adlib pdf enterprise documentum guide pdf enterprise version 6.0 | p.14 ... retrieval method the dfc...

Prepared by:

Adlib Software Product Management Team

Document Release Date:

July 10, 2017

Software Release Date:

July 10, 2017

Adlib PDF Enterprise Documentum Guide

6.0

Copyright ©2017 Adlib Software Inc. All rights reserved. Adlib PDF Enterprise version 6.0 | p.2

v6.0 | Documentum Connector Guide

00 | Table of Contents01 | About the Documentum Connector Guide ....................................................................................................................................................... 4

Notes................................................................................................................................................................................................................. 4

Terminology....................................................................................................................................................................................................... 4

Typographical Conventions................................................................................................................................................................................ 4

02 | Documentum Connector Installation................................................................................................................................................................ 6

Prerequisites ..................................................................................................................................................................................................... 6

Upgrading.......................................................................................................................................................................................................... 7

Installation Instructions ...................................................................................................................................................................................... 8

Uninstallation and Modification........................................................................................................................................................................... 9

Uninstallation....................................................................................................................................................................................................11

04 | Documentum Connector Rule Settings...........................................................................................................................................................13

System Settings................................................................................................................................................................................................13

05 | Using the Documentum Connector with Adlib PDF.........................................................................................................................................19

Common Procedures........................................................................................................................................................................................19

Behavior Rule Setting Procedures ....................................................................................................................................................................21

Performance Rule Setting Procedures ..............................................................................................................................................................37

Job Acceptance Rule Procedures .....................................................................................................................................................................39

General Procedures..........................................................................................................................................................................................47

06 | Manual System Configuration ........................................................................................................................................................................49

07 | Appendices....................................................................................................................................................................................................63

Appendix A: Frequently Asked Questions .........................................................................................................................................................63

Appendix B: Contact Adlib ................................................................................................................................................................................69



Audience Resources Support

The following guide is intended for use by: Adlib Employees Adlib Partners

The 6.0 suite of guides includes: Installation Guide User Guide Technical Reference Guide

Adlib Publishing Systems Inc.215 - 3228 South Service Rd.Burlington, OntarioCanada L7N 3H8Phone: 1-905-631-2875

www.adlibsoftware.com

LegalCopyright 2017 Adlib Publishing Systems Inc. ALL RIGHTS RESERVED.

This manual, as well as the software described in it, is furnished under license and may be used or copied only in accordance with the terms of such license. The content of this manual is furnished for informational use only, and is subject to change without notice. Adlib Software assumes no responsibility or liability for any errors or inaccuracies that may appear in this manual.

Except as permitted by the license, no part of this publication may be reproduced, stored in a retrieval system, or transmitt ed, in any form or by any means, electronic, mechanical, recording, or otherwise.

Any trademarks, trade names, service marks, brand names and logos in this manual, including Adlib, Adlib Software and Adlib PDF are the property of Adlib Software, its licensors and/or other third parties. All third party trademarks or registered trademarks are the property of their respective owners.

Portions of this product contain code from OmniPage Capture SDK (registered trademark of Nuance Communications Inc.), Glyph & Cog, LLC (Copyright 1996-2007), FreeImage, PDF technology powered by PDFNet SDK copyright © PDFTron™ Systems Inc., 2001-2015, and are distributed by Adlib Software under license. All rights reserved.



01 | About the Documentum Connector GuideAdlib PDF is the next generation of Adlib transformation technology. Its design offers a high degree of flexibility for developing systems that provide scalability and high availability. Adlib PDF can receive input from many types of applications, including EMC Documentum.

The Documentum Connector Guide provides a comprehensive list of the steps required to install, configure and use the Documentum Connectorwithin Adlib PDF.

NotesNotes, cautions and tips are offered throughout the guide and are quickly identified with the following icons:

Provides informational notes relevant to the content.

Provides important cautionary notes relevant to the content.

Provides helpful tips and shortcuts.

TerminologyDetailed descriptions of terminology applicable to the Adlib product can be found in the Adlib PDF Glossary.

Typographical ConventionsThe following typographical conventions are used throughout this guide:



Item Convention Examples

Adlib elements Teal, Title case The Folder Connector integrates with file folders

Menu options & titlesPush buttonsSettings

Bold Select Transformation Rules from the Settings menu.Click Save.Drag Active from the Settings toolbox.

Page elements and titlesWindow titles

Italics Navigate to the Edit tab on the Rule Set Editorpage.

Drag Active from the Settings toolbox to the work area.

