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EMC ® Documentum ®

System
Version 6.6

Upgrade and Migration Guide

EMC Corporation
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used herein are the property of their respective owners.
© Copyright 2010 EMC Corporation. All rights reserved.
Table of Contents

Preface ................................................................................................................................. 9

Chapter 1 Upgrade and Migration Overview ................................................................ 11


Upgrade and migration..................................................................................... 11
Understanding migration .................................................................................. 12
Order of new product installation ...................................................................... 12
Order of system updates ................................................................................... 13
System upgrade strategies ................................................................................. 14
Changing the database OS and version .............................................................. 17
Changing the content store location ................................................................... 17
Migrating XML content to the XML store ........................................................... 17

Chapter 2 Planning System Size and Enhancing Performance .................................... 19


Planning the system size ................................................................................... 19
Planning for performance.................................................................................. 20
Common problems in Server performance ......................................................... 21
Common problems in web application performance ........................................... 22

Chapter 3 Planning the System Migration ................................................................... 23


Changes in supported environments.................................................................. 23
Version 6.5 and later changes that impact Content Server upgrade or
migration ......................................................................................................... 24
Enabling database partitioning while configuring Content Server .................... 24
Upgrading multiple repositories to the same version ...................................... 25
Migrating objects to lightweight sysobjects (LWSOs) ....................................... 25
Changed behavior for attribute length ........................................................... 25
Maximum accepted string lengths in Documentum query language
(DQL) statements ......................................................................................... 26
Required configuration for machine-only application access control
tokens .......................................................................................................... 26
Audit trail entries for dm_startedworkitem enhanced ..................................... 26
DFC does not support linked store storage areas ........................................... 26
External storage............................................................................................ 27
DFC does not support optical storage devices ................................................. 27
DFC Full format specifications no longer accepted .......................................... 27
SYNC_REPLICA_RECORDS administration method ...................................... 27
LDIF file changes .......................................................................................... 27
Obsolete dmcl.ini keys .................................................................................. 27
New dfc.properties key to turn off trusted login ............................................. 27
DQL changes................................................................................................ 28
POSITION keyword no longer supported .................................................. 28
CHANGE...OBJECT statement .................................................................. 28
DQL date literals enhancement .................................................................. 28

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Behavior change after failed save or checkin ................................................... 28


Trace method migration ................................................................................ 29
New server.ini key ....................................................................................... 29
enable_workitem_mgmt obsolete .................................................................. 29
Mapping your current configuration .................................................................. 29
Designing a version 6.5 or later configuration ..................................................... 32
Addressing hardware concerns ..................................................................... 32
Upgrading third-party software..................................................................... 33
Planning for global registries ......................................................................... 33
Mapping a version 6.5 or later configuration .................................................. 34
Planning upgrade and migration to version 6.5 or later ....................................... 34
Setting up a test environment ........................................................................ 34
Client-first migration .................................................................................... 34
Planning an upgrade when multiple repositories work as a Federation ................ 35
Guidelines to upgrade a distributed configuration .......................................... 37

Chapter 4 Interoperability and Compatibility ............................................................... 39


Mixed version compatibility .............................................................................. 39
Guidelines for determining mixed version compatibilities ................................... 40
Forward and Backward Compatibility Notes .................................................. 41
Upgrade and Compatibility matrices ................................................................. 42
Cross-product dependencies ....................................................................... 102
Webtop, Digital Asset Manager ................................................................... 102

Chapter 5 Migrating Content Server .......................................................................... 103


Rebuilding or upgrading fulltext indexes ......................................................... 104
Configuring login tickets for backward compatibility ........................................ 104
Using DQL to migrate content to an XML Store ................................................ 105
Migrating custom Content Server methods....................................................... 105
Migrating DocApps and BOF2 modules ........................................................... 105

Chapter 6 Migrating DFC Customizations .................................................................. 107


Java class changes ........................................................................................... 107
Configuring DFC for native IPv4 operations ..................................................... 107
Migrating customizations to Business Objects................................................... 108
Migrating DMCL API calls to DFC API calls..................................................... 108
Search service ................................................................................................. 108
Full format specications no longer accepted .................................................... 109
Character string handling improved ................................................................ 109
Aspects, a new BOF module type for developers .............................................. 109
JMX management of DfPreferences and dfc.properties ...................................... 109
DFC deployment ............................................................................................ 110
Conguration for application access control tokens ........................................... 110
Setting the maximum number of results per source ........................................... 110

Chapter 7 Migrating WDK and Webtop Applications ................................................. 111


Overview ....................................................................................................... 111
Updating and migrating email messages .......................................................... 112
Java class changes ........................................................................................... 113

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Application framework changes ...................................................................... 113


Configuring new accessibility features and timeout warnings ........................ 113
Migrating scoped configurations to presets .................................................. 115
Deployment model changed........................................................................ 116
Migrating configuration extensions to modifications ..................................... 116
Migrating JSP menus to XML menus............................................................ 117
Application-wide changes ............................................................................... 120
Kerberos-based Single Sign-On Authentication in WDK and
Webtop-based applications.......................................................................... 120
Prerequisites .......................................................................................... 121
Configurations in the wdk/app.xml file to enable Kerberos
authentication ........................................................................................ 121
Enabling Kerberos SSO authentication in WDK and Webtop ................. 121
Configuring the Kerberos domain name ............................................... 121
Configuring Kerberos fallback ............................................................. 121
Sample Kerberos configuration in app.xml ........................................... 122
Supporting export of selective datagrid rows to CSV..................................... 122
DRL resolution of deleted document versions .............................................. 123
Placing a custom component in a modal pop-up dialog ................................. 123
Defining the available pop-up windows ................................................... 124
Invoking a modal component in a pop-up window ................................... 124
Refreshing the parent window ................................................................ 126
Creating an action postprocessor for actions that sometimes
require modal windows .......................................................................... 126
Using window.location.replace within a modal component ....................... 127
Enabling and configuring IRM support ........................................................ 127
Enabling and configuring DCS support ........................................................ 127
Email conversion to EMCMF format ............................................................ 128
Configuring inline refresh ........................................................................... 129
Lightweight sysobject support ..................................................................... 130
Using strong encryption .............................................................................. 131
Enabling read notifications .......................................................................... 132
Setting roles precedence .............................................................................. 132
Right-click context menus ........................................................................... 133
Migrating datagrid customizations .............................................................. 133
Supporting row selection ........................................................................ 134
Migrating to resizeable columns .............................................................. 136
Adding fixed column headers ................................................................. 136
Adding right-click context menus ............................................................ 137
Toolbar hidden by default ........................................................................... 138
Keyboard shortcuts (hotkeys) ...................................................................... 138
Adding a shortcut or modifying existing shortcuts.................................... 139
Specifying a shortcuts mapping properties file ......................................... 139
Adding a shortcut definition in an XML file.............................................. 140
Creating or modifying a shortcuts map .................................................... 141
Adding your custom shortcut to the component ....................................... 143
Modifying a custom control to support shortcuts ...................................... 143
Tab order configuration............................................................................... 144
Supporting auto completion ........................................................................ 145
Configuring a custom control that can support autocompletion ................. 145
Adding a "Starts with” filter ........................................................................ 147
Displaying invalid actions ........................................................................... 148
Drag and drop improvements ..................................................................... 148
Preferences changes .................................................................................... 148
Content transfer changes ................................................................................. 149
UCF performance improvements in Webtop ................................................. 149
Enabling deep export .................................................................................. 150
Turning off UCF preload ............................................................................. 150

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Enabling PDF byte-serving .......................................................................... 150


Specifying the content transfer mechanism for a group or role ....................... 151
Enabling scanning of Microsoft formats for linked objects ............................. 151
Allowing user selection of viewing application for renditions ........................ 153
Configuring ACS and BOCS settings ............................................................ 153
Content transfer applet removed ................................................................. 154
Style changes.................................................................................................. 154
Streamline deprecated ................................................................................ 154
Specific themes deprecated.......................................................................... 154
Feature changes .............................................................................................. 155
Deprecated components .............................................................................. 155
Supporting conditional value assistance in advanced search .......................... 156
Assigning relationships ............................................................................... 157
Lifecycle enhancements .............................................................................. 157

Chapter 8 DFC, BOF and WDK Application Migration to DFS .................................... 159
Appendix A Migrating DMCL APIs to DFC .................................................................... 161
Overview ....................................................................................................... 161
Methods with no corresponding DFC method .................................................. 161
Methods with corresponding DFC methods ..................................................... 162

Appendix B Object Type and Property Changes for version 6.6 ................................... 171
New object types ............................................................................................ 171
Changed object types ...................................................................................... 172
Deprecated or obsolete properties .................................................................... 173
Properties added conditionally ........................................................................ 173
Deprecated or obsolete object types ................................................................. 174

Appendix C Deployment Settings in WDK-based Application Deployment .................. 177


Appendix D Changes to Webtop Cascading Stylesheets .............................................. 181
Appendix E dfc.properties ............................................................................................ 183
Overview ....................................................................................................... 183
Changes to existing key names ........................................................................ 183
dmcl.ini key migration to dfc.properties ........................................................... 186
Obsolete dmcl.ini and session configuration options ......................................... 187
Obsolete dfc.properties keys............................................................................ 189

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List of Figures

Figure 1. System installation order, new Documentum system .............................................. 13


Figure 2. System update order, existing Documentum system ............................................... 14
Figure 3. System upgrade scenarios ..................................................................................... 16
Figure 4. Conditional value assistance in search.................................................................. 156

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List of Tables

Table 1. Upgrade and migration of product components ..................................................... 11


Table 2. Third-party product versions not supported in this release ...................................... 23
Table 3. Content Server and database server host worksheet ................................................ 30
Table 4. Application server host worksheet ......................................................................... 31
Table 5. Index server host worksheet .................................................................................. 31
Table 6. Client machine worksheet ..................................................................................... 31
Table 7. Customized components worksheet....................................................................... 32
Table 8. Federation Configurations..................................................................................... 36
Table 9. Mixed Version Configuration ................................................................................ 41
Table 10. Upgrade matrix for Content Server and related components ................................... 43
Table 11. Compatibility matrix for client components against Content Server and
dependent products .......................................................................................... 49
Table 12. IRM Services for Documentum Compatibility against Content Server .................... 100
Table 13. Documentum Compliance Manager Compatibility against Content Server ............. 101
Table 14. MyDocumentum Offline Compatibility against Content Server ............................. 101
Table 15. Steps to migrate the Content Server to version 6.5 or later ..................................... 103
Table 16. Menu configuration elements .............................................................................. 118
Table 17. Interaction between global versus local row selection settings ............................... 135
Table 18. Hotkeys configuration elements .......................................................................... 140
Table 19. Keys that can be used in a shortcut combination ................................................... 141
Table 20. Deprecated components ...................................................................................... 155
Table 21. Developing custom applications .......................................................................... 159
Table 22. DMCL API methods and corresponding DFC methods ......................................... 162
Table 23. New Object Types............................................................................................... 171
Table 24. Changed Object Types ........................................................................................ 172
Table 25. Deprecated and obsolete properties ..................................................................... 173
Table 26. Deprecated and obsolete computed properties ..................................................... 173
Table 27. Properties added conditionally ............................................................................ 173
Table 28. Deprecated or Obsolete Object Types ................................................................... 174
Table 29. Mandatory configuration before deployment ....................................................... 177
Table 30. Optional configuration before deployment ........................................................... 177
Table 31. Optional configuration after deployment ............................................................. 178
Table 32. Name changes for existing dfc.properties since version 6.5 and dfc.new
properties ...................................................................................................... 183
Table 33. dfc.properties keys migrated from dmcl.ini file ..................................................... 186
Table 34. Obsolete session configuration options................................................................. 188
Table 35. Obsolete dfc.properties keys................................................................................ 189

8 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Preface

This guide focuses on the steps necessary to upgrade or move an existing EMC Documentum 5.3 SP6
or 6 implementation to the EMC Documentum 6.5 or later platform. This guide does not focus on new
features, except when a new feature changes or replaces existing behavior in custom applications.

Intended Audience
This guide is for EMC Documentum administrators who are tasked with upgrading or moving an
existing EMC Documentum 5.3 SP6, 6.0, or 6.0 SPx implementation into the EMC Documentum 6.5 or
later platform and developers who have created custom applications that need to move from EMC
Documentum 5.3 SP6, 6.0, 6.0 SPx, 6.5, or 6.5 SPx to the EMC Documentum 6.6 platform.

Document scope
This guide shows you how to upgrade a Documentum system and migrate your customizations to
the upgraded Content Server. To assist you in the upgrade process, refer to Content Server Installation
Guide for more detailed planning information.
The safe harbor release for migration to 6.5 and later versions is version 5.3 SP6. If you are upgrading
from a version earlier than 5.3, you must first upgrade to version 5.3 SP6, and then to version 6.5 or a
later version. Alternatively, if you are on version 6.0 or 6.0 SPx, you can upgrade to version 6.5 or
a later version.
For migration of your customizations, this guide takes a version 5.3 SP6, 6.0, or 6.0 SPx
implementation and provides appropriate instructions to transition to 6.5 or a later version. You can
take advantage of some but not all of the new features of 6.5 and later versions. This guide also shows
you how to disable new behaviors where you do not want them and activate some features that have
been deprecated or "turned off” by default for 6.5 and later versions. For information on how to
implement new features in your custom client application, refer to the developer documentation for
the product, for example, the Web Development Kit Development Guide for WDK.
IMPORTANT: All references to 6.5 and later versions in this document refer to version 6.5 and all
versions that follow it. For example, such a reference includes version 6.6.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 9


Preface

Additional documentation
This guide provides overview and planning information. For details on specific procedures see
these guides:
• Content Server Installation Guide
• Documentum Administrator User Guide
• XML Store Migration Guide
• Documentum Foundation Classes Development Guide
• Web Development Kit and Webtop Deployment Guide
• Web Development Kit Development Guide
• Webtop Email Migration Guide
• Documentum Foundation Services Development Guide
• Documentum Foundation Services Deployment Guide

Revision History
The following changes have been made to this document.

Revision History

Revision Date Description


May 2010 Initial publication
August 2010 Updated the "System upgrade strategies” and the "Object Type and
Property Changes for version 6.6” sections.

10 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Chapter 1
Upgrade and Migration Overview

This chapter covers in broad terms what is meant by upgrade and migration, what this guide covers,
and where you might look for additional information.
These topics are included:
• Upgrade and migration, page 11
• Understanding migration, page 12
• Order of new product installation, page 12
• System upgrade strategies, page 14
• Order of system updates, page 13
• Changing the database OS and version, page 17
• Changing the content store location, page 17
• Migrating XML content to the XML store, page 17

Upgrade and migration


Upgrade is available for certain Documentum applications such as Content Server. Upgrade changes
an existing installation to a new version. For information on upgrading Content Server, refer to
EMC Documentum Content Server Installation Guide. You can install Content Server 6.5 or later and
migrate your existing repository to the new Server. For information on migrating your repository,
refer to Chapter 5, Migrating Content Server
In migration, you move your customizations to a new instance. If you install a new Content Server,
you need to migrate existing Server customizations such as DocApps or DAR files, and business
objects. Some applications such as Webtop or the WDK framework require migration rather than
upgrade. Table 1, page 11 shows the components that need migration or upgrade.

Table 1. Upgrade and migration of product components

Component Migrate Upgrade


Content Server X X
Custom DocApp/DAR X
SBOs X

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Upgrade and Migration Overview

Component Migrate Upgrade


TBOs X
Java methods X X
Custom WDK/Webtop apps X

Note: DocApps, SBOs and TBOs (BOF2 version), and Java methods bundled as SBOs will continue to
work in an upgraded Content Server. To edit them, you must create a project. Refer to the "Managing
Modules” chapter of Documentum Composer User Guide.
Check the installation or deployment guide for each application that you are upgrading to find
instructions for upgrading or migrating applications to the new version. For information on
migrating WDK-based customizations, refer to Chapter 7, Migrating WDK and Webtop Applications.
Before upgrade and migration, check the interoperability of all products and platforms in the system.
Refer to Chapter 4, Interoperability and Compatibility.

Understanding migration
Migrating from version 5.3 SP6 or 6.0, or 6.0 SPx to 6.5 or a later version is a straightforward
process. Your task is to clearly document your current configuration, plan your version 6.5 or later
configuration, then upgrade the individual system components in a sequence that will minimize
impact on your users.
Migration can be separated into two basic tasks:
• Install and configure version 6.5 or later software.
• Move configurations and customizations to the new servers.
— Make necessary changes to enable any features you want to keep.
— Make necessary changes to disable any new features you do not want.
— Make necessary changes to enable any new features for existing custom components.
Most of the new features in 6.5 and later versions are enabled by default. For those feature that are
not enabled by default, this guide explains the steps for enabling the new feature.

Order of new product installation


Figure 1, page 13 shows the order in which new Documentum system installations should be installed
and deployed. The "server" in this diagram is the host for the RDBMS, Content Server, or Index Server.

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Upgrade and Migration Overview

Figure 1. System installation order, new Documentum system

Order of system updates


Upgrades to existing Documentum system installations may require uninstallation of some products
that you are upgrading. Check the installation guide for recommendations. WDK-based clients
version 6 such as Webtop or Web Publisher do not have an installer and thus cannot be upgraded.
For those clients, you must migrate your existing customizations to a new WDK or Webtop runtime
deployment.
For upgrades that require uninstallation, perform the uninstall procedure in the reverse of the order
shown for new installations. For example, if you need to upgrade the LDAP server OS, upgrade
the Webtop application server and its OS, and then migrate your customizations to Webtop 6.5 or
later version, proceeding in the following order:
1. Uninstall the WDK application server.
2. Update the LDAP OS.
3. Update the application server OS.
4. Update the application server software.
5. Deploy Webtop 6.5 or later on the new application server instance.
6. Migrate your WDK-based customizations to the Webtop 6.5 or later instance.
Figure 2, page 14 shows the order in which system components should be updated. The "server" in
this diagram is the host for the RDBMS, Content Server, or Index Server.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 13


Upgrade and Migration Overview

Figure 2. System update order, existing Documentum system

Caution: For Content Server, host OS, or RDBMS upgrades, make sure the product version is
supported by the Content Server version you are installing. For application server OS or server
upgrades, make sure the product version is supported by the WDK-based application you are
installing. This information is in the product release notes.

Chapter 4, Interoperability and Compatibility provides information on version compatibilities


between interoperating Documentum products. When there are version compatibility restrictions
between interoperating products, upgrading one product requires upgrading the interoperating
product(s) to the same exact version or major version family. In most cases, version compatibility
restrictions result from artifacts that a client product installs into the repository that leverage new
functionality in Content Server. In these cases, upgrading the Content Server before the client
application is especially important.

System upgrade strategies


A typical Documentum system upgrade involves development, test, and production phases. The
development phase emphasizes migration of customizations from old product versions to new
product versions, and functional testing of those customizations. The development phase only
requires deployment of the set of products required for functional testing of the customizations.
The test phase emphasizes setting up and testing of the full set of products that emulates the
production system. The suite of EMC Documentum products and versions comprising the test system
should match the suite of EMC Documentum products and versions targeted for the production
system upgrade. However, the test system can be deployed in a different environment (third-party
products, physical or virtual hosts) from the production system.
To move from the test to the production environment follow the in-place upgrade process.
For the in-place upgrade, you shutdown the production system and perform an upgrade using the
same set of physical or virtual hosts comprising the production system. For the in-place upgrade,

14 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Upgrade and Migration Overview

you should use the test environment as a practice environment for performing the production
system upgrade.
Note: The Content Server/database component (the repository) is the only part of the system for
which there is an upgrade script. All other system product component require a fresh installation.
The upgrade strategy provided in this section addresses upgrading all products in the system to the
same version number, resulting in a homogenous system. You can also upgrade only the Content
Server/database component (the repository) or the client component, resulting in a heterogeneous
system. Chapter 4, Interoperability and Compatibility provides additional details on mixed version
compatibilities.
Figure 3, page 16 shows the high-level decision points involved moving from a test system to a
production system. Functional testing of new customizations and manual migration of existing
customizations into new client version is part of the develop phase.
If upgrading the repository, you need to create a copy of the production repository (see Content
Server Installation Guide) in your test system upon which you can run the upgrade. If you want to
change the database operating system, you can using the utilities available through the third-party
database to export the database and import it into a new database instance on the different operating
system. After running the Content Server configuration program to re-establish the connection
between the existing Content Server instance and new database instance, run the Content Server to
upgrade the entire repository.
If you are performing a fresh install, instead of an upgrade, you need to migrate your data files to new
Content Server and database instances. There are several known third-party utilities for performing
this data migration (Crown Partners, Bluefish, FME).
An EMC Documentum system requires a global registry repository that matches the version family of
the system clients. After installing or upgrading the test system repository, install a global registry
repository matching the version of the client applications and install the client software. If your client
software versions are to remain at the same version as your production system, you can copy the
customized files from your production system directly over to the same version client instance
on the test system. If the client version software is different, you need to manually migrate your
customizations over to the new client files.
Upon completing the migration of customizations to the test system, ensure your system is running
properly by conducting your system tests. You are ready to repeat your upgrade process on the
production once all your system tests pass. Generally, you will need to take your production system
off-line for a weekend while performing the in–place upgrade.
Note: You can use virtual machine hosts for the entire system or system components. Using virtual
machines, you can swap out pre-upgraded system images on the same physical host to minimize
the downtime of an in-place upgrade.
The production system contains new content and full-text indexes generated since the repository was
copied or you migrated your data to the new repository.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 15


Upgrade and Migration Overview

Figure 3. System upgrade scenarios

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Changing the database OS and version


When migrating your database to a new OS (host) and database version, complete the migration first,
before upgrading Content Server. Upon completion of the database migration, run the Content Server
configuration program to re-establish the repository with the new database instance. Then upgrade
the Content Server to upgrade the entire repository.
Refer to the database vendor documentation for information on migrating repository database files
to a new database instance. The Content Server configuration program connects Content Server to
the new database host unless the database connection string, database owner name, or password
has changed.

Changing the content store location


You can move a content store to a new location. Refer to Documentum Administrator User Guide for
information on moving file storage areas to a new location. The database location cannot be changed.

Migrating XML content to the XML store


For information on migrating XML content to the XML store in Content Server, refer to XML Store
Migration Guide, which is available with other Content Server documentation.
Note: Prior to migrating XML content to an XML store, Content Server must be upgraded and
migrated to version 6.5 and later.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 17


Upgrade and Migration Overview

18 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Chapter 2
Planning System Size and Enhancing
Performance

Upgrading a system presents an opportunity to change to new host environments. The following
topics will help you plan your system size and improve performance:
• Planning the system size, page 19
• Planning for performance, page 20
• Common problems in Server performance, page 21
• Common problems in Server performance, page 21

Planning the system size


Use the system sizing spreadsheet available on Powerlink to assist you in planning your system. On
the Powerlink.emc.com Support menu, click Technical Documentation and Advisories > Software D
Documentation > Documentum System > System Sizing.
The system sizing spreadsheet takes into account your estimated first-year and subsequent years
input of common types of documents (Word, PPT, PDF, HTML, XML, images, MPEG), number of
light and heavy users, and number of custom types. These figures are modified by WDK and BPM
configurations. The output is the estimated number of CPUs and memory required for Content
Server, Index agent and server, WDK application server, and RDBMS server. Additional calculations
are performed for a document transformation server and BPS server if selected.
Hardware and network planning are essential for system scalability. For example, a load rate of
125,000 images per hour during an 8-hour day could lead to a billion objects in less than 5 years. In
a regulated environment, those object may need to be online. The following considerations are
recommended from a billion-object benchmark study with 1000 concurrent users:
• Set query resource limits in production. If a query uses large table scans, then its response time
will be in terms of hours rather than minutes given the size of the tables.
• Pre-test every application query on a reasonably-sized database prior to production.
• Eliminate poorly formed queries. Poorly formed queries in a small application might significantly
degrade when mixed with a larger repository.
• The full-text index server should allocate three times more storage to the full-text index than to
the content filestores.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 19


Planning System Size and Enhancing Performance

To determine the system load expectations


1. Determine number and locations of functional users, including end users, administrators, and
developers.
2. Determine average and peak level data traffic (frequency and size of content transfers) for users.
3. Determine rate of ingestion of new content and magnitude of content to be migrated.
4. Determine indexing requirements for new and migrated content.

