task space

EMC® Documentum®

TaskSpaceVersion 6

Sample Application TutorialP/N 300-005-359 A01

EMC CorporationCorporate Headquarters:

Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

Copyright © 2007 EMC Corporation. All rights reserved.

Published October 2007

EMC believes the information in this publication is accurate as of its publication date. The information is subject to changewithout notice.

THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONSOR WARRANTIES OF ANY KINDWITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLYDISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

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All other trademarks used herein are the property of their respective owners.

Table of Contents

Preface ........................................................................................................................... 7

Chapter 1 Overview ................................................................................................ 9Requirements .............................................................................................. 9The Mail Manager Sample Application ........................................................ 10Creating the Sample Application ................................................................. 11

Chapter 2 Create the New Application ................................................................... 15

Chapter 3 Create Object Types ............................................................................. 19

Chapter 4 Create the Directory Structure ............................................................... 37

Chapter 5 Create Queues ....................................................................................... 47

Chapter 6 Create a Process ................................................................................... 55

Chapter 7 Create a Document View Template ........................................................ 87

Chapter 8 Create a User Task List Template .......................................................... 97

Chapter 9 Create a Work Queue Task List Template ............................................ 107

Chapter 10 Create a Task Template ....................................................................... 115

Chapter 11 Create a Search Template .................................................................... 125

Chapter 12 Create an Initiate Process Template .................................................... 137

Chapter 13 Create a Folder Contents Template ..................................................... 145

Chapter 14 Add Components to TaskSpace .......................................................... 155

Chapter 15 Create Tabs ......................................................................................... 159

Chapter 16 Add a Process ..................................................................................... 171

Chapter 17 Create a Role ....................................................................................... 173

Chapter 18 Create Users and Add Them to a Role ................................................. 179

Chapter 19 Assign Queues .................................................................................... 187

Chapter 20 Load the Sample Data ......................................................................... 193

Chapter 21 Start a Process .................................................................................... 201

EMC Documentum TaskSpace Version 6 Sample Application Tutorial 3

Table of Contents

Chapter 22 Complete a Process ............................................................................ 207

Chapter 23 Search for Mail .................................................................................... 213

Chapter 24 Prepare the DocApp for Deployment ................................................... 219

Chapter 25 Install the DocApp in a New Environment ........................................... 231

4 EMC Documentum TaskSpace Version 6 Sample Application Tutorial

Table of Contents

List of Tables

Table 1. Object Attributes ............................................................................................ 27Table 2. Work Queue Policy ......................................................................................... 48Table 3. Process Properties .......................................................................................... 60Table 4. IF Query Conditions ....................................................................................... 76Table 5. ELSE IF Query Conditions .............................................................................. 77Table 6. Users and Privileges ..................................................................................... 233


Table of Contents


Preface

TaskSpace software accelerates the deployment of transactional content management (TCM)applications by providing an out-of-the-box highly-configurable user interface optimized for taskprocessing and document retrieval. The user interface is enhanced by the availability of an integratedviewer and access to the EMC Documentum repository and content management services within astandard browser application. TaskSpace software, in combination with the rest of the DocumentumProcess Suite, EMC Captiva, and the Documentum repository, delivers an end-to-end solution formanaging high-volume TCM applications.

TaskSpace also provides the ability to configure, design, and layout user interfaces in addition to corecontent management functionality. More specifically, the core value of TaskSpace is that it allowsorganizations to create TCM applications that are tailored to specific needs and also have the lookand feel of customized, in-house applications, with the organization’s identity and which speakdirectly to the organization’s users.

This tutorial is designed to step the developer through the creation of a sample TaskSpace application.While the resulting application is not designed to serve the particular business need of any particularorganization, it can be modified either marginally or entirely to create an application that meetsthe users’ needs.

Intended AudienceThe sample application should be created by the TaskSpace designer who will becreating TaskSpace applications. This tutorial is not intended to replace the DocumentumTaskSpace Configuration Guide, but should be used as a supplement to that guide.

Revision HistoryThe following changes have been made to this document.


Preface

Revision History

Revision Date Description

October 2007 Initial publication


Chapter 1Overview

This chapter provides a brief overview of the steps necessary to create the sample TaskSpaceapplication, as well as the requirements for building the application.

RequirementsTo use this tutorial, you must have two working TaskSpace environments installed,including:• Documentum TaskSpace• Documentum Application Builder• Documentum Process Builder• Documentum Forms Builder• Documentum Application InstallerOne of these environments will be used to create the sample application, and the secondenvironment will be used as a “target” environment in which to redeploy the applicationyou have created.

Ideally you will be working with a TaskSpace installation that does not already have rolesand users created. It is not a problem if this is not the case, but some steps might varyslightly. It is imperative, however that the Mail Manager application you are creatingin this tutorial not already exist in either environment or there will be conflicts in theDocBase due to the overlapping in the naming of objects. If you have already created theapplication described in this tutorial, remember to change the names of the DocApp,objects, processes, templates, roles and users that you create in subsequent applicationsto avoid conflicts and possible confusion.

EMC has provided you with a completed version of the sample application you will becreating. This sample application will allow you immediate hands-on experience witha TaskSpace application, as well as an example of a completed version for comparisonpurposes as you create your own Mail Manager application. The Mail Managerapplication created by EMC and provided with your TaskSpace application was built


Overview

using different naming conventions for this very reason. The naming conventions usedin its creation will be provided in the steps of this tutorial to assist you in comparingyour work to the completed sample application provided.

All references to the Mail Manager application in this tutorial are to the application youare creating, not to the Mail Manager application that EMC provides.

The Mail Manager Sample ApplicationThe TaskSpace application we will be creating is called Mail Manager, and it addresses acommon business function (albeit in a simplified format) that many organizations mightneed. Mail Manager is designed to route mail to the appropriate end user.

In our scenario, you are creating an application for a company that has the followingbusiness process:• Mail comes into the organization and is scanned and converted into PDF documents.• The PDF documents are imported into the Mail Manager application.• A process is initiated that will route the mail documents to the appropriate mail

processor’s work queue based on the type of mail that it is.• The company has three types of mail processors: one to process purchase orders for

the sales department, one to process invoices for the accounting department, andone to process any other mail that is delivered.

• The information that we are interested in capturing for any given piece of mail is:

— the sender

— the date the mail item was postmarked

— the type of document it is (for example, an invoice)

— the date the mail item entered the work queue

— the date the mail item is processed• To successfully process the mail, the mail processor receives the item in the

appropriate queue, opens the item, views the document, and then indicates that theprocessing is completed.

