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Appendix A: EMC Documentum xCP - Platform De5Cr1ptlon

Contents

А. Appendix: EMC Documentum XCP - PiatForm Description 2

A. 1» Key Characteristics of EMC Documentum XCP Platform 3

A.1.1 Advantages of ENC pocumentum xCP Platform 3

А.2. Components of EMC Documentum xCP P1atForm 4

А.2.1 5erver Components 4 А.2.1.1 Content 5erver 4 А.2.1.2 Process Engine 4 А.2.1.3 Process Integrator 5 А.2.1.4 Business Activity Monitor 6 А.2.1.5 Document Image 5ervices 7 А.Z.1.б Callaboration Services 8 А.2.1.7 Content Storage Services 8 А.2.1.8 Branch Оffice Caching Services 9

А.2.2 User Interface Cnmponents 14 А.2.2.1 TaskSpace 10 А.2.2.2 Daeja ViewaNE Pro 11

А.2.3 oesign and Administration Too1s 12 А.2.3.1 Process Bu+1rler 12 А.2.3.2 Forms Builder 14 А.2.3.3 Composer 15 А.2.3.4 Documentum Reporting Services 15 А.2.3.5 Process Reporting Services 17 А.2.3.6 Documentum Administrator 18

А.2.4 Interoperabifity and the aocumentum API Za А.2.4.1 aocumentum Foundation Services 20 А.2.4.2 Documentum Foundation Classes 21

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A. APPENDIx: EMC DOCUMENTUM XCP - PLATFORM DESCRIPTION

During the past few years, however, business process management (BPM) has emerged as a flexiЫe,

open so4ution for improving business operations. BPM is a discipline for understanding, orchestrating, and optimizing business processes. It makes extens+ve use of technology but is not closed and monolithic. It allows an organization to design and build custom solutions using standards-based components and integration adapters, web-based user interfaces, forms, and e-mai1. BPM works

within and across organizations, bridging functional boundaries while seamlessly coordinating people, information, and a variety of software applications.

To help enterprises optimize business processes and their operational effectiveness, EMC provides the EMC Documentum xCelerated Composition PiatForm (xCP) for building and depkoying BPM solutions that manage processes throughout their entire lifecycles. XCP is the evolution of Documentum Process

5uite, a mature BPM platForm with hundreds of successful deployments,

Whether applied across the enterprise, or limited to one line of business, BPM does not focus on a single, isolated process but rather on a network of interconnected processes. This concept of process networks is often called the "value chain" or "value network." Improving business operations requires analyzing the value network—the processes and their interdependencies, along with information that each produces and consumes . This analysis may lead to restructuring the processes or to introducing process automation. Even if a process retains manual elements, it can benefit from an automated "thread of controi" that orchestrates process activities and decisions. This serves to formalize standards and best practices, ensuring that all steps are completed accurately and timely, and that each step receives the resources it needs.

Although BPM is driven by the line of bus4ness (LOB), it requires the support and collaboration of the IT group. Business process management meets the operational needs of the LaB in many ways, including:

• Delivering efficiency by eliminating redundant and unnecessary manual activities

• Boosting business agility by enabling business analysts to design and revise processes without

requiring programming or systems integration expertise

• Reducing risk by standardizing how processes are perFormed, and signaling when processes are in danger of missing deadlines or overrunning costs

• Increasing visibility of performance metrics with real-time monitoring and ad hoc reports

• Facilitating compliance by enforcing rules-based automation, reusable best practices, and audit

trails

The return on investment from BPM initiatives can be significant—even initial BPM implementations have shown compelling results compared to point solutions and legacy applications. Gartner Inc. reports that companies can achieve productivity gains from 15 percent to 150 percent as a result of

automating human tasks and document workflows, along with some system leverage in process areas never addressed with earlier technologies.

