226 manage rich media & other files in idd.docx) corporation mdm – manage rich media &...
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INFORMATICA CORPORATION
MDM – Manage Rich Media & other Files in IDD
User Guide
USER GUIDE
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Contents About............................................................................................................................................................. 4
Assumptions .................................................................................................................................................. 4
Application Usage ......................................................................................................................................... 5
A. File Upload ........................................................................................................................................ 5
B. File Viewer ......................................................................................................................................... 6
C. File Download ................................................................................................................................... 7
D. File Delete ......................................................................................................................................... 8
Known Limitations ........................................................................................................................................ 9
USER GUIDE
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DOCUMENT REVISION HISTORY:
VERSION NO DESCRIPTION AUTHOR REMARKS 1.0 Initial draft Jaimin Patel Initial version
USER GUIDE
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About
This external application enables an IDD application to upload, persist, download, view and delete any type of
File attachments. Application can be hosted on any Webserver/Appserver
Features:
A. Application is generic and can be embedded to any IDD application with configuration steps
mentioned in this document. The application is flexible and supports customization in some of
the areas.
B. Application supports all file types like images, Microsoft office family, PDFs, Media files etc.
C. The application uses Child Base Object to hold the Document details metadata of the uploaded
files and stores the files physically on the server location specified in an IDD configuration file.
Application dynamically determines type and size of the file and stores the details.
D. The application uses IDD callback feature to automatically refresh the screen after upload /
deletion of file to reflect the status.
E. Post upload user can add remarks to the document uploaded via IDD standard screen.
Assumptions
1) All configurations steps would be followed as per installation guide.
2) Sufficient Disk storage would be available to store the files on the server.
3) File names would be unique per Product or Person. Files will be overwritten if user uploads
same file name for same parent record.
4) The application will be accessed via supported browsers only. Callback feature is supported only
on specific browsers as mentioned in system requirements.
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Application Usage
A. File Upload
1) Log in to BDD application and define a search query to retrieve the existing record. Optionally
you can also create a new record.
2) Open the record and go to more actions menu. Click on the upload document link.
3) Browse the file and click the upload button. The document will appear in documents tab upon
successful upload. Note the screen will automatically refresh to show the new record under
document tab.
4) You can add remark to a document by editing the record. Other files should be non-editable.
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B. File Viewer
1) Open the record and go to the documents tab. Switch to the table view and right click on the
document record for which you want to view the document.
2) According to browser, your document will open either in a new browser or tab.
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C. File Download
1) Open the record and go to the documents tab. Switch to the table view and right click on the
document record for which you want to download the document.
2) Depending on browser, you will be prompted to save the file.
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D. File Delete
1) Open the record and go to the documents tab. Switch to the table view and right click on the
document record for which you want to delete the document.
2) Upload clicking delete link, user will be prompted to confirm the delete operation. Note that
the delete physically removes document from repository and marks record as deleted in
Documents base object.
3) Click ok to delete document and page will refresh to remove the entry from the document
tab. If you choose to cancel, prompt will go away and no action will be taken.
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Known Limitations
1) The option to create new Document record would be available by default as per standard IDD
configuration. Currently it cannot be disabled and user can insert a Document record without
really uploading file. This needs to be disabled via alternate configuration.
Define document _name as mandatory parameter and non-editable. This will ensure that user
cannot crate the record.
2) Delete option is available for users to delete any Document record. However this will delete
document only from the Document base object and physically it will be intact. If you need to
disable this operation, Please contact the IPS team.
3) If you upload the document with the same name for the same parent, it will be overwritten.
4) You cannot choose multiple files for any of this operation in the IDD screen.
5) You need to switch to table view in order to see the links. Form view does not have option for
right click.