Planning for performance


There are many factors that affect performance of a Documentum system. These factors include:
• Number of users
• Frequency and duration of user sessions
• Size of files transferred by users
• Network capacity
• Storage and RAM capacity on hosts for RDBMS, Content Server, Index, application server or other
These factors are used by the System Sizing spreadsheet to help you calculate your size needs. On
the Powerlink site Support menu, click Technical Documentation and Advisories > Software D
Documentation > Documentum System > System Sizing.
In Documentum 5 systems, DMCL tracing was used to analyze performance. In Documentum 6, you
create a DFC trace. There are 34 tracing parameters in dfc.properties. Logging and tracing is fully
described in the Documentum Administrator User Guide. Some sample scripts to convert a trace file
to Microsoft Excel and to analyze repetitive calls are available on the EMC Developer Network.
You can monitor application server memory usage using graphical display tools for Java garbage
collection statistics such as Samurai or the IBM Diagnostic Tool for Garbage Collector. Monitor the
frequency of full garbage collection to determine whether the JVM heap size needs to be adjusted.
You can generate a Java heap dump for out of memory exceptions and analyze them with the Sun
Heap Analyzer Tool (HAT), the IBM Heap Dump Analyzer, or the Your Kit Java Profiler. Classes that
consume memory to check in a heap dump are com.documentum.web.failover.AttributeWrapper,
FormHistory, and NavigationObservable.

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Planning System Size and Enhancing Performance

Common problems in Server performance


The most common problems in Content Server performance include the following:
• Application design and customization
— Chatty or redundant application code, the most common cause of failure (40% in 1995 IEEE
study)
— Complex object models
— Poor memory and cache management
• Network
— High latency due to physical or logical limitations
— Overburdened shared network
• Undersized Server resources (inadequate memory and CPU size)
• Unmanaged or underused RDBMS resources
— RDBMS not regularly monitored and tuned
— Performance and caching features not used
• Unrealistic expectations (did not use realistic benchmarks)
A highly available infrastructure must be carefully designed to fit your business requirements.
There is no single solution that fits all.
The following solutions are available to help with these problems.

High availability Documentum Server clusters — Server clusters (also called Server sets) can be
active-active or active-passive. In an active-active cluster, there are two active load-balanced web
application servers, two active sets consisting of a Content Server and connection broker, one active
RDBMS with clustered standby server, one primary database with one synchronized standby, and
one primary content store with one synchronize standby. In an active-passive cluster, everything
is the same except that there is only one active Server plus connection broker set, with another
set as standby.
These cluster configurations provide partial high availability coverage with increased scalability.
The clusters can be managed with Documentum Administrator.

Redundant connection brokers — Connection brokers (formerly known as docbrokers) can be


configured to automatically reroute users to Content Servers that are online. Connection brokers can
load balance user connections across multiple Content Servers using identical proximity values for
connection brokers. Refer to Documentum Administrator User Guide .

Replication — Replication can be configured either as read/write or read-only.

Disaster recovery — Disaster recovery is not the same as high availability. It assumes a total loss of
the production data center. Disaster recovery servers are separate and independent from the main
center. They share no resources, and each has an independent network infrastructure for WAN
replication. Both systems have the capacity to carry out full normal and emergency workloads. They
must be maintained to be completely compatible.
Failover for disaster recovery is manual, not automatic. Clients will be affected.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 21


Planning System Size and Enhancing Performance

Enhancing query performance — The Documentum Administrator User Guide describes how to
monitor query performance using the Update Statistics administration tool. It also describes how to
limit poorly-performing subqueries for users who belong to a large number of groups.

Common problems in web application


performance
Performance guidelines for WDK-based applications are published in the Web Development Kit
Development Guide. These include the following areas:
• Configuration
— Allocate sufficient Java memory
— Limit the number of allowable HTTP sessions
— Set a lower default page size
— Limit browser history
— Turn on value assistance caching
— Configure response compression and caching static elements
• Customization
— Implementing actions
— Creating objects
— Limiting cookie lookup
• Search performance — Several search performance guidelines are available in this same guide.
• Content transfer performance — The following factors may increase content transfer performance:
— Limit the number of imports per user transaction in the importcontainer configuration.
— Increase UCF session timeout, for example, from 250 to 500 seconds, in
WEB-INF/classes/ucf.server.config.xml.
— On Windows clients, turn off virus scanning for archives.
— On Windows clients, turning off virus scanning for the Documentum/ucf subdirectory of the
user’s home directory, for example, Documents and Settings\my_name\Documentum\ucf.
— On Windows clients, turning off virus scanning for the Java executable directory and
subfolders.

22 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Chapter 3
Planning the System Migration

Migrating a system requires planning. You have to know your starting point, choose a destination,
then pick the best route to get there. This chapter provides some practical advice for plotting your
course from version 5.3 SP6, 6.0, or 6.0 SPX to version 6.5 or later. Topics in this chapter include:
• Changes in supported environments, page 23
• Version 6.5 and later changes that impact Content Server upgrade or migration, page 24
• Mapping your current configuration, page 29
• Designing a version 6.5 or later configuration, page 32
• Planning upgrade and migration to version 6.5 or later, page 34

Changes in supported environments


Table 2, page 23 shows third-party product versions that were supported in version 5.3 SP6, but are
no longer supported from version 6.0. Not every item in the table applies to every product. Refer to
the release notes for each product for detailed information on supported software environments.

Table 2. Third-party product versions not supported in this release

Product Category Third-party product Version


Windows 2000 SP2 Update Rollup 1
Mac OS X 10.2.8, 10.3.9
Solaris 8
Operating System
AIX 5.2
HP-UX HP-UX 11
Red Hat Enterprise Linux 3.x
Oracle 9i 9.2.0.8, 10.1.0.5
Database SQL Server 2000 SP4
DB2 UDB 8.1 FixPak 14, 8.2 FixPak 7

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Planning the System Migration

Product Category Third-party product Version


BEA WebLogic Server 8.1 SP6
Tomcat 5.0.28
Application Server
IBM WebSphere AS 5.1.1.13, 6.0.2.17
Oracle AS 10g 9.0.4.3, 10.1.2
Mozilla 1.7.13
Browser Netscape 7.2
Safari 1.3.2
Sun JRE 1.4.2_13
JRE (Client) Microsoft JVM 5.0.0.3810
Apple Java 1.3.1 Release 2
Java (Server) Java 1.4.x
BEA WebLogic Portal 8.1 SP6
Portal Server
IBM WebSphere Portal 5.1.0.4

Version 6.5 and later changes that impact


Content Server upgrade or migration
This section describes miscellaneous changes that may impact the migration to 6.6.

Enabling database partitioning while configuring


Content Server
On an Oracle or SQL database, when you configure a repository, you can optionally enable database
partitioning. By default, database partitioning is disabled. However, after the Content Server
and database upgrade, and the Content Server installation, when you run the Content Server
configuration program the program fails to display the Enable data partitioning checkbox. If you
want to use the database partitioning feature, execute the GENERATE_PARTITION_SCHEME_SQL
query with the appropriate GENERATE_PARTITION_SCHEME_SQL arguments to explicitly enable
database partitioning. For more information about instructions to partition the database, see the High
Volume Server Guide.

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Planning the System Migration

Upgrading multiple repositories to the same version


While upgrading Content Server from 5.3 SP6 to 6.6 you must ensure that you perform the following
tasks:
• Upgrade the software to 6.6
• Upgrade the repository to 6.6
If Content Server comprises multiple repositories, ensure that you upgrade all repositories to 6.6. You
cannot have multiple repositories of different versions on the same Windows host since different
method server binaries are used for different versions. If you retain a repository at a 5.3 SP6 version,
the 5.3 SP6 repository will use the latest 6.6 method server executable to launch JMS based on the
registry entries on the Windows host. This version incompatibility of the repository and method
server executable causes an access violation and prevents the repository from starting up.
You are recommended to upgrade all repositories in Content Server to the same version.

Migrating objects to lightweight sysobjects (LWSOs)


Lightweight sysobjects (LWSOs) are useful if you have a large number of attribute values that are
identical for a group of objects. This redundant information can be shared among the LWSOs from a
single copy of the shared parent object. For example, Enterprise A-Plus Financial Services receives
many payment checks each day. They record the images of the checks and store the payment
information in sysobjects. They will retain this information for several years and then get rid of it.
For their purposes, all objects created on the same day can use a single ACL, retention information,
creation date, version, and other attributes. That information is held by the shared parent object. The
LWSO has information about the specific transaction.
The administrative method, MIGRATE_TO_LITE, migrates objects to LWSOs. You specify the type to
turn into a lightweight type and the shareable parent type. One use case is to split a standard type
up so that some attributes are in the parent type and the rest are in the lightweight type. Another
case is to make the entire standard type into the lightweight type and create a brand-new type as
the shareable parent type. After the method executes, each LWSO has its own private parent, so the
parents are not shared. At this point, you can reparent the LWSOs to shared parents and delete the
now "orphaned" parents. For full information on migrating objects to LWSOs, refer to Documentum
High Volume Server Developers Guide.

Changed behavior for attribute length


In DMCL/DFC 6 and before, if a value that is too large is set into a string attribute, the excessive data
is silently discarded with no error. For example, if you try setting a 37-byte value into a 32-byte
attribute, the last 5 bytes are silently discarded.
This past behavior can be considered data corruption and is often dangerous because the user
typically doesn’t know that it happened. DFC 6.5 and later versions throw an exception if you try to
overrun the size of an attribute. To support backward compatibility DFC has a tunable preference to
enable or disable the new behavior.

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Planning the System Migration

You can set the preference dfc.compatibility.truncate_long_values to true to silently throw away data
as in the past. The default for this preference is false. This default is chosen to avoid data loss, even
though it is incompatible with previous versions.
If you prefer to use the pre-6.5 behavior, set the following dfc preference in dfc.properties to:
dfc.compatibility.truncate_long_values

When you get this new exception, the preferred solution is to carefully examine the application and
resolve the real source of the problem. Chances are that silently discarding the data is not your
desired result. If fixing the application is not an option, you can set the preference in dfc.properties to
allow truncation.

Maximum accepted string lengths in Documentum


query language (DQL) statements
The maximum length of a character string literal in a DQL statement is now governed by the
maximum allowed by the underlying relational database. In previous releases the DQL parser for
some databases enforced a smaller maximum.

Required configuration for machine-only application


access control tokens
If you are using application access control (AAC) tokens configured to be valid only when sent from
applications on particular host machines, you must set the dfc.machine.id key in the dfc.properties
file used by those client applications. The key needs to be sent to the machine ID of the host from
which the AAC token is sent.

Audit trail entries for dm_startedworkitem enhanced


For dm_startedworkitem events, the string_4 property of the audit trail object now records the
performer of the work item.

DFC does not support linked store storage areas


Since version 6.5, DFC does not support linked store storage areas. As a consequence, the following
items are deprecated:
• The dm_linkedstore object type, which represents linked store storage areas
• The dmi_linkrecord object type, which records the links between a linked storage area and file
stores
• The CLEAN_LINKS administration method, which removes orphaned link records if needed

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Planning the System Migration

External storage
If you are using an external storage area and the plugin is configured to execute on the client host,
you need to reconfigure the plugin to execute on the server. In 6.5 and later versions, DFC does not
support executing the plugin on the client. To configure the plugin to execute on the server, set the
a_exec_mode property of the storage object to F (FALSE). The storage object is one of dm_extern_file,
dm_extern_free, or dm_extern_url, depending on the type of external storage you are using.

DFC does not support optical storage devices


DFC does not support optical storage devices with version 6.5.

DFC Full format specifications no longer accepted


The DFC methods, such as setFile, that previously accepted a full format specification no longer do
so. As of version 6.5, those methods accept only a format name, such as txt or word, for the format
argument.

SYNC_REPLICA_RECORDS administration method


The SYNC_REPLICA_RECORDS administration method is obsolete. It was used to complete the
migration from DocPage Server 3.x to eContent Server 4.x. Neither of these server versions is
currently supported. References to this method have been removed from the documentation.

LDIF file changes


Use of "true”, "false”, "1” or "0” as values for Boolean properties in the LDIF file is deprecated. Also,
the list of accepted properties in the file has been updated.

Obsolete dmcl.ini keys


Two keys added in 5.3 SP4, max_file_size and max_backup_index, are obsolete in 6.5 and later
versions.

New dfc.properties key to turn off trusted login


By default, applications running on the Content Server host are allowed to make repository
connections as the installation owner without presenting a password. This is called a trusted login.

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Planning the System Migration

If an application, such as Documentum Administrator, that has an explicit login dialog box is
installed on a Content Server host, a user is able to login as the installation owner without a password
using a trusted login.
This release introduces a new dfc.properties key to turn off trusted logins if you do not want to allow
trusted logins through such applications. The key is:
dfc.session.allow_trusted_login

Setting this key to false requires users to always provide a password, even when logging in as the
installation owner.

DQL changes
The following are changes to the DQL.

POSITION keyword no longer supported

The POSITION keyword, previously supported in SELECT queries against the fulltext index, is
no longer supported.

CHANGE...OBJECT statement

Previously, using the CHANGE...OBJECT statement was restricted to custom object types. With this
release, the statement may be used to change any type so long as the remaining restrictions as listed
in the DQL Reference manual description of CHANGE...OBJECT are not violated.

DQL date literals enhancement

You can now specify ’utc’ in a date literal in a DQL statement. The new syntax for date literals is:
DATE(’date_value[utc]’ [,’pattern’])

You can define date_value using any of the valid character string formats representing a date, or it can
be one of the keywords that represent dates.
If utc is included, Content Server assumes that the specified date_value is UTC time. The specification
of utc is not case sensitive.

Behavior change after failed save or checkin


In 6.5 and later versions, if a save or checkin of an object fails, DFC will revert the object automatically
before returning the object to the application issuing the save or checkin. Reverting the object
removes any changes made to the object before the attempted save or checkin. The application must

28 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Planning the System Migration

then reapply any changes made prior to the save or checkin before reattempting the save or checkin
operation. This behavior is different from how failed saves or checkins were handled by the prior
DMCL. The DMCL in prior releases simply marked the object as in an error state and returned
it to the application.

Trace method migration


In 6.5 and later versions, the tracing implementation for client-side tracing is changed and enhanced.
The trace method is replaced with the IDfSession.setServerTraceLevel method. For complete details,
refer to the Documentum Administrator User Guide.
The Trace API method in existing scripts will continue to work, but its implementation is changed. In
6.5 and later versions, the level 0 turns tracing off and any nonzero value turns tracing on. If a file
name is specified on the Trace method command line, the trace information is recorded in that file. If
no file is specified, the trace information is placed in the file specified in the dfc.properties file, in
accordance with the new tracing implementation.

New server.ini key


Version 6.5 introduces a new server.ini key for Windows platforms. The key allows you to configure
the maximum size of the listener queue for Content Server connection requests.
Content Server creates a socket listener for incoming connection requests with a maximum backlog
set to 200 by default. On Windows platforms, you can reset that maximum if needed. To do so, set the
listener_queue_length key in the server.ini file. Set the key to a positive integer value. Content Server
passes the specified value to the Windows Sockets call listen().

enable_workitem_mgmt obsolete
The enable_workitem_mgmt key controls whether permissions to perform certain workflow actions
are enforced. The affected actions are:
• Acquiring a work item
• Delegating a work item
• Halting and resuming a running activity
• Changing a work item’s priority
If the key is set to T (TRUE), any user can perform those actions. The key is F (FALSE) by default.

Mapping your current configuration


The following system configuration diagrams and sample worksheets provide a starting point for
documenting the infrastructure of your current system. You might already have similar diagrams

EMC Documentum System Version 6.6 Upgrade and Migration Guide 29


Planning the System Migration

from which you can get much of this information. If you do not, be sure to keep a copy of the existing
plan to help with future migrations. Take the time to verify that any existing diagrams reflect the
current configuration.
Complete one copy of the table below for each server host and client configuration used in your
current system, for example, Content Server, fulltext indexing server, Federated Search Server,
application server.

Table 3. Content Server and database server host worksheet

Item Value
Hardware and
Processors
Memory
Operating system and
version
Content Server version
RDBMS and version
Repository size Number of objects:

Storage space required:

Global Registry? [ ] Yes [ ] No


Java/JRE version
DFC version
Other product version
Other product version
Other product version

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Table 4. Application server host worksheet

Item Value
Hardware and
processors
Memory
Operating system and
version
HTTP Server version
Java version
DFC version
Other product and
version
Other product and
version
Other product and
version

Table 5. Index server host worksheet

Item Value
Hardware and
processors
Memory
Operating system and
version
HTTP server version
Java version
DFC version
Other product and
version
Other product and
version
Other product and
version

Table 6. Client machine worksheet

Item Value
Operating system and
version
Browser and version

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Planning the System Migration

Java version
Other product and
version
Other product and
version
Other product and
version

Table 7. Customized components worksheet

Product Customized Customization Customization Disposition


Components type Description

• 6.5 and later


Compatible

• Needs changes

• Obsolete

• 6.5 and later


Compatible

• Needs changes

• Obsolete

• 6.5 and later


Compatible

• Needs changes

• Obsolete

Designing a version 6.5 or later configuration


This section discusses some of the design decisions you need to make before implementing a
version 6.5 or later configuration. Departmental systems are configurations where the Content
Server, RDBMS, and global registry all reside on the same host machine. Enterprise systems are
configurations containing multiple Content Servers, data repositories, and distributed services to
improve performance in high traffic or geographically disbursed environments.

Addressing hardware concerns


Verify that the hardware you are currently using will continue to meet your needs for the foreseeable
future. In particular, if you have been hosting more than one server on a single machine, for example,

32 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Planning the System Migration

Content Server and an application server, this is a good time to divide the functions between two or
more server hosts to boost performance.

Upgrading third-party software


Prior to migrating to version 6.5 or later, verify that the third-party software you are currently using
with the existing version is still supported, and upgrade to supported versions as necessary. For
information about supported software, see the What’s New document for version 6.5 or later.

Planning for global registries


You must designate one of the repositories in your version 6.5 or later system as the global registry. The
global registry is a central location used to store common objects used by all repositories, such as SBO
(Service-based Business Object) network locations, BOCS (Branch Office Caching Service) settings,
and user settings. You need to decide which of your repositories will be enabled as the global registry.
If you already have a version 5.3 SP6, 6.0, or 6.0 SPX global registry, you can use it with a repository
that you upgrade to 6.5 or later. Refer to Table 9, page 41 for compatible versions of Content Server,
global registry, and client applications.
During repository configuration, you are prompted to choose one of the following options:
• Use the current repository as a global registry
You need to provide a user login name and password for the global registry user in the repository
you are currently configuring. Record the login name and password; you will use this login name
and password to configure other repositories in your system to allow them to access the global
registry. The local DFC instance is also configured to access this global registry.
• Specify a different repository as the global registry
You need to provide the repository name and the login credentials (user login name and
password) of the global registry user in that repository. The DFC instance on the current host
is configured to access the remote global registry repository.
• Do later
If you choose this option, you can delete the dfc.bof.registry.repository, dfc.bof,.registry.username,
and dfc.bof.registry.password from the dfc.properties file and rerun the DFC installer on this host
in order to designate the global registry repository at a later time. Version 6.5 or later requires a
global registry, so clients should not connect to the system until the global registry is configured.
Regardless of whether you designate the repository as a global registry or not, the global registry
user is created all repositories. The global registry user, who has the user name of dm_bof_registry,
is the repository user whose account is used by DFC clients to connect to the repository to access
required service-based objects and user information. The user has read access to objects in the
/System/Modules only.
• If you configure the repository as a global registry, you provide the user login name and password
for the user and the user state is set to Active.

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This can be any arbitrary user login name and password. Do not use the repository owner’s
credentials or the installation owner’s credentials.
• If you do not configure the repository as a global registry, the user is created with a default value
for the login name and the user state is set to Inactive.
If you later enable the repository as a global registry, use Documentum Administrator to change
the user state to Active and provide the user with a user login name and password that you
choose. Refer to the Content Server Installation Guide for instructions on enabling the repository
as a global registry.

Mapping a version 6.5 or later configuration


For each server host and client configuration, complete a planning document. You can use the same
forms used for mapping your current configuration (see Mapping your current configuration, page
29).

Planning upgrade and migration to version 6.5


or later
Now that you know your starting point and your destination, you can choose the best upgrade and
migration path. The recommended configuration is a homogeneous version 6.5 or later system. The
migration paths described in this section allow your applications to continue working and minimize
impact on your users, but your users will not get the full benefits of features in 6.5 or later version
until the migration is complete.

Setting up a test environment


Before migrating your production system, EMC Documentum recommends that you set up a test
environment that includes the same hardware, RDBMS, and software configurations as your
production system, including a copy of your production repository. This allows you to practice
migrating your systems, as well as troubleshoot any migration problems before committing changes
to your production system.

Client-first migration
If your system uses only Webtop, DFS, custom DFC, or custom WDK clients, you have the option of
migrating the client applications first. Refer to the installation or deployment guide for the client
application for detailed instructions.

ACS and BOCS version compatibility and migration — Parallel streaming from ACS will be used
only if both ACS and UCF (WDK or DFS applications) are version 6.5 or later. Parallel streaming from
BOCS will be used only if ACS, BOCS, and UCF are version 6.5 or later.

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Note: When you upgrade the BOCS to version 6.5 or later, you must update the BOCS version
specification in the global registry using Documentum Administrator. For BOCS 6.0, you must
specify the version as 2.0. For BOCS 6.5 or later, you must specify the version as 2.1.

WDK clients compatibility and migration — WDK-based clients are compatible with version
5.3 SP6 and version 6 Content Server. Based on the version to which you have migrated, some
WDK features of that version will be available, such as those that run in JavaScript on the client.
Other features will not be available until you complete the migration to version 6.5 or later, such as
lightweight sysobjects, data partitioning, batch processing, and scoping.
These are the steps to migrate from version 5.3 SP6, 6.0, or 6.0 SPx to version 6.5 or later, migrating
the clients first.

1. Upgrade the application server and client browsers.


2. Enable the global registry in a version 6 repository in order to support version 6 client features
that require a global registry. Refer to Documentum Content Server Installation Guide for
instructions. Version 6.5 or later clients with a version 5.3 SP6 global registry are not supported.
3. Upgrade the Content Servers in place.
4. Configure one Content Server as the version 6.5 or later global registry. If you had a global
registry in version 6, you can upgrade that server in place using the same settings.

Planning an upgrade when multiple


repositories work as a Federation
A Federation is two or more repositories that are bound together to facilitate management of global
users, groups, and ACLs in a multi-repository distributed configuration. One repository in the set is
the governing repository. The remaining repositories are member repositories.
Keeping objects synchronized in multiple repositories can be time consuming and error-prone if the
work is done manually in each repository. A repository federation automates much of the process.
Only certain combinations of different repository versions can work together as a Federation. It is
recommended to plan an upgrade so that all participating repositories are supported.
When you upgrade repositories (that work together as a Federation), ensure that the upgraded
repository versions (in case of a non-homogeneous Federation) can work together as a Federation.
Refer to the following table for information about the various versions of governing and member
repositories that can work together as a combination in a Federation.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 35


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Table 8. Federation Configurations

Governing Repository Version Member Repository Supported Y/N


Version(s)

5.3 Y
5.3 and 6 N
5.3 and 6.5 Y
5.3 and 6.6 Y
5.3, 6, and 6.5 N
5.3, 6, 6.5, and 6.6 N
6, 6.5, and 6.6 N
6 and 6.5 N
5.3 6.5 and 6.6 Y
5.3 N
6 Y
6.5 N
6.6 Y
5.3 and 6 N
5.3 and 6.5 N
5.3 and 6.6 N
5.3, 6, and 6.5 N
5.3, 6, 6.5, and 6.6 N
6 and 6.5 Y
6 6.5 and 6.6 Y
5.3 N
6 Y
6.5 Y
6.6 Y
5.3 and 6 N
5.3 and 6.5 N
5.3 and 6.6 N
5.3, 6, and 6.5 N
5.3, 6, 6.5, and 6.6 N
6 and 6.5 Y
6.5 6.5 and 6.6 Y

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Governing Repository Version Member Repository Supported Y/N


Version(s)

5.3 N
6 Y
6.5 Y
6.6 Y
5.3 and 6 N
5.3 and 6.5 N
5.3 and 6.6 N
5.3, 6, and 6.5 N
6, 6.5, and 6.6 Y
6.6 5.3 , 6, 6.5, and 6.6 N

Note: For more information about Configuration requirements in a Federation, see the Distributed
Configuration Guide.