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А.І. Key Characteristics of EMC Documentum xCP Platform

❑ocumentum кСР is a comprehensive set of software products that support the definition, execution, and monitoring of processes, involving both human work flow and system-based activities. 1n addition, xCP manages all the various types of information that support the needs of the process. XCP includes:

• A model-driven implementation environment that aliows BPM applications to be easily oorrfigured for rapid implementation, as opposed to requiring expensive and time-consuming custom software code to define new or modified functionality

• Persistent state management for long-running business processes

• Work queue and woric policy management for high-volume tasks, straight-through automated processing, and transactional processes

■ support for ad-hoc coliaborative processes

• Rich user-interaction features including collaboration, electronic forms, and con figurable, role- based work interFaces

■ A service-oriented integration framework that allows external applications, data sources, and people to participate in the business process

• Compreher+sive content and data management capabilities for information-rich processes

• Reporting, Proactive monitoring and management of business processes

AL 1 Advantages of EMC Documentum xCP Platform The Documentum xCelerated Composition Piatform delivers a complete, integrated platForm for

building and deploying solutions to analyze, orchestrate, and optimi2e the broadest range of enterprise processes involving people, systems, content, and data, xCP's comprehensive set of features include:

• End-to-end process lifecyde management from design and analysis through execution and monitoring, along with capabiiities to optimize process performance at each stage in the process lifecycle.

■ Process analysis and real-time performance monitoring that enable business managers to actively

understand, controi, and improve the processes that are critical to their business operations.

• A scalable process execution engine that can orchestrate processes combining human, systems,

and SОA-based integration activities for both high-volume transactional and complex, collaborative applications.

• Suppart for information-rich processes, including front-end input and capture of paper-based eontent; e-forms for data input and reuse; in-process management of both structured data and unstructured content; knowledge collaboration environments; and hack-end reeords management, archiving, and storage.

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А.7. Components of EMC Documentum xCP Platform

In the following paragraphs, we present in detail each of the building blocks of the EMC Documentum xCP pkatform comprising the recommended solution.

A,Z.1 Server Components

А.2.1.1 Content Serr►er

Oocumentum Content 5ever is the hea rt of the Oocumentum platform. It governs the Documentum content repository and enables a rich set of content management services for controliing both content and processes throughout distributed enterprises. Content 5erver ena bles organizations to store, manage, and deploy all types oF content, inciuding HTML and XML, graphics, multimedia, and other types of rich media, and traditional documents created with desktop applications.

Key Features

• A global, distributed reposito ry and open, standards-based architeckure for easy integration with other data and content sources

• Ability to comply with mandated regulations and good business practices

• Industrial-strength scalabiiity for handling terabytes of information and thousands 0 simultaneous users (even millions, in the case of Web content management )

• Business processing for collaboration on trusted content with teams outside the firewall and around the worid

• Robust security to prevent unauthorized access while a1lowing users to work remotely

■ Ability to store Gontent directly in the reposito ry using familiar desktop tools and then pu bl ish approved information to a number of channels dynamically

А.і1.2 Process Engine

The EMC Documentum Process Engine carries out the execution, monitoring, and management of business processes. It automatically evaluates business rules and assigns process tasks to the correct system, group, or individual at the appropriate time. Users interact with the Process Engine through a set of inteгfaces that control and provide context for tasks, work iists, escalations, and notifications.

The Process Engine executes and orchestrates each running instanr.e of a business process, evaluating business rules and policies, assigning tasks to the correct system, group, or individual at the appropriate time, and tracking process activities against designated deadiines. It uses conflgurable queue management policies to efflciently handle high volumes of incoming work and provides audit data that supports bus iness activity monitoring, process improvement, and compliance initiatives. Tight integration with pocumerrtum Content Server provides seamless access to services that efFectively manage ai1 types of content in support of business processes. It ena bles workers to access

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process-related information, protects sensitive documents against unauthorized aceess, and enforces content retention poiicies.

