webtop general user guide final posted to websites

8/14/2019 Webtop General User Guide FINAL Posted to Websites

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Documentu m W ebtopGen eral Use r G uide


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What is Webto p?Webtop is a web-based interface toDocumentum.

Utilizes standard browserPoint and click ease of use

Standard platform for future Documentumenhancements

Why are we replacing the WorkSpaceinterface to Documentum?

WorkSpace is no longer supported by thevendorMaintenance and support is costlyDoes not utilize IT standard infrastructure

componentsWorkSpace is impeding our ability to upgrade


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Objecti ves Accessing Webtop Creating Links to Webtop Webtop Look and Feel General Documentum Info Simple and Advanced Searches Saving Searches Subscriptions Customizing Screen Preferences

Viewing Attributes Viewing Content Files Creating Automated DRLs Questions


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Accessing Webt opEnter userid,password, and select

your sites docbase(also referred to asthe repository).

Docbase (repository)Plant Farley - dmfpdbPlant Hatch dmhpdbPlant Vogtle dmvpdbCorporate dmapdb

Select checkbox ifyou want the systemto remember your idand password.NOTE: When yourpassword changes,

you will beprompted to login


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Creating Webt opLink/ Shor tcut

Drag to desktop, email, or

document to create linkRight click - Copy Shortcutto add to desktop

Right click, Add to

Favorites


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Webtop Look and Feel1. Folder List Area This area

contains cabinets that areavailable to the user. Eachcabinet, when expanded, cancontain additional cabinets andfolders. It is very similar inbehavior to the folder view inWindows Explorer.

2. Menu Bar This area containsany functions that are availableto a user. These functions arecontext sensitive, so dependingupon what is selected or howmany objects, various actionswill be available dependingupon the state of what the userhas chosen.

3. Object List Area This areacontains the contents of thefolder or object selected in theFolder List Area (1). For

example, if a user selects theirHome Cabinet, they will see alist of all folders and files thathave been created in thatcabinet.

Note: Due to customizations inWebtop you may obtainunexpected navigationresults if you use the BACKor FORWARD buttons.Proper navigation is to use

the Webtop controls and notthe BACK or FORWARDbuttons.

Initial Screen Layout and Definitions


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Webtop Look and Feel1. Current

Docbase

2. HomeCabinet

3. Inbox

5. SimpleSearch

4. AdvancedSearch

8. Logout

11. ObjectDisplayPreferences

12. Sort byColumn

10. ObjectItemDisplayLimit

9. ObjectTypeFilter

7. Toolbar6.Subscriptions

See NextSlide for

Definitions


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Look and Feel ScreenDef in iti ons1. Current Docbase A docbase is a Documentum database (1 per site). The

Docbase name where a user is currently logged in is displayed. Users can loginto multiple docbases simultaneously.

2. Home Cabinet By default, all users begin in this cabinet, with the itemscontained within this cabinet displayed on the right hand side of the screen.

3. Inbox Displays the tasks and notifications sent to the user. Any notificationsfrom workflows are located in the Inbox.

4. Advanced Search Searches property (attribute) fields similar to Find screen

in Workspace. Search is not case sensitive. See Advanced Search slides foradditional information.

5. Simple Search - Conducts search against Object Name and Title as well asfull-text search against indexed content. Search is not case-sensitive. Allowsuse of * character as wildcard. See Simple Search slides for additionalinformation.

6. Subscriptions Files or folders that a user has subscribed to will appear in

the Subscriptions list along with notification sent to users Inbox when theobject is updated. See Subscriptions slide.

7. Toolbar Lists the menu options available to the user such as viewingproperties, creating new documents, etc.

8. Logout Logs the user out of the currently logged in Webtop application.9. Object Type Filter Filters list to display only files, folders, versions, etc.

10. Object Item Display Limit Limits number of objects (documents)

displayed.11. Object Display Preferences Allows users to select which columns to


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General Do cumentum Inf oDocumentum conducts searches using thishierarchy. Search on specific document type ifknown, otherwise search on SyncDocument.

Document No. (called Object Name in

Workspace) = procedure, drawing, or documentnumber

SyncAutogen Record

SyncChange Notice

SyncProcurement

SyncCalculation

SyncRecord

SyncProcedure

SyncSpecification

Sync

Rounds

Sync

Drawing

SyncRounds

Data

SyncDomestic

Drawing

SyncVendor

Drawing

Sync Document


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Adding D ocbases to SearchSelect EDIT on the

Advanced Search Screento view the screen to addor remove docbases for

search query.

Then, use >

webtop general user guide final posted to websites

Documents