• After the mail has been processed, it must move to an archived folder.• The processor must be able to use the Search functionality to locate a document

in various stages of processing.• After creating the application, it must be deployable to other environments.The diagram below provides a graphic overview of the process flow of the Mail Managerapplication.


Overview

By completing this tutorial, the user will be able to experience the beginning to endprocess of successfully building a TaskSpace application, including the creation of aDocApp, the creation of a process, the building of the templates, the building of and useof a TaskSpace application, and the deployment of the TaskSpace application.

Creating the Sample ApplicationThis section provides a brief overview of the steps you will be following in this tutorialto create and deploy the Mail Manager application. The steps you will follow are:

1. Create the new application

From the base TaskSpace application, you will be creating a new child applicationcalled Mail Manager. This creates the DocApp of the same name. Refer toChapter2, Create the New Application for more information.

2. Create object types

You must create custom object types using Documentum Application Builder andassign the necessary attributes for Mail Manager to properly process mail. RefertoChapter 3, Create Object Types for more information.

3. Create the directory structure

You will use the Mail Manager application to create a new directory structurespecific to your users’ needs. Refer toChapter 4, Create the Directory Structure formore information.

4. Create queues

Users will require a work queue governing what tasks are assigned to them. Refer toChapter 5, Create Queues for more information.

5. Create a process


Overview

Using Documentum Process Builder, you will create the process that controls howmail is handled by Mail Manager. Refer to Chapter 6, Create a Process for moreinformation.

6. Create a document view template

Using Documentum Forms Builder, you must create templates that determine whatthe end user will see and be able to do when using the Mail Manager application.The document view template provides instructions to the system on how documentsare displayed when opened by a mail processor. Refer to Chapter 7, Create aDocument View Template for more information.

7. Create a task list template

This template regulates how tasks are displayed in the mail processor’s inbox in MailManager. Refer to Chapter 8, Create a User Task List Template for more information.

8. Create a work queue template

This templates controls how tasks are displayed in the mail processor’s work queuein Mail Manager. Refer to Chapter 9, Create a Work Queue Task List Template formore information.

9. Create a task template

This template governs how an opened task will display in Mail Manager, and actionsa mail processor can take with that piece of mail. Refer to Chapter 10, Create a TaskTemplate for more information.

10. Create a search template

This template determines how searches can be conducted and what data is displayedfor the returned documents. Refer to Chapter 11, Create a Search Template for moreinformation.

11. Create an initiate process template

This template is used to control how the process you created in DocumentumProcess Builder is initiated within the Mail Manager application. Refer to Chapter12, Create an Initiate Process Template for more information.

12. Create a folder contents template

This template regulates what information is displayed in the directory structureyou created in the Mail Manager application. Refer to Chapter 13, Create a FolderContents Template for more information.

13. Add components to TaskSpace

Now that you have created the necessary templates, you must add them to the MailManager application. Refer to Chapter 14, Add Components to TaskSpace for moreinformation.


Overview

14. Create tabs

The mail processors will not see the same tabs as the user who is creating the MailManager application. You must create the tabs they need to see to accomplish theirassigned tasks. Refer to Chapter 15, Create Tabs for more information.

15. Add a process

You must add the process you created in Documentum Process Builder to the MailManager application. Refer to Chapter 16, Add a Process for more information.

16. Add a role

The mail processors must have a role created that is used to govern their MailManager experience. Refer to Chapter 17, Create a Role for more information.

17. Create users and add them to a role

You are now ready to create the mail processors who handle the various typesof mail. Note that these are test users that you create to complete and test yourapplication. Users do not deploy with the application to a new environment. Referto Chapter 18, Create Users and Add Them to a Role for more information.

18. Assign queues

You must assign the appropriate users to the proper queues so that tasks are routedto them based on your process. Refer to Chapter 19, Assign Queues for moreinformation.

19. Load the sample data

Here you are simulating the task of scanning and categorizing mail. Refer to Chapter20, Load the Sample Data for more information.

20. Start a process

Here you are simulating the task of triggering the mail on its route through theprocess. Refer to Chapter 21, Start a Process

21. Complete the process

As a mail processor, you will view the mail and complete the task. Refer toChapter22, Complete a Process.

22. Conduct a search

You can test the search functionality you created to locate particular pieces of mail.Refer toChapter 23, Search for Mail.

23. Prepare the DocApp for deployment

Now that you have a fully functioning Mail Manager application, you must prepareit for deployment to your “production” environment. Refer toChapter 24, Preparethe DocApp for Deployment.


Overview

24. Install the DocApp in a new environment

In the “production” environment, you need to install the Mail Manager applicationso that mail processors can get to work. Refer to Chapter 25, Install the DocAppin a New Environment.


Chapter 2Create the New Application

Now you will create the Mail Manager application, which automatically creates a DocApp of thesame name. Follow these steps to create your new application:

Note: In creating your Mail Manager application, the user should be the same user who installed yourcontent server. That user will already be assigned the roles ts_designer, form_designer, queue_admin,and queue_advance_processor with System Administrator and Super User rights. If you choose,you can create a different user for use in this tutorial. To do this, login to TaskSpace as the userwho installed your content server and create a user with System Administrator and Super Userrights and assign that user to the roles listed above. Use Chapter 18, Create Users and Add Them toa Role for guidance.

In our example, we will be using dmadmin to signify the user who installed the content server.Substitute the user who installed your content server or the user you created for dmadmin wheneverthis tutorial uses dmadmin in text or image.

When deploying and using the sample application created by EMC, you must create a user nameddmadmin with the rights and roles listed above.

1. Log in to TaskSpace by entering the Login Name and Password and click Login.

2. Select the Configuration tab and click New Application.


Create the New Application

3. Enter a Name (which is what the DocApp for this application will be called) and a Title (which iswhat will appear in the UI) for this application. For the sample application, use mailmanagerand Mail Manager, respectively. In this step you are creating the DocApp for your sampleapplication. Click OK.

Note: The sample application created by EMC is named mailmanager_samp and titledMailManager Samp.