Key Features

■ Work gueue management — Manage high volumes of incoming workload efficiently through canfiguraЫe work management poiicies induding distribution, sharing, rework, suspend and auto- resume tasks, priority escaiation and aging, and monitoring of queue 1evels, thresho1ds, and aierts

• A1ias seč.s — Automatically select, deiegate, or extend an acbivity at process runtime to the appropriate performer

• Activity timer notiГrcation and escalation — send and receive noti fications automatically about activity initiation, deadlines, and completion status

■ Native suppart afXML as process data — Evaluate native XML for conditional expressions, convert it into weh service requests that integrate external business systems or process, and "chunk" it into muitipie objects routed in different woricfiows

• Audit data generation — Track business process and integration activity, inbound and outbound event messages, and content-reiated events that are indispensa ble for process tuning, business activity monitoring, and compliance

• Ј2ЕЕ architecture — ScaEe to tens of thousa nds of concurrent users and millions of process tasics, and configure for faiiover and redundanry

• Core piece of the ENC Documentum Business Process Management solution Execute busi ness processes that take fu11 advantage of rules engines, reporting tools, external processes and applications and content services such as XML eontent support, versioning, workflow, digital signatures, and access control of all objects, inciuding content and processes themselves

А.2.1.3 Process Integrator

Process Integrator reduces the cost of building and maintaining systems and application integrations through configuration versus programming. It leverages a standards-based, service-oriented architecture (SOA) to conl'igu re inbound and outbound message and data mapping, transformation, and correlation. This ena bles integration with enterprise applications, web services, enterprise service buses' data sources, and messaging systems, A comprehensive set of activities within Process 6uilder supports integrations with externai systems, which can trigger new processes, c4mplete activities, import and transact data, and enact actions in those systems. Graphical data mapping and transformation features enable non-programmers to easiiy exchange data between the Process 5uite and other systems to leverage existing investments and accelerate work processing.

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Process Integrator's standards-based connectors support protocols such as ЈМS, НТГР/S, КML/SĐAP, WSi7L, JDBC, sMTP, SjFTP, Java, and Fax. It enables participation with enterprise application integration frameworks suCh as IBM WebSphere MQ, TIBCO, BEA WebLogic Integration, WebMethods, and others via an event-action model for loosely coupled integration. For tighter coupling, adapters can be based on either a web services or )2ЕЕ Connection Architecture (JCA) standard.

А.2.1.4 Business Activity Monitor

Business Activi ty Monitor provides alerts, graphical dashboards, and business performance reports based on execution data from the Process Engine. The capabilities of Business Activity Monitor provide a real-time view of process performance, as we11 as status on individual in-tlight proeess instances.

Alerts are based on key perFormance indicators {КРI}, which are defined in Business Process Analyzer. When execution data shows that a КРI has gone outside a designated threshold, Business Activity Monitnr can send alerts via e-mai1, alerts are also provided within a graphical dashboard. In addition, alerts can be used to start/trigger a process or invoke a Web service to provide remediation for the alert condition.

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Figure 2: Business Activity Monitor Oashboard in a variety of display vptivns

Business Activi ty Monitor dashboards are a set of pre-defined portlet,s that can be combined and

oonFigured for each user within a portal framework. Dashboard portlets include:

• A1ert Partlet.• tists outstanding alerts of difFerent severity 1evels, with associated information such as date, status, and the entity on which the alert was generated

• Diagram Partlet• Displays a view of process model diagrams

• Report Portlet.• Shows designated repo rts

■ Instance Moпitor Portlet.• Provides a list of process instances

Business Activity Monitor provides a set of over 50 standard reports, along with the ability to create custom, user-defined regorts through its Report Builder component. The deflnition of execution data to

be monitored by Business Activity Monitor is configured in Business Process Analyxer.

A. 21.5 Oocument image 5ervices

oocument Image Services (aIS) provides support for image-oriented documents and is designed to support a range of third-parry viewers. 1)I5 provides image viewing features such as page serving and page modifications {f4r multi-page formats such as TIFF and PDF}, as weil as adding, viewing and editing annotat+ons.

ihe ❑ IS framework is designed so that a customer can use it to modify a web-based application to customize the viewing experierrce with supported viewer providers, such as the ofFered Daeja Viewane Pro or alternatively the freely availabie Acrobat Reader.

The nocument Image Services Framework extends the native Web Development Kit (WD1C) framework and does the following:

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• Wraps an image viewer into a WDK control and provides the infrastructure for the control as part of the WRK framework.

• A11ows a new image viewer to be added into a WOK application with minimal configuration and programming.

• Provides page-1eve1 retrieval capability for TIFF and PdF documents.

• A11ows a user to view and edit annotations as long as the viewer supports it.