Define attribute settings in the Edit Attributewindow.

Script Mono code ${Adlib.FolderConnector.InputFileExtension}

URLs Lowercase http://www.adlibsoftware.com/

User-defined element Enclosed in angle brackets C:\Adlib\<install folder>

http://www.adlibsoftware.com/



02 | Documentum Connector InstallationThe Documentum Connector enables Adlib PDF to receive and transform content from the EMC Documentum application, including all image output types that are supported by Adlib PDF.

Each Documentum Connector instance can monitor one or more Docbases, or multiple Connector instances can monitor the same Docbase for redundancy purposes. If desired, multiple instances of the Documentum Connector can be installed on the same machine.

Adlib Knowledge Base

Additional product information can also be found in the Knowledge Base on the Adlib Customer Portal. Visit www.adlibsoftware.com and click the Portal Login link at the top of the page to access the portal.

PrerequisitesThe following prerequisites must be available prior to the installation of the Documentum Connector.

Hardware Requirements

Component RequirementAdlib PDF See the Adlib PDF Installation Guide for System Requirements.

Documentum Connector Follow the hardware requirements for the version of EMC Documentum Foundation Classes (DFC) being utilized.

Processor SpeedMemory (RAM)Hard Disk Space

Minimum: The hardware required to run the Operating System on the machine.Recommended: Increased performance can be gained by launching multiple Documentum Connector threads through multiple CPUs.

www.adlibsoftware.com



Software Requirements

Component RequirementAdlib PDF Adlib PDF must be installed on the same network prior to the Documentum Connector

installation.

Please refer to the compatibility matrix in the Upgrading section of the Adlib PDF Installation Guide to determine which version(s) of the Connector are compatible with the installed version of Adlib PDF.

Operating System Windows and UNIX/Linux-based operating systems.Contact Adlib for more information related to your specific operating environment or for instructions on how to install the Documentum Connector in a UNIX/Linux environment.

Java Java 1.6 and 7.0

EMC Documentum Content Server v6.x and 7.0

All standard web-based applications (e.g. Webtop, Documentum Administrator, etc.)

EMC Documentum Foundation Classes DFC API v6.6 and 7.0Documentum Foundation Classes (DFC) must be installed and configured on the same serv er as the Documentum Connector(s). The DFC should match the version of the Content Server.

UpgradingChanges have been made in the Rendition Type Documentum Connector Job Acceptance Rule in Adlib PDF 5.2. This rule now matches Adlib PDF file types with Documentum file types. Any file type values that were configured in the Rendition Type Rule other than PDF in a previous Adlib PDF edition will not be upgraded automatically and must be re-entered manually after the upgrade.



Installation Instructions

To Install the Documentum Connector:

1. Create a new folder named Documentum Connector on a server with Adlib PDF and Documentum Foundation Classes installed and configured. Save the folder at C:\Program Files\AdlibNote: This folder must be in the same location as Adlib.config.

2. Extract the contents of the Documentum.zip folder to the Documentum Connector folder.

3. Within the Documentum Connector folder, click the Adlib.Connectors.Console.exe file. A Console window opens.

Figure 1 - Console Window

4. Click the Register button. The Adlib Component Registration Tool opens.



Figure 2 - Component Registration Tool Window

1. Enter the Adlib Management Console login password and click the Register button.

2. The message “Successfully Registered” will appear upon completion.

Uninstallation and ModificationIf there is a need to modify the location of the Documentum Connector after it has been registered, the component must first be unregistered and removed the Environment. These steps must also be performed before uninstalling the Connector.



To Unregister the Documentum Connector

If the Documentum Connector has been assigned to any Sources, it must first be removed before it can be unregistered from the Environment.

1. Stop the Process Manager if it is running.

2. To unassign the Connector from a Source:

3. Click the pencil icon in the Source to open it for editing. Click the X beside the Connector name and click Save. If desired, select Deletefrom the edit menu to delete the Source.

4. To unassign the Component from the Environment.

5. Drag the Component from the Environment’s work area to the Unassigned Components toolbox.

6. In the Unassigned Components toolbox, click the arrow beside the Component name.

7. Click Unregister. When prompted for confirmation, click OK.

Figure 3 - Unregister Component



UninstallationBefore uninstalling a Component, ensure that Process Manager Services hav e been stopped, and that the Component is no longer assigned to an Environment in the Adlib Management Console.