4. Upon seeing the confirmation screen, click Bookmark this link to add the URL to your favorites.This is the URL for the new application, and if this were a production application this is the URLthat would be distributed to users. Click Close, and exit the TaskSpace application


Chapter 3Create Object Types

For the Mail Manager sample application, you will need to create two object types, both of which arerequired for this application. One of these object types is for our mail documents, and the other is forour mail folders. Follow these steps to create the object types for your application:

1. Log in to Documentum Application Builder.

2. Click Open Existing DocApp from DocBase.

3. Navigate to and select the mailmanager DocApp in the mailmanager folder. Click Open.


Create Object Types

4. The mailmanager DocApp opens with an alias set.

5. Select Insert > Object Type to create a new object.


Create Object Types

6. In the navigation panel, right-click the new object type and then in the context menu that appearschoose Edit the selected object(s).


Create Object Types

7. In the dialog box, click theGeneral tab and change the Type name and Label to mm_mail_doc andMail Manager Mail Document respectively. From the SuperType list box, select dm_document.

Note: The object type in the sample application created by EMC is namedmm_samp_mail_doc.

8. Now you must create five attributes for your object type. Select Insert > Attribute to assign anattribute to your object type.


Create Object Types

9. In the navigation panel, right-click the new object type and then in the context menu that appearschoose Edit the selected object(s).

10. In the dialog box, select theGeneral tab. Change the Attribute name and Label to mail_type andMail Type respectively. Using the list box, set theData type to String and type 32 for the Length.

Note: The attribute in the sample application created by EMC is namedmm_samp_mail_type.


Create Object Types

11. In the dialog box, select the Value Assistance tab. Click Add Default.


Create Object Types

12. In the Default Value Assistance dialog box, select Fixed List.

13. Type Purchase Order and Invoice as your values.

14. Click OK.


Create Object Types

15. Select Insert > Attribute to assign another attribute to your object type.

16. In the dialog box, select the General tab. Change the Attribute name and Label to sender andSender respectively. Using the list box, set the Data type to String and type 80 for the Length.


Create Object Types

Note: The attribute in the sample application created by EMC is namedmm_samp_mail_sender.

17. Repeat steps 15 and 16 using the table below to define the attributes:

Table 1. Object Attributes

Attribute Name Label Data type

date_postmarked Date Postmarked Time

date_queued Date Queued Time

date_processed Date Processed Time

Note: The attributes in the sample application created by EMC are namedmm_samp_date_postmarked, mm_samp_date_queued, and mm_samp_date_processed,respectively.

18. Close the attribute dialog boxes and select the mm_mail_doc object type from the left-handnavigation panel. Click the Display Configuration tab in the dialog box.


Create Object Types

19. In the Scope list box, select application=’webtop’ and to the right of theDisplay ConfigurationList click Add.

20. Type Custom Fields in the Display Configuration Name text box. Click OK.


Create Object Types

21. In the Display Configuration List, select Custom Fields and click Edit to the right of Attributesin Custom Fields display configuration.

The Display Configuration Dialog box appears, and includes a very comprehensive list ofAvailable attributes.

22. Check the Show custom attributes only box to show only those attributes you want to use increating the Mail Manager application.


Create Object Types

23. Select the sender and date_postmarked attributes and click Add to move them to the Currentattribute list. You may select them individually or in multiples by using the Control and Shiftkeys. After they appear in the Current attribute list, you can use the up and down arrows tochange the order of the attributes. Select sender and date_postmarked and put them in thatorder.


Create Object Types

When you have selected and ordered the attributes, click OK. Your attributes are now listed.

24. Check your new object into the DocApp by right-clicking it in the left-hand navigation pane andselecting Check In DocApp.


Create Object Types

Click OK on the Check In All Objects dialog box.

25. Select Insert > Object Type to create a new object type.


Create Object Types

26. Modify the properties for the object type you created:

• In the navigation panel, right-click the new object type and then in the context menu thatappears choose Edit the selected object(s).

• In the dialog box, click the General tab and change the Type name and Label tomm_mail_folder and Mail Manager Mail Folder respectively.

• In the SuperType list box select dm_folder.


Create Object Types

Note: The object type in the sample application created by EMC is namedmm_samp_mail_folder.

27. Check your new object into the DocApp by right-clicking it in the left-hand navigation pane andselecting Check In DocApp.

Click OK on the Check In All Objects dialog box.


Create Object Types

28. Exit Documentum Application Builder.


Create Object Types


Chapter 4Create the Directory Structure

Your mail processors will need a folder structure to store mail that is being processed and mail thathas been archived. Follow these steps to create the folder structure for your application.

1. Log in to the Mail Manager application.

2. Click theMy Folder tab. ClickMore Actions.


Create the Directory Structure

3. Select Create a new folder.

4. Type MailManager in the Name field of the Create tab, and select dm_folder in the Type list box.



5. Click on the Info tab and type MailManager and Mail Manager as the Name and Titlerespectively.

Click Finish.



Note: The folder in the sample application created by EMC is namedMailManagerSamp andtitledMail Manager Samp.

6. Click the MailManager folder in the navigation tree.



7. ClickMore Actions and select Create a new folder.

8. Type in_process in the Name field of the Create tab.



9. From the Type list box, select the mm_mail_folder object type you created earlier.

10. Click on the Info tab and type in_process and In Process as the Name and Title respectively.



11. Click on the Permissions tab and select the User/Group dm_world. Click Edit.

12. On the Set Access Permissions screen, select Write from the Basic Permissions list box. ClickOK.



13. Click Finish.



14. From the MailManager folder, repeat steps 7 through 13, but use archived for the Name of thefolder and Archived for its Title.

Note: The folders in the sample application created by EMC are named in_process_samp andarchived_samp and titled In Process Samp and Archived Samp, respectively.


Chapter 5Create Queues

Your process will require a queue policy, a queue category, and three queues, one for each type of mailprocessor. Follow these steps to create Mail Manager’s work queues:.

1. In the Mail Manager application, click the Administration tab.

2. In the left-hand navigation tree, select and expandWork Queue Management, then Policies, andthenWork Queue Policies.


Create Queues

3. Click New Policy and enter a new policy called mm_mail_queue_policy using the informationprovided in the table below:

Table 2. Work Queue Policy

Field Value

Threshold 100

Max Priority 80

Initial Priority 20

Increment Policy 10

Percent Quality Check 10


Create Queues

Click OK.

Note: The queue policy in the sample application created by EMC is namedmm_samp_mail_queue_policy.

4. In the left-hand navigation tree, select and expandWork Queue Management, and then click onWork Queues.


Create Queues

5. Click on New Category, and type mm_mail_queue_category as the Name. Click OK.


Create Queues

Note: The work queue category in the sample application created by EMC is namedmm_samp_queue_category.