А.2.1.б Collaboration 5ervices

Collaboration Services enhance the pocumentum platform with a rapidly deployed and rapidly adopted Web-based collaborative workspaces that enabEes distributed teams to work together to acce4erate and improve development and delivery of products and services, optimize collaborative business processes, and improve innovatinn, problem-solving, and decision-making. The collaborative workspace is flexiЬle and configurable, and can be adapted to support a wide range of business processes.

There are many activities and processes that require non-transactional steps and cannot be modeled easily with traditional BPM tools. Such activities might require real-time collaboration among

knowledge workers to provide expert anaiysis, diagпosis, or mediation. Integration with Collaborative 5ervices combines BPM with collaborative workspaces to enabie a seamless aukomation of structured and collaborative process activities.

Key Features

• F1exible, highly intuitive work environment

• Configurable approval process and polling /voting capabilities

• 5ite-wide search capabifities and search for content, members, and workpfaces

• 5erver-side "Му eRooms" with site-wide services and single sign-on authentication

• CustomizaЬle database and global rollups with task, project, program, and executive views

• Mu1ti-topic, muiti-threaded discussions and contextual version controi

• Team caiendars and project inbox

А.7.1.7 Content 5tarage 5ervices

A11ows users to define and automate the execution of content storage policies, enabling policy-based

information lifecycle management (I[.М) and providing the greatest flexibility in meeting enterprise needs. As opposed to plain hierarchical storage management (HEM) sofutions, Content storage

Services facifitates policy-based content storage based on all of the rich information and services

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provided by the E3ocumentum enterprise content management platform, not just basic file- and disk- 1eve1 information.

Key Features

• Eliminates rnanuaI, error-prone archival processes and reduces the risk of non-compliance and accidental deletion through policy-based automation

• Lowers the totai cost of ownership (TCO) of the enterprise storage infrastructure by ensuring that content +s appropriately balanced across devices — based on changing business accessibility, retention, and compliance requirements — throughout its lifecycle

• Provides detailed repo rting and audit trails that a11ow IT to more effectively charge back costs to the various business units

• aeFines and manages storage policies through the Content 5torage SerVices module of Documentum Admin'sstrator

• Executes storage poiicies from external systems in response to business events

• Works with a wide variety of storage devices from many vendors

А.2.1.8 Branch OfFice Caching 5ervices

The Branch Office Caching Services {BOCS} is a product that provides a content cache requiring simple installation and very light administration. еОСS provides significantly faster content viewing speeds for customers in geographically distributed environments by speeding up resolution of performance issues experienced in brand -i offices when they are caused by network late ncy.

data caching with Brancr ► Office Caching Services ena ble users to read and write to focal caches that are synchronized with the prima ry content reposito ry . The cache was designed to be located close to end users in branch offices; ofFices that typicaliy have limited infrastructure and no on-site administrator. Closer proximity to users generally results in faster content transfer, especiaily in high latency environments. The BOCE cache is updated based on usage and is aware of changes in the master repository. After the first person views a piece of content from the reposiko ry, a location detector wi11 update the BOCS cache closest to the viewing user. Multiple BOCS servers can be set up based on the geography of users.

Key Features

• Access to remote content.- Quiekiy access remote content that is delivered from the storage location closest to you.

• Content transfer.' Conveniently store content closer to users for faster eontent transfers, pa rticularEy in high-latency environments.

• SelТ-сontalned installation: Leverage Branch Office Caching Services without installing an additional EMC Documentum Content Server on the same machine.

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• Heterageneous environment support: Use existing hardware for local caches without purchasing specific machines to match Content 5erver.

■ Lightweight administratron: Streamline operations with centralized setup through EMC Docurnentum Administrator.

. scalable deployment.• Set up multiple Branch OfF'ice Caching 5ervices servers on demand to accommodate future growth.

• Usage updattes: Rely on a content cache that is updated based on usage and that responds to changes in the master repository.

• 5ynchronous/asynchronous u'rite: Push content written to a local cache back to the primary repository eittler in real time or as a scheduled batch job.