Guidelines to upgrade a distributed configuration


Use these guidelines in deciding how to upgrade a distributed configuration.

Repository federations — EMC Documentum supports federations that contain repositories of


different versions. In this release, any mix of version 5.3 SP6 repositories may be federation members.
If you are upgrading the repositories in a federation, upgrade the governing repository first. If the
governing repository is a version 5.3 or 5.3 SP1 repository, keep in mind the following:
• Prior versions do not support dynamic groups. Consequently, any dynamic groups defined
in the governing repository are propagated to any members prior to version 5.3 as standard,
nondynamic groups.
• Similarly, prior versions do not support access restricting (AccessRestriction, ExtendedRestriction)
entries in ACLs. If the federation’s federation mode is replicating ACLs with those kinds of
entries to member repositories prior to version 5.3, the entries are ignored by Content Servers
prior to version 5.3.
• The restricted_folder_ids attribute for users (introduced in version 5.3) is a local attribute. This
means that any restricted users in the governing repository are propagated as unrestricted users
in the member repositories. If the member is a version 5.3 or 5.3 SP1 repository, you can set
that attribute locally.

Repositories with object replication — Upgrade the source repository, then the target repositories.
If you have a group of repositories where each repository is both a source and a target, the upgrade
can begin with any of the repositories. This can apply, for example, if objects are replicated from
repository A to repository B, repository B to repository C, and from repository C to repository A. You
can replicate between repositories that use different Content Server versions, but you lose attributes
that are in the newer version, since they cannot be replicated to a version that does not contain them.
Content Server version 6.5 or later supports replication on server version 5.3 SP6 only.

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Repositories with distributed or load-balanced content — Shut down the primary Content Server
and all content-file servers. Upgrade the primary Content Server first, then upgrade the content-file
servers.
Note: For more information about upgrading a distributed configuration, see the Content Server
Installation Guide.

38 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Chapter 4
Interoperability and Compatibility

Unless otherwise noted, any 5.3 SP6, 6.0, 6.0 SPX, 6.5 or later product can coexist with any other 5.3
SP6, 6.0, 6.0 SPX, 6.5 or later product on the same host. Mixed versions (5.3 SP6 with 6.0, 6.0 SPx, 6.5
or later) cannot share the same application instance.
In addition, unless otherwise noted, all 6.x SPx products can interoperate with all other 6.x products.
Interoperability takes place when different client applications perform operations on the same object
instance in a repository.
Mixed version compatibility, page 39, provides detailed information for determining compatibility
between different version client applications and Content Server. The Cross-product dependencies and
interoperability section of each product’s release notes provides a list of products depended on by a
product and additional products with which a product generally interoperates.

Mixed version compatibility


Under most conditions, 5.3 SP6, 6.0 SPx, and 6.5 and later clients can work with Content Servers that
are from a different major version family, 6.5 and later versions, 6.x SPx, and 5.3 SP6, respectively.
This kind of system configuration is referred to as a mixed version configuration. You might want to
set up a mixed version configuration when you want to migrate only the client or server side of your
production environment to 6.5 or later. In a mixed version configuration, most customers migrate the
server side of their production environment first.
Note: You can also have a mixed version configuration between different products in the same
version family (6.0, 6.0 SP1, 6.5 and later, for example).
In a mixed version configuration, functionality provided by the later version product is generally
not available to the lower version product. The mixed version products work fine together, but the
new functionality provided by the later version product is not exposed or it is disabled. In some
cases (see Guidelines for determining mixed version compatibilities, page 40 and Upgrade and
Compatibility matrices, page 42), new functionality provided by the later version product may cause
a lower version product not to work properly.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 39


Interoperability and Compatibility

Guidelines for determining mixed version


compatibilities
The client application, global registry, and Content Server must be 5.3 SP6. The client application
major version must match the major version of the global registry. The client application can
then connect to any 5.3 SP6, 6.0, 6.0 SPx, 6.5 or later Content Server. For example, 5.3 SP6 client
applications require a 5.3 SP6 global registry to work with a 5.3 SP6, 6.5 or later Content Server.
Similarly, 6.5 or later applications require a 6.5 or later global registry. They can then connect to a 5.3
SP6, 6.0, or 6.0 SPx Content Server.
Client applications also contain a combination of artifacts (modules, aspects, Type-Based Objects
(TBOs), or Service-Based Objects (SBOs)) that contribute to mixed version compatibility or
incompatibility, depending on how these artifacts were developed.
In a typical deployment, the application server contains the modules, aspects, and TBOs for a client
application while the global registry contains the SBOs. The application server also contains a version
of Documentum Foundation Classes (DFC), typically installed by the client application. The version
of DFC is the same version as the client application.
For 6.x SPx clients applications, compile 6.x SPx artifacts with JDK 1.5, because there might be JDK 1.5
specific calls in the artifact code preventing the artifact from successfully compiling with JDK 1.4.
However, if a module, aspect, or TBO can be successfully compiled using JDK 1.4, then it can run
against DFC 6.x SPx on an application server running JDK 1.5. For SBOs, use JDK 1.4 for 5.3 SPx client
applications and JDK 1.5 for 6.x SPx client applications.
Table 9, page 41 summarizes which combinations of client application, DFC and JDK versions on the
client application server, global registry version, and JDK versions of the modules, aspects, TBOs and
SBOs enable access to Content Server 5.3 SP6, 6.0, 6.0 SPx, 6.5 and later versions.

40 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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Table 9. Mixed Version Configuration

Client Application JDK Global JDK SBOs Content


Application Server Modules/ Registry Compiled Server
Version Environment Aspects/TBOs Version With Version
Compiled
With
5.3 SPx DFC 5.3 SP2 None 5.3 SPx None 5.3 SPx, 6.x
(or greater SP) SPx
JDK 1.4 JDK 1.4
JDK 1.4 JDK 1.5 5.3 SPx None No valid
Content
JDK 1.4 Server
versions
6.x SPx DFC 6.x SPx None 6.x SPx None 5.3 SPx, 6.x
SPx
JDK 1.5 JDK 1.4, JDK JDK 1.5
1.5

Note: None indicates that the client application does not have any modules, aspects, TBOs, or SBOs.

Forward and Backward Compatibility Notes


• Only version 5.3 SP6 of Webtop and Digital Asset Manager (DAM), and custom 5.3 SP6 version
of Documentum Foundation Classes (DFC) and Web Development Kit (WDK) applications are
forward compatible with Content Server 6.0, 6.0 SPx, 6.5 or later.
— In a mixed environment where 5.3 SP6, 6.0, 6.0 SPx, 6.5 and later clients are used with version
6.5 or later Content Server, the following conditions apply:
— Certain 5.3 SP6 SBO and TBO restrictions are applicable
— Separate 5.3 SP6, 6.0, 6.0 SPx, 6.5 or later Global Registries are required
— Full functionality may not be accessible through 5.3 SP6 clients
• Version 6.0, 6.0 SPx, 6.5 and later Documentum Administrator (DA), Webtop, DAM, DCO, and
custom WDK/DFC applications are backward compatible with 5.3 SP6 Content Servers
• In addition to the homogeneous stacks (5.3 SP6 Content Server with 5.3 SP6 Client, and 6.0
Content Server with 6.0 Client, and 6.0 SPx Content Server with 6.0 SPx Client), the following
mixed version deployment scenarios are supported in 6.5 and later versions:
— 5.3 SP6 Content Server with 6.0, 6.0 SPx, 6.5 or later Global Registry with 6.0, 6.0 SPx, 6.5
or later Client
— 6.0, 6.0 SPx, 6.5 or later Content Server with 5.3 SP6 Global Registry with 5.3 SP6 Client
— 6.0, 6.0 SPx, 6.5 or later Content Server with 6.0, 6.0 SPx, 6.5 or later Global Registry with 6.0,
6.0 SPx, 6.5 or later Client

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Upgrade and Compatibility matrices


This section provides the following information:
• Upgrade matrix for Content Server and related components — Table 10
• Compatibility matrices for the various client components against Content Server and other
dependent products — Table 11, Table 12, Table 13, and Table 14
Notations used in Tables 10, 11, 12, 13, and 14:
• Y - QA tested and/or Paper certified
• Y* - Read the notes at the end of the table
• N - No
• NA - Not Applicable
• NR - Not Released
The upgrade matrix in Table 10 specifically deals with the possible upgrade paths for Content Server
and related server components starting from version 5.3 SP6.

42 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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Table 10. Upgrade matrix for Content Server and related components

Content Server
Content Server 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 Y Y Y Y Y Y Y Y
6 NA Y Y Y Y Y Y Y
6 SP1 NA NA Y Y Y Y Y Y
6.5 NA NA NA Y Y Y Y Y
6.5 SP1 NA NA NA NA Y Y Y Y
6.5 SP2 NA NA NA NA NA Y Y Y
6.5 SP3 NA NA NA NA NA NA Y Y
6.6 NA NA NA NA NA NA NA Y

Web Publisher Server Files


Web Publisher 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 Y Y Y Y Y Y Y NA
6 N Y Y Y Y Y Y NA
6 SP1 N Y Y Y Y Y Y NA

6.5 N Y Y Y Y Y Y NA
6.5 SP1 N Y Y Y Y Y Y NA
6.5 SP2 N Y Y Y Y Y Y NA

6.5 SP3 N Y Y Y Y Y Y NA
6.6 NA NA NA NA NA NA NA NA

Documentum Content Documentum Content Intelligence Services Server Component


Intelligence Services 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

EMC Documentum System Version 6.6 Upgrade and Migration Guide 43


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5.3 SP6 NA Y* Y* Y* NR Y* Y* Y*
6 NA NA Y Y NR Y Y Y
6 SP1 NA NA NA Y NR Y Y Y
6.5 NA NA NA NA NR Y Y Y
6.5 SP1 NA NA NA NA NR Y Y Y
6.5 SP2 NA NA NA NA NR NA Y Y
6.5 SP3 NA NA NA NA NR NA NA Y
6.6 NA NA NA NA NR NA NA NA

Federated Search Services (FS2) Server Component


Federated Search Services
(FS2) 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA Y Y Y Y Y Y Y
6 NA NA Y Y Y Y Y Y
6 SP1 NA NA NA Y Y Y Y Y
6.5 NA NA NA NA Y Y Y Y
6.5 SP1 NA NA NA NA NA Y Y Y
6.5 SP2 NA NA NA NA NA NA Y Y
6.5 SP3 NA NA NA NA NA NA NA NA
6.6 NA NA NA NA NA NA NA NA

Documentum Compliance Documentum Compliance Manager DARs


Manager 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NR NR NR NR NR NR NR NR
6 NR NR NR NR NR NR NR NR
6 SP1 NR NR NR NR NR NR NR NR
6.5 NR NR NR NA Y Y Y Y
6.5 SP1 NR NR NR NA NA Y Y Y
6.5 SP2 NR NR NR NA NA NA Y Y

44 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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6.5 SP3 NR NR NR NA NA NA NA Y
6.6 NR NR NR NA NA NA NA NA

Content Server (Repository)


Documentum Foundation
Services 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA NA NA NA NA NA NA NA
6 NA NA NA NA NA NA NA NA
6 SP1 NA NA Y NA NA NA NA NA
6.5 Y NA Y Y NA NA NA NA
6.5 SP1 NA NA NA NA Y NA NA NA
6.5 SP2 NA NA NA NA NA Y NA NA
6.5 SP3 NA NA NA NA NA Y Y NA
6.6 Y NA NA NA Y Y NA Y

Retention Policy Services DocApps/DARs


Retention Policy Services 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA Y N Y N N N NR
6 NA NA Y Y Y Y Y NR
6 SP1 NA NA NA Y Y Y Y NR
6.5 NA NA NA NA Y Y Y NR
6.5 SP1 NA NA NA NA NA Y Y NR
6.5 SP2 NA NA NA NA NA NA Y NR
6.5 SP3 NA NA NA NA NA NA NA NR
6.6 NA NA NA NA NA NA NA NA

Records Manager DocApps/DARs


Records Manager 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA Y N Y N N N NR

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6 NA NA Y Y Y Y Y NR
6 SP1 NA NA NA Y Y Y Y NR
6.5 NA NA NA NA Y Y Y NR
6.5 SP1 NA NA NA NA NA Y Y NR
6.5 SP2 NA NA NA NA NA NA Y NR
6.5 SP3 NA NA NA NA NA NA NA NR
6.6 NA NA NA NA NA NA NA NA

Physical Records Manager DocApps/DARs


Physical Records Manager 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NR NR NR NR NR NR NR NR
6 NR NA Y Y Y Y Y NR
6 SP1 NR NA NA Y Y Y Y NR
6.5 NR NA NA NA Y Y Y NR
6.5 SP1 NR NA NA NA NA Y Y NR
6.5 SP2 NR NA NA NA NA NA Y NR
6.5 SP3 NR NA NA NA NA NA NA NR
6.6 NA NA NA NA NA NA NA NA

Import Manager DocApps/DARs


Import Manager 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA Y Y Y NR NR NR NR
6 NA NA Y Y NR NR NR NR
6 SP1 NA NA NA Y NR NR NR NR
6.5 NA NA NA NA NR NR NR NR
6.5 SP1 NA NA NA NA NR NR NR NR
6.5 SP2 NA NA NA NA NR NR NR NR

46 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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6.5 SP3 NA NA NA NA NR NR NR NR
6.6 NA NA NA NA NA NA NA NA

Content Server DocApps/DARS


MyD Outlook 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA NA NA NA Y Y Y Y
6 NA NA NA NA NA NA NA NA
6 SP1 NA NA NA NA NA NA NA NA
6.5 NA NA NA NA NA NA NA NA
6.5 SP1 NA NA NA NA NA Y Y Y
6.5 SP2 NA NA NA NA NA NA Y Y
6.5 SP3 NA NA NA NA NA NA NA NA
6.6 NA NA NA NA Y Y Y Y

Content Server
My Documentum Offline 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
6 SP1 N Y Y NA NA NA NA NA
6.5 SP1 N N Y Y Y NA NA NA
6.5 SP2 N N Y Y Y Y NA NA
6.6 N N Y Y Y Y Y Y

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Note: The following notes are applicable to products listed in Table 10 with a Y*:
• Ensure that the version of the Web Publisher Server files is the same as the version of Content
Server. If the versions do not match, you must place the JARS at the location specified in the
Upgrade Notes section of the Web Publisher Release Notes.
• When CIS 5.3 SP6 users upgrade to version 6x, 6.5, 6.5 SP2, or 6.5 SP3, some CIS features available
through legacy tools may no longer work.
Based on the guidelines in Guidelines for determining mixed version compatibilities, page 40, Table
11, page 49 summarizes whether a specific client version works with a 5.3 SP6 repository and a 6.x
SPx repository. Unless otherwise noted, 6.x SPx indicates any of the following releases: 6.0, 6.0
SP1, 6.5, and 6.5 SPx.
Note: Many products consist of multiple installed components (WAR file, DAR file or DocApp, for
example). Mixing versions of these components (6.0 WAR file and 6.5 DAR file, for example) for a
particular (6.5) product version is not supported.

48 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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Table 11. Compatibility matrix for client components against Content Server and dependent products

Product/Suite Dependent products Content Server


Global
DA CTS Registry
Webtop Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
NA NA 5.3 SP6 Y Y Y Y Y Y Y Y
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 NA NA 6.6 Y Y Y Y Y Y Y Y

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NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y** Y**
NA NA 6.5 SPx Y Y Y Y Y Y Y** Y**
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

Global Content Intelligent Services


Documentum DA CTS Registry
Administrator Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y N N N NR N N N

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6 NA NA NA N Y Y* Y* NR N N N

6 SP1 NA NA NA N Y Y Y NR Y* Y* Y*

6.5 NA NA NA N Y Y Y NR Y* Y* Y*

6.5 SP1 NA NA NA N Y Y Y NR Y* Y* Y*

6.5 SP2 NA NA NA N Y Y Y NR Y Y Y

6.5 SP3 NA NA NA N Y Y Y NR Y Y Y

6.6 NA NA NA N Y Y Y NR Y Y Y

Global Federated Search Services (FS2)


DA CTS Registry
Webtop Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y Y Y Y Y Y Y Y

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6 NA NA NA Y Y Y Y Y Y Y Y

6 SP1 NA NA NA Y Y Y Y Y Y Y Y

6.5 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP1 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP2 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP3 NA NA NA Y Y Y Y Y Y Y Y

6.6 NA NA NA Y Y Y Y Y Y Y Y

Global Documentum Foundation Service Client


Documentum DA CTS Registry
Foundation Service Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NA

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6 NA NA NA NA NA NA NA NA NA NA NA

6 SP1 NA NA NA NA NA Y NA NA NA NA NA

6.5 NA NA NA NA NA Y Y NA NA NA NA

6.5 SP1 NA NA NA NA NA NA NA Y NA Y NA

6.5 SP2 NA NA NA NA NA NA NA NA Y Y Y

6.5 SP3 NA NA NA NA NA NA NA Y Y Y NA

6.6 NA NA NA Y NA NA NA NA Y NA Y

Global Content Server (Repository)


Documentum DA CTS Registry
Composer Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NA

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6 NA NA NA NA NA NA NA NA NA NA NA

6 SP1 NA NA NA NA Y Y NA NA NA NA NA

6.5 NA NA NA NA Y Y Y NA NA NA NA

6.5 SP1 NA NA NA NA Y Y Y Y NA NA NA

6.5 SP2 NA NA NA NA Y Y Y Y Y NA NA

6.5 SP3 NA NA NA NA Y Y Y Y* Y* Y* NA

6.6 NA NA NA NA Y Y Y Y Y Y Y

Global Content Server (Repository)


Distributed Content DA CTS Registry
(BOCS Version) Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

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5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx NA NA NA NA NA NA Y Y
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SP6 Y Y Y Y NA NA NA Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y NA Y Y Y Y
6 SP1 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y NA Y Y Y Y
6.5 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y NA Y Y Y Y
6.5 SP1 NA NA 6.6 NA NA NA NA NA NA NA Y

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5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y NA Y Y Y Y
6.5 SP2 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y NA Y Y Y Y
6.5 SP3 NA NA 6.6 NA NA NA NA NA NA NA Y
5.3 SPx Y NA NA NA NA NA NA Y
6.0 SPx NA NA Y Y Y Y Y Y
6.5 SPx NA NA NA NA Y Y Y Y
6.6 NA NA 6.6 NA NA NA NA NA NA NA Y

Global Content Server (Repository)


Documentum DA CTS Registry
Administrator Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y N N N N N N N

6 NA NA NA Y Y N N N N N N

6 SP1 NA NA NA Y Y Y N N N N N

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6.5 NA NA NA Y Y Y Y N N N N

6.5 SP1 NA NA NA Y Y Y Y Y N N N

6.5 SP2 NA NA NA Y Y Y Y Y Y N N

6.5 SP3 NA NA NA Y Y Y Y Y Y Y N

6.6 NA NA NA Y Y Y Y Y Y Y Y

Global Content Server (Repository)


Documentum DA CTS Registry
Reporting Services Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y N N N N N N N

6 NA NA NA Y Y N N N N N N

6 SP1 NA NA NA Y Y Y N N N N N

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6.5 NA NA NA Y Y Y Y N N N N

6.5 SP1 NA NA NA Y Y Y Y Y N N N

6.5 SP2 NA NA NA Y Y Y Y Y Y N N

6.5 SP3 NA NA NA Y Y Y Y Y Y Y N

6.6 NA NA NA Y Y Y Y Y Y Y Y

Global Content Server


Documentum DA CTS Registry
Foundation Classes Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y Y Y Y Y Y Y Y

6 NA NA NA Y Y Y Y Y Y Y Y

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6 SP1 NA NA NA Y Y Y Y Y Y Y Y

6.5 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP1 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP2 NA NA NA Y Y Y Y Y Y Y Y

6.5 SP3 NA NA NA Y Y Y Y Y Y Y Y

6.6 NA NA NA Y Y Y Y Y Y Y Y

Global Content Server


Interactive Delivery DA CTS Registry
Services Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3.x and
5.3 SP6 later NA NA Y NA NA NA NA NA NA NA

5.3.x and
6 later NA NA N Y NA NA NA NA NA NA

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5.3.x and
6 SP1 later NA NA N Y Y NA NA NA NA NA

5.3.x and
6.5 later NA NA Y Y Y Y NA NA NA NA

5.3.x and
6.5 SP1 later NA NA Y Y Y Y Y NA NA NA

6.5 SP2
6.5 SP2 and later NA NA N Y Y Y Y Y NA NA

6.5 SP2
6.5 SP3 and later NA NA N Y Y Y Y Y Y NA

6.5 SP2
6.6 and later NA NA NA NA NA NA NA NA NA NA

Interactive Delivery Global Content Server


Services Accelerated DA CTS Registry
(IDSx) Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NA

6 NA NA NA NA NA NA NA NA NA NA NA

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6 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP2
6.5 SP1 and later NA NA N Y Y Y Y NA NA NA

6.5 SP2
6.5 SP2 and later NA NA N Y Y Y Y Y NA NA

6.5 SP2
6.5 SP3 and later NA NA N Y Y Y Y Y Y NA

6.5 SP2
6.6 and later NA NA NA NA NA NA NA NA NA NA

Global Content Server


IRM Services for DA CTS Registry
DCTM Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

1.0 NA NA NA Y NA NA NA NA NA NA NA

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6.0.1 NA NA NA N N Y NA NA NA NA NA

6.5 SP1 (Windows) NA NA NA N N Y N Y NA NA NA

6.5 SP1 (SOLARIS


- SPARC) NA NA NA N N N N Y NA NA NA
6.5 SP2
(WINDOWS,
SOLARIS - SPARC) NA NA NA N N Y N Y Y NA NA

6.5 SP3
(WINDOWS,
SOLARIS - SPARC) NA NA NA N N N N Y Y Y NA
6.6 (WINDOWS,
SOLARIS - SPARC,
LINUX (IA-x86)) NA NA NA N N N N Y Y Y Y

Documentum Global Content Server


Application DA CTS Registry
Connectors Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

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5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y

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5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

Documentum Global Content Server


Collaborative DA CTS Registry
Services (DCS) Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 Y Y Y Y Y Y Y Y
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA

64 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 65


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA

6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

Documentum Content Server


Repository Services
for Microsoft
SharePoint Global
(Sharepoint DA CTS Registry
Journaling) Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NA

6 NA NA NA NA NA NA NA NA NA NA NA

6 SP1 NA NA NA NA NA NA NA NA NA NA NA

66 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

6.5 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP2 NA NA NA N Y Y Y Y Y NR Y

6.5 SP3 NA NA NA NR NR NR NR NR NR NR NR

6.6 NA NA NA NR NR NR NR NR NR NR NR

My Documentum Content Server


for Microsoft Global
SharePoint DA CTS Registry
(Advanced ECM) Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NA

6 NA NA NA NA NA NA NA NA NA NA NA

EMC Documentum System Version 6.6 Upgrade and Migration Guide 67


Interoperability and Compatibility

6 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP2 NA NA NA Y Y Y Y Y Y NR Y