To Uninstall one or more Components:

1. On the Windows Start menu, select Control Panel, then Programs and Features. Select Adlib and click Change.

2. In the Adlib Setup Maintenance window, click Modify.

Figure 4 - Adlib Setup Maintenance Window



3. In the Select Features window, deselect the features to be removed from the system and click Next.

The checkboxes for the features that are currently installed will show as selected.

Figure 5 - Select Features Window

4. The Components selected to be removed will be listed in the Start Copying Files window. Click Next to proceed with the removal. The selected Components will be removed from Adlib PDF.

Manual System Configurations

After the installation of the Documentum Connector several manual system configurations must be performed in order to prepare Adlib PDF to accept content from Documentum. For a detailed list of these procedures, please see Manual System Configurations.



04 | Documentum Connector Rule SettingsThis chapter lists the fields and values of each of the Documentum Connector System Settings and Job Acceptance rules.

Field and Rule Setting descriptions can be viewed within the Management Console by clicking the right mouse button and selecting “What’s this?” when hovering over a field or Rule Setting name.

System Settings

Behavior

Documentum Connector Behavior settings.

Name DescriptionJob Folders Settings controlling the behavior of folders used during the processing of a job.

Work Once a job begins processing, it will be moved to the Work JobFolder. If ProcessingLocation is set to WorkFolder, Transformation Engines must have access to this folder.ValuesUser-definedDefault = \\<machinename>\Adlib\DocumentumConnector\Work

Job Files Settings that control the behavior of the files used and created throughout the processing of a job.

Processing Location Assigns where job files are to be processed.

Work Folder Provides the Transformation Engine a reference to the Work JobFolder to process jobs. A UNC location is required if the Transformation Engine is installed on a different server.



Server The job files are sent and received via the Job Management Service using MTOM.

TransferSegment Size

A job file will be sent in chunks to the server for optimization. This allows you to set the size of those file segments.

ValuesNumeric value in Bytes, Kilobytes, Megabytes or GigabytesDefault = 4096 Kilobytes

Input Input JobFile settings.Retrieval Method The DFC API method used to retrieve the source document from Documentum and put it in the Work

JobFolder.

ValuesGet File (Default) = Uses the GetFile method to retrieve the file. Recommended.Get Content = Uses the GetContent method to obtain a stream of the file. Note: This method is not recommended as it could cause memory issues.FileSystemDirect = Obtains the hidden local file location of the Documentum file. This method requires the Connector be on the Documentum Content Server and that proper permissions are set.

Output Settings to control how the output file is managed.Naming Sets the name of the output file when it gets sent to the repository after job completion.

ValuesUser-definedDefault = ${Adlib.Connectors.InputBaseFileName}

Handling How to handle the output file when putting it back into Documentum.

Add As Rendition Add the output file as a Documentum rendition of the original input document. If there is an existing rendition, this determines what to do with that before adding.

ValuesOverwriteExisting: Overwrite the existing rendition. (Default)



RemoveExisting: Before adding the new rendition, first remove the existing one.AddExisting: Adds an additional, numbered rendition to the list of existing renditions.

Dql Contains settings related to Documentum Query Language (DQL)

Job RequestWhere Clause

The DQL 'WHERE' clause to append when querying for new rendition requests in the Documentum dmi_queue_item table.

ValuesDefault = delete_flag = 0 AND event = 'rendition' AND task_state = ' ' AND (message LIKE 'rendition%') order by date_sent asc

Dmi Queue Item Names The name field filter of the dmi_queue_item table. This filter is used for all DQL statements.

If multiple names are defined, it will result in an 'OR' statement for this field.

Note: This will automatically get prepended in the JobRequestWhereClause, so a name filter is not allowed there.

Value The Dmi Queue Name value.

ValuesDefault = dm_autorender_win31

Job Metadata This is the list of metadata names to extract from Documentum for each job.

The Documentum Connector will attempt to find these names in Documentum and apply the values.

This metadata list will be sent to the Job Management Service and used in Job Acceptance and Transformation Rules.

Job Metadata Name The metadata name.

ValuesUser-defined



Helper Applications

Collection of Helper Applications. Helper applications allow for the execution of external code during specific events in the processing of a job.

Name Descriptions

Helper Application Helper Applications allow for the execution of external code during specific events in the processing of a job.Class Name The name of the class, which inherits IHelperApplication, to be executed.

Values

User-definedContext The context is used to associate a piece of metadata with this helper application.

Values

User-defined

Execution Use this element to define exactly when to execute the helper application.

Local Log Settings

Log4j local log settings.

Name Description

Value For the general syntax of property-based configuration files see the documentation for org.apache.log4j.PropertyConfigurator.