A. llser Interface Components

А.2.2.1 TaskSpace

TaskSpace provides access to rich process management functionality and content management services via a standard browser-based application. It is ideal for users participating in transactional activities such as invoice process+ng, loan origination, and daims processing who need to define, execute, monitor, and optimize business processes across organizations, systems, and applications. It delivers the navigational ease of a web interFace and simplifies content access from remote locations. TaskSpace also ena bles rapid development and deployment of task-speci fic user interfaces tailored to processing activities.

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Key Features

• Rapitl appllcation development and dep/oyinent: Heaps quickly build powerful and flexible user

interfaces for transastional business processes. Configurable and reusable components significantly reduce the time it takes to depioy new business applications, aceelerating time to value.

• A/I-in -one 5PM user interface: Combines process management, eontent management, forms management, and perFormance monitoring in a single user interface, provid'rng users with the context needed to quickly make the informed decisions.

■ Centralized administration: Provides the ability to maintain and manage a library of Task5pace

components, take some components offline, work on new components (without putting them online), and rename components. Tn addition, adrninistrators can add users, define roles for individuals, associate applications, apply security to documents and folders, and configure process integrations with other systems.

• High performaпce docurnent vfewing: Accelerates the viewing of farge files via inteiligent caching.

Users can view, annotate, and redact scanned documents and images in ]PEG, BMP, PdF, and other formats.

• Controlled access: Enables critical data and documents to be easily accessed to process

customers' requests. Powerful metadata search capabilities speed information retrievai.

• Ro1e бased appllcations.• 5upports the abiiity to quiddy tailor end-user experiences based on a user's ro1e, speeding adoption and increasing productivity.

• Interactive forms: Aocelerates business processes with HTML or high-fidelity e-forms (when combined with EMC Forms Builder ) to quickly capture application data, eliminating the need for paper and substantialiy reducing processing costs.

• Dynamlc process dash6oards: Provides users with a highly interactive, graphical view of real-time

and historical process perFormance (when combined with EMC Business Activiry Monitor) .

А.2.2.2 Daeja ViewONE Pro ViewONE Pro is a powerful in-browser viewer that requires no installation by the user (roll ,outs and updates are automatic) , and s i gnificantly extends a web browser's image handling. Users can zoom, f1ip, rotate, invert and add comments & other mark-ups to single & multi-page TIF, JPEG, BMP, GTF and PNG files, as we11 as ME Office and PDF documents.

ViewONE Pro is a major brealcthrough for web-based document management users due to its innovative Advanced Cache Manager (ACM). ViewONE Pro's ACM delivers Module-on- Demand functionality for ViewONE Pro users. Unliice other ]ava applets, ViewONE Pro is fuily extensible,

allowing you to add support for additiorlal formats, or add new functions and features as your needs

grow, sti11 without any user installation required. The ACM modularizes ViewONE Pro, separating the core applet from its additional modules, reducing initial user download wait times and frees the applet

from any restriction on the number of additional modules or functionality upgrades that can be added.

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Key Features

■ Zero admin image document viewing and manipulation

■ An Out-Of-The-Box soiution - ena ble browser-based viewing for all users in a matter of minutes

• Zoom, f1ip, invert, magnify, scroll, print, annotate, redaGt, highlight and sign, all within a web

browser

• Innovative Advanced CaGhe Manager (ACM)

• Supports as standard: ]PEG, ]PEG240 0 r multi-page TIFF, BMP, GIF, PNG and FileNet banded FAx Group III & uncompressed, plus PDF & QjVu via optional modules

• Completely scalable across workgroups, offices and countries

• Toolkit-style conf'rgurability: 500+ changeable parameters

• Automatic updates with no user intervention

■ Feature-rich with an intuitive Graphic User Interface (GUI )

• Thick client functionality from a ttlin client format

• Thumbnail/Index toggle option - to assist with navigating through large multi-page documents

A 2.3 Design and Administration Too1s

А.2.З.1 Process Builder

Process Builder minimixes time to deployment by ena bl ing non-programmers to easily build and coпfigure executa ble processes and their sophisticated logic. It provides a graphica l design

environment with predefined, customira ble modeling palettes and activity tempiates for defining process steps to be executed by the Process Engine. These palettes and templates ena ble the

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standardization and enforcement of any transaction process. They also make it easy to reuse tested procedures across multiple processes.