6. Click mm_mail_queue_category.

7. Click New Work Queue.


Create Queues

8. Name the new work queue mm_acct_queue and select mm_mail_queue_policy as the PolicyName. Click OK.

9. Repeat steps 7 and 8, using mm_sales_queue and mm_other_queue in the Name field.


Create Queues


Create Queues

Note: The work queues in the sample application created by EMC are namedmm_samp_acct_queue,mm_samp_other_queue, andmm_samp_sales_queue.


Chapter 6Create a Process

You now need to create a process that will govern the flow and disposition of the mail in MailManager. Follow these steps to create a process.

1. Log in to Documentum Process Builder.


Create a Process

2. Click Tool > Process Properties , and in the Process Properties dialog box, keep the defaultsettings for the General tab.

3. You need to add a package to your process so that the mail document is included in all of yourprocess’s activities. Click the Data tab and select Packages in the navigation tree. Click the plussign to add a new package.


Create a Process

Note: The package in the sample application created by EMC is namedmm_samp_mail_doc.

4. Name the package mm_mail_doc and select Mail Manager Mail Document as the Type fromthe list box. Click Apply.


Create a Process

5. Now you must be add process variables so that the attributes of the document can help guideit through the process. Select Process Variables in the navigation tree. Click the plus sign toadd a new process variable.


Create a Process

6. Name the process variable mail_type and choose STRING as its Type. Click Apply.


Create a Process

7. Repeat steps 5 and 6 three more times using the information in the chart below:

Table 3. Process Properties

Name Type

sender STRING

date_postmarked DATE

date_queued DATE

Note: The process variables in the sample application created by EMC are namedmm_samp_mail_type_pro_var, mm_samp_mail_sender_pro_var, mm_samp_date_postmarked_pro_var, and mm_samp_date_queued_pro_var.

8. Select Process Variables in the navigation tree to ensure that you have created all the necessaryprocess variables. Click OK.

9. In the list of activity Templates, expand Integration, right-click Process Data Mapping, andselect Validate.


Create a Process

10. In the list of activity Templates, again expand Integration, right-click Process Data Mapping,and select Install.


Create a Process

11. Drag and drop the Process Data Mapping activity template you just validated and installed intothe work area.

12. Go to Tools > Activity Template and select Uninstall.


Create a Process

13. Double click the Process Data Mapping activity template to open the Activity Inspector dialogbox.

14. In the text field at the top, delete the words Process Data Mapping and type Set DocumentAttributes.


Create a Process

15. Click the Process Data Mapping tab.

16. In the Source pane, expand the Packages > mm_mail_doc, Variables, and Execution Data >workflow nodes.

In the Destination pane, expand the Packages > mm_mail_doc and Variables nodes.


Create a Process

17. From the central list box, select the Copy function.


Create a Process

18. Map the first attribute, sender, to the sender process variable in the Destination pane. When theuser enters the name of the Sender as an attribute of a mail document, that attribute will becomea variable for this process you are creating.

19. Map the variable mail_type to the mail_type attribute in the Destination pane. When a mailtype is assigned to a document at the start of this process, it will become an attribute of themail document.

20. Map the Execution Data > workflow variable start_date to the date queued attribute in theDestination pane. When a process is started for a particular document, that process start datebecomes the date the document entered your work queue. Click OK.


Create a Process

21. In the list of activity Templates, expand Flow, right-click Decision Split, and select Validate.Right-click Decision Split again and select Install. Now drag and drop it to your work area andselect Tools > Activity Template > Uninstall.

22. From the icons in the toolbar, select theManual Activity template and place it in your workarea. Do this three times.


Create a Process

23. Open the first activity and rename it Process Sales Mail.

24. Click on the Performer tab and choose By one or more manual performers and click SelectPerformer.


Create a Process

25. In the Select Performer dialog box, use the list box to select Work queue.

26. Choose Assign performer(s) now. Click Next.

27. Select mm_sales_queue and click Next.


Create a Process

28. Click Finish.

29. Choose Delegate the activity’s work to someone else and then Assign to Workflow Supervisorif auto delegation fails.


Create a Process

30. Click OK.

31. Repeat steps 23 through 30 for activities 2 and 3, but use the following names and work queues:


Create a Process

Name Performer

Activity-2 Process Accounting Mail mm_acct_queue

Activity-3 Process Other Mail mm_other_queue

When you have completed all three activities, your work area will look like this:

32. In the list of activity Templates, expand Flow, right-click Join, and select Validate. Right clickJoin again and select Install. Now drag and drop it to your work area and select Tools > ActivityTemplate > Uninstall

33. Right-click the Join activity template, and select Activity Inspector. On the Trigger tab, selectThis number of input flows selected and type 1 in the field so that the tab reads 1 out of 3possible input flows.


Create a Process

34. From the toolbar, select the connector and connect the Decision Split to the three activitiesyou added.

35. Open the Decision Split activity and rename it Route Document.


Create a Process

36. Click the Transition tab and choose Select next activities based on conditions.


Create a Process

37. Select the IF statement.

38. Change the fields as follows:


Create a Process

Table 4. IF Query Conditions

Field Value

Query on Process Data

[List box following Query on] mail_type

Condition =

Value Purchase Order

Select one or more of these next activities Process Sales Mail

39. Click the plus (+) sign to add a new query.


Create a Process

40. Select the ELSE IF statement.

41. Change the fields as follows:

Table 5. ELSE IF Query Conditions

Field Value

Query on Process Data

[List box following Query on] mail_type

Condition =

Value Invoice

Select one or more of these next activities Process Accounting Mail


Create a Process

42. Select ELSE and then select Process Other Mail as the final activity. Click OK.

43. Use the connector tool to connect the Initiate Process icon to the Set Document Attributes icon,and the Set Document Attributes icon to the Route Documents icon. Also connect the three mailprocessing activities you created to the Join icon.


Create a Process

44. In the list of activity Templates, expand Content Services, right-click Link to Folder, and selectValidate. Right click Link to Folder again and select Install. Now drag and drop it to your workarea and select Tools > Activity Template > Uninstall

45. Open the Link to Folder activity and rename it Move to Archived Folder.


Create a Process

46. Click the Link to Folder tab and click . . . to add a package.

47. Select mm_mail_doc and click Add to move it to the Selected items pane. Click OK.


Create a Process

48. Type /dmadmin/MailManager in as the path to the Destination Folder, name the new folderarchived, and choose Yes to unlink from the original folder. Click OK.