Values

See the Documentum Connector LocalLogSetting within Adlib PDF for the full value.



Performance

Performance settings control how quickly jobs flow through the system.

Name DescriptionThread Pool Thread pool settings control the number of threads and their timeouts for job submission and retriev al.

Max Threads Controls the number of threads assigned to job submission and reception.

ValuesUser-defined numeric value.Default = 1

Idle Thread Timeout How long a thread will sit idle before disposing of itself.

ValuesUser-defined numeric value in Seconds, Minutes, Hours or Days.Default = 5 Seconds

Job Throughput Job throughput settings dictate the number of jobs to grab, as well as how often.

Max Items Per Interval The max number of jobs to acquire each interval.

ValuesUser-defined numeric value.Default = 1

Interval How often to check for jobs.

ValuesUser-defined numeric value in Seconds, Minutes, Hours or Days.Default = 5 Seconds



Source Configuration

List of source configurations for sources to which this connector is assigned.

This system setting is for information only and should not be modified.

Name DescriptionValue Source configuration

Format = ${sourcesconfiguration]

Job Acceptance Rules

Rendition Type

Rendition type mapping between Adlib output file types and Documentum file types.

Name DescriptionFormat Mapping A single format mapping.

File Format The Adlib-identified file format.

ValuesUser-defined



05 | Using the Documentum Connector with Adlib PDFWhen a user selects "Render to PDF" within Documentum, the ID of the document is sent to the queue, which is constantly polled by the Documentum Connector. When a document is detected, it is downloaded into the Documentum Connector work folder, processed by Adlib PDF, then transferred back into Documentum, attached as a rendition to the original document.

Virtual DocumentsMultiple documents can be merged into one output document by combining the files into a virtual document before the rendition request. All parent and child documents will be merged in the order outlined in the virtual document structure.

A Table of Contents for merged documents can be configured in Adlib PDF using the legacy Table of Contents Transformation Rule. Please contact Customer Support at Adlib for more information on how to enable this feature.

Output

Multiple output file types can be created from a single input file type by including multiple Rule Settings in an Instruction Set. PDF output files are generated for each input file by default. For more information on how to disable default PDF output, please see the Adlib PDF Technical Reference Guide.

Multiple Jpeg outputs can be created with the Convert To JPEG (Multiple Output) Rule Setting. This type of output can be used for thumbnails, storyboards and previews of renditions within Documentum (D2). This Rule Setting is hidden by default and must be made visible with a SQL script. For more information on this procedure, please see Creating Multiple JPEG Output.

Common ProceduresThe following section details various configuration changes that can be made to Documentum Connector rule settings in order to customize the performance of Adlib PDF to suit the individual needs of the user:



Environment System Settings

Behavior Setting

Custom File Names for Renditions Rendering Files with Unknown Formats or Blank Extensions File Transfer of Source Documents and Output using MTOM Creating Multiple JPEG Output Output Handling Processing Specific Jobs from Documentum Modify Docbase Queue Item Names Extracting Document Metadata for Use in Job Processing Rules

Performance Setting

Health and Maximum Performance of the System

Job Acceptance Rules

Rendition Type

Modifying the Documentum Rendition Format

User Defined Rule

Creating Custom Rendition Descriptions

General

Component-Friendly Names Docbase Failure



Behavior Rule Setting Procedures

Custom File Names for Renditions

The names of output files can be modified as required. The document input and output names for each job are displayed in the Documents columns of Job Status tab on the Monitoring page. For more information on the job logs and monitoring, please see the Adlib PDF User Guide.

To Modify an Output File Name:

1. Navigate to the Environment page and select Documentum Connector from the Configure menu.

2. Click the Edit tab in the Rule Set Editor.

3. Click the pencil icon to open the Component Settings.Behavior rule setting for editing.

Figure 6 - Click Pencil Icon for Editing

4. Expand the Job Files section and then expand Output.



5. Modify the syntax in the Naming field as required. For example, to add the label “ABC” to the output base file names for all output from this Connector, use the following syntax: ABC_${Adlib.Connectors.InputBaseFileName}

Figure 7 - Custom Output File Name

6. Click OK and Save the changes to the rule setting.

7. Navigate back to the Environment page and select Publish from the Edit menu.



Rendering Files with Unknown Formats or Blank Extensions

As long as the user running the System Manager and Transformation Engine has access to the File Repository, files with unknown formats or blank extensions will be rendered by default. However when using HTTP to retrieve files for System Manager and the Transformation Engine, IIS (Internet Information Services) must be configured to support all MIME types (for example,.msg files) that will be rendered with Adlib PDF.