Process Builder ena bles designers to configure manual tasks, high-volume work queues, automated content management actions, and system integration logic through an easy-to-use graphical user interface. Standard process templates maximize producavity and standardization through reuse across multiple applications. Process Builder's layout and data design functions a11ow process monitoring data

to be con#igured for display through dashboards and reports. Bui1t-in graphical debugging helps designers test and validate process and integration logic. figure 5 shows a loan origination process modeled with Process Buifder.

Figure 5: Oesigning a simplified pro cess for loan originatian with Process Builder

Process Builder graphically defines multiple routfng types including conditional, branching, joining, parallel, and sequential,

Key Features

• oetail work activities and queues, user roles, task interFaces , and priorities

• Define rules that wi11 be used to automate and track activities, and streamline /manage process tlow

■ Model external events that link with, or afFect, process execution

• Configure explicit exception handling or "reverse" paths via drag-and-drop lines

■ Specify use of electronic forms inputs for any task

• Access a robust user model that supports standard directory services such as LOAP and allows praxies, roles, and dynamic selection of process participants

• Apply version controk for change management and process improvement

Appendix A: EN1C bocumentum XCP - Platform descriptioп Page 13

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А.2.З.2 Forms Builder

EMC Documentum Forms Builder, which is tightly integrated with Process Builder, ena bles process developers to design user interFace components which can be exposed within processes as either electronic forms or pocumentum TaskSpace client interfaces. Forms Builder allows for rapid design and deployment of interfaces that are used for workflow activities and task processing, as we11 as to capture, validate, and reuse data within a process. Forms Builder is W3C XForms standard-compliant and meets the declarative XML GUI spec+fication. Its WYSIWYG graphical design interFace streamlines the task of creating UI in multiple platform renderings that conform to the W3C XML schema data model.

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Forms Builder is context-aware, ensuring that applications present the appropriate UI based on user type, activity, and locale. For example ! in Forms Builder simulation mode, an insurance claim form could be tested under two scenarios: being filled out by a claimant and being reviewed by a customer service representative or claims adjustor. Just as easiiy, those scenarios could be simulated for forms in multiple languages. Forms Builder users can choose to capture data as XML! database records, or both simuitaneously , and data is automatically synchronixed with the process reposito ry .

Key Features

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■ Robust L1I controls and data field options including ta bІes, tabs, rich text, date fields, comment history, dynamic links, and content attachments

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■ PJAX-based (Asynchronous )avaScript and XML) controls for buiiding dynamic client interfaces

• External data source conriectors

• Initialiгation and validation adapters

• Conditional value and auto-calculation adapters

■ Event processors such as submit, save, reset, and more

А.2.3.3 Composer

Docurnentum Composer is an Eclipse-based integrated development environment (IDE ) which

provides a unified development platform for assembl ing, con figuring, and deploying EMC Documentum applications. By leveraging a standards-based IDE, developers inerease their productivity while reducing the cost of application development. Edipse ena bles an ecosystem of customers, partners and business analysts.

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L]ocumentum Composer supports a series of inechanisms for rapid application devefopmer]t. It includes a we11-deflned plug-in model for adding functionality to the application environment. As an Eclipse-based IDE, Composer integrates with the broad range of application resources (and their varied editors) available to developers within their enterprise computing environments. Composer

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enables multiple tools to share a common set of information resources. It provides an open environment, with we11 defined interFaces and extension points. As a result, appl+cat+on developers can

leverage their investments in pocumentum Foundation Services; they can easily develop web services

oriented applications that integrate content-related objecks with resources and services of external enterprise applications.