6.5 SP3 NA NA NA NR NR NR NR NR NR NR NR

6.6 NA NA NA NR NR NR NR NR NR NR NR

Archive Services Global Content Server


for Microsoft DA CTS Registry
SharePoint Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y Y Y NA NA NA NA NA

6 NA NA NA Y Y Y NA NA NA NA NA

68 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

6 SP1 NA NA NA Y Y Y NA NA NA NA NA

6.5 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP2 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP3 NA NA NA NA NA NA NA NA NA NA NA

6.6 NA NA NA NA NA NA NA NA NA NA NA

Content Services Global Content Server


for Microsoft DA CTS Registry
SharePoint Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y Y Y NA NA NA NA NA

6 NA NA NA Y Y Y NA NA NA NA NA

EMC Documentum System Version 6.6 Upgrade and Migration Guide 69


Interoperability and Compatibility

6 SP1 NA NA NA Y Y Y NA NA NA NA NA

6.5 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP1 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP2 NA NA NA NA NA NA NA NA NA NA NA

6.5 SP3 NA NA NA NA NA NA NA NA NA NA NA

6.6 NA NA NA NA NA NA NA NA NA NA NA

Global Interactive Delivery Services /Interactive Delivery Services


DA CTS Registry Accelerated (IDSx)
Web Publisher Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y Y Y Y Y Y Y NA

70 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

6 NA NA NA Y Y Y Y Y Y Y NA

6 SP1 NA NA NA Y Y Y Y Y Y Y NA

6.5 NA NA NA Y Y Y Y Y Y Y NA

6.5 SP1 NA NA NA Y Y Y Y Y Y Y NA

6.5 SP2 NA NA NA Y Y Y Y Y Y Y NA

6.5 SP3 NA NA NA Y Y Y Y Y Y Y NA

6.6 NA NA NA NA NA NA NA NA NA NA NA

Global Content Server


Digital Asset DA CTS Registry
Manager Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

EMC Documentum System Version 6.6 Upgrade and Migration Guide 71


Interoperability and Compatibility

5.3SP6 5.3 SP6 Y Y Y Y Y Y Y NA


NA 6.0 SPx NA NA NA NA NA NA NA NA
NA 6.5 SPx NA NA NA Y NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6 SP1 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6.5 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6.5 SP1 NA NA 6.6 NA NA NA NA NA NA NA NA

72 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6.5 SP2 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx Y Y Y Y Y Y Y NA
6.x 6.5 SPx Y Y Y Y Y Y Y NA
6.5 SP3 NA NA 6.6 NA NA NA NA NA NA NA NA
NA 5.3 SP6 NA NA NA NA NA NA NA NA
6.x 6.0 SPx NA NA NA NA NA NA NA NA
6.x 6.5 SPx NA NA NA NA NA NA NA NA
6.6 NA NA 6.6 NA NA NA NA NA NA NA NA

Global Content Server


DA CTS Registry
Import Manager Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 N N N N N N N N
6.0 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6.5 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6 NA NA 6.6 Y* Y* Y* Y* Y* Y* Y* Y*

EMC Documentum System Version 6.6 Upgrade and Migration Guide 73


Interoperability and Compatibility

5.3 SP6 N N N N N N N N
6.0 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6.5 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6 SP1 NA NA 6.6 Y* Y* Y* Y* Y* Y* Y* Y*
5.3 SP6 N N N N N N N N
6.0 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6.5 SPx Y* Y* Y* Y* Y* Y* Y* Y*
6.5 NA NA 6.6 Y* Y* Y* Y* Y* Y* Y* Y*
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.5 SP1 NA NA 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.5 SP2 NA NA 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.5 SP3 NA NA 6.6 NA NA NA NA NA NA NA NA

74 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.6 NA NA 6.6 NA NA NA NA NA NA NA NA

Global Content Server


Physical Records DA CTS Registry
Services Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y Y Y Y Y Y Y
6.5 SPx NA Y Y Y Y Y Y Y
6 NA NA 6.6 NA Y Y Y Y Y Y Y
5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y Y Y Y Y Y Y
6.5 SPx NA Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 NA Y Y Y Y Y Y Y
5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y Y Y Y Y Y Y
6.5 SPx NA Y Y Y Y Y Y Y
6.5 NA NA 6.6 NA Y Y Y Y Y Y Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 75


Interoperability and Compatibility

5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y Y Y Y Y Y Y
6.5 SPx NA Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 NA Y Y Y Y Y Y Y
5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y Y Y Y Y Y Y
6.5 SPx NA Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 NA Y Y Y Y Y Y Y
5.3 SP6 NA N N N N N N Y
6.0 SPx NA Y* Y* Y* Y* Y* Y Y
6.5 SPx NA Y* Y* Y* Y* Y* Y Y
6.5 SP3 NA NA 6.6 NA Y* Y* Y* Y* Y* Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.6 NA NA 6.6 NA NA NA NA NA NA NA NA

Global
DA CTS Registry Content Server
Records Manager Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

76 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 N N N N N N N Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
5.3 SP6 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 N Y Y Y Y Y Y Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 77


Interoperability and Compatibility

5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.6 NA NA 6.6 NA NA NA NA NA NA NA NA

Global Content Server


Retention Policy DA CTS Registry
Services Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 N N N N N N N Y
6.0 SPx Y Y Y Y Y Y Y Y
6.5 SPx Y Y Y Y Y Y Y Y
5.3 SP6 NA NA 6.6 Y Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6 NA NA 6.6 N Y Y Y Y Y Y Y

78 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N Y Y Y Y Y Y Y
6.0 SPx N Y Y Y Y Y Y Y
6.5 SPx N Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 N Y Y Y Y Y Y Y
5.3 SP6 N N N N N N N Y
6.0 SPx N Y* Y* Y* Y* Y* Y* Y
6.5 SPx N Y* Y* Y* Y* Y* Y* Y
6.5 SP3 NA NA 6.6 N Y* Y* Y* Y* Y* Y* Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 79


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NA
6.0 SPx NA NA NA NA NA NA NA NA
6.5 SPx NA NA NA NA NA NA NA NA
6.6 NA NA 6.6 NA NA NA NA NA NA NA NA

Global Content Server


DA CTS Registry
Forms Builder Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y NA NA NA NA NA NA NA

6 NA NA NA NA Y Y N N N N N

6 SP1 NA NA NA NA Y* Y N N N N N

6.5 NA NA NA NA N N Y Y Y Y Y

6.5 SP1 NA NA NA NA N N Y* Y Y Y Y

6.5 SP2 NA NA NA NA N N Y* Y* Y Y Y

80 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

6.5 SP3 NA NA NA NA N N Y* Y* Y* Y Y

6.6 NA NA NA NA N N Y* Y* Y* Y* Y

Global Content Server


DA CTS Registry
Process Builder Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y NA NA NA NA NA NA NA

6 NA NA NA NA Y Y Y Y Y Y NA

6 SP1 NA NA NA NA Y* Y Y Y Y Y NA

6.5 NA NA NA NA Y* Y* Y Y Y Y Y

6.5 SP1 NA NA NA NA Y* Y* Y* Y Y Y Y

6.5 SP2 NA NA NA NA Y* Y* Y* Y* Y Y Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 81


Interoperability and Compatibility

6.5 SP3 NA NA NA NA NR NR NR NR NR NR NR

6.6 NA NA NA NA NA NA Y* Y* Y* Y* Y

Global Content Server


DA CTS Registry
Process Integrator Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA Y NA NA NA NA NA NA NA

6 NA NA NA NA Y N N N N N N

6 SP1 NA NA NA NA Y* Y N N N N N

6.5 NA NA NA NA Y* Y* Y N N N N

6.5 SP1 NA NA NA NA Y* Y* Y* Y N N N

6.5 SP2 NA NA NA NA Y* Y* Y* Y* Y Y N

82 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

6.5 SP3 NA NA NA NR NR NR NR NR NR NR NR

6.6 NA NA NA NA Y* Y* Y* Y* Y* Y* Y

Global Content Server


DA CTS Registry
TaskSpace Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NR NR NR NR NR NR NR NR

6 NA NA NA NA Y N N N N N N

6 SP1 NA NA NA NA Y* Y N N N N N

6.5 NA NA NA NA Y* Y* Y N N N N

6.5 SP1 NA NA NA NA Y* Y* Y* Y N N N

6.5 SP2 NA NA NA NA Y* Y* Y* Y* Y N N

EMC Documentum System Version 6.6 Upgrade and Migration Guide 83


Interoperability and Compatibility

6.5 SP3 NA NA NA NR NR NR NR NR NR NR NR

6.6 NA NA NA NA Y* Y* Y* Y* Y* Y* Y

Global Content Server


Content Services DA CTS Registry
for SAP Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 Y Y Y Y Y Y Y NR
6.0 SPx NA NA NA NA NA NA NA NR
6.5 SPx NA NA NA NA NA NA NA NR
5.3 SP6 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR

84 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 SP2 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 SP3 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NR NR NR NR NR NR NR NR
6.0 SPx NR NR NR NR NR NR NR NR
6.5 SPx NR NR NR NR NR NR NR NR
6.6 NA NA 6.6 NR NR NR NR NR NR NR NR

Global Content Server


Archive Services DA CTS Registry
for SAP Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

EMC Documentum System Version 6.6 Upgrade and Migration Guide 85


Interoperability and Compatibility

5.3 SP6 Y Y Y Y Y Y Y NR
6.0 SPx NA NA NA NA NA NA NA NR
6.5 SPx NA NA NA NA NA NA NA NR
5.3 SP6 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR

86 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR
6.5 SP2 NA NA 6.6 NR NR NR NR NR NR NR NR
5.3 SP6 NA NA NA NA NA NA NA NR
6.0 SPx Y Y Y Y Y Y Y NR
6.5 SPx Y Y Y Y Y Y Y NR

6.5 SP3 NA NA 6.6 NR NR NR NR NR NR NR NR

5.3 SPx NR NR NR NR NR NR NR NR

6.0 SPx NR NR NR NR NR NR NR NR

6.5 SPx NR NR NR NR NR NR NR NR

6.6 NA NA 6.6 NR NR NR NR NR NR NR NR

Global Content Server


ERP Integration DA CTS Registry
Service Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

5.3 SP6 NA NA NA NA NA NA NA NA NA NA NR

6 NA NA NA NA NA NA NA NA NA NA NR

EMC Documentum System Version 6.6 Upgrade and Migration Guide 87


Interoperability and Compatibility

6 SP1 NA NA NA NA NA NA NA NA NA NA NR

6.5 NA NA NA NA NA NA NA NA NA NA NR

6.5 SP1 NA NA NA NA NA NA NA NA NA NA NR

6.5 SP2 NA NA NA Y Y Y Y Y Y NA NR

6.5 SP3 NA NA NA NA NA NA NA NA NA NA NR

6.6 NA NA NA NR NR NR NR NR NR NR NR

Global Content Server


PDF Annotation DA CTS Registry
Service Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
NA NA 5.3 SP6 Y Y Y Y Y Y Y Y
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA

88 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 Y Y Y Y Y Y Y Y

NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y

EMC Documentum System Version 6.6 Upgrade and Migration Guide 89


Interoperability and Compatibility

NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y

NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

CTS products: Content Server


Audio Video
Transformation
Service, Media
Transformation
Service, Document
Transformation
Service, Advanced
Document
Transformation
Service, XML
Transformation Global
Service, Thumbnail DA CTS Registry
Server Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
NA NA 5.3 SP6 Y Y Y Y Y Y Y Y
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
5.3 SP6 NA NA 6.6 NA NA NA NA NA NA NA NA

90 EMC Documentum System Version 6.6 Upgrade and Migration Guide


Interoperability and Compatibility

NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y

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NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

Global Content Server


Thumbnail DA CTS Registry
Generator Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
NA NA 5.3 SP6 NR NR NR NR NR NR NR NR
NA NA 6.0 SPx NR NR NR NR NR NR NR NR
NA NA 6.5 SPx NR NR NR NR NR NR NR NR
5.3 SP6 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NR NR NR NR NR NR NR NR
NA NA 6.0 SPx NR NR NR NR NR NR NR NR
NA NA 6.5 SPx NR NR NR NR NR NR NR NR
6 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NR NR NR NA NR NR NR NR
NA NA 6.0 SPx NR NR NR NR NR NR NR NR
NA NA 6.5 SPx NR NR NR NR NR NR NR NR
6 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR

92 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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NA NA 5.3 SP6 NR NR NR NR NR NR NR NR
NA NA 6.0 SPx NR NR NR NR NR NR NR NR
NA NA 6.5 SPx NR NR NR NR NR NR NR NR
6.5 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP1 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP2 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.5 SP3 NA NA 6.6 Y Y Y Y Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx Y Y Y Y Y Y Y Y
NA NA 6.5 SPx Y Y Y Y Y Y Y Y
6.6 NA NA 6.6 Y Y Y Y Y Y Y Y

Global Content Server


Business Activity DA CTS Registry
Monitor Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

EMC Documentum System Version 6.6 Upgrade and Migration Guide 93


Interoperability and Compatibility

5.3 SP6 NA NA NA NR NR NR NR NR NR NR NA

6 NA NA NA NA Y NA NA NA NA NA NA

6 SP1 NA NA NA NA NA Y NA NA NA NA NA

6.5 NA NA NA NA NA NA Y NA NA NA N

6.5 SP1 NA NA NA NA NA NA Y Y NA NA N

6.5 SP2 NA NA NA NA NA NA NA Y Y Y NA

6.5 SP3 NA NA NA NR NR NR NR NR NR NR NA

6.6 NA NA NA NA N N Y* Y* Y* Y* Y

Global
DA CTS Registry Content Server
WebDAV Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6

94 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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NA NA 5.3 SP6 Y Y Y Y NA NA Y NR
NA NA 6.0 SPx NA NA NA NA NA NA NA NR
NA NA 6.5 SPx NA NA NA NA NA NA NA NR
5.3 SP6 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx Y Y Y Y NA NA Y NR

NA NA 6.5 SPx Y Y Y Y NA NA Y NR

6 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx Y Y Y Y NA NA Y NR
NA NA 6.5 SPx Y Y Y Y NA NA Y NR
6 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx Y Y Y Y NA NA Y NR
NA NA 6.5 SPx Y Y Y Y NA NA Y NR
6.5 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx NA NA NA NA NA NA NA NR
NA NA 6.5 SPx NA NA NA NA NA NA NA NR
6.5 SP1 NA NA 6.6 NR NR NR NR NR NR NR NR

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NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx NA NA NA NA NA NA NA NR
NA NA 6.5 SPx NA NA NA NA NA NA NA NR
6.5 SP2 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NA NA NA NA NA NA NA NR
NA NA 6.0 SPx Y Y Y Y NA NA Y NR
NA NA 6.5 SPx Y Y Y Y NA NA Y NR
6.5 SP3 NA NA 6.6 NR NR NR NR NR NR NR NR
NA NA 5.3 SP6 NR NR NR NR NR NR NR NR
NA NA 6.0 SPx NR NR NR NR NR NR NR NR
NA NA 6.5 SPx NR NR NR NR NR NR NR NR
6.6 NA NA 6.6 NR NR NR NR NR NR NR NR

Global Content Server


DA CTS Registry
FTP Services Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3 SP6 NA NA NA Y Y Y Y Y Y Y NA
6 NA NA NA Y Y Y Y Y Y Y NA

6 SP1 NA NA NA Y Y Y Y Y Y Y NA
6.5 SP2 NA NA NA Y Y Y Y Y Y Y NA

96 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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6.5 SP3 NA NA NA Y Y Y Y Y Y Y NA
6.6 NA NA NA NA NA NA NA NA NA NA NA

Global Content Server


DA CTS Registry
MyD Outlook Version Version Version 5.3 SP6 6 6 SP1 6.5 6.5 SP1 6.5 SP2 6.5 SP3 6.6
5.3SPx NA 5.3 SP6 Y NA NA NA Y Y Y Y
5.3SPx NA 6.0 SPx NA NA NA NA Y Y Y Y
5.3 SP6
5.3SPx NA 6.5 SPx Y NA NA NA Y Y Y Y
5.3 SPx NA 6.6 Y NA NA NA Y Y Y Y
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
6
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
NA NA 6.6 NA NA NA NA NA NA NA NA
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
6 SP1
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
NA NA 6.6 NA NA NA NA NA NA NA NA
NA NA 5.3 SP6 NA NA NA NA NA NA NA NA
NA NA 6.0 SPx NA NA NA NA NA NA NA NA
6.5
NA NA 6.5 SPx NA NA NA NA NA NA NA NA
NA NA 6.6 NA NA NA NA NA NA NA NA

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6.5 SP1 NA 5.3 SP6 NA NA NA NA Y Y Y Y


6.5 SP1 NA 6.0 SPx NA NA NA NA Y Y Y Y
6.5 SP1
6.5 SP1 NA 6.5 SPx NA NA NA NA Y Y Y Y
6.5 SP1 NA 6.6 NA NA NA NA Y Y Y Y
6.5 SP2 NA 5.3 SP6 NA NA NA NA Y Y Y Y
6.5 SP2 NA 6.0 SPx NA NA NA NA Y Y Y Y
6.5 SP2
6.5 SP2 NA 6.5 SPx NA NA NA NA Y Y Y Y
6.5 SP2 NA 6.6 NA NA NA NA Y Y Y Y
6.6 NA 5.3 SP6 NA NA NA NA Y Y Y Y
6.6 NA 6.0 SPx NA NA NA NA Y Y Y Y
6.6
6.6 NA 6.5 SPx NA NA NA NA Y Y Y Y
6.6 NA 6.6 NA NA NA NA Y Y Y Y

98 EMC Documentum System Version 6.6 Upgrade and Migration Guide


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Note: The following specific notes are applicable to products listed in Table 11 with a Y**:
• If you install Content Server 6.5 SP3 or later and deploy Webtop and TaskSpace 6.5 SP2 or earlier,
you must perform the following tasks to ensure that the functionality in Webtop and TaskSpace
work properly:

1. Navigate to the <Webtop_installation_directory>/WEB-INF/lib folder and/or the


<Taskspace_installation_directory>/WEB-INF/lib folder.
2. Extract InboxResources.properties from the Workflow JAR (workflow.jar).
3. Edit the InboxResources.properties file to add the ALLOW_NEXT_ACT_FOR_
SEQUENTIAL_FORWARD property as follows:
QUICKFLOW_DOC_VERSION-CURRENT
OPTIONAL_DOC_VERSION=
INBOX_QUERY_GROUP_COUNT=250
ALLOW_NEXT_ACT_FOR_SEQUENTIAL_FORWARD=FALSE

Note:
— Set the value to TRUE to allow users to go forward to the next activity even if all performers
have not completed the activity.
— Set the value to FALSE to prevent users from going forward to the next activity until all the
performers have completed the current activity.
4. Repackage workflow.jar with the updated InboxResources.properties file.
5. Replace the existing workflow.jar file with the modified workflow.jar file in the
<Webtop_installation_directory>/WEB-INF/lib folder and/or <Taskspace_installation_
directory>/WEB-INF/lib.
6. Restart the application server.
Note: The following specific notes are applicable to products listed in Table 11 with a Y* or Y:
• When a later version of the Forms Builder, Process Builder, Process Integrator, or TaskSpace
client connects to an earlier version of Content Server, the Process Engine installed on Content
Server must be of the same version as the client.
• Queue management is not supported when using a Webtop 5.3 SP6 client against a 6.0 or 6.0 SPx
Content Server in which the 6.0 or 6.0 SPx BPM TBO has been installed.
• CIS 5.3 SP6 and 6.0 require the same version of Documentum Administrator. CIS 6.0 and 6.0 SPx
require Documentum Administrator 6.0 and 6.0 SPx, respectively.
• The upgrade of CIS to version 6 SP1 or 6.5 or later on DA 6, or upgrade of CIS to version 6.5
or later on DA 6 SP1 through 6.5 SP1 requires the update of the ci.jar file on Documentum
Administrator (DA).
• The upgrade of Federated Search Services requires the update of xtrim-api.jar on Webtop.
• Documentum Composer 6.5 or later on Content Server 6.5 or later can use the same or earlier
version of Content Server if the Composer DAR file does not include a feature that is not available
in that version of Content Server.
• Use the relevant Documentum Collaborative Services (DCS) 5.3 SP6 DocApps to upgrade a 5.3
SP6 installation or use the relevant DCS 6.0 and later DocApps/DARS to upgrade a 6.x installation
on the repository. Alternatively, as a first time user you must ensure that the Collaboration

EMC Documentum System Version 6.6 Upgrade and Migration Guide 99


Interoperability and Compatibility

Services.dar and DCS Attachments.dar have been installed on the repository before you
enable the DCS functionality for WDK-based applications. After the upgrade or installation
procedure, ensure that you enable DCS in Webtop by configuring custom/app.xml or using
Documentum Administrator.
• Ensure that the version of the Web Publisher application and the Web Publisher server files match
at any time. This also means that IDS/IDSx and Content Server are of the same version (there is no
such restriction on Web Publisher Server files version).
• Import Manager can use earlier or later versions of Content Server if the version of DFC for
the specific version of Import Manager is installed on the same server as Import Manager and
separate from Content Server.
• Physical Records Manager, Records Manager, and Retention Policy Services must be the exact
same version (6.5, for example) as each other when all are using the same repository. Similarly,
any other client (Webtop, for example) that interoperates with objects created by these products,
must be at the same version.
• Please see Records Manager, Physical Records Services and Retention Policy Services Release
Notes as certain functionality may not be present when using an earlier version of Content Server.
IRM Services for Documentum has different releases. The compatibility matrix for IRM services
for DCTM is available in Table 12.

Table 12. IRM Services for Documentum Compatibility against Content Server

IRM DA CTS Global Content Server


Services Ver- Ver- Reg- 5.3 6 6 6.5 6.5 6.5 6.5 6.6
for sion sion istry SP6 SP1 SP1 SP2 SP3
DCTM Ver-
sion
1.0 NA NA NA Y NA NA NA NA NA NA NA
6.0.1 NA NA NA N N Y NA NA NA NA NA
6.5 SP1 NA NA NA N N Y N Y NA NA NA
(Win-
dows)
6.5 SP1 NA NA NA N N N N Y NA NA NA
(SO-
LARIS -
SPARC)
6.5 SP2 NA NA NA N N Y N Y Y NA NA
(WIN-
DOWS,
SOLARIS
- SPARC)

100 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Interoperability and Compatibility

6.5 SP3 NA NA NA N N N N Y Y Y NA
(WIN-
DOWS,
SOLARIS
- SPARC)
6.6 (WIN- NA NA NA N N N N Y Y Y Y
DOWS,
SOLARIS
- SPARC,
LINUX
(IA-x86))

Since the Documentum Compliance Manager product was released for 5.3 SP4 and later for 6.0 and
later versions, Table 13 lists compatibility data specific to DCM only.

Table 13. Documentum Compliance Manager Compatibility against Content Server

Documen- DA CTS Global Content Server


tum Compli- Ver- Ver- Registry 5.3 5.3 6 6 6.5 6.5 6.5 6.5 6.6
ance Man- sion sion Version SP4 SP6 SP1 SP1 SP2 SP3
ager
5.3 SP4 NA NA NA Y NA Y Y N N N N N
6 NA NA NA NR NA NR NR NR NR NR NR NR
6 SP1 NA NA NA NR NA NR NR NR NR NR NR NR
6.5 NA NA NA N NA N Y Y Y Y Y Y
6.5 SP1 NA NA NA N NA N Y Y Y Y Y Y
6.5 SP2 NA NA NA N NA N Y Y Y Y Y Y
6.5 SP3 NA NA NA N NA N Y Y Y Y Y Y
6.6 NA NA NA N NA N N N N N N Y

Table 14 lists compatibility data specific to MyDocumentum Offline only.

