaceutical Corporation • Develops over-the-counter drugs for common ailments • Every drug goes through a well-defined business process • A Release Specification document is produced providing information about the drug and its effects • This Release Specification goes through a review procedure due to the nature of the content and their prospective audience • This Release Specification once reviewed and approved, will be available to employees, and on the company Website to customers and other parties such as doctors
Case Study (1) • The Project Manager drafts the Release Specification document in Word and checks it into a Docbase using the File menu • Using clients such as Desktop and Webtop to manage content in the Docbase allows • Securing content using permissions • Providing version control • Providing search tools to find content • A PDF rendition of the Release Specification is created using Content Rendition Services so that users who may not have Word may be able to view the document and add annotations
Reviewer Project Manager Authoring Review Approve Case Study (2) • Managing content in the Docbase also allows automated control of content through the review process • The states in a lifecycle that is applied to the Release Specification • The activities in a workflow that carry out the work on the Release Specification in each lifecycle state Authoring Review Approval Project Manager
Case Study (3) • During the workflow, a user’s tasks appear in the Outlook Inbox automatically • The review workflow involves users managed centrally in Documentum Administrator and include • Global users in Milan and Tokyo • External users in partner organizations utilizing Inter-Enterprise Workflow Services • The approved Release Specification in the Docbase can be • Published to Web sites globally using Site Delivery Services • Archived using Records Manager to comply with regulations