Key Features

• UniFed development: Empower contributors at eve ry point in the application lifecycle

• Multiple reposltory access: Enable rapid development of applications that access content

repositories throughout the enterprise

• Information sharing: Eliminate duplicate efforts and minimize errors by sharing the information

entered by any user and from any tool

• Eclipse community: Reduce learning time and effort by wor k ing on the de facto standard for ]ava

based tools with Composer

• P1ug-in models: 8ui1d your own plug-ins and incorporate plug-ins from the broader EMC Documentum community

• Dpen environment: Leverage weil-defined interfaces to extend development capabilities with

Composer

• User interface (lJl) flexibi/ity: Meet the needs of diverse contributors whi le maintaining project

consistency

• seivlces Catalog ~iewer.• Enable users to search, consume, develop, and pubEish web services within the intranet

А.г.3.4 Documentum Reporting 5ervices

Qocumentum Reporking Services (ĐRS) is a reporting solution that helps organizations access the Documenturn metadata and retrieve information in the form of reports. Using DRS, the administrators and business users can create new reports, view, run, and edit the out-of-the-box reports in the repository, and import existing reports into the repository. DRS supports report formats that can be created through Crystal Reports.

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Behind the scenes, DRS uses JDBC for connecting to a Documenturn repository to perform DQL quer3es or access the repository or metadata of the repository. The Documentum JDBC driver provides support for most standard JDBC APIs. DR5 can be integrated with Documentum TaskSpace , Documentum Administrator (DA), or any Wela Development Kit (WDK) web applir.ation for running or managing the reports. The WDK custom component invofces the DRS web application. In the DR5 web аррlication, Crystal runtime engine APTs use the DJDBC driver to run reports.

Reports can be designed on the reposito ry data using C rysta! Reports (CR ) Designer. The C rystal Reports Designer uses DJDBC and DFC to fetch the requested metadata for designing reports and

executing SQL queries for running reports.

А.2.3.5 Prvicess Reporting 5ervices

Process ReporGng services (PRS ) is a tool used for creating reports and alerts on monitored processes . Reporting itself extends beyond PRS and involves a few other BAN cnmponents, as displayed in the following figure. The backbone of any report or alert is a data source. A data source is

a query that runs against the BAN database (by way of the BAN server) and is defined with report

entities and fields. All BAN report entities and fields are stored in the repository and are made available to PRS through the BAN server. Queries can be run against execution tables or any of the

aggregation tables of the BAN database. Once data is returned to PRS, the report can either be

formatted as a simple F1ash-based chart, or made available to an external reporting engine for advanced formatting. PR5 requires that F1ash Player version 9 or higher be installed on the user machine.

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Alerks are also defined in PRS. Like reports, the backbone of an alert is its data source. ihere is one

fundamental difference, however. ihe results of an alert are monitored by an aiert engine to determine if any alert conditions have been triggered. If a problem presents itself, an email notification is generated.

Key Features

• Reports include pie ctrarts, bar charts, bar & iine charts, gauge reports and tabfe reports

• single drifl-down reports

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• Report filtering • Dynamic report filtering

• Auto-refreshing reports

• Report security that enabies users to access reports based on security settings and flEter

report results based on user, group or role permissions

А.2.З.б Documentum Administrator

EMC Documentum Administrator enables power users and systerri administrators to quickly depfoy new documentum environments and easily manage them vn an ongoing basis. With its web-based

interFace, this pocumentum administration application uses intuitive forms and navigation for

managing users, servers, jobs , distributed environments, and many more aspects of an enterprise

Content management environmentr

Documentutn Administration nodes — such as Basic Configuration, User Managernent, and Audit Management — can be mapped to administrative roles, so the right people have the tools they need to do their jobs.

Appendix A: ENC Documentum xCP - Platform Description Page 18

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Key Features

• Management tasks: Simplify tasks for managing formats and templates, fu11-text indexes, and more

• Federated managemeni:• Manage and administer all repositor3es, servers, users, and groups

regardless of their location across the enterprise

• Log and audit system events: Imprave reporting, analysis, and compliance support with Documentum Administrator's file access, deletions, and workflow capabilities

• .Secure standards support Set up Lightweight Directory Access Protocol (LpAP) and other security measures including access control and authentication

• Job management• Lower system administrative support with automated jobs that perform

administrative tasks or scheduled e vents

• Role-based administration: Configure Documentum Administrator to match your IT organization so administrators with different responsibilities encounter the appropriate experienee

• 5tandards-Lтased monitoring: Use the industry-standard JMX management infrastructure to

register and monitor system resources across each aocumentum repository

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A,Z.4 Intelroperability and the Documentum API

The pocurnentum platform includes the Enterprise Content Services (ECS), standards-based APIs, and an extensi ble set of the bus3ness objects for developing and deploying content applications.