Table 14. MyDocumentum Offline Compatibility against Content Server

Global Content Server


Reg-
My Docu- istry
mentum Of- Webtop Ver- 5.3 6.5 6.5 6.5
fline Version sion SP6 6 6 SP1 6.5 SP1 SP2 SP3 6.6
5.3 SP6 N N N NA NA NA NA NA
6.0 SPx N Y Y Y Y NA NA NA
6.5 SPx N Y Y Y NA NA NA NA
6 SP1 6 SP1 6.6 N N N N N N N N

EMC Documentum System Version 6.6 Upgrade and Migration Guide 101
Interoperability and Compatibility

5.3 SP6 N N N N N NA NA NA
6.0 SPx N N Y N N NA NA NA
6.5 SPx N N Y Y Y NA NA NA

6.5 SP1 6.5 SP1 6.6 NA NA NA NA NA NA NA NA


5.3 SP6 N N N N N N NA NA
6.0 SPx N N Y N N N NA NA
6.5 SPx N N Y Y Y Y NA NA
6.5 SP2 6.5 SP2 6.6 NA NA NA NA NA NA NA NA
5.3 SP6 N N N N N N N N
6.0 SPx N N Y N N N N N
6.5 SPx N N Y N Y Y Y N
6.6 6.6 6.6 N N N N N Y Y Y

Cross-product dependencies
Note: EMC recommends that you use DARs instead of DocApps whenever possible.

Webtop, Digital Asset Manager


The WDK-based application WAR file contains scripts to upgrade a 5.3 SP2 (or greater SP) repository
for subscriptions. Run the DQL script subscriptionInstall.dql that is located under the root web
application directory, in webcomponent/install. Taxonomy Manager support scripts are located in
the directory webcomponent/install/admin/tm.

102 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Chapter 5
Migrating Content Server

If you are installing a new instance of Content Server 6.5 or later, and migrating data from a previous
version on a separate host, you need to follow a procedure somewhat different from an upgrade.
This chapter addresses any variation from the basic scenario to known issues surrounding the
configuration of your version 6.5 or later server.
• Rebuilding or upgrading fulltext indexes, page 104
• Configuring login tickets for backward compatibility, page 104
• Using DQL to migrate content to an XML Store, page 105
• Migrating custom Content Server methods, page 105
• Migrating DocApps and BOF2 modules, page 105
Migrating Content Server to 6.5 or later version occurs in three phases:
• Back up your existing data.
• Run the version 6.5 or later installer.
• Configure the new Content Server to use your existing repository.
These are the recommended steps for preparing and migrating your Content Server to version 6.5 or
later.

Table 15. Steps to migrate the Content Server to version 6.5 or later

Step Documentation
1. Back up your repository. Several third-party tools are available for
backup.
2. Clean up your repository. Documentum Administrator User Guide, Content
Repositories chapter, "Cleaning up repositories.”
3. Run the Consistency Checker utility. Documentum Administrator User Guide, Tools and
Tracing chapter, "Consistency Checker.”
4. Fix any errors identified by the Consistency
Checker.
5. Back up your cleaned, consistent repository.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 103
Migrating Content Server

6. Install Content Server. See Content Server Installation Guide.


7. Configure Content Server to use your existing See Content Server Installation Guide.
repository.

Rebuilding or upgrading fulltext indexes


If you are migrating from version 5.2.5 to version 5.3, then to version 6.5 or later, you need to rebuild
the fulltext index only once, when you move to 5.3. You do not have to rebuild fulltext indexes when
you subsequently migrate from 5.3 to version 6.5 or later.
If you are upgrading from 5.3 or 5.3 SP1, you need to rebuild your fulltext indexes.
If you are using fulltext indexing, are upgrading from 5.3 SP6, you do not need to rebuild your
fulltext indexes to migrate to version 6.5 or later.
Refer to the Content Server Administration Guide for fulltext rebuilding and upgrade procedures.

Configuring login tickets for backward


compatibility
In an environment that includes mixed versions of Content Server, the login tickets generated by
a particular Content Server might not be accepted by a Content Server at another version level. A
version 6.5 or later Content Server can accept a login ticket generated from any Content Server,
regardless of the server’s version level. A pre-5.3 SP4 Content Server cannot automatically accept login
tickets generated by a Content Server version 5.3 SP4 or later. In addition, a 5.3 SP4 or 5.3 SP5 Content
Server cannot automatically accept login tickets generated by a version 6.0 or later Content Server.
When you are upgrading a production environment with multiple repositories or multiple Content
Servers for one repository, there will likely be intervals when the Content Servers are at differing
levels.
To ensure that login tickets generated by a Content Server are backward compatible, set the
server_login_ticket_version key in the server.ini file:
• Set the key to 1 to generate login tickets acceptable to a pre-5.3 SP4 Content Server
• Set the key to 2 to generate login tickets acceptable to a 5.3 SP4 or 5.3 SP5 Content Server
• Set the key to 3 to generate login tickets acceptable to version 6.5 or later Content Servers.
The key defaults to 3 if it is not set.

104 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Migrating Content Server

Using DQL to migrate content to an XML Store


You can migrate XML files from an existing Documentum file store to an XML Store, between XML
Stores, and out of an XML Store using an update DQL query. To migrate:
• Run DQL Query as UPDATE dm_sysobject OBJECTS set a_storage_type = ’xhive_store_01’ where
a_storage_type = ’filestore_01’ and a_content_type = ’xml’
Note: This procedure migrates only the current version of the object.

Migrating custom Content Server methods


After Content Server upgrade, you must run the configurator tool to configure the internal Java
method server. The configurator will write the location of your Java methods to the internal
method server. The location of the methods directory is written to the file web.xml in the method
server deployment directory, for example, C:\Documentum\jboss4.2.0\server\DctmServer_
MethodServer\deploy\ServerApps.ear\DmMethods.war\WEB-INF:
<init-param>
<param-name>methodlocation-1</param-name>
<param-value>C:\Documentum\dba\java_methods</param-value>
</init-param>

Your custom Content Server methods located in %DOCUMENTUM%\dba\java_methods (Windows)


or $DOCUMENTUM/dba/java_methods (UNIX and Linux) will continue to work. If you are
migrating to a new Content Server installation, copy the methods from this directory to the same
folder location in the new Content Server installation.

Migrating DocApps and BOF2 modules


BOF version 2 modules and DocApps do not need to be changed when you upgrade Content
Server to 6.0 or later. If you want to make changes to a DocApp or module on an upgraded 6.0
or later Content Server, you must create a project in Composer and add your BOF2 modules or
DocApp. Refer to Documentum Composer User Guide for full instructions on working with modules
and Documentum Archive (DAR) files.
Use the Composer project migration utility to migrate a DocApp or a DocApp archive to a DAR file:
New > Project > Documentum Project > Documentum Project from Repository DocApp. Composer
will generate a DAR file that can be installed in a new instance of Content Server or edited in place
in an upgraded Content Server instance. Complete instructions are in the "Migrating DocApps”
chapter of the Composer User Guide.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 105
Migrating Content Server

If you want your upgraded BOF2 modules to be used by DFC 5.3 SP6 clients, you must perform the
following tasks:
1. Compile them for a Java 1.4.x target <javac target=1.4> to make them compatible with older
virtual machines.
2. Compile them against DFC 5.3 SP6 rather than DFC 6.0 or later to ensure they do not accidentally
reference new interfaces.
To migrate custom Business Objects in an environment of 5.3 SP6 clients that access a version 6.0 or
later Content Server, do the following:
• SBO
Install your 5.3 SP6 DocApps in the 5.3 SP6 global registry. Do not upgrade this global registry.
• Module or TBO
Make sure your code will work with DFC 5.3 SP6. It must compile with JDK 1.4.2 and must not
use any classes or methods that are new in DFC 6.0 or later.

106 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Chapter 6
Migrating DFC Customizations

The Documentum Java-Com Bridge (DJCB) and Primary Interop Assembly (PIA) are deprecated
from version 6.
The following topics describe how to migrate customizations of DFC to version 6.5 or later.

Java class changes


New classes, methods and class members as well as changed or deprecated methods and members
are documented in diff files available on Powerlink with the current migration guide. There are diff
sets comparing DFC classes of versions 5.3 SP6 to 6.0 and 6.0 SPx to 6.5 and later.

Configuring DFC for native IPv4 operations


Since: version 6.5
To configure DFC installed on a dual-stack machine for native IPv4 operation, perform the following:
Mitem
• Specify a host with an IPv4 address in the dfc.properties file as the value of dfc.host.name.
• Disable the dual-stack operation for Java Virtual Machine.
A custom property setting in the Java Virtual Machine determines the communications protocol
used by the operating system. By default, this custom property (java.net.preferIPv4Stack) is
set to False to support dual-stack communications. To configure a host for native IPv4, set this
property to True.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 107
Migrating DFC Customizations

Migrating customizations to Business Objects


Since: version 6
The Business Object Framework (BOF) provides a framework for your customizations that can be
accessed from various client applications and service-based architecture. The following kinds of DFC
customizations should be migrated to Business Objects:
• Core custom action execution logic
• Process automation, for example, creating renditions during checkin, creating workflows after
checkin
• Custom data handlers
• Helper methods in utility classes, for example, attaching or detaching a lifecycle, promoting or
demoting a document
• Business validation, for example, permitting an export operation
Examples of BOF classes

Updating attributes of an object based on its location — Generally, you organize documents in a
meaningful folder hierarchy. You can also set one or more attributes on an object based on the
location in which it is imported or created. The BOF module contains a type-based business object
(TBO) that sets the attribute after the operation, based on the parent folder.

Attaching a lifecycle during a checkin operation — A service-based business object (SBO) can be
used to perform an operation after checkin, such as attaching a lifecycle. Other possible operations
include promoting a workflow or creating a rendition.

Migrating DMCL API calls to DFC API calls


Since: version 6
The C++ DMCL API has been replaced with the Java-based DFC API. These core changes, while
extremely significant, are largely transparent to the DFC user. C++ applications that interact directly
with the DMCL continue to work as a copy of DMCL continues to be provided. New Documentum 6
features are not available through DMCL, however.
For a map of DMCL APIs to DFC APIs, refer to Appendix A, Migrating DMCL APIs to DFC.

Search service
The DFC search service replaces prior mechanisms for building and running queries. You can use the
IDfQuery interface, which is not part of the search service, for simple queries.
The search service provides the ability to run searches across multiple Documentum repositories
and, in conjunction with the Documentum Federated Search Services (FS2) product, external
repositories as well. The Javadocs for the com.documentum.fc.client.search package describe how
to use this capability.

108 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Migrating DFC Customizations

Full format specifications no longer accepted


Since: version 6
DFC methods such as setFile that previously accepted a full format specification no longer do so.
Those methods accept only a format name, such as txt or word, for the format argument.

Character string handling improved


Since: version 6
In previous releases, if you attempted to set a character string property with a value that exceeded
the defined length of the property, DFC quietly truncated the value to the maximum length of
the property and then set the property. For Documentum 6, DFC throws an exception instead of
truncating the value and setting the property.
To use the pre-Documentum 6 behavior, set the dfc.compatibility.truncate_long_values property in
dfc.properties file to T. This property is false by default.

Aspects, a new BOF module type for


developers
Since: version 6
Documentum 6 supports aspects, a new framework for extending object behavior and attributes.
Aspects are a type of BOF entity that can be dynamically attached to object instances in order to
provide fields and methods beyond the standard ones for the object type. The extended behavior
can include functionality that applies to types across the object hierarchy. For example, an aspect
could label objects as retainable or web-viewable, and this single aspect could be applied to multiple
distinct object types.
Aspects can speed development and improve code reuse, because the extended attributes and
behavior do not alter the underlying type definitions. You can create aspects and associate them
with an individual object or an object type. If you associate them with an object type, the aspect is
automatically associated with each new object of the specified object type. Aspects can also have
properties defined for them. Properties defined for an aspect appear to users as if they are defined
for the object type of the object to which the aspect is attached.

JMX management of DfPreferences and


dfc.properties
In J2EE DFC-based applications, active settings in DfPreferences and persistent settings in
dfc.properties are managed by JMX agent and Managed Bean (MBean) components. The settings are

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displayed in Documentum Administrator, which separates active settings (in DfPreferences) from
persistent settings (in dfc.properties).

DFC deployment
DFC is deployed with each application or product that requires it, using a standard J2EE deployment
strategy. In the J2EE deployment process, the dfc.jar file and related files are packaged in a product’s
WAR file so that each DFC instance can have its own DFC configuration.

Configuration for application access control


tokens
If you are using application access control tokens configured to be valid only when sent from
applications on particular host machines, you must set the dfc.machine.id key in the dfc.properties
file used by those client applications. Set the key to the machine ID of the host from which the
AAC token is sent.

Setting the maximum number of results per


source
The maximum number of results to retrieve per source by a query search is set in the parameter
maxresults_per_source of the DFCfull.properties as follows:
dfc.search.maxresults_per_source=350

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Chapter 7
Migrating WDK and Webtop
Applications

The following topics describe how to migrate your customizations to WDK or Webtop 6.6:
• Overview, page 111
• Updating and migrating email messages, page 112
• Java class changes, page 113
• Application framework changes, page 113
• Application-wide changes, page 120
• Content transfer changes, page 149
• Style changes, page 154
• Feature changes, page 155
The migration topics are ordered by release version, with the latest release changes first.

Overview
Deploy and configure applications based on WDK or Webtop 6.5 or later on an application server
instance different from your existing installation and then migrate any customizations to the 6.5 or
later deployment. Do not migrate any of your existing customizations that new functionality in a
6.5 or later version can replace. To enable full 6.5 or later functionality, you must also upgrade the
DocApps/DARs in the repositories (including global registries) that your WDK application accesses.
For more information, refer to Chapter 5, Migrating Content Server.
Effort estimates are based on the average time to perform a configuration (simple effort, measured in
hours) or a custom class (complex effort, measured in days). For multiple customizations of the same
type, multiply the effort estimate by the number of customizations to migrate. For example, if you
have five custom actions for which to add shortcuts, you multiply the simple effort times 5. It is hard
to give an exact time estimate, because it is based on your engineers’ familiarity with WDK and the
scripting or programming tasks required to perform the configuration or customization.

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To migrate WDK and Webtop applications to version 6.5 or later:


1. Back up your customizations, if you have made changes in any of the following:
• Web application customizations:
— APP_SERVER_ROOT/webtop/custom directory
— Compiled custom classes in APP_SERVER_ROOT/webtop/WEB-INF/classes directory
— Custom tag libraries in the
APP_SERVER_ROOT/webtop/WEB-INF/tlds directory
See Web Development Kit and Webtop Deployment Guide.
• Application server startup file
Note: Do not migrate settings that the WDK installer added to your application server
startup file.
See Web Development Kit and Webtop Deployment Guide.
2. If you have a DFC 5.3 SP6 application running in the same instance as your 6.5 or later application,
you must uninstall the DFC 5.3 SP6 application. For uninstall procedures, refer to the 5.3 SP6
product documentation—specifically, the Web Development Kit and Webtop Deployment Guide.
3. If necessary, update your application server software.
Refer to the supported application servers in the release notes for the WDK-based product.
4. Make the required setup changes to your Webtop WAR file, then deploy the Webtop WAR file.
See Web Development Kit and Webtop Deployment Guide.
5. Copy the contents of your previous /custom directory, to the /custom directory on your new
server. Copy custom Java classes and TLDs to the WEB-INF folder on your new server.
6. Recompile your custom 5.3 SP6 classes to ensure that the custom code still works.
7. Migrate your customized features if they are not present in the 6.5 or later application. Disable
any new features that conflict with your customizations.
Migration is described elsewhere in this guide.
8. Test and fix your web application.
9. Deploy your web application to your production application server.
See Web Development Kit and Webtop Deployment Guide.
Note: Only selected versions of Content Server and WDK-based applications are forward or
backward compatible with each other.
For more information, see Forward and Backward Compatibility Notes, page 41.

Updating and migrating email messages


Webtop 6.5 and later, and Documentum 5.3 SP6, 6.0, and 6.5 and later repositories support
dm_message_archive objects in the proprietary EMCMF format. This format encapsulates the
content, metadata, and attachment information as a single unit of information.

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The following features have been enhanced to support the EMCMF format:
• Import: When a user imports an email message (.msg), the email message converts to EMCMF
format and is stored as a dm_message_archive type. All attachments in the email are imported
and related to the email.
• Export: When a user exports an EMCMF object, the object converts to native email format (.msg)
for viewing by Microsoft Outlook.
• View Properties and Listing pages: The Properties and Listing pages have been enhanced to show
email-centric attributes such as To, From, Date Sent and Subject.
• Transform: EMCMF messages can be transformed to HTML, XML, or PDF.
Existing email messages of the dm_email_message object type (and its subtypes) and the msg format
must be migrated to the dm_message_archive type (EMCMF) or one of its subtypes. In addition,
since 6.5, the dm_message archive message_id attribute has been lengthened from 24 to 42 characters.
EMC Documentum provides utilites to perform the migration of dm_email_message objects to
dm_message_archive objects. For instructions on running these utilities, refer to Webtop Email
Migration Guide.

Java class changes


New classes, methods and class members as well as changed or deprecated methods and members
are documented in diff files available on Powerlink with the current migration guide. There are
diff sets comparing WDK and Webtop classes of version 5.3 SP6 to 6.5 or later , 6.0 to 6.5 or later,
and 6.0 SP1 to 6.5 or later.

Application framework changes


This section describes changes that affect how you design your custom application. These changes
may not require migration, but migration is recommended to benefit from these improvements in
application design support.

Configuring new accessibility features and timeout


warnings
Since: version 6.5 SP1
Effort: moderate configuration, multiple JSP pages unless otherwise noted
Several enhancements to the WDK infrastructure support accessibility and section 508 compliance.
Your customizations should take advantage of these additions if your application is compliant with
section 508.

Autofocus — The form tag has an attribute "autofocusneeded” that causes the first focusable control
on the page to receive focus. By default this attribute value is false, since all forms in a multi-frame

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view cannot have focus. Set to true for the frame that should receive focus. For example, in Webtop
the JSP page app_general_preferences_ex.jsp calls for autofocus, so that when the preferences
component is launched from the titlebar component, the general preferences tab receives focus:
<dmf:form autofocusneeded=’true’>

Enhanced control labels — When a control receives focus, the tooltip or tooltipnlsid attributes
render the HTML title attribute. If this information is not sufficient for the screen reader, additional
context can be provided by a label tag that is associated with the control that needs context. Specify
the label using the associatedcontrolid attribute on the context control. In the following example, a
label control specifies the text for which it provides information:
<dmf:label nlsid="MSG_NAME" associatedcontrolid="object_name"/>
<dmf:text id="object_name" tooltipnlsid="MSG_NAME_DESCRIPTION"/>

Radio, link, datasortlink, datadropdownlist, and checkbox controls can also have a prefix and/or
postfix label to provide context. For these controls, the prefix or postfix label is specified as an
attribute on the control itself. In the following example, each radio control specifies a prefix label that
provides additional context:
<dmf:label nlsid="MSG_APPLICATION"/>
<dmf:radio nlsidid="MSG_APP_1" prefixassociatedlabelnlsid="MSG_APPLICATION_1"
NAME="app1" GROUP="theme"/>
<dmf:radio nlsidid="MSG_APP_2" prefixassociatedlabelnlsid="MSG_APPLICATION_2"
NAME="app2" GROUP="theme"/>

Note: The context label associated with a control will override any tooltip or tooltipnlsid setting.
The sortablelistbox control has three tooltips for the Up, Down, and Remove buttons that enhance
accessibility.

Accessible checkboxes — Effort: none


In accessibility mode, the actionmultiselectcheckbox control renders an Actions link that displays
the available actions.

Datagrid row information — The actions link in a datagrid row can describe possible actions. You
can configure which information about the object in the row is displayed. By default, the object name,
data type, and lock status are added to the title of the actions link in that row. Other columns can be
added using the columnsforaccessibility attribute of datagridRow tag. In the following example, the
name is displayed instead of the object name:
<dmf:datagridRow ... columnsforaccessibility="name">

Import files added or deselected — Effort: simple, single JSP page


The fileselector applet has the accessibilityalertsneeded attribute. When set to true, an alert is
displayed when the user selects or removes files from the list of files to be imported.

Timeout alert — Effort: simple, single XML file


A timeout warning can be configured to warn the user before a timeout occurs. After the timeout, the
usre is informed that the application has timed out, and then the user is redirected to the login page
or last active page if the user’s credentials are saved.

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Defining the available pop-up windows


Session warning before timeout is configured in app.xml using <client_warning_session_timeout>.
The following example displays a warning five minutes before timeout:
<session_config>
<timeout_control>
...
<client_warning_session_timeout>5
</client_warning_session_timeout>
</timeout_control>
</session_config>

You can exclude pages from displaying a timeout warning in the <timeout_exclude_list> element. In
the following example, the login page is excluded:
<session_config>
<timeout_control>
...
<timeout_exclude_list>
<exclude>
</exclude>
</timeout_exclude_list>
</timeout_control>
</session_config>

Migrating scoped configurations to presets


Since: version 6
Effort: moderate based on number of configurations replaced, presets editor UI
Presets can be used to replace many customizations that deliver context-sensitive functionality to
users based on scopes such as user, group, role, folder location, or object type. Presets are applied
during runtime, unlike configuration files, which are defined before deployment. Presets take
precedence over scopes that are defined in configuration files.
If your customizations use qualifiers (scope elements), you can replace them with presets using
the presets editor in Webtop. To enable a user for the presets editor, add the user to the presets
coordinator role.
With presets, you can restrict the UI and behavior in the following ways:
• Restrict actions that are available to specified users, roles, or locations
For example, you can restrict import to a particular folder.
• Set default values for attributes
Default values in presets take precedence over default values in the data dictionary.
• Restrict the object types and formats that are available for creating or importing
• Restrict the workflows, lifecycles, and templates for a group or role
• Restrict the columns that are displayed in listing pages
• Restrict the nodes in the browsertree to certain users
Presets can be used for many of the UI enhancements that were performed using XML configuration
files in prior releases. Before migrating your customizations, check the presets editor to see if your

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customization can be accomplished using presets. Presets offer significant benefits in terms of
flexibility and maintainability.
Presets are limited to those that can be defined in the presets editor UI. Presets should not a used to
set security or access to objects. For information on using presets, see the Webtop User Guide.
A new UserQualifier was added to webtop/app.xml to support presets targeted to individual users.

Deployment model changed


Since: version 6
Effort: simple to moderate
In WDK 5.x, the web application was installed by an installer that also installed DFC. In WDK 6.x
applications, the web application is deployed by the standard J2EE method: as a WAR file. DFC is
contained within the WAR file, and more than one DFC-based application of different DFC versions
can run on the same host if they do not run in the same application instance.
On a Windows system, if DFC version 5 loads first because it is launched by a 5.x application, it will
interfere with applications running DFC 6. In this case, you must uninstall the DFC 5.x application
and DFC 5.x itself.
If a version 5.x DFC-based application such as Webtop is running in the application server, the
application server startup file or Windows service has been modified by the DFC installer to load DFC
libraries. You must run the 6.x application in a different application server instance with the standard
startup file (not modified by a Documentum installer). On a Windows host, you must make sure that
this new instance is not started by a Windows service that has Documentum-specific libraries loaded.

Migrating configuration extensions to modifications


Since: version 6
Effort: moderate configuration, multiple XML pages
In earlier versions of WDK, XML configuration elements had to be overridden in their entirety. This
made applications difficult to maintain with a newer version. Each customized application required
its own WDK stack.
With configuration modifications, you can merge XML into an existing configuration file. These
elements modify rather than override target elements in configuration files. The following
modifications can be made on the referenced configuration definition: insert, insertbefore, insertafter,
replace, and remove.
The following example inserts a node in the browsertree and removes another node.
<scope role ="CSI_Investigator">
<component modifies="browsertree:webtop/config/browsertreeex.xml">
<insertbefore path="nodes.docbasenodes.node[componentid=homecabinet_classic]>
<node componentid="investigations">
</insertbefore>
<remove path="nodes.docbasenodes.node[componentid=administration]"/>
</remove>
</component>

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</scope>

For full details on extending and modifying configuration files, refer to Web Development Kit and
Client Applications Development Guide.