File Transfer of Source Documents and Output using MTOM

Upon installation of the Documentum Connector the File Repository Process is set to UNC by default, but the direct transfer of files using MTOM (Message Transmission Optimization Mechanism) can be configured by setting a local path for the work folder and changing the default Processing Location.

To Set up File Transfer Using MTOM:

1. Navigate to the Environment page and select Documentum Connector from the Configure menu.


3. Click the pencil icon to open Component Settings.Behavior for editing.

4. Modify the path in the Job Folders/Work field to point to a local folder on the Documentum Connector server(s) where files will be temporarily stored before being transferred using MTOM. For example, specify “\\<machinename>\Adlib\DocumentumConnector\Work” to create a work folder named “Work” in the runtime directory of the desired machine.

5. Expand the Job Files section and then expand the Processing Location.

6. Select Server and adjust the default Transfer Segment Size if required.



Figure 8 - Documentum Settings for MTOM File Transfer



Creating Multiple JPEG Output

The Transformation Rule Setting needed to created multiple Jpeg output is hidden by default, but can be made visible by running the following SQL script:

update cfg_variable set is_hidden='N' where cfg_variable_id='AC855AF1-AB44-4EAD-8725-2C3403E1A213



Any Documentum Rendition Types set using this method will override those set in the Rendition Type setting in the Job Acceptance rules.'To use this Rule Setting to create thumbnails, story boards and previews within D2, copy the following SQL script into the Source tab of the ConvertToJPEG.PDF (MultipleOutput) setting:

<PdfMulti xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns="http://www.adlibsoftware.com">

<ConvertToJpeg.PDF>

<Size>

<LongDimension>200</LongDimension>

</Size>

<Pages>1</Pages>

<DocumentumPageModifier>large_jpeg_th</DocumentumPageModifier>

<DocumentumRenditionType>jpeg_th</DocumentumRenditionType>

</ConvertToJpeg.PDF>

<ConvertToJpeg.PDF>

<Size>


</Size>

<Pages>1</Pages>

<DocumentumPageModifier>large_preview</DocumentumPageModifier>

<DocumentumRenditionType>jpeg_preview</DocumentumRenditionType>


<ConvertToJpeg.PDF>

<Size>




</Size>

<DocumentumPageModifier>small_sb</DocumentumPageModifier>

<DocumentumRenditionType>jpeg_story</DocumentumRenditionType>


<ConvertToJpeg.PDF>

<Size>


</Size>

<DocumentumPageModifier>large_sb</DocumentumPageModifier>

<DocumentumRenditionType>jpeg_lres</DocumentumRenditionType>


</PdfMulti>



Figure 9 - Source Tab

Output Handling

By default, Adlib PDF will keep any existing renditions of a specific document and add subsequent, numbered renditions to the output location in Documentum (AddRendition). If the input and output files have the same name, a numeric page modifier will identify each rendition. If desired, users can create a rule which will apply a custom page modifier to specified output. For more information on this procedure, see Creating Custom Rendition Descriptions.



If desired, the user can choose to overwrite or delete an existing rendition before adding a newly processed file to Documentum by changing the Output Handling setting.

To Modify Output Handling in Documentum:

1. Navigate to the Environment page.

2. Select Documentum Connector from the Settings Menu.



5. Expand the Job Files section and then expand the Output section.

6. Expand Handling and select RemoveExisting or OverwriteExisting from the Add as Rendition drop-down list.



Figure 10 - Remove Existing Rendition



Processing Specific Jobs from Documentum

If desired, the user can modify the Job Request query in order to process specific file types from Documentum. For example, adding the phrase:



AND content_type=’crtext’

to the existing Job Request where clause:

delete_flag = 0 AND event = ‘rendition’ AND task_state = ‘ ‘ AND (message LIKE ‘rendition%’) AND content_type = ‘crtext’ order by date_sent asc

will cause the Documentum Connector to retrieve only text files for processing.

To Configure the Job Request to Process Specific Jobs from Documentum:


2. Select Documentum Connector from the Configure menu.



5. Expand the Dql section.

6. Modify the Job Request Where Clause as required.



Figure 11 - Modify Job Request Where Clause



Modify Docbase Queue Item Names

DMI Queue item name(s) can be added and/or modified to configure Adlib PDF to process jobs associated with specific names (i.e. the name field in the DMI_QUEUE_ITEM table.)