49. In the list of activity Templates, expand Integration, right-click Process Data Mapping, and selectInstall. Now drag and drop it to your work area and select Tools > Activity Template > Uninstall


Create a Process

50. Modify the Process Data Mapping activity as follows:

• Open the activity.

• Click on the Performer tab.

• Rename the activity to Set Archival Attributes.

• Choose for the activity to be performed Automatically on behalf of a performer, and selectBPSIntegration as the Automatic execution parameter.


Create a Process

51. Click on the Process Data Mapping tab and in the Source pane expand the Execution Data > tasknode and in the Destination pane expand the Packages > mm_mail_doc node.


Create a Process

52. Using the Copy function from the central list box, map the creation_date to the date_processed.

53. Click OK.

54. Using the connector tool, finish connecting the elements of your process.


Create a Process

55. Save your process template as mm_process_mail, validate it, and install it.


Create a Process


Chapter 7Create a Document View Template

Your mail processors will need to be able to view the documents that are routed to them. You need toconfigure a document view template to control what data they see and how they see it. Follow thesesteps to create a document view for your Mail Manager.

Note: For details on how to localize this template, please refer toDocumentum Forms Builder User Guide.

1. Log in to Documentum Forms Builder.


Create a Document View Template

2. Start your template:

• In the Create new template pane, select TaskSpace Component.

• In the Template type pane, select Document View.

• Type mm_mail_doc_view in the Name field.

• Click OK.



Note: The document view template in the sample application created by EMC is namedmm_samp_mail_doc_view_temp.

3. Select mm_mail_doc as your object type.

Click Finish.



4. Now that you have a draft template for your Document View, you can use DocumentumForms Builder to manipulate the basic template to create the look and feel that best servesyour end users’ needs. Refer to the Documentum Forms Builder User Guide for the specific useof that application. Delete the Date Processed field, as your mail processors will be viewingthe document before processing is complete.



5. Select date_processed from the Data Model pane and delete it.



6. Reorder the fields by dragging and dropping them. Use the following order:

• Mail Type

• Sender

• Date Postmarked

• Date Queued

7. Select theMail Type field and open the Special tab under Properties.



8. Select the value Purchase Order and clickModify.

9. Remove the default values for your list box by deselecting the Default value box.



10. Click OK.

11. Select the ImageViewer from the UI Model pane and click the Special tab.

12. Click Configure.

13. Type 600 in theWidth and Height fields and click OK.



14. Save the template, validate it by clicking Tools > Validate, and then install it by clicking Tools >Install. Click OK when the dialog box appears.


Chapter 8Create a User Task List Template

Your mail processors will have an inbox when they log in to Mail Manager. This template governs thelook and feel of that inbox. Follow these steps to create your Mail Manager task list:




• In the Template type pane, select Task List.

• Type mm_inbox in the Name field.

• Click OK.


Create a User Task List Template

Note: The task list inbox template in the sample application created by EMC is namedmm_samp_tasklist_inbox_temp.

2. Choose User Task List and click Next.

3. Choose to show the tasks from the selected processes, select mm_process_mail, and then clickNext.

4. Click Next.



5. Select the items from the Available Columns list that you want to appear in your task list ascolumns. The up and down arrows can be used to determine in what order the columns willappear. You should select mail_type, sender, and Priority, in that order. Click Next.

6. Select the element labeled All, click Remove, then click Next.



7. Click the minus (— ) button.



.

8. Click Finish.

9. Now, modify this template like you did the Document View. Delete the Vertical Box above thecolumns.



10. In the UI Model, expand the taskListGroup, select the taskList, and click the Special tab.



11. Select each of the columns listed in the Properties panel and clickModify. Modify the labels sothat they are more user friendly. Change mail_type to Mail Type as in the image below.

Do the same for sender, changing the label to Sender.

12. Change the Table Width from Auto Fit to aWidth of 500.



13. Save, validate, and install the template.


Chapter 9Create a Work Queue Task ListTemplate

Mail processors will retrieve the mail they need to process from their work queues. Create a templateto determine what information they see about each mail document in their queue. Follow thesesteps to create your Mail Manager work queue:




• In the Template type pane, select Task List.

• Type mm_queue in the name field.

• Click OK.


Create a Work Queue Task List Template

Note: The task list work queue template in the sample application created by EMC is namedmm_samp_tasklist_workqueue_temp.

2. ChooseWork Queue Task List then click Next.

3. Choose to show the tasks from the selected processes, select mm_process_mail, and then clickNext.



4. Click Next.

5. Select the items from the Available Columns list that you want to appear in your task list ascolumns. The up and down arrows can be used to determine in what order the columns willappear. You should select mail_type, sender, and Priority, in that order. Click Next




7. ChooseMatch all and then set the Variable as Sender and the Condition to equals. Select Getuser input and click Finish.



8. Now, modify this template like you did the Document View and Task List. Delete the extravertical box between your search field and your search button.



9. In the UI Model, expand the taskListGroup, select the taskList, and click the Special tab.



10. Select each of the columns listed in the Properties panel and clickModify. Modify the labels sothat they are more user friendly. Change mail_type to Mail Type as in the image below.

Do the same for sender, changing the label to Sender.

11. Change the Table Width from Auto Fit to aWidth of 500.



Chapter 10Create a Task Template

When a task is opened by your mail processors, the task template determines what they see andwhat actions they can take to process the task. Follow these steps to create a Task for your MailManager application:


1. Start your task template:


• In the Template type pane, select Task.

• Type mm_process_mail in the name field.

• Click OK.


Create a Task Template

Note: The task template in the sample application created by EMC is namedmm_samp_task_process_mail_temp.

2. Choose mm_process_mail and click Next.

3. Select Process Sales Mail and click Next.



4. Choose which process variables you wish to include on the Task template. For Mail Manager,don’t include any. Click Next.

5. You can choose how the documents will be seen by your mail processor while processing a taskby integrating a document view template into your task template. Select the mm_mail_doc_viewDocument View template that you created and click Finish.



Your new Task template appears.



6. As with your other templates, you now must clean this one up. Delete the Instructions text boxat the top of the template.




8. Log in to Documentum Process Builder and open your process and uninstall it.



9. Open the Activity Inspector for both the Process Accounting Mail and the Process Other Mailactivity templates. On the Properties tab, choose mm_process_mail as the Form Name andclick OK.