Migrating JSP menus to XML menus


Since: version 6.5
Effort: moderate configuration, multiple XML files and custom JSP pages
Fixed menus are no longer in JSP pages. They are specified and configured in XML. This allows
you to scope and modify XML-based menu definitions. JSP-defined menus are still supported for
backward compatibility.
Actions can be grouped into menus so the set of actions available on a particular object type, user
role, or other qualifier is specified in a single location. Menus can be defined in the JSP page using
<dmf:menu> tags or in a menu configuration file using <menu> elements. The latter type of menu is
preferable because you can extend it and reuse it. This topic describes configuration file menus only.
Individual JSP page menus are supported for backward compatibility.
A menu is defined in a menu configuration file. This menu is included in a JSP page by its id attribute.
In the JSP page, a dmfx:menuconfig tag references the menu, similar to the following:
<dmfx:menuconfig id=’my_menu’ />

The menu configuration file for this menu has an id that matches the configid attribute on the menu
tag. In the following configuration file, two menus are defined: my_menu and 222_menuconfig. The
second menu is included as a submenu within the top-level menu:
<config>
<scope>
<menuconfig id=’my_menu’>
<menuitem name=’aaa’ label=’Do A’/>
<menu id=’111’ name=’111’ label=’B menu’>
<menuitem name=’b1’ label=’Do B1’ onclick=’event_handler’/>
<actionmenuitem name=’b2’ label=’Do B2’ action=’some_action’/>
</menu>
<menuconfig id=’222_menuconfig/>
</menuconfig>

<menuconfig id=’222_menuconfig’>
<menu id=’222 name=’222’ label=’C menu’>
<menuitem name=’ddd’ label=’Do C’/>
</menu>
</menuconfig>
</scope>
</config>

This example generates a menu with the following hierarchy:

Do A B menu C menu (included menu)


Do B1 Do C
Do B2

The <menuconfig> element defines a menu that can be included within another <menuconfig> or
referenced in a JSP page. In the example above, an empty <menuconfig> element is used to include

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the ’C menu’ within the top-level ’my_menu’. The ’C menu’ can also be used separately in another
component because it is in a <menuconfig> element.
The elements in a menu configuration file, except the <menuconfig> element, generate JSP tags
with the same name. Attributes on the configuration element are generated as attributes on
the tag. For example, <menuitem name=’file_help’ nlsid=’MSG_HELP’ onclick=’onClickHelpr’
runtatclient=’true’/> generates the JSP tag <dmf:menuitem name=’file_help’ nlsid=’MSG_HELP’
onclick=’onClickHelp’ runatclient=’true’/>. Just as for JSP tags, the nlsid key overrides a hard-coded
label in the label attribute. NLS values are retrieved from the nls bundle of the component that
contains the menu. If the menu item keys are not found in the bundle, then they are retrieved from
the menu NLS bundle specified in custom/app.xml as the value of <menu>.<nlsbundle>.
Table 16, page 118 describes the elements in a menu configuration file that can be used to generate a
menu.

Table 16. Menu configuration elements

Element Description
<menuconfig> Defines a top-level menu. Contains at least one
<menu> or <menuconfig> element. Has an id
attribute that is used to include the menu into
another menu or a JSP page.

<menu> Defines a menu. If within a <menu> element,


it defines a submenu. Can contain any
combination of <menu> elements, which serve
as submenus, <menuitem>, <actionmenuitem>,
and <menuseparator> elements. Has the same
attributes as the dmf:menu JSP tag.
<menuitem> <menuitem> has the same attributes of the
dmf:menuitem control. The name attribute is
required. The menu item will not do anything
unless you set a value for the onclick attribute.

<actionmenuitem> <actionmenuitem> has the same attributes as


the dmfx:actionmenuitem control. The action
attribute is required and specifies the action
that is launched by the menu item. The action
must match the ID of an action definition in the
application.

<menuseparator> Generates a separator in the menu. Has the


same attributes as dmf:menuseparator.

Menus can be extended and modified using the WDK configuration mechanism. Refer toWDK
Development Guide for information on how to extend a menu configuration or how to insert, remove,
or override a menu item.

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Tip: If you are reusing a menu in more than one component, put the menu into a <menuconfig>
element. If you are making simple modifications to a WDK menu you will not be reused in other
components, insert menu elements into the <menuconfig> element or its child elements using the
modification mechanism. In the following example, the sample menu above is modified by inserting
a menu item labeled Do X between Do B1 and Do B2.
<menuconfig modifies="my_menu:custom/config/mycomponent.xml">
<insertafter path="menu[id=111].menuitem[name=b1]">
<menuitem name="xxx" label="Do X" onclick="do_something"/>
</insertafter>
</menuconfig>

To convert a JSP menu to an XML menu


1. Remove the tags contained within the dmf:menu tag on the JSP page.
2. Change the dmf:menu tag to dmfx:menuconfig tag with an id attribute value that references the
id of the <menuconfig> element in the menu definition that you will create.
3. Create the menu definition in an XML file with the primary element <menuconfig>.
4. Replace each dmf:menu JSP tag with a <menu> element.
5. Within the <menu> element, eplace each dmfx:actionmenuitem tag from the JSP menu with
an <actionmenuitem> elemen. Replace each dmf:menuitem and dmf:menuseparator tag with
<menuitem> and <menuseparator> elements as described in Table 16, page 118.
Set the JSP tag attributes on the corresponding XML elements that replace them.
6. For each JSP menu item that is wrapped with a dmf:clientenvpanel tag, wrap the menu item
element in the XML definition with a corresponding <filter> tag. The following example from
the 5.3.x Webtop menubar_body.jsp page hides the New Process action menu item in the portal
environment:
<dmf:menu name=’file_new_menu’ nlsid=’MSG_NEW’>
...
<dmfx:clientenvpanel environment=’portal’ reversevisible=’true’>
<dmfx:actionmenuitem dynamic=’genericnoselect’ name=’
file_newprocess’ nlsid=’MSG_NEW_PROCESS’ action=’
newprocess’ showifinvalid=’true’/>
</dmfx:clientenvpanel>...
This menu item would be defined as follows:
<menu id=’file’ nlsid=’MSG_NEW’>
...
<filter clientenv=’not portal>
<actionmenuitem dynamic=’genericnoselect’ name=’
file_newprocess’ nlsid=’MSG_NEW_PROCESS’ action=’
newprocess’ showifinvalid=’true’/>
</filter> ...
</menu>
The menubar component allows you to specify all of the menus in the application menu
bar. Extend the Webtop menubar component and specify the menuconfig IDs for each
menu that should appear in the menu bar. For example, the Webtop menubar definition
in webtop/config/menubar_component.xml inherits the following menuconfig IDs from the
webcomponent menubar definition:
<menuconfigids>
<id>menubar_file_menu</id>
<id>menubar_edit_menu</id>

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<id>menubar_view_menu</id>
<id>menubar_tools_menu</id>
<filter entitlement="recordsmanager">
<id>menubar_rpm_menu</id>
</filter>
</menuconfigids>

The following example in a custom menubar component definition modifies the menu to add a
menu item at the end:
<component id="menubar" modifies="menubar:webtop/config/menubar_component.xml">
<insert path=’menuconfigids’>
<id>menubar_mymenu</id>
</menuconfigids>
</component>

Application-wide changes
The following topics describe features that appear in many places in the application. You can change
the support for these features by configuration, as described in each migration topic.

Kerberos-based Single Sign-On Authentication in WDK


and Webtop-based applications
Kerberos is a network authentication protocol. The Kerberos protocol is designed to provide a strong
mutual authentication mechanism between a client and a server or between multiple servers on an
open network that usually does not have a security method implemented in it. Kerberos was created
as a solution to the problem of network insecurity. In the context of single sign-on, because SSO relies
on a centralized and trusted authentication mechanism, Kerberos is a natural fit. A well-designed
implementation confidently authenticates users to the Kerberos server and communicates those
credentials securely to all applications participating in the Kerberos implementation.
When Kerberos-based Single Sign-On Authentication is enabled on version 6.6 of Webtop or
any custom WDK application, users of Documentum Webtop or Webtop-based applications are
automatically authenticated and logged in to the repository using their credentials stored in the user’s
private credential area on the Windows platform. Unlike other SSO solutions where users must
specify username and password to validate their credentials on the Policy Server, the Kerberos-based
single sign-on authentication does not pose any authentication challenge to the user. The only time
when the user’s credentials are authenticatied is when the user logs in to the local machine using
the Windows domain credentials. In this manner, the user can log in to any WDK-based application
having logged in to the local computer. Kerberos accomplishes single sign-on by storing credentials
that are retained for approximately one work day.

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Prerequisites

• Deploy Webtop on the application server machine that is in the Kerberos domain, and connect to
Content Server that is also in the Kerberos domain. For more information, see the Web Development
Kit and Webtop Deployment Guide.
• Install IE 6 or IE7 or IE8 or Firefox 2.x or Firefox 3.0.x or Firefox 3.5.x on the client and application
server.
• Register Webtop as a Service Principal in the Key Distribution Center (KDC). For more
information, see the Web Development Kit and Webtop Deployment Guide.

Configurations in the wdk/app.xml file to enable Kerberos


authentication

Carry out the configurations specified in this section, in the <enabled>, and <domain> tags within the
<authentication> tag.

Enabling Kerberos SSO authentication in WDK and Webtop

An application level setting is provided in wdk/app.xml within the <authentication> tag to enable or
disable Kerberos-based SSO authentication. The default value defined for the <enabled> tag in the
<kerberos_sso> element is "false". Set the <enabled> tag to true to enable Kerberos SSO authentication.
<kerberos_sso>
<enabled>true</enabled>
</kerberos_sso>

Configuring the Kerberos domain name

An application level tag is provided to specify the Kerberos domain, within the <authentication> tag.
Enter the domain name in the <domain> tag.
<kerberos_sso>
<domain><domain_name></domain>
</kerberos_sso>

Configuring Kerberos fallback

The Kerberos SSO Authentication Scheme provides the option to fall back to the default login
mechanism to the web-application, on failure conditions. Set the <docbase_login_fallback> tag in the
<kerberos_sso> tag in wdk/app.xml, to support the default login to the web-application, as follows:
<docbase_login_fallback>true</docbase_login_fallback>

The default value of the <docbase_login_fallback> tag is false.

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Sample Kerberos configuration in app.xml

The following code snippet is an example of the final configuration for Kerberos in app.xml.

Example 7-1. Code snippet in the wdk/app.xml file to enable Kerberos authentication
<authentication>
<!-- Kerberos SSO authentication scheme configuration -->
<kerberos_sso>
<enabled>true</enabled>
<browsers>
<windows>
<ieversions>6.0,7.0,8.0</ieversions>
<firefoxversions>2.0,3.0,3.5</firefoxversions>
</windows>
</browsers>
<!-- Enable login fall back to DocbaseLogin scheme -->
<docbase_login_fallback>false</docbase_login_fallback>
<!-- Mandatory configuration: Provide the kerberos realm / domain name. -->
<domain>WDKBLR.COM</domain>
</kerberos_sso>
</authentication>

Copy the <authentication> tag from the wdk/app.xml file in to the custom/app.xml file.
For more information about enabling Kerberos Authentication, see the Web Development Kit and
Webtop Deployment Guide.

Supporting export of selective datagrid rows to CSV


Since: version 6.6
Effort: None
The following Webtop components support the exporttocsv action that exports all or selected content
of a datagrid to a CSV file:
• SearchStore.java
• SearchStoreTemplate.java
• DataTableSummaryView.java
• HomeCabinetClassicView.java
• MyFilesClassicView.java
• ObjectList.java
• Search60.java
• SearchEx.java
Your component must implement the ITableRowsDataProvider interface to add support for selective
export to CSV. The component must pass the correct and formatted information of all or selected
rows in the datagrid.

Implementing rowIterator() — This method returns an iterator over the rows and can be used to
return selected rows of a datagrid.

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public Iterator<Row> rowIterator (List<String> columnNames, String rowSelection)


{
Datagrid datagrid = (Datagrid) getControl(CONTROL_GRID);
return TableDataProviderUtil.getRows(datagrid.getDataProvider(),
columnNames, null, rowSelection);
}
The getRows() method of the TableDataProviderUtil class is overloaded with a rowSelection
argument that returns all or selected rows from the datagrid.

DRL resolution of deleted document versions


Since: version 6.6
Effort: simple
You can configure Webtop to enable you to access the current version of a document in Webtop
although you use the DRL of the deleted version to access the document.
You can enable the resolution of the DRL of deleted document versions by setting the value
of the <resolve-deleted-DRL> parameter to true in WDK/app.xml. The default value of the
<resolve-deleted-DRL> parameter is false.
Modify the <resolve-deleted-DRL> parameter in WDK/app.xml as follows:
<resolve-deleted-DRL>
<enabled>true</enabled>
</resolve-deleted-DRL>

The syntax of the DRL after enabling the <resolve-deleted-DRL> parameter in WDK/app.xml is
as follows:
http://host_name:port/app_name/component/drl/objectId/xxx/chronicleId/xxx

Placing a custom component in a modal pop-up dialog


Since: version 6.5
Effort: moderate to complex, depending on where events are handled, multiple XML files and
possibly component classes
A custom component can be configured to display within a modal pop-up dialog. A modal pop-up
dialog is a child window which requires the user to interact with it before they can return to the
parent application. This feature enhances performance and allows the user to see the context from
where the action was launched. By default components are displayed within the main window unless
they are configured to use a modal pop-up window.

Disabling modal pop-up dialogs — Modal pop-up dialogs are enabled by default. They can be
disabled in app.xml by setting the <enabled> element to false:
<modalpopup>
<filter clientenv=’webbrowser’>
<enabled>false</enabled>
</filter>
...
</modalpopup>

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Defining the available pop-up windows

Modal pop-up windows are defined in app.xml within each <theme> element. The
<theme>.<windowsizelist> element contains one or more windows defined by three child elements:
<name>, <width>, and <height>, the latter two in pixels. For example, the small window is defined
as follows:
<windowsize>
<name>small</name>
<width>400</width>
<height>330</height>
</windowsize>

Invoking a modal component in a pop-up window


Invoking a modal component launched by an action — The action that invokes the modal
component must be configured to use a modal pop-up. Add an <invocation> element to the action
definition to specify the pop-up. In the following example, the action action definition launches the
about component in a small pop-up window that does not refresh the parent window when the
modal window closes. (The default is to always refresh unless otherwise specified.) The value of the
<windowsize> element must match a defined window in app.xml.
<action id="about">
<params>...</params>
<execution
class="com.documentum.web.formext.action.LaunchComponent">
<component>about</component>
</execution>
<invocation>
<modalpopup>
<windowsize>small</windowsize>
<refreshparentwindow>never</refreshparentwindow>
</modalpopup>
</invocation>
</action>

Invoking a modal component launched by an event handler — If a component is launched by a


control event handler, you must add event arguments to the control, either in the JSP page, in the
server code that generates the control, or in the client event handler:
• In a JSP page:
<dmf:link cssclass="miniButton" onclick="onBrowseLocations"
nlsid="MSG_CHANGE_LOCATION" name="locationlink">
<dmf:argument name="usemodalpopup" value="true"/>
<dmf:argument name="modalpopupwindowsize" value="large"/>
<dmf:argument name="refreshparentwindow" value="onok"/>
</dmf:link>

• In a server-side event handler, with the Control method addEventArg:


LinkTag linkTag = new LinkTag();
linkTag.setPageContext(pageContext);
linkTag.setName(ctrlName);
linkTag.setLabel(ctrlLabel);
linkTag.addEventArg("usemodalpopup", useModalPopup);
linkTag.addEventArg("modalpopupwindowsize", modalPopupWindowSize);

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linkTag.addEventArg("refreshparentwindow", refreshParentWindow);

• In a client event handler:


function onClickPreferences()
{
beginModalPopupMode("content", null, "large", "onok");
<%
if (MainEx.isStreamlineViewVisible() == false)
{
%>
postComponentNestEvent(null, "preferences", "content",
"component", "general_preferences");
<%
}
else
{
%>
postComponentNestEvent(null, "preferences", "content",
"component", "general_preferences", "preferredVersion",
"<%=MainEx.STR_STREAMLINEVIEW_VISIBLE_CFG_VERSION%>");
<%
}
%>
}

beginModalPopupMode arguments are as follows


— strFrameName: Frame in which the postServerEvent method is invoked. If null, the current
frame is used.
— strFormId: ID of the form. If null, the first form in the frame is used.
— strPopupWindowSize: Size as defined in app.xml.
— strRefreshParentWindow: Specifies whether to refresh the parent window when the modal
window closes.

Invoking a modal component to edit attributes — Editing components for attributes can be
launched in a modal pop-up dialog. Specify the modality in the docbaseobjectconfiguration file. In
the following example, the versionlabels editor for the version label attribute is launched modally:
<attribute name="r_version_label">
<valuehandler>com.documentum.web.formext.control.docbase.
DocbaseAttributeVersionLabelSetValueHandler
</valuehandler>
<editcomponent>versionlabels</editcomponent>
<invocation>
<modalpopup>
<windowsize>small</windowsize>
<refreshparentwindow>onok</refreshparentwindow>
</modalpopup>
</invocation>
</attribute>

You can also specify multiple modal pop-up window sizes in app.xml. Compare your custom
components to the corresponding 6.5 components to determine whether you want to include the
modal pop-up dialog elements in your custom component.

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Refreshing the parent window

There are three options for refreshing the parent window. The refresh setting can be specified within
the action definition or event handler argument. Use one of the following settings:
• always
The framework always refreshes the parent window when the child window is closed.
• onok
The framework refreshes the parent window when the child window is closed and the return
value is not null. If the user cancels the modal dialog, no refresh occurs. The component developer
must ensure that there is a return value when the component closes.
• never
The framework never refreshes the parent window when the child window is closed.

Creating an action postprocessor for actions that sometimes


require modal windows

Effort: complex, custom class


An action may require a modal window for some conditions and not for others. For example,
the view action for dm_document objects uses a modal window, but for virtual documents a
modal window should not be used. In this case, the action registers a postprocessor in app.xml,
in the <modalpopup>.<actioninvocationpostprocessors> element. The action service checks for a
postprocessor, instantiates it, and calls its getModalPopupProperties() method to overwrite the
default modal popup settings for the action. You can overwrite use modal, modal window size, or
refresh parent window after closing.
The postprocessor is registered with the following syntax:
<postprocessor id="uniqueId" action="yourAction" class="YourActionInvocationPostProcessor"/>

In the example of the view action, the action and postprocessor class are as follows:
<postprocessor id="viewvdm" action="view" class="
com.documentum.web.formext.action.ViewActionInvocationPostProcessor"/>

The postprocessor class implements IActionInvocationPostProcessor and checks whether the object
is a virtual document. If so, it overrides the modal behavior for the view, which was defined in
the view action definition:
public ModalPopupProperties getModalPopupProperties(
ModalPopupProperties modalPopupProp,
ActionService.ActionDef actionDef, ArgumentList itemArgs)
{
boolean useModalPopup = actionDef.getUseModalPopup();
if (itemArgs != null)
{
if ("view".equals(actionDef.getActionId()) && isVirtualDoc(itemArgs))
{
useModalPopup = false;
}
}
return new ModalPopupProperties(
useModalPopup,modalPopupProp.getModalPopupWindowSize(),

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modalPopupProp.getRefreshParentWindow());
}

Using window.location.replace within a modal component

If your component executes the JavaScript function window.location.replace() API in a modal popup
window, then you must change it to call navigateToURL(), a function in modal.js. For example, the
loginRedirect JavaScript event handler in the timeout.jsp page of Webtop reloads the login page
as follows:
function loginRedirect()
{
...
var strUrl = addBrowserIdToURL(g_virtualRoot+"/component/main");
navigateToURL(strUrl, "timeout", targetWindow);
...
}

Enabling and configuring IRM support


Since: version 6.5 SP1
Effort: simple, single XML fileSupport for rights management has been added to Content Server
and WDK applications. This feature provides additional persistent security for documents managed
within a repository. Working with an IRM Server, Rights Management implements this security
by adding IRM profiles and IRM permissions.
By default, IRM support is not enabled in WDK applications. You must enable it in your custom
app.xml by adding the following lines:
<irm-support>
<enabled>true</enabled>
<ticket-timeout>2</ticket-timeout>
</irm-support>

Change the ticket timeout (minutes) to a setting appropriate for your network throughput.
When you enable IRM, Webtop displays an extra tree node called Rights Management under the
repository node. Some IRM-specific menus for IRM protection and profiles are also displayed.

Enabling and configuring DCS support


Since: 6.5 SP2
Effort: Simple
Use the relevant Documentum Collaborative Services (DCS) 5.3x DocApps to upgrade a 5.3x
installation or use the relevant DCS 6.x DARs to upgrade a 6.x installation on the repository.
Alternatively, as a first time user you must ensure that the Collaboration Services.dar
and DCS Attachments.dar have been installed on the repository before you enable the DCS
functionality for WDK-based applications. For more information about installing DARs, see the

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Documentum Composer User Guide. After the upgrade or installation procedure, ensure that you
enable DCS in Webtop by configuring wdk/app.xml. DCS can be enabled or disabled in Webtop by
modifying wdk/app.xml of your WDK application with the configuration described in this section. By
default, the DCS feature is disabled in the Webtop application. However, the performance of Webtop
may be impacted marginally after enabling DCS because Webtop will include the extra functionality.
Note: The DCS distribution also contains the collaboration.jar file. This JAR file contains
interface classes for users who want to write custom applications using DCS. This JAR file is not used
for standard deployments.

To enable Documentum Collaborative Services


1. Open the app.xml file in the /wdk folder of your application.
2. Change the value of the <enabled> tag to true in the following <config> element:
<collaborationsupport>
<enabled>true</enabled>
<collaborationsupport>

3. Save and close the app.xml file.


Note: You must follow the instructions provided in this section if the DCS DARs (Collaboration
Services.dar and DCS Attachments.dar) or DocApps are not installed.
Notes for customers who have not installed DCS DocApps or DARs
• Webtop 6.5 SP2 customers: Download the DCS-related DARs (Collaboration Services.dar
and DCS Attachments.dar) and install them on the repository. The collaboration features are
turned on automatically on Content Server. No license key is required to enable Documentum
Collaboration Service. For information about installing DocApps or DARs, see the Documentum
Composer User Guide.
• All Webtop customers using a 5.3 repository or a repository that is earlier than 6.5 SP2: Install
the DCS DARs (Collaboration Services.dar and DCS Attachments.dar) or DocApps if
they are not already installed on the repositories, and enable Documentum Collaboration Service
on the Content Server using Documentum Administrator by providing the collaboration license
key. For information about installing DocApps or DARs, see the Documentum Composer User Guide.
Note: Users are recommended to install the DCS 6.5x DAR files instead of installing the 5.3x DocApp
files, because several critical issues have been fixed in version 6.5.

Email conversion to EMCMF format


Since: version 6.5
Effort: simple, one or two XML files
For information on updating email messages to the new EMCMF format and enabling conversion of
messages on import in WDK applications, refer to Updating and migrating email messages, page 112.
The following new actions and components have been created to display EMCMF email messages:
• Import

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emfimport is a new component in the import container. If you have customized the import
container, add this component to your custom importcontainer definition.
• Export (for example,
export (type dm_message_archive) is a new action. Requires no migration.
• View Properties and Listing pages
The attributes of type dm_message_archive are displayed. Requires no migration.
• Search
Search for type dm_message_archive are supported. Requires no migration.

Configuring inline refresh


Since: version 6 and 6.5
Effort: simple to moderate, single XML file and possibly multiple JSP pages
Webtop improves performance by reducing the amount of refreshes using the AJAX framework. For
example, a user chooses a folder in the browser tree to view a list of content contained in the folder.
Before Webtop 6, there was first a refresh of the browser tree control and then there was a refresh of
the content list. In Webtop 6, there is no refresh of the browser tree.

Controls that refresh inline — Four controls have a new inlinerefresh attribute: tree and
showhide in dmform_1_0.tld and docbaseattributelist and multiobjectsdocbaseattributelist in
dmformext_1_0.tld. Refresh can be turned off by setting this attribute value to false in the JSP page
(default is true).