To Add or Change a DMI Queue Item Name:




2. Select Documentum Connector from the Settings menu.



5. Expand the Dql section and then expand the Dmi Queue Item Names section.

6. Modify the default Dmi Queue Item Name value as required and/or expand additional Dmi Queue Item Name sections and add additional Dmi Queue Item Names.

Figure 12 - Modify DMI Queue Item Name





Extracting Document Metadata for Use in Job Processing Rules

Specific document metadata (e.g. document author, template, status, etc.) can be passed in with the content from Documentum and used to create Job Acceptance and/or Transformation Rules within Adlib PDF. For more information on creating job processing rules, see the Adlib PDF User Guide.

How to Extract Metadata from Documentum Content:


2. Select Documentum Connector from the Configure Menu.



5. Expand the Job Metadata section.

6. Enter the Job Metadata Item in the Name field. Ensure that only metadata names specifically recognized by the Documentum application are used. Alternatively, to look up common Documentum metadata item names, click the Metadata button to access the Metadata Selector.

7. In the Metadata Selector window, expand Variables Submitted with Jobs, then expand DocumentumConnector. Select an item from the list and click Insert Selection.



Figure 13 - Metadata Selector Window



Figure 14 - Extracting Document Metadata

8. If the Metadata Selector was used, remove the ${ } delimiters that enclose the metadata name that appears in the Name field.



Figure 15 - Remove Delimiters from Metadata Item Name

The ${ } delimiters are required when using metadata names within Job Acceptance and Transformation Rules.



11. Create Job Acceptance and/or Transformation rules as required using the following syntax when specifying the name of the metadata item within the rule:



${a_expiration_date}

For more information on creating Job Acceptance and Transformation Rules see the Adlib PDF User Guide.

Performance Rule Setting Procedures

Health and Maximum Performance of the System

Both the number of Documentum Connector threads and the amount of time between job requests can be configured in order to control throttle job submission and completion in the Documentum Connector and optimize the performance of Adlib PDF. The optimal settings for each user will depend on a number of factors, including the capacity of the hardware and the number, size and frequency of jobs being processed.

To Configure the Documentum Connector Performance Settings:


2. Select Documentum Connector from the Configure Menu.


4. Expand the Component Settings category and drag the Performance setting to the work area if this rule setting has not already been implemented.



Figure 16 - Drag Performance Rule Setting to Work Area

5. Click the pencil icon to open the Component Settings.Performance rule setting for editing.

6. Figure 17 - Performance System Settings



7. Expand the Thread Pool and/or Job Throughput sections and adjust the defaults as required. For more information on each field, seePerformance.



Job Acceptance Rule Procedures

Modifying the Documentum Rendition File Format

By default, all renditions file types are mapped between Adlib PDF and Documentum file types, howev er these settings can be modified within an Instruction Set using the Rendition Type Job Acceptance rule. For example, since PDF input files cannot be returned to Documentum in a PDF rendition file format, a custom PDF format for these renditions (e.g. PDF2) can be created in Documentum and specified in a Rendition Type rule with a Rule Condition that applies only to PDF input files.

For more information on creating processing Rule Conditions and Settings, see the Adlib PDF Technical Reference Guide.

To Modify a Documentum Rendition Format

1. Click the Job Settings tab. Select Job Acceptance Rules from the Configure menu in the appropriate Instruction Set. The Rule Set Editor opens.

2. Click the Edit tab. in the Rule Set Editor.

3. Drag a Rule into the workspace and if necessary, create the Rule Conditions that apply to this Documentum format (e.g. Input file extension = PDF).

4. Expand the Documentum Connector category and drag the Rendition Type rule setting to the area labeled “Drag a Setting Here...”



Figure 18 - Drag Rule and Rule Setting

5. Click the pencil icon to open the rule setting for editing.

Figure 19 - Pencil Icon

6. Type the new Documentum file type in the appropriate Documentum format field. Ensure that the value is entered in lowercase and that it corresponds exactly to an existing format in Documentum.



Figure 20 - Rendition Type Rule Setting

7. If desired, additional file types can be mapped by expanding an empty Format Mapping section and specifying both the Adlib and Documentum file types.

8. Click OK in the rule setting and click Save in the Rule Set Editor.

9. Click the Job Settings tab to navigate back to the list of Instruction Sets.

10. Click the green caution icon to activate the changes.



Figure 21 - Publish Instruction Set

Creating Custom Rendition Descriptions

If desired, users can create a custom Job Acceptance rule that will apply a rendition description that will be displayed in Documentum with the output - similar to a numeric page modifier. The rule can be designed to apply to specific input based on the criteria specified in the Rule Condition, such as a file type, document metadata, etc. The rendition description will be implemented when the condition(s) have been satisfied.