10. Save, validate, and install your process.


Chapter 11Create a Search Template

Your mail processors might need to search for a particular piece of mail. This template will be used tocreate the search available to them. Follow these steps to create a Search template for your application:




• In the Template type pane, select Search.

• Type mm_search_mail in the name field.

• Click OK.


Create a Search Template

Note: The search template in the sample application created by EMC is namedmm_samp_search_mail_temp.

2. Choose a simple search and select the Mail Manager Mail Document that you created earlier.Click Next.

3. Check the Only custom attributes box, and then select the desired attributes and use the arrowsto create search results columns.

Put the attributes in the order listed below, and then click Next.



• Mail Type

• Sender

• Date Postmarked

• Date Queued

• Date Processed

4. Using the list boxes, create filters for your search. You should select Match all, and then choosemail_type and sender as your Variables. Set the Condition to equals for both, and allow userinput. The example below provides the filter criteria for the Mail Manager application. Whenyou are finished, click Next.



5. Select theMaximum number of results box and type 500. Click Finish.

6. Now that you have a search template, you must clean it up like you did your previous templates.



7. Start by changing the label of your sender search field to Sender.

8. Drag and drop a Dropdown List just below your mail_type field.



9. On the General > Display tab, Name your list box mail_type and Label it Mail Type.

10. On the General > Data Storage tab, type mail_type in the Name field.



11. On the Special tab, select /mm_search_mail/mail_type from the Data binding list box. ClickAdd.

12. In the Add Choice dialog box, type Purchase Order for both the Value and Display, an selectthe Default value box.



13. Click Add twice more and repeat step 12 each time, using Invoice and Other for the Value andDisplay, but do NOT select the Default value box for either of these two values.

14. Delete the original mail_type text field.

15. Drag the Search button down below the Sender field.

16. On the Style tab, select Center.



17. Verify the properties of your search results columns, including ensuring that they have userfriendly names in the Label field.

18. Click Modify Query and make the following changes to your search query:

• delete the two equals signs ( = ) and type the word like in their places

• type a % between each apostrophe ( ’ ) and dollar sign ( $ )



19. Click on Sync terms and Execute to verify your search has no errors. Click Accept.



Chapter 12Create an Initiate Process Template

In many cases, business processes will be automatically initiated or initiated by other applications. InMail Manager, you will be manually initiating your process. This template provides the means to dothat. Follow the steps in this section to create an Initiate Process template for your application:




• In the Template type pane, select Initiate Process.

• Type mm_start_process_mail in the name field.

• Click OK.


Create an Initiate Process Template

Note: The initiate process template in the sample application created by EMC is namedmm_samp_init_process_mail_temp.

2. Select the process you created earlier and click Next.

3. From the Available process variables, select mail_type and move it to the Selected processvariables pane using the arrows. Click Finish.



4. Now that you have an Initiate Process template, you must clean it up as you did your othertemplates. Start by inserting a Vertical Box and deleting its Label.



5. Click No on the Select data binding dialog box.

6. Drag the Horizontal Box andmail_type field into the Vertical Box you created. Change the Labelname for the mail_type field to Mail Type.



7. Center the Horizontal Box containing the buttons.

8. Insert a Spacer.



9. Click No on the Select data binding dialog box.



Chapter 13Create a Folder Contents Template

The mail processors will have access to the folders that you created previously. This templatedetermines how information will be presented in those folders. Follow these steps to create a foldercontents template:




• In the Template type pane, select Folder Contents.

• Type mm_folder_contents in the name field.

• Click OK.


Create a Folder Contents Template

Note: The folder contents template in the sample application created by EMC is namedmm_samp_folder_contentl_temp.

2. Select the Mail Manager Mail Document object type you created for the Mail Managerapplication and use the arrow to move it to the Document types selected pane. Click Next.



3. Select all five of the available elements and use the arrow to move them to the Columns selectedpane. Use the up and down arrows to put them in the order listed below:

• Mail Type

• Sender

• Date Postmarked

• Date Queued

• Date Processed

4. Click Next.




6. ChooseMatch all and then set the Variable as Mail Type and the Condition to equals. SelectGet user input.

7. Click the plus sign ( + ) and repeat step 6 but use Sender as the Variable. Click Finish.

8. Now that you have a Folder Contents template, you must clean it up as you did your othertemplates. Start by selecting the Horizontal Box containing the list box. On the General >Display tab, select Hidden.



9. Replace theMail Type text box with a Dropdown List. Type mm_mail_doc.mail_type andMail Type as the Name and Label, respectively

10. On the General > Data & Storage tab, type mm_mail_doc.mail_type as the Data name.



11. On the Special tab, select /mm_folder_contents/SearchTerms/mm_mail_doc.mail_type asyour Data binding. Click the Add button to add Possible values.

12. In the Add Choice dialog box, type Purchase Order for both the Value and Display, anddeselect the Default value box.



13. Click Add twice more and repeat step 12 each time, using Invoice and Other for the Value andDisplay, and do NOT select the Default value box for either of these two values.

14. Verify the table height and width are set to Autofit.


Chapter 14Add Components to TaskSpace

Now that you have created these components in Documentum Process Builder and DocumentumForms Builder, it is time to load them into Mail Manager. Follow these steps to add components tothe TaskSpace application:

1. Log in to Mail Manager by entering the Login Name and Password and click Login. Since youhave not previously created roles, you will automatically log in as ts_designer.

2. Click the Configuration tab and select Components from the navigation tree. Click Add.


Add Components to TaskSpace

3. Locate and select the components you created in the Select Components to Add pane, and usethe arrows to move them to the Selected Components pane. When you are finished, click OK.



4. For Mail Manager, you are only going to be using the components you created, so deselect theShow Inherited Components box.



5. When building an application other than Mail Manager, note that you can use the list box to filterthe visible components that are available. If you wanted to see all of the folder contents templatesavailable to you, including those inherited from TaskSpace or other parent or grandparentapplications, you would select the Show Inherited Components box and set the list box to FolderContents.


Chapter 15Create Tabs

Now that the components are in Mail Manager, you must create the tabs that give the user access tothe various templates. Follow these steps to create tabs in Mail Manager.

1. In the Mail Manager application, click the Configuration tab and select Tabs.

2. Deselect the Show Inherited Tabs box, and you see that you don’t yet have any tabs that youhave created. Click Create.


Create Tabs

3. In the Select Tab Type list box, select Task List and click Next.

4. Name the tab process_mail and Label it Process Mail. Use the arrows to select the mm_inboxtask list from the Available task lists templates. Click Finish.