Turning off inline refresh of the Webtop browser tree — The browsertree (version 6.0) Webtop
component is a new component, defined in webtop/config/browsertreex_component.xml.
jumpToBrowserTreeLocationAction is a new action related to this feature. Custom browsertree
components should extend the browsertree component in webtop/config/browsertreeex_component.
xml (new file).
You can turn off inline refresh by modifying classic.jsp in webtop/classic. Change from true to false
in the following line:
String strBrowsertreeArgs = "?inlineRefresh=true";

Using the new showhide control — The showhide control, new in WDK 6.5, can replace existing
refresh features. For example, extendedpermissions.jsp in 5.3 used a link to reload the page when the
user clicked the link:
<!--restrictions show/hide-->
...
<dmf:link name=’<%=ExtendedPermissions.RESTRICTIONS_PERMIT_IMAGE%>’
onclick=’onShowOrHideRestrictions’
tooltipnlsid=’MSG_SHOW_RESTRICTIONS_TIP’/>
<dmf:link name=’<%=ExtendedPermissions.RESTRICTIONS_PERMIT_LINK%>’
onclick=’onShowOrHideRestrictions’ cssclass=’showMoreHideMoreLink’
tooltipnlsid=’MSG_SHOW_RESTRICTIONS_TIP’/>

In WDK 6.5, the links are replaced with a faster refresh through the showhide control:
<dmf:showhide name=’restrictions_showhide’

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panelname=’<%=ExtendedPermissions.RESTRICTIONS_PANEL%>’
shownlsid=’MSG_SHOW_RESTRICTIONS’
hidenlsid=’MSG_HIDE_RESTRICTIONS’
showtooltipnlsid=’MSG_SHOW_RESTRICTIONS_TIP’
hidetooltipnlsid=’MSG_HIDE_RESTRICTIONS_TIP’/>

The showhide control is associated with a panel control that is displayed when the user clicks Show.
Specify the name of the associated panel in the panelname attribute of the showhide control.

Lightweight sysobject support


Since: version 6.5
Effort: simple to moderate, single XML file and possibly multiple JSP pages
Lightweight sysobjects (LWSOs) store metadata, common to many different (but similar) child
objects, at the parent object level. This dramatically reduces the storage footprint and ingestion
processing required for the child objects.
With email archiving, individual emails can be grouped by user. Metadata common to all emails
would be stored at the parent (user) level. Thus the user would be the parent, and all of the user’s
emails would be the LWSO children.
The following 6.5 components have been changed to display LWSO features:
• Browsing
When a user browses through cabinets and folders, he or she sees neither parents nor children
associated with LWSOs.
• Simple Search
When a user performs a simple search, the results display shared parent objects only. Children are
not displayed.
• Advanced Search
When a user performs an advanced search, the results display children, but NOT the parents,
associated with LWSOs.
• Attributes
From search results, a user can open the properties of a LWSO and edit its properties. When any
attribute is changed, the LWSO materializes into a full object.
• Properties
Properties panels show all attributes associated with a child along with any attributes inherited
from the parent.

Displaying LWSO shared parent — To turn on the display of shared parents is listing and locator
pages, add the following lines to your custom app.xml file:
<lightweight-sysobject>
<hide-shared-parent>false</hide-shared-parent>
</lightweight-sysobject>

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Using strong encryption


Since: version 6
Effort: simple, XML files and Java utility
The TrustedAuthenticatorTool utility now encrypts passwords in the application using triple DES
strong encryption. An encryption and decryption key is generated for each user and is stored in a
keystore file that can be secured using OS security. The location of the keystore is specified in a
properties file, and the encrypted password can be used for Java EE single sign-on, preferences
repository user, and presets repository user. The encryption is also used to store user credentials
when saved credentials are enabled.
Use the TrustedAuthenticatorTool tool to encrypt passwords for the drl, drlauthenticate, and
virtuallinkconnect components. You can also use this tool to encrypt passwords for the preferences
repository user (dmc_wdk_preferences) and the presets repository user in app.xml.

To use the password encryption tool


1. From the command line, with com.documentum.web.formext.session.TrustedAuthenticatorTool
and the Java SDK in your classpath, run the following command on a single line. Substitute the
actual path to the class and the repository password to be encrypted:
java classpath "%CLASSPATH%;path_to_WEBINF/classes;path_to_WEBINF/classes/
dfc.jar;path_to_WEBINF/classes/commonsio1.2.jar" TrustedAuthenticatorTool
password
The output will look similar to the following:
Encrypted: [d7d1d6e383d6d4e1d0], Decrypted: [my.pwd6\]

2. For Java EE principal authentication, paste the encrypted form of the password into the file
TrustedAuthenticatorCredentials.properties located in WEB-INF/classes/com/documentum/web/
formext/session. Each repository must have an entry for the superuser, encrypted password, and
domain if needed. Substitute the actual repository name in the sample entries below. If no
domain is needed for login, then type the following: Repository_name.domain=
Repository_name.user username
Repository_name.new‑pw password
Repository_name.domain domainname
For example:
mydocbase.user=superuser1 mydocbase.newpw= d7d1d6e383d6d4e1d0 mydocbase.domain=

3. For preferences or presets repository passwords, paste the encrypted form of the password
into the file app.xml in the custom directory. Insert the encrypted preferences password
into <preferencesrepository>.<password> or the encryped presets password into the
<presets>.<password> element.
4. The symmetric keys for encryption and decryption are stored in a file named
wdk.keystore. This file must be stored in a secure location on the application
server file system. Open the file KeystoreCredentials.properties, located in
WEB-INF/classes/com/documentum/web/formext/session, and specify your keystore location.
You must also override the use of the default DFC config dir in order to substitute this
new location, for example: keystore.file.location=C:/Documentum/config/wdk.keystore
use_dfc_config_dir=false

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By default, the keystore file location is created in the DFC config directory, which contains
dfc.properties and is specified as the value of dfc.config.dir in dfc.properties. The default location
is WEB-INF/classes.
Note: Entries that were encrypted by the 5.3.x encryption tool and entered into the field .password
instead of the .new-pw field will be decrypted by the 5.3.x encryption tool.
The WDK samples and testbed have been removed from the application to prevent cross-site
scripting. These files are available as a separate download on the download site.

Enabling read notifications


Since: version 6.5
Effort: simple, multiple JSP pages
Two kinds of notifications are enabled in webcomponent/app.xml: event notification and read
notification. These notifications require a valid SMTP server configured for the Content Server:
smtp_server_attribute of dm_server_config object. The user who requests notification as well as the
user whose activity generates a notification must each have a valid email address configured in the
dm_user object.

Enabling change notification — Users can request change notification for a Content Server event on
one or more objects. Any API, workflow, or lifecycle event can be notified. Notification is available on
dm_sysobject and its subtypes from the Webtop menu or the right-click context menu. Notification
on replica and reference (shortcut) objects is not supported. The user who has selected change
notification on an object will receive a notification in the Documentum inbox, and by email. If an
event that is configured in app.xml does not exist in a particular repository, that event is ignored by
the event notification mechanism for users who are logged into that repository.
Add notification for an event by copying the entire <notification> element from
webcomponent/app.xml to your custom app.xml and adding an <event> element for each notifiable
element. Server events are listed in an appendix of Documentum Administrator User Guide.

Enabling read notification — A user can select any object in a list view and turn on read notification
to notify the user when the document has been read. The default event for notification is dm_getfile,
and the minimum permission for read notification is configured in app.xml.
Add notification for read access to objects by copying the entire <readnotification> element from
webcomponent/app.xml to your custom app.xml and specifying the name of the read event (default
dm_getfile) and the minimum permission required to request read notification. Server events are
listed in an appendix of Documentum Documentum Administrator User Guide.

Setting roles precedence


Since: version 6
Effort: simple to complex, depending on the number of roles in the enterprise
When the configuration service evaluates a user’s role in order to apply configuration scopes or
presets, it is impossible to determine the order of roles to follow. This may result in a user having the

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wrong context. You can specify the precedence in which roles should be evaluated for a user. In the
following example, role abc takes precedence over role def if a user is assigned both roles.
<rolesprecedence>
<role>abc</role>
<role>efg</role>
</rolesprecedence>

Copy the entire <rolemodel> element from /wdk/app.xml to your custom app.xml and add your
appropriate rolesprecedence element.

Right-click context menus


Since: version 6
Right-click context menus have been added to datagrids. For information on how to add or remove
actions from the right-click menu, and how to turn off right-click menus, refer to Adding right-click
context menus, page 137 in the datagrid customizations topic.

Migrating datagrid customizations


Since: version 6
Effort: Moderate configuration, multiple JSP pages
Several substantial improvements have been made to the look and behavior of datagrid controls. The
improvements include mouse or keyboard row selection (one or more objects), right-click context
menus, fixed column headers, and resizable columns.

Turning off new datagrid features — The new datagrid features can be reverted with the following
addition to your custom app.xml:
<desktopui>
<datagrid>
<richui>false</richui>
</datagrid>
</desktopui>

Note: Cells spanning multiple columns are not permitted.

Placing content below the datagrid — A datagrid without a height attribute value will span
the entire height of the window. If you have content to place below the datagrid, put it within a
dmf:datagridFooter tag within a dmf:datagridRow tag.
The following topics describe migrating your custom components to use the new datagrid features.

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Supporting row selection

Effort: simple, multiple JSP pages


Users click rows to select objects rather than a check box at the left margin. This feature is enabled
by default and requires no migration effort for datagrids that leverage the ActionMultiSelect and
ActionMultiSelectCheckbox controls to drive row and object selection.

Replacing <td> with <datagridRow> — Every <td> tag within the custom datagrid dmf:datagridRow
tag must be replaced with dmf:datagridRowTd tag. For example, in the 5.3 page acllist.jsp, the
description column in the datagrid is as follows:
<td class="doclistfilenamedatagrid">
<dmf:label datafield=’description’/>
</td>

In version 6, the cell is changed as follows:


<dmf:datagridRowTd cssclass="doclistfilenamedatagrid" style="
min-width: 100px">
<dmf:label datafield=’description’/>
</dmf:datagridRowTd>

Handling a double-click event in a datagrid row — If your datagrid row supported a link
event (single or double click), you must either migrate the link to a right-click context menu or
to a datagridRowEvent tag. The following example wraps a WDK 5.x double-click event with a
datagridRowEvent. The event arguments, which in 5.x were passed in the actionmultiselectcheckbox,
are passed in argument tags:
<dmf:datagridRowEvent eventname=’dblclick’ eventhandler=’
onClickObject’ runatclient=’true’>
<dmf:link onclick=’onClickObject’ name=’
objectLink’ runatclient=’true’ datafield=’object_name’>
<dmf:argument name=’id’ datafield=’r_object_id’/>
<dmf:argument name=’type’ datafield=’r_object_type’/>
<dmf:argument name=’isFolder’ datafield=’isfolder’/>
</dmf:link>
</dmf:datagridRowEvent>

Note: A datagridrow tag can contain only one datagridrowevent tag.

Handling a single-click event (selection) in a datagrid row — The following example handles a
single-click event (selecting the row). The event handler for a select event must be client-side:
<dmf:datagridRowEvent eventname=’select’ eventhandler=’
onSelectObject’ runatclient=’true’>
<dmf:argument name=’id’ datafield=’r_object_id’/>
<dmf:argument name=’name’ datafield=’object_name’/>
</dmf:datagridRowEvent>

The event object that is passed to the JavaScript handler has the following properties:
• type
Event type, such as select or init
• datagrid
Datagrid object instance
• startIndex

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Index of the selected or deselected item, starting with 1


• count
Count of selected items
An event handler gets the item arguments, either for single or multiple selection, as shown in the
following example:
function onSelectObject(event)
{
//for single item selection
if (event.count == 1
{
var args = event.datagrid.data.getItemActionArgs(
event.startIndex, event.type);
//handle args
}
//handle multiple select
else
{
for (var i=0; I < event.count; i++)
{
var args = event.datagrid.data.getItemActionArgs(
event.startIndex + i, event.type);
//handle args
}}}

Turning off row selection per datagrid — You can turn off row selection for an individual datagrid
by setting the rowselection attribute value to false on the datagrid control in a JSP page. The app.xml
file’s <desktopui>.<datagrid>.<richui> element must be set to true to enable this attribute. The
following table describes the interaction between the global row selection flag in app.xml and the
datagrid attribute rowselection attribute.

Table 17. Interaction between global versus local row selection settings

app.xml dmf:datagrid Result


<rowselection> rowselection
false true or false Checkboxes rendered, no
mouse/keyboard row selection
or context menus on any
datagrid
true true No checkboxes rendered, row
selection and context menus
enabled for the datagrid
true attribute not specified No checkboxes rendered, row
(for example, migrated selection and context menus
customizations) enabled for the datagrid
true false Checkboxes rendered, no
mouse/keyboard row selection
or context menus on current
datagrid

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Migrating to resizeable columns

Effort: simple, multiple JSP pages


Your custom datagrids can be migrated to support column resizing.
To make a column in the datagrid resizeable, add resizable="true":
<dmf:datagridTh resizable="true">
. . .
</dmf:datagridTh>

If your listing component extends the DocList component, it inherits support for resizeable
columns. If not, you must add the initColumnWidths method to the implementation of
the component class and call it when the component initializes. Your class must import
DatagridColumnWidthPreferenceHelper:
...
import
com.documentum.web.form.control.databound.DatagridColumnWidthPreferenceHelper;
...
public void onInit(ArgumentList args)
{
. . .
initColumnWidths();
}

protected void initColumnWidths()


{
m_widthsHelper = new DatagridColumnWidthPreferenceHelper
(this, <preference id string>, CONTROL_GRID);}
private DatagridColumnWidthPreferenceHelper m_widthsHelper;

Adding fixed column headers

Headings now stay in place while the user scrolls through the items in the datagrid. To enable this
behavior, custom components must implement header rows using the new element datagridTh. For
example, in the 5.3 component acllist, the datagrid contains a header for the name column:
<th align=’left’ scope=’col’ class="doclistfilenamedatagrid">
<b>
<dmf:datasortlink name=’sortcol1’ nlsid=’MSG_NAME’ column=’
object_name’ mode=’caseinstext’ cssclass=’doclistbodyDatasortlink’/>
</b>
</th>

The <th> tag is replaced in WDK 6 as follows:


<dmf:datagridTh width=’30%’ scope=’col’ cssclass="
doclistfilenamedatagrid nowrap leftAlignment">
<b>
<dmf:datasortlink name=’sortcol1’ nlsid=’MSG_NAME’ column=’
object_name’ mode=’caseinstext’ cssclass=’doclistbodyDatasortlink’/>
</b>
</dmf:datagridTh>

To globally disable fixed column headers in the application, add the following element to
/custom/app.xml:
<desktopui>
<datagrid>

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<fixedheaders>false</fixedheaders>
</datagrid>
</desktopui>

Adding right-click context menus

Effort: simple, multiple XML files


WDK 6 provides access to commonly used commands via a right-click context menu. The actions
that are displayed in the context menu are filtered by any presets that apply to the user context.
This functionality provides an interface that is more familiar to users than the Streamline interface,
which is now deprecated.
Context menus work in datagrids that configured for row selection (that is, rows that do not use
check boxes). To turn off context menus, you must also turn off all datagrid enhancements in your
custom app.xml:
<desktopui>
<datagrid>
<richui>false</richui>
</datagrid>
</desktopui>

Context menus are defined in the <menuconfig> element of an action configuration file for a specific
object type. For example, the configuration file dm_folder_actions.xml contains the menu items that
are available for folder (the dm_folder type). The element <actionmenuitem> identifies an action that
can be performed on the object type . You can create submenus within the <menuconfig> element by
nesting a <menu> element with its own <actionmenuitem> elements.
The following example from dm_folder_actions.xml defines a context menu for actions on selected
dm_folder objects. The Properties menu item is followed by a View submenu that contains
three actions: relationships, locations, and topics. Note that some actions support multiple
selection (the dynamic attribute is set to "multiselect") and some support only single selection
(dynamic="singleselect").
<menuconfig id="contextmenu">
<actionmenuitem dynamic="multiselect" action="
subscribe" .../>
<actionmenuitem dynamic="multiselect" action="
unsubscribe" .../>
...
<menuseparator/>
<actionmenuitem dynamic="singleselect" action="
properties" .../>
...
<menu menu nlsid="MSG_VIEW_MENU">
<actionmenuitem dynamic=’multiselect’ action=’
relationships’ .../>
<actionmenuitem dynamic=’multiselect’ action=’
locations’ .../>
<actionmenuitem dynamic=’multiselect’ action=’
showtopicaction’ .../>
</menu>
</menuconfig>

You could add a custom menu item to the top level menu and one to the View menu as follows:
<menuconfig id="contextmenu">
<actionmenuitem dynamic="multiselect" action="

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subscribe" .../>
<actionmenuitem dynamic="multiselect" action="
unsubscribe" .../>
...
<menuseparator/>
<actionmenuitem dynamic="singleselect" action="
properties" .../>
<actionmenuitem dynamic="singleselect" action="
firstcustomaction" .../>
...
<menu menu nlsid="MSG_VIEW_MENU">
<actionmenuitem dynamic=’multiselect’ action=’
relationships’ .../>
<actionmenuitem dynamic=’multiselect’ action=’
locations’ .../>
<actionmenuitem dynamic=’multiselect’ action=’
showtopicaction’ .../>
<actionmenuitem dynamic=’singleselect’ action=’
nextcustomaction’ .../>
</menu>
</menuconfig>

Toolbar hidden by default


Since: version 6
Effort: simple, single JSP page
The toolbar is no longer necessary with the introduction of the right-click menu, and so has been
hidden by default. It is still present in the webtop\classic\classic.jsp JSP page, but its frame height is
set to 0. You can display the toolbar by changing the line
String strRows = "0,*";

to
String strRows = "22,*";

Keyboard shortcuts (hotkeys)


Since: version 6
Effort: moderate, one XML file and custom JSP pages
Keyboard shortcuts, also called hotkeys, are supplied and supported in version 6. A shortcut calls an
action or invokes a control. You can turn off this feature in app.xml, or you can configure shortcuts to
add, change or remove a shortcut. You can add shortcut support to a custom control (effort: complex).
To disable hotkeys, add the following to a modifications file, for example, custom/config/app_
modifications.xml:
<application modifies="wdk/app.xml">
<replace path="hotkeys">
<hotkeys>
<enabled>false</enabled>
</hotkeys>
l </replace>

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...(remainder of your modifications to app.xml)

Adding a shortcut or modifying existing shortcuts

Controls that support shortcuts have a hotkeyid attribute, for example:


<dmfx:actionmenuitem... action=’checkin’ hotkeyid=’HOTKEY_CHECKIN’/>

The hotkeyid value is resolved by a lookup in the shortcuts (hotkeys) definition in hotkeys.xml.
This file defines an NLS key for each hotkey ID. The key is then resolved to a key combination
in the hotkeys properties file HotKeysNlsProp.properties. The properties files can be localized
for locale-specific key combinations.

Caution: When focus is on a user-entry control such as text, shortcuts are not enabled. If you
set initial focus in the UI to a user-entry control, shortcuts will not be enabled until the user
moves off the control.

To create your own shortcuts mapping


1. Specify your hotkeys mapping file in app.xml. Refer to Specifying a shortcuts mapping properties
file, page 139.
2. If you are adding shortcuts to custom actions, create a definition by extending or modifying
hotkeys.xml. This file will have a hotkey ID for each hotkey action. Refer to Adding a shortcut
definition in an XML file, page 140.
3. Create a map (properties file) that maps each hotkey ID to a key combination. You can include
the WDK map and simply make your changes in your custom properties file. Refer to Creating or
modifying a shortcuts map, page 141.
4. Add your shortcut to a custom control on the JSP page. Refer to Adding your custom shortcut to
the component, page 143.

Specifying a shortcuts mapping properties file

The <hotkeys> element in your custom app.xml file specifies a mapping file that maps key
combinations to actions. You must specify the location of your properties file in your custom app.xml.
If your file is located in WEB-INF/com/mycompany, for example, you would specify the location in
an <nlsbundle> element as follows in app.xml:
<hotkeys>
<enabled>true</enabled>
<nlsbundle>com.mycompany.HotKeysNlsProp</nlsbundle>
</hotkeys>

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Adding a shortcut definition in an XML file

The hotkeyid value for a control is resolved by a lookup in the hotkeys configuration file hotkeys.xml,
located in webcomponent/config. The corresponding key NLSID value is resolved by a lookup
in a shortcut mapping file.

Tip: If you are changing existing shortcut combinations, you do not need a hotkeys definition file. If
you are adding shortcuts for your custom actions or removing shortcuts to WDK actions, a hotkeys
definition XML file is required. You can use the modification mechanism to do this.

To insert a shortcut, create a modification XML file in custom/config, for example,


hotkeys_modification.xml. This file modifies the WDK hotkeys definitions and adds custom keys.
For example:
<hotkeys modifies="hotkeys:webcomponent/config/hotkeys.xml">
<insert>
<hotkey id=HOTKEY_CUSTOM_ACTION1>
<keynlsid>_#HOTKEY_CUSTOM_ACTION1</keynlsid>
</hotkey>
</insert></hotkeys>

Table 18, page 140 describes the hotkeys configuration elements.

Table 18. Hotkeys configuration elements

Element Description
<hotkeys id=...> The id attribute on this element facilitates more
than one hotkeys definition for the application
<hotkey id=...> The id attribute on this element is referenced by
a control on the JSP page and contains a key for
lookup of the hotkey combination. The ID must
be unique to the definition. Contains <keynlsid>
and, optionally, <labelnlsid>.
<keynlsid> Specifies an NLS key that is resolved in the
hotkeys NLS properties file.
<labelnlsid> (Optional) Specifies an NLS key for a label that
to be displayed for the shortcut

To add your new shortcut to the JSP page


1. Find every instance of a control that launches your custom action in your JSP page.
2. Add the hotkeyid attribute to match the mapping that you set up for your custom shortcut. In
the following example, the menu item launches the custom action "myaction” and maps to the
shortcut with the id HOTKEY_CUSTOM_ACTION1:
<dmf:menuitem id="custom_menu" name=’custom_item’
nlsid="MSG_CUSTOM_ACTION" onclick="onClickCustomAction"
runatclient="true" hotkeyid="HOTKEY_CUSTOM_ACTION1"/>
In the next example, the shortcut to a delete action is specified:
<dmfx:actionimage name="delete" dynamic="multiselect" action="
delete" hotkeyid="HOTKEY_DELETE" .../>

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Creating or modifying a shortcuts map

A Java NLS properties file specifies the key combinations for each hotkey ID. Make sure your custom
app.xml file specifies the fully qualified path name for this NLS properties file as described in
Specifying a shortcuts mapping properties file, page 139. If you add shortcuts to custom actions, then
create NLS IDs for your shortcut IDs in a custom hotkeys configuration file as described in Adding
a shortcut definition in an XML file, page 140.

To include the WDK or Webtop shortcuts — When you change or add hotkey combinations,
include the WDK properties file in your own properties file so that you inherit the WDK shortcuts.
Include the WDK map as follows:
NLS_INCLUDES=com.documentum.webcomponent.keyboardshortcut.HotKeysNlsProp

To add a new shortcut combination — Add a new shortcut similar to the following, which specifies
that the shorcut with the NLS id _#HOTKEY_CUSTOM_ACTION maps to the keystrokes Ctrl and
Shift and X:
_#HOTKEY_CUSTOM_ACTION=Ctrl+Shift+k

To modify an existing shortcut — In your custom mapping properties file, add an entry for the
shortcut with the keystroke combination. This entry will override the entry in the WDK mapping file.
The following example changes the keyboard shortcut for Export from Shift + E to Shift + X:
_#HOTKEY_EXPORT=Shift+X

In your key combinations, a single keyboard key can be combined with another key such as Ctrl
(Windows), Cmd (Macintosh), Shift, or Alt. Table 19, page 141 describes the single keys that can be
used in a shortcut combination. Shortcut definitions are case-insensitive.