To Create a Custom Rendition Description Rule:

1. Navigate to the appropriate Instruction Set and select Job Acceptance Rules from the Configure menu.



Figure 22 - Select Job Acceptance Rules

2. Click the Edit tab to enable the Rule Set Editor.

3. Expand the User Defined Rule Settings category, then click and drag the String Setting to the area marked “Drag a Rule here...”.

Figure 23 - Drag String Rule Setting



4. Click the pencil icon to open the Rule Condition (not the Rule Setting) for editing.

Figure 24 - Open Rule Condition for Editing

5. In the Edit Rule Condition window, give the rule a descriptive Name and optional Description.

6. Deselect Always Evaluate to True.

7. Enter the desired conditions for the page modifier to be implemented. For example, the Rule Condition could be based on a file type, content type, document metadata, etc. The Rule Setting (in this case, the custom page modifier) will be displayed with the output in Documentum when the condition has been satisfied.



Figure 25 - Edit Rule Condition Window

8. To add multiple conditions to the rule, select AND or OR in the Add Condition field, and click the Add button.

9. Click OK to save the Rule Condition.

10. Click the pencil icon to open the String_1 Rule Setting for editing.

11. Enter the following Attribute Name:

12. Adlib.Connectors.Documentum.PageModifier

13. Enter the desired Value. This is the rendition description that will appear in Documentum (eg. Attachment).



Figure 26 - Custom Page Modifier Setting

14. Click OK the Rule Setting.

15. Click Save in the Rule Set Editor.

16. Click the Job Settings tab to navigate back to the list of Instruction Sets. Click the green caution icon to publish the changes to the appropriate Instruction Set.

Figure 27 - Publish Instruction Set



17. In order for the custom rendition description (page modifier) to be displayed in Documentum, the Output Handling setting “Add Rendition” must be specified in the Documentum Connector Behavior system setting. This is the default setting for Output Handling. For more information on this setting, see Output Handling.

General Procedures

Component Friendly Names

Components can be assigned “friendly names” to assist the user in differentiating among multiple components installed on the same machine.

To Assign a Friendly Name to a Component:

1. Navigate to the Monitoring page and select the System Status tab.

2. Within the Component Name column, click twice on the name of the Component to be changed to enable it for editing.

3. Type the Friendly Name. Repeat as necessary to rename additional Components.

4. Click the Component Name column header to sort by the Component list by name.

Figure 28 - Assign Component Friendly Name



Docbase Failure

If a Docbase becomes faulted or goes offline Adlib PDF can be configured to alert the System Administrator and will continue to render documents with the available Docbases. See the Adlib PDF User Guide for more information on system alerts.



06 | Manual System ConfigurationAfter the installation of the Documentum Connector several manual system configurations must be performed in order to prepare Adlib PDF to accept content from Documentum.

Manual configurations include:

Assigning the Connector to the Environment Configuring the Source(s) Assigning the Documentum Source to an Instruction Set Configuring the Process Manager Starting the Documentum Connector

For more information on Adlib Components and System Settings, please refer to the Adlib PDF User Guide.

Assigning the Connector to the Environment

To Assign the Documentum Connector to the Environment:

1. Login to the Adlib Management Console using the credentials entered in the Management Console Login Window during installation.

2. Click the System Settings tab.



Figure 29 - System Settings Page

3. On the Environment page, drag the Documentum Connector into the Environment.



Figure 30 - Drag Documentum Connector into Environment

Configuring the Source(s)

In order for content to be sent to Adlib PDF from Documentum, at least one Documentum Connector Source must be configured and associated with a Connector. The configuration of a Documentum Source involves identifying the associated Docbase and User credentials and assigning the new Source to an Instruction Rule Set.

To Configure a Documentum Source:

1. Click the Sources button on the System Settings Page.

2. Drag a Documentum Source Type from the left pane to the area surrounded by a dotted line labelled “Drag a Source Type here...”



Figure 31 - Drag Documentum Source Type

3. In the Properties window, enter the Documentum Source Name and optional Description. Click Save.

Figure 32 - Documentum Source Properties Window



4. Select Edit from the Documentum Source Edit menu.

Figure 33 - Documentum Source Edit Menu

5. To assign a Connector to monitor the new Source, click the plus sign adjacent to Connectors: and select <DocumentumConnectorServer>.Documentum Connector from the drop-down list.