Create Tabs

You have now created your first Mail Manager tab.

5. Click Create and select Search from the Select Tab Type list box. Click Next.


Create Tabs

6. Name your tab search_mail and Label it Search for Mail. Use the arrows to select themm_search_mail template from the Available search templates. Click Finish.


Create Tabs

7. Click Create and select Folder from the Select Tab Type list box. Click Next.


Create Tabs

8. Follow these instructions to complete your Folder tab:

• Name the tab in_process_mail and Label it In Process Mail.

• Type the Root folder path as /dmadmin/MailManager/in_process.

• Deselect the Display tree and Folder information check boxes.

• Select mm_folder_contents as your Folder content template.

• Click Finish.


Create Tabs



Create Tabs

10. Follow these instructions to complete the folder:

• Name the tab archived_mail and Label it Archived Mail.

• Type the Root folder path as /dmadmin/MailManager/archived.

• Deselect the Display tree and the Folder information check boxes.

• Select mm_folder_contents as your Folder content template.

• Click Finish.


Create Tabs



Create Tabs

12. Follow these instructions to complete the folder:

• Name the tab mail_folders and Label it Mail Folders.

• Type the Root folder path as /dmadmin/MailManager.

• Deselect the Folder information check box.

• Leave your Folder content template empty.

• Click Finish.


Create Tabs

You have now created your Mail Manager tabs.


Create Tabs


Chapter 16Add a Process

You must add your process to Mail Manager so that mail will be delivered to the right mail processor.Follow these steps to add a process to Mail Manager.

1. In the Mail Manager application, click the Configuration tab and select Processes. There areno processes, inherited or added. Click Add.

2. Locate and select the process you created in the Select Processes to Add pane, and use the arrowsto move them to the Selected Processes pane. Click OK.


Add a Process

3. Your process is now available in Mail Manager.


Chapter 17Create a Role

A role is a group that contains users or groups of users that perform certain duties in TaskSpace. Auser’s role determines what tabs he will see. In Mail Manager, the mail processor is a role that youmust create. Follow these steps to create a role in Mail Manager.

1. In the Mail Manager application, click the Configuration tab and select Roles. There is one rolewhich is inherited by all new applications: ts_designer. Click Create.

2. Click the Role Identity tab and assign mail_processor as the Role Name. Click Next.


Create a Role

3. Select the Available Tabs you wish to assign to this role and use the arrows to move them to theAssigned Tabs pane. Use the up and down arrows to put the tabs in the order you want themto appear for the users you will assign to this role. For Mail Manager, assign process_mail,search_mail, and mail_folders, in that order. Click Next.


Create a Role

4. Create the Global Search by naming search_mail as your Search Tab, mm_search_mail as theSearch Component, and mail_type as the Search Term. Click Next.


Create a Role

5. Map your components to the appropriate Documentum object types. Select mm_mail_folderas your Object Type/Work Queue and mm_folder_contents as the Content Template. TheInformation Template should be set to None. Click Add Mapping. Your mapping appears.


Create a Role

6. Repeat step 5 for all of the object types and content templates in the table below. When you havecompleted all of them, click Finish.

Object Type/Work Queue Map Components

mm_mail_doc mm_mail_doc_view

mm_sales_queue mm_queue

mm_acct_queue mm_queue

mm_other_queue mm_queue


Create a Role

7. Your new role is now in Mail Manager.


Chapter 18Create Users and Add Them to a Role

Now you are ready to create your mail processors and assign them to the mail processor role youcreated. Follow these steps to add users to Mail Manager.

1. In the Mail Manager application, click the Administration tab. Navigate to User Managementand select Users. Click Create User.

2. Follow these instructions to create a user:

• Name your new user sales_processor and use that for the User Login Name as well.

• Select Inline Password as the User Source.

• Type and verify a Password.


Create Users and Add Them to a Role

• Type in an E-mail Address.

• Click OK.

3. Click Create User again.



4. Repeat step 2, but this time Name the user acct_processor and use that as the User LoginName as well. Click OK.



5. Repeat step 2 again, but this time Name the user other_processor and use that as the UserLogin Name as well. Click OK.

6. In the navigation tree, click Roles.



7. Double click queue_advance_processor. Click Add Member(s).



8. Select the three users you created and use the arrows to add them to the role. Click OK.



9. All three users are now members of the queue_advance_processor role.

10. Repeat steps 7 through 9 for the mail_processor role that you created.


Chapter 19Assign Queues

Now that you have created your mail processors, you must assign them to the appropriate queuesso that your process will route the correct documents to them. Follow these steps to assign usersto queues.

1. In the Mail Manager application, click the Administration tab. Navigate toWork QueueManagement > Work Queues > mm_mail_queue_category. The queues you created earlier arevisible. Select the mm_acct_queue.

2. Select mm_acct_queue and click View Member(s).


Assign Queues

3. Click Add Member(s).

4. Double click queue_advance_processor.


Assign Queues

5. Select acct_processor and dmadmin and use the arrows to assign these users to the queue.


Assign Queues

6. Click OK. The acct_processor and dmadmin are now both assigned to the mm_acct_queue.


Assign Queues

7. Navigate back to mm_mail_queue_category in the navigation tree. Note that there are nowtwo users assigned to the mm_acct_queue.

8. Repeat steps 2 through 7, assigning sales_processor and dmadmin to themm_sales_queue, andother_processor and dmadmin to themm_other_queue, respectively.

9. Navigate back to mm_mail_queue_category in the navigation tree. Note that there are nowtwo users assigned to each queue.


Assign Queues


Chapter 20Load the Sample Data

You are very close to processing some mail! Now you need to import the mail (PDF files representingscanned documents) into the DocApp. Follow these steps to load sample data into Mail Manager.

1. Click on the My Folder tab while logged in as dmadmin (the owner of the processmm_process_mail) and in the role of ts_designer.

2. Navigate to the folderMailManager/in_process.


Load the Sample Data

3. ClickMore Actions > Import.

4. In the Import File Selection screen, click Add Files.



5. Navigate to the PDF files that you will be importing, select them. and click OK.

6. After the files appear in the Selected Files/Folders pane, click Next.



7. Select the Mail Manager Mail Document object type from the Type list box.

8. You will now need to add a Sender and Date Postmarked for each of the documents you areimporting. You can rename the documents as well.