Table 19. Keys that can be used in a shortcut combination

Key Description
alphanumeric A-Z or 09
navigation and command Home, End, Enter, Insert
punctuation The following punctuation keys can be used:
; = , . / ’ [ ] \ ‘
function keys Unreserved function keys are valid

Tip: Do not use a shortcut combination that is reserved for browsers, such as Ctrl+c for copy in IE.
WDK will not attempt to override reserved shortcuts.

The NLS ID value that is used to specify the shortcut combination can have .MAC added to provide
an alternate shortcut combination for the Macintosh platform, for example:
_#HOTKEY_COPY_FILE=Shift+V
_#HOTKEY_COPY_FILE.MAC=Shift+C

To add or change a shortcut combination


The following example changes a shortcut definition for Add to Clipboard on Windows from Shift+C
to Shift+X and adds a shortcut for a custom action.

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1. Add your NLS bundle reference to app.xml in your custom directory, for example:
<hotkeys>
<nlsbundle>com.mycompany.HotKeysNlsProp</nlsbundle>
You will create this file in step 6.
2. Create a file hotkeys_modification.xml in custom/config and open the file for editing.
3. Add the required XML structure:
<?xml version="1.0" encoding="UTF-8" standalone="no"?>
<config>
<scope>
</scope></config>

4. Add your <hotkeys> element as follows:


<hotkeys modifies="hotkeys:webcomponent/config/hotkeys.xml">
<insert>
</insert></hotkeys>

5. Within the insert element, add <hotkey> elements for the new shortcut. You do not need to
modify the definition to replace a shortcut, because you can use the same keynlsid and just
provide a new string in the properties file.
<insert>
<hotkey id="HOTKEY_MYACTION">
<keynlsid>_#HOTKEY_MYACTION</keynlsid>
</hotkey>
</insert>
<replace>

6. Create a HotKeysNlsProp.properties file in WEB-INF/classes/com/mycompany. The following


example adds an entry for the new hotkey ID and maps it to the key combination of the alt key
and the x key. It changes the shortcut for the copy action:
NLS_INCLUDES=com.documentum.webcomponent.keyboardshortcut.HotKeysNlsProp
_#HOTKEY_MYACTION=Alt+X
_#HOTKEY_ADD_TO_CLIPBOARD=Shift+X

7. Add the hotkeyid attribute value HOTKEY_MYACTION to the component JSP page, in the
control that calls your custom action, for example:
<dmfx:actionlink name="mylink" action="myaction" hotkeyid="HOTKEY_MYACTION"...>

8. Restart the application server for changes to NLS properties files. If your changes are to XML
files only, refresh memory by navigating to wdk/refresh.jsp.
9. Test your shortcut combination in the appropriate component.
Shortcuts are bound to the top level window of the application, so you must ensure that all shortcuts
are uniquely defined in the <hotkeys> configuration elements across your application. This will be
easier to manage in a single shortcuts mapping file. If two controls are assigned the same shortcut, the
second assignment will be used. Shortcuts are not invoked when the keyboard focus is on an input
field such as text, textarea, or password. For these controls, use the escape key to access shortcuts.

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Adding your custom shortcut to the component

In every JSP page that contains your custom control, you must add the new shortcutid attribute. In
the following example, the custom action has a shortcut with the ID HOTKEY_CUSTOM_ACTION,
as defined in the properties mapping file:
<mytld:customactions name="customactiona" dynamic="singleselect" action="
action1" hotkeyid="HOTKEY_CUSTOM_ACTION1" .../>

Modifying a custom control to support shortcuts

The base Control class supports shortcuts with the public methods setHotKey, setHotKeyLabel,
getHotKey, and getHotKeyLabel. The following WDK controls support shortcuts: ActionMenuItem,
ActionButton, ActionLink, ActionImage, Button, Link, and MenuItem.
If your custom control extends a WDK control with shortcut support, add the hotkeyid attribute to
the tag library descriptor that contains your control and then set the hotkeyid value on the control
in the JSP page.
To set a shortcut combination programmatically on a control that supports shortcuts, use the API
setHotkey(String hotKey) where the parameter is a key combination, for example: setHotkey("alt+x");
If your control does not extend a control with shortcut support, add support to the tag class by calling
either the renderHotKey() or renderHotKeyHandler() from renderEnd().
The keyboard events that are handled are keyup, keydown, and keypress. WDK JavaScript handlers
for each of these keyboard events retrieve the shortcut commands and invoke the corresponding
actions.

To add shortcut support to a custom control


1. Add a hotkeyid attribute for the custom control to your control tag library descriptor as follows:
<attribute>
<name>hotkeyid</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>

2. At the end of renderEnd() in the control tag class, add a call to renderHotKey() or
renderHotKeyHandler().
• For a control that launched as client JavaScript event, for example, a click, call
renderHotKey(StringBuffer buf, String eventName) and provide the event name, for example,
onClick. The Javascript code for the shortcut will be rendered by the framework.
The following example from ButtonTag checks whether the control is enabled and, if so,
adds the renderHotKey JavaScript function key to the output. In the Button class, the
EVENT_ONCLICK is the onclick event:
if (button.isEnabled())
{
StringBuffer buf = new StringBuffer(256);
renderHotKey(buf, Button.EVENT_ONCLICK);
out.print(buf.toString());

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• For an action control, call renderHotKeyHandler(StringBuffer buf, String hotkeyHandler).


Specify a hotkey JavaScript handler that will be invoked for the shortcut and provide
your handling in the referenced JavaScript handler. In the following example from
ActionButtonTag, a handler method getClientEventFunctionCall is specified (provide your
own method):
if ((isButtonGraphic(button) && button.isEnabled(
)) || !isButtonGraphic(button))
{
renderHotKeyHandler(buf, getClientEventFunctionCall());
}

Note: The handler getClientEventFunctionCall is implemented in ActionControlTag to pass


on the dynamic attribute value of an action control. If your control is not an action control,
you can call a custom handler in your tag class to render your JavaScript reference.
3. Follow the steps in Adding a shortcut or modifying existing shortcuts, page 139 to set up and
test the shortcut for your control.

Tab order configuration


Since: version 6
Effort: simple, multiple JSP pages
WDK supports the HTML attribute tabindex to determine the order in which controls receive focus
when the user types the tab key. The following WDK controls support tab ordering in version 6:
• Text (also XFormsText, FileBrowse)
• Password
• TextArea (also XFormsTextArea)
• Button
• Link
• ActionButton
• ActionLink
• ActionImage
• Tree
• CheckBox
• Radio
• Image
• DropDownList (also DataDropDownList, ListBox, DataListBox)
• DateInput
• DateTime

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Tab ordering is enabled by default. Tab ordering can be turned on or off for different environments in
app.xml. We recommend that you turn off tab ordering in portal applications.
When a component is included within another component, elements may have the same tabindex
value. Place the included component in the page based on your preferred tab ordering among the
elements in the parent page. WDK will ensure that tabindex collisions are resolved and elements
are navigated in the order they appear in the character stream.

Tip: As a general rule, you should assign index values incrementally based on the order of elements
in the source code for the page. Use the tab key ordering to support a different tabbing requirement.
Do not use tab ordering to "fix" a bad page design. In the latter case, alter the order of the content
in the markup itself instead of altering the order using tabindex.

Supporting tab index in a custom control


1. Open the tag library descriptor for the custom control.
2. Add the tabindex attribute within the tag definition as follows:
<attribute>
<name>tabindex</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>

3. Add tabindex attribute values on the JSP pages that contain the custom tag.
4. If the custom control provides its own rendering rather than that of a parent that supports tab
index, call renderTabIndex(StringBuffer) API from the base ControlTag class in the rendering
method.
5. Save the tag library descriptor and JSP files and restart the application server

Supporting auto completion


Since: version 6
Effort: simple, multiple JSP pages
The auto complete feature provides value assistance for drop-down list and text controls. The values
are read from the data dictionary. Completion lists are stored by autocompleteid for each user. The
values are not specific to an object type or repository.
Auto complete is enabled by default. Auto complete can be disabled for the entire application by
setting the <auto_complete>.<enabled> attribute to false in the app.xml file.

Configuring a custom control that can support autocompletion

Even when autocomplete is turned off for the application, it can be turned on for an individual
control. Set autocompleteenabled="true" for the control. Controls that have the same value for
autcompleteid share the same autocomplete list. The maximum autocompletion items to be displayed
is set by the maxautocompletesuggestionsize attribute. The autocompletetarget attribute specifies the

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name of the frame where the completion list should be displayed. By default, the popup appears in
the same frame.
If no autocompleteid is specified, the autocompleteid setting defaults to the form name concatenated
with the control name. In this care, every control on the page will have a different autocompletion list.

Adding autocompletion support to a text or dropdown list control — You can add auto complete
functionality to any control that extends the WDK text or dropdown list controls. Add the four
autocompletion attributes to your control definition in your custom tag library. For example:
<attribute>
<name>autocompleteenabled</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>
<attribute>
<name>autocompleteid</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>
<attribute>
<name>maxautocompletesuggestionsize</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>
<attribute>
<name>autocompletetarget</name>
<required>false</required>
<rtexprvalue>true</rtexprvalue>
</attribute>

Adding autocompletion support to a non-text control — You can create custom controls that do
not extend text or dropdown list but can support auto complete (effort: complex). To implement
autocompletion in these controls, implement IAutoCompleteEnabledControl in the control class.
The method getInputValue() should get the value that the user has entered and add it to the
autocompletion list. For example, the Text class implements the method in the following way:
public String getInputValue()
{
return getValue();
}

The tag class must bind the autocomplete object during rendering. The following example from the
TextTag class calls a rendering method from renderEnd:
protected void renderEnd(JspWriter out)
throws IOException
{
//...
if (text.isAutoCompleteEnabled())
{
// generate the JavaScript to support AutoComplete
// generate the auto complete list
renderAutoCompleteTextBinding(buf, Text.EVENT_ONVALUECHANGE, null);
}

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Your control class must manage autocompletion data, inclusing retrieving or storing data, managing
list, and flushing old data when needed. You can use AutoCompleteService, which provides the
following APIs:
• public synchronized static AutoCompleteService getInstance ()
• public List getAutoCompleteEntries(String key)
• public void addAutoCompleteEntry(String key, String value)
• public void clearAutoCompleteEntries()
• public int getAutoCompleteMaxSuggestionSize ()
• public Option getAutoCompleteOption ()
• public static void setAutoCompleteOption (Option option)
Add the autocompletion attributes to the tag library descriptor entries for your custom tag.

Adding a "Starts with” filter


Since: version 6
Effort: simple to moderate, multiple JSP pages
A new control, <dmf:datacolumnbeginswith>, allows you to filter the selection in datagrids
and dropdown lists. The filter is bound to the containing control on the JSP that implements
IDataboundControl. Filtering is case-insensitive by default.
In the following example from myobjects_list_body.jsp, the filter adds a text box that filters on object
name starting with the text entered by the user:
<dmf:datacolumnbeginswith name=’namecolumnbeginswith’ column=’
object_name’ autocompleteid=’ac_namecolumnbeginswith’ size="
24" nlsid="MSG_BEGINSWITH_FILTER"/>

The data source that will be filtered is specified in the column attribute of the datacolumnbeginswith
control. The column must match a column that is specified within a <column> element of the
component definition. For example, to enable filtering on the object name, the value of the column
attribute should be "object_name".
In the following example, the datacolumnbeginswith control is bound to a datadropdownlist:
<dmf:datagrid ...>
<dmf:datadropdownlist ..>
<dmf:datacolumnbeginswith ../>
</dmf:datadropdownlist ..>
</dmf:datagrid>

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Displaying invalid actions


Since: version 6
Effort: simple, single XML file
By default, actions that are invalid for the user are hidden. Your can display them with a setting in
/wdk/app.xml, <display>.<hideinvalidactions>. This setting overrides theshowifinvalid setting on action
controls. Set this element to false to display ctions that are not valid in the user’s current application
context, regardless of the setting in the showifinvalid attribute of the action control.

Drag and drop improvements


Since: version 6.5
Users can select multiple files and perform a drag and drop. The multi-select drag and drop
functionality is available for all areas where single file drag and drop was previously available. For
example, users can multi-select files and drag and drop them to another location in the repository.
Multi-select drag and drop also works when exporting and importing multiple files to and from
the local file system.
These improvements require no migration.
You can turn off drag and drop for the application, to improve performance. In your custom app.xml,
add the following lines:
<dragdrop>
<enabled>false</enabled>
</dragdrop>

Since: version 6
When a user drags a document into a directory with an item of the same name, a popup menu
displays to allow the user to choose between creating a new rendition of the repository file, or
replacing the content of the existing file with the dropped file. This feature does not require migration.

Preferences changes
Since: version 6
Effort: none to simple, single XML
User preferences are now stored in the global registry in addition to local cookies. Preference storage
in the repository enables users to see their preferences on more than one machine. This feature
does not require migration.
The cookie size has been streamlined for scalability. This enhances reliability and makes the user’s
customized settings available from any client machine.

Saving preferences in a separate repository — By default, user preferences are stored in the global
registry. You can specify a different repository for preferences storage in your custom app.xml
file. Copy the <preferencesrepository> from wdk/app.xml to your app.xml and add the name of

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your preferences repository to the child element <repository>. You can add a triple-DES encrypted
password to the <password> element using the utility class TrustedAuthenticatorTool. With the class
com.documentum.web.formext.session.TrustedAuthenticatorTool in your path, execute the following
command. Substitute the actual password (pwd below) for the user dmc_wdk_preferences_owner:
java com.documentum.web.formext.session.TrustedAuthenticatorTool pwd
Paste the resulting encrypted password into the <password> element in app.xml.

Specifying cookies that are not persisted — User preferences that should not be stored (cookie only)
should be added to the <non_repository_preferences> element. Use this for preferences that should
not be stored in a repository and should be stored only in a cookie, such as login preferences. These
cookies are used before the preferences are downloaded from the preferences storage repository.
Within the <non_repository_preferences> element, each <preference> element contains a value that
corresponds to the XML path to the element within a configuration file that defines the cookie
(nonrepository) preference. If an element has an ID, it must be specified, as in the following example
from the login component:
component[id=login].username

Content transfer changes

UCF performance improvements in Webtop


Since: version 6.5
Effort: none to moderate: for PDF byte-serving, one XML file plus all PDF files in repository
UCF content transfer is more usable and performs better. These enhancements require no migration.
The following lists the UCF enhancements for Documentum 6.5:
• Reduction in the number of round trips between the UCF client and server. This feature is
especially effective for improving transfer performance for smaller files over a high latency WAN.
• The following UCF client initialization/startup improvements:
— Sharing a JVM instance across multiple web sessions
— Starting JVM upon login
• Support for PDF byte streaming through a native viewer. Refer to Enabling PDF byte-serving,
page 150 for information on configuring this feature.
• Use of parallel streams to increase content transfer rate. This feature is especially effective for
improving content transfer performance of large files over a high latency WAN (outbound and
inbound).
• Freeing up stuck threads to optimize resources and increase concurrency.
• Reduction in unnecessary WDK UCF client calls.

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Enabling deep export


Since: version 6.5
Effort: simple, single XML file
WDK provides the ability to export one or many folders, keeping the same folder structure if the user
has at least read permission on the files and browse permission on the folders.
By default, deep export is disabled, and you must enable it in app.xml. Add the following lines to
your custom app.xml:
<deepexport>
<enabled>true</enabled>
</deepexport>

Turning off UCF preload


Since: version 6.5
Effort: simple, single XML file
The UCF invoker component preloads the Java browser plugin and UCF process for each user.
This preload makes content transfer faster in a multi-frame application. It is enabled out of the
box in Webtop.
To preload UCF in a custom application that is not based on Webtop, you must include the component
in a hidden frame of the application frameset. Add the residentucfinvoker frame as shown below to
your application frameset in the main application JSP page. The example is taken from the Webtop
frameset defined in mainex.jsp:
<dmf:frameset ... onunload=’onUnload()’>
<dmf:frame name="timeoutcontrol" .../>
<dmf:frame name="residentucfinvoker"
src="/component/residentucfinvoker" marginwidth="0"
marginheight="0" scrolling="no" .../>
<dmf:frame nlsid="MSG_TITLEBAR" name=’titlebar’ .../>
<dmf:frame nlsid="MSG_CLASSICVIEW" name=’view’ .../>
<dmf:frame nlsid="MSG_MESSAGEBAR" .../>
</dmf:frameset>

Enabling PDF byte-serving


Since: version 6 SP 1
Effort: simple to moderate: one XML file plus all PDF files in repository
PDF documents can be streamed to the browser so that the user can read a document before it has
fully downloaded to the browser. This feature is available for PDF documents served from Content
Server 6 SP1 repositories if the user has configured preferences to view PDF documents inline.

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To enable PDF byte-serving


1. Administrator: Enable PDF documents for fast web view. This is done in Adobe Acrobat. Choose
File > Properties and check Yes for Fast Web View.
2. Administrator: Enable ACS read in app.xml. It is enabled by default, but if your custom
app.xml turns if off, PDFs will not be served incrementally. To enable it, set the value of
<accelerated-read>.<enabled> to true in custom/app.xml..
3. User: Select inline viewing for PDF documents. In Webtop Preferences, choose the Formats tab
and click Add. For Choose object type, choose All types. For Primary Format, choose Acrobat
PDF. For Would you like this content to appear in the web browser? choose Yes.

Specifying the content transfer mechanism for a group


or role
Since: version 6.5
Effort: simple, single XML file
Webtop 6.5 and later enables administrators to specify HTTP or UCF content transfer for different
users within the same Webtop installation. Before Documentum 6.5, all users within the same Webtop
installation had to use either HTTP or UCF content transfer.
Configure the content transfer mechanism with a role qualifier filter. Copy the <contentxfer> element
from wdk/config to your custom app.xml file and add configuration for each role that will have a
content transfer mechanism different from the default. In the following example, the contributors are
assigned to the role of ucfgroup with UCF content transfer while consumers are assigned to the role
of httpgroup which has HTTP content transfer:
<contentxfer>
<filter role="ucfgroup" >
<mechanism>ucf</mechanism>
</filter>
<filter role="httpgroup" >
<mechanism>http</mechanism>
</filter>
<default-mechanism>ucf</default-mechanism>
...
</contentxfer>

Enabling scanning of Microsoft formats for linked


objects
Since: 6.5 SP1
Effort: simple, single XML file
For WDK-based applications that use UCF content transfer, scanning for linked documents in
Microsoft compound documents can be enabled. Link scanning may have a performance impact,
and it is not enabled by default for the application. The user must also set a preference to enable link
scanning. This preference is not enabled by default.

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When link scanning is enabled, the following formats will be scanned for links and the linked
documents will be imported or checked in:
• Microsoft Word
• Microsoft Excel
• Microsoft Powerpoint
The following versions of these Office documents are supported:
• 97
• 2000
• XP
• 2003
• 2007
While importing or checking in a document containing linked documents, the user can select the
Document Links option in the Import or Checkin dialog box. When this option is selected, the
user enables scanning of Microsoft Word, Powerpoint, and Excel formats for linked objects while
importing and checking in such files. In addition, when linked documents are imported, the parent
and children are internally treated as virtual documents, but the user will not be able to reorder the
linked documents within the compound document.
Alternatively, users can configure the Document Links option to appear selected by default. The user
selects Tools > Preferences in the General tab of the Preferences dialog box, and selects the Document
Links option to check for links to other documents and include linked documents while importing
and checking in files for Microsoft Word, Powerpoint, and Excel formats. As a result, the Document
Links option is selected by default when the Import and Checkin dialog boxes are displayed.
Note: Content linked with the Office hyperlinks feature is not included in an import or check-in.

To enable link scanning for the application:


1. Open app.xml in the custom directory in a text editor or IDE.
2. Add the following lines to the <contentxfer> element:
<embeddedlinksscan>
<enabled>true</enabled>
</embeddedlinksscan>

3. Save and close the file, and restart the application server.
The user must set the preference to enable link scanning, but this preference will not take effect
unless link scanning is enabled for the application.

To disable link scanning for a specific content transfer component:


1. Extend the action definition that launches a specific content transfer component, for example,
dm_sysobject_actions.xml.
2. Copy the action definition into your extended action definition, for example, the checkout action.
3. Uncomment the following line:
<!--<olecompound enabled="false"/>-->

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4. Save and close the file, and refresh the configurations in memory by navigating to
http:server/webtop/wdk/refresh.jsp.

Allowing user selection of viewing application for


renditions
Since: version 6
Effort: simple, single XML file
In previous versions, the path to a rendition viewing application had to be the same for every user.
This feature can now be configured in app.xml to use the user’s preferred viewing application set in
the format preferences UI.The <preferred_renditions> element in wdk/app.xml contains elements that
specify the default list of renditions (document type and format combinations) and the application to
be used for viewing or editing a specific document type and format combination. Users can override
these settings using the preferred renditions component UI.
To enable the user to specify a personal viewing application, copy the <preferred_renditions> in
wdk/app.xml to your custom app.xml and set the value of <rendition>.<app> to blank.

Configuring ACS and BOCS settings


Since: version 6
Effort: simple, single XML file
You can enable or disable ACS and BOCS write operations in the application configuration file
app.xml. If you enable BOCS write, you can set the mode to synchronous, asynchronous, or both. If
you enable both, you can set the default mode, and business users will see a UI on import and checkin
in which they can select the mode of transfer. ACS supports only synchronous writes.
These settings replace the <acs> configurations in 5.3 app.xml. Following are the default settings.
Copy the entire <contentxfer> element from wdk/app.xml to your custom app.xml and make changes
required by your business environment. Accelerated read uses ACS and, where optimal, BOCS to
download content to the user. Accelerated-write performs the same optimization for uploaded
content. Other settings are described fully in the WDK Development Guide.
<accelerated-read>
<enabled>true</enabled>
<attemptsurrogateget>true</attemptsurrogateget>
<maintainvirtuallinks>true</maintainvirtuallinks>
</accelerated-read>
<accelerated-write>
<enabled>true</enabled>
<bocs-write-mode>prohibit-async</bocs-write-mode>
<allow-override-bocs-write-mode>false</allow-override-bocs-write-mode>
</accelerated-write>

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Content transfer applet removed


Since: version 6
Effort: complex
The content transfer applet is no longer supported. We recommend that you upgrade your custom
applications to use the UCF file transfer utility.

Style changes
The following topics describe changes that affect the style of the UI in recent releases. For information
on CSS style changes, refer to Appendix D, Changes to Webtop Cascading Stylesheets.

Streamline deprecated
Since: version 6
Effort: simple to revert, possibly complex to migrate
The streamline interface was designed to provide quick access to the most commonly used
commands. Version 6.5 introduces the right-click context menu, which provides the same ease of use
in a way that is familiar to most users. The streamline interface is now obsolete and is disabled by
default. However, it still ships with our product for backward compatibility. If you would like to
enable the streamline interface, use one of these methods:
• To re-enable streamline view for all users and all HTTP sessions, add the following setting
in /custom/app.xml:
<streamlineviewvisible>true</streamlineviewvisible>
• To re-enable streamline view for one HTTP session, launch the main component with the
parameter entryPage set to streamline.
For example, Webtop can be launched using a URL similar to
http://localhost:8080/webtop/component/main?entryPage=streamline
Once the streamline view is enabled, it cannot be disabled again within the same HTTP session.

Specific themes deprecated


Since: version 6
Effort: complex if custom theme is not based on the base documentum theme
Version 6 introduces a new version of the documentum and high contrast themes. These themes enhance
performance and maintainability, and provide additional "look and feel" benefits. Any 5.3 theme can
be enabled in app.xml, but features that are new in version 6 or 6.5 will not display a custom theme
that extends a 5.3 theme. If you want to use a custom theme that extends the documentum or high

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contrast theme, you will need to adjust your JSP pages to match the changes introduced in the JSP
page design. Refer to the WDK stylesheet changes in the appendix of this document.

Feature changes
The following are changes to the implementation of controls or specific components in WDK/Webtop
applications. Most of these features are enabled by default. These topics tell