Prograrnming lnterfaces

Figure 11: The Oocumentum Enterprise Content 5ervices API

EC.S encapsuiates the core c4ntent management functions of the f]ocumentum platForm as a set of discrete web services, and exposes these functions as business objects. ECS is designed to make content applications easier to develop and support. ECS promotes reuse and reduces the learning curve for developers. By coElecting commorr services into business-related objects, ECE is designed to provide greater agility for application developers to meet the demands of rapidly evolving business environments.

The Too1s group delivers the Đocumentum Foundation Services t17FSj as the initial set of ECS objects. DFS is a set of SĐA-compliant objects and services for developing content applications within a web services framework. Qocumentum Compliance 5ervices and Documentum Collaboration 5ervices are forthcoming sets of ECS objects to be delivered within the Docsamentum platform.

А.2.4.1 Documentum Foundation 5ervvices

Documentum Foundation Servioes (DF5) are arE SQA deveaopment framework and API. This framework replaces and significantiy enhances the previous web services framework. DFS delivers a set of out-of- the -ibox business objects and senrices, des igned from the ground up, to expose key content management functionaliry as standards-compiiant web services. DFS ensures that the Qocumentum platform can function as an integra4 part of an organization's information infrastnacture, developed using web services.

Đocumentum Foundation Services expose Documentum content management functionality as web services. ❑F5 are the first set of business objects within Enterprise Content Services, the Rocumentum servir.e-oriented architecture for integrating with external applications in a standards-compliant manner.

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А.2.4.1.1 Loosely coupled components

DFS provides content-related services that are loosely coupied and can be dynamically assembled to meet business needs. These are se1F-contained services — nodiFying or enhancing functions within one service does not affect others.

DFS are based on web services, a standards-based software environment, recognized by the Worid Wide Web Consortium (W3C ), and designed to support interoperable machine-to-machine interaction over a network . DF5 components are registered and discovered through a centra l registry or directory, (such as the liniversal Description, Discove ry, and Integration Directo ry). DF5 components are described in terms of Web Services Description Language (WSDL) . Each DFS component offers a sma11 range of simple services to other components.

DFS provideS:

• A set of core and extended services, implemented as web services , that expose Documentum content management funckionality.

• A Java EDK to enable development of service consumers using dient runtime support, and development of custom services based on P1ain Old Java Objects (PoJQs ), or Service-based Business Đbjects {SBOs} using service runtime support.

• A WSDL service interface to ena ble development of service consumers using development piatForms tf►at support SOAP messaging, including .NET.

The design of the aFS services and data model simplifies the proeess of enterprise application development by reducing the overali complexi ty of the API and aligning the semantics of both services and data objects to the needs of ECM business logic. This supports rapid, agile application development using business process orchestration tools (such as BPM), and fac+litates integration of enterprise content management into a service-oriented enterprise (SOE).

А.2.4.1.2 out-of-the-box services

Documentum delivers an extended eore set of services that represent essential functions of a generic ECM system. Each service provides a set of independent operations. The object service, for example, provides basic cnntent management functionaiity in operations such as "create," "get," "update," and "delete." There are currently a total of fifteen DF5 services induded in the Dacumeпtum platform, and future refeases are scheduled to expand on this.

Application developers can develop rich Internet applications by linking the content sen ►ices, provided by DFs, with web services from external applications and frameworks, and thus provide content- enabled solutions that leverage enterprise content in new ways.

А.2.4.2 Documentum Foundation Classes

Documentum Foundation Classes (DFC ) is the pu bl ished and supported programmirrg interFace for accessing the functionaliry of ttle Documentum platForm. DFC exposes the Documentum o5ject model as an object-oriented library for other applications to use. DFC provides Java and component object model tCDMj class libraries that expose the functions that drive the Documentum platform.

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Application developers r.an use programming languages and development tools—induding those developed ir1 ]ava, Visual Basic, C#, and C++ — to build customized applications.

Appendix A: [NC Doetamentum XCP - Plalforrn description Page 2 2

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