9. You can now review your documents in the in_process folder in Mail Manager.


Chapter 21Start a Process

You are now ready to start processing mail. You will, as dmadmin, initiate the process, which routesmail to the appropriate mail processor. Completing the process (as the mail processor) in the nextchapter will send the mail to the archive folder. Follow these steps to initiate the process:

1. Click the Processes tab and select the process you created. Click Start Process.

2. Your process opens in the Open Items tab. Enter aMail Type and click Submit.


Start a Process

3. Click Add to the right of mm_mail_doc.

4. Navigate to your PDF files in dmadmin > MailManager > in_process and select one. Click OK.


Start a Process


Start a Process

5. Click Finish.

6. Repeat steps 1 through 5 with two more documents, making sure to assign mail types of Invoiceand Other to the documents.

7. Logout of Mail Manager.


Start a Process


Chapter 22Complete a Process

Now that you have started a process, you must log in as a processor and complete the process. Followthe steps in this chapter to complete the process.

1. Log in to Mail Manager as the user sales_processor.


Complete a Process

2. Navigate to your work queue. The document is in the queue.

3. Click Get Next Task. The document opens in the document view you created.


Complete a Process

4. Click Finish to complete the task.

5. Click OK.


Complete a Process

6. The work queue is now empty.

7. Navigate to the Archived folder. The document is there.


Complete a Process

8. Repeat steps 1 through 7 as the acct_processor and other_processor to process invoices andother documents in Mail Manager.


Complete a Process


Chapter 23Search for Mail

Now you are going to search for mail using the search you created in Documentum Forms Builder.Follow these steps to conduct a search for mail.

Note: For these searches to have meaning, you must have a variety of documents with overlappingand varying mail types and senders. If you do not, please go back and enter more documents.

1. Log in to Mail Manager as the user sales_processor.


Search for Mail

2. Click the Search for Mail tab.

3. Select Purchase Order from theMail Type list box. This search should return Purchase Ordersfrom any senders.


Search for Mail

4. Click Search, and as expected, a list of Purchase Orders from a variety of senders is returned.

5. Likewise, if you enter only the name of a sender in the Sender field, you could expect alldocuments from that sender, regardless of mail type. Try that now. Type Sender2 in the Senderfield and leave theMail Type blank.


Search for Mail

6. Click Search, and as expected, a list of documents from Sender2 with a variety of mail types isreturned.

7. Try a search with both aMail Type and a Sender.


Search for Mail

8. Notice the search returns all documents of that mail type from that sender.

9. And lastly, leave both search fields blank for a return of all documents.


Search for Mail


Chapter 24Prepare the DocApp for Deployment

You must now prepare the DocApp for deployment in your “production” environment. Followthese steps to ensure that all necessary features and components of your Mail Manager applicationare included in the DocApp:

1. Log in to Documentum Application Builder.

2. Click Open Existing DocApp from DocBase.

3. Navigate to and select the mailmanager DocApp in the mailmanager folder. Click Open.


Prepare the DocApp for Deployment

4. Ensure that all of the following items that you created are present in the navigation pane:

• object types

• workflow process

• templates

• alias set

• role

• presets



5. From the tool bar, select Insert > Object from DocBase > Queue Management > Work Queue.

6. Select the work queues you created (use the Shift key to select all three) and click Insert.



Your work queues are now included in the DocApp.

7. From the tool bar, select Insert > Object from DocBase > Folder.



8. Double click dmadmin, and then select the MailManager folder you created as well as the foldercontaining your process, mm_process_mail (you can use the Control or Shift key to select both atonce). Click Insert.



Your folders are now included in the DocApp.

9. From the tool bar, select DocApp > Set Installation Options.

The Target DocBase Installation Options dialog box appears.



10. Do not modify the settings for the object types.

11. Select your workflow template, mm_process_mail.



12. Click New next to Location Alias, and in the Alias Object Dialog box type MailManager as thename and /dmadmin/mm_process_mail as the value. Click OK.

13. Do not modify the settings for the work queues.

14. Do not modify the settings for the templates.

15. Do not modify the settings for the alias set.

16. Do not modify the settings for the roles.

17. Select your data object,MailManager.



18. Click New next to Location Alias, and in the Alias Object Dialog box type MailManagerFolderas the name and /dmadmin as the value. Click OK.

19. Repeat steps 17 and 18 for the data object mm_process_mail, but name it MailManagerProcess.Keep the value as /dmadmin.

20. Do not modify the settings for the presets.

21. On the Target DocBase Installation Options dialog box, click OK.

22. In the navigation panel, right-click the DocApp and select Check in DocApp.

23. When the Check In Application dialog box appears, click OK.



24. From the tool bar, select DocApp > Create DocApp Archive.

25. Choose a location to store your archived DocApp and click OK.

26. Navigate to the location where you archived your MailManager Doc App. You will see a folderwith the name of your DocApp. The folder contains multiple files. You can ZIP this folder forincreased portability.



27. Move your Mail Manager DocApp to its new server using whatever means you choose (forexample, FTP).


Chapter 25Install the DocApp in a NewEnvironment

Now that you have created your Mail Manager DocApp and moved it to the new server, you areready to install it. Follow these steps to install Mail Manager:

1. Log in to Documentum Application Installer.

2. Navigate to you DocApp using Browse and click OK.


Install the DocApp in a New Environment

3. Click Start Installation.

4. When the installation has completed, click Quit Installation.

5. Log in to TaskSpace (not Mail Manager, but the base application).



6. Click the Administration tab, and using the steps in Chapter 18, Create Users and Add Them to aRole, create the following users with these specified privileges:

Table 6. Users and Privileges

User Privileges Client Capability

dmadmin System Administrator Super User

sales_processor None consumer

acct_processor None consumer

other_processor None consumer



7. Using the steps in Chapter 18, Create Users and Add Them to a Role, add the user dmadmin tothe ts_designer role.



8. Using the steps in Chapter 18, Create Users and Add Them to a Role, add the users acct_processor,other_processor, and sales_processor to the queue_advance_processor role.



9. Using the steps in Chapter 18, Create Users and Add Them to a Role, add the users dmadmin,acct_processor, other_processor, and sales_processor to the mail_processor role.



10. Using the steps in Chapter 19, Assign Queues, assign the appropriate users to their respectivework queues.



11. Log in to TaskSpace, but append the URL by adding ?appname=mailmanager.

Now that you have installed the newMail Manager application, you are ready to process mail. Followthe steps in Chapter 21, Start a Process and Chapter 22, Complete a Process to do this.