Figure 34 - Assign a Documentum Connector to a Documentum Source



6. Select the Docbase checkbox and enter the name of the Documentum Docbase from which the content will be submitted.

7. Click the User checkbox and enter the Username and Password of a Power user (at minimum) who has read/write permissions in the specified Docbase.

Figure 35 - Documentum Source Information

8. Click Save.

9. Navigate back to the Environment page and select Publish from the Environment Edit menu to activate the configuration changes.



Figure 36 - Changes to Environment

Assigning the Documentum Source to an Instruction Set

At least one Documentum Source must be assigned to an Instruction Set of rules before the Source can be used for content transformation.

To Assign a Documentum Source to an Instruction Set:1. Navigate to the Job Settings tab. The unassigned Sources are listed in the left pane.

2. Drag one or more Documentum Sources into an Instruction Set.



Figure 37 - Assign Documentum Source to an Instruction Set

3. If desired, create Job Acceptance and/or Transformation Rules within this Instruction Set.

For more information on creating Job Acceptance and Transformation Rules see the Adlib PDF User Guide.

Configuring the Process Manager

After the Documentum Connector has been installed and registered, the Process Manager must be configured to recognize the Documentum Connector. Once configured, the Process Manager service will launch the Documentum Connector automatically.

To Configure the Process Manager to Run the Documentum Connector:

1. Navigate to the System Settings page and select Process Manager from the Configure menu.



Figure 38 - Select Process Manager from Environment Configure Menu

2. Click the Edit tab to activate the Rule Set Editor.

3. Expand the Component Settings category under the left banner and drag the Documentum Connector Rule Setting to the area labeled “Drag a Rule here...”. You may need to scroll to the bottom of the list of Rule Settings to see this area in the Rule Set Editor.



Figure 39 - Drag Documentum Connector Rule Setting into Rule Set Editor

4. The Rule Condition and Setting will be added to the Process Manager rules.

5. Click the pencil icon to open the Documentum Connector Rule Setting for editing.

6. Enter the Adlib Service Account Username in the domain\username format. Click OK. Note: This field must match the Username format in the Component Settings/Common/User Rule in the Process Manager System Settings.



Figure 40 - Enter Username

7. Click Save in the Rule Set Editor.

8. Click the System Settings tab then click the green caution icon to publish the changes to the Environment.



Figure 41 - Publish Changes to Environment

Starting the Documentum Connector

Before using Adlib PDF the Documentum Connector for the first time, the Process Manager must be restarted order to initialize the component.

To Start the Documentum Connector:

1. Select Administrative Tools/Services from the Windows Start menu. Select the Adlib Process Manager Service, and click Restart the Service.



Figure 42 - Restart Process Manager Service

2. To view the status of any Adlib system Components, navigate to the Monitoring tab in the Management Console and click the System Status button. The status of each Component is displayed in the report. Ensure that all Components show a status of “Started” beforesubmitting content for transformation.



Figure 43 - System Status Page

For more information on using the Adlib Management Console see the Adlib PDF User Guide.



07 | Appendices

Appendix A: Frequently Asked Questions

OverviewThis section provides answers to common questions regarding the configuration and operation of Documentum Connector, including:

What are the task_state values Documentum Connector can update to dmi_queue_item tables? How are repeating values handled? For example: r_version_label[2]…

What are the task_state values Documentum Connector can update to dmi_queue_item tables?

The dmi_queue_item - Task_state field, can be updated with the following Job States:

Reset InProgress Received Rejected Successful Failed

The dmi_queue_item table is only updated, but Adlib does not remove any of the rows that represent on-going or completed jobs. That’s up to the Documentum agents, services or the Documentum Administrator.

The following query can give you more information about the items in the queue:

Select item_id, name, a_content_type, date_sent, delete_flag, task_state, task_subject from dmi_queue_item



How are repeating values handled? For example: r_version_label[2]...

Repeating values are treated as a single string. For example, if you set the Authors field (repeating values), which is a Repeating Value, as per the Documentum Sysobject manual:



And you set the values, as in this example: Authors is set to “Luis”, “Nelson” and “Alex”.



You can then use the “Authors” metadata field in a header:



Notice the Author values in the Header in the sample output below:



Appendix B: Contact Adlib

Online Phone Mail

Web Site: www.adlibsoftware.com/Sales: [email protected]: [email protected]

1-905-631-2875 or1-866-991-1704 (North America)Fax 1-905-639-3540

215-3228 South Service RoadBurlington, OntarioCanada L7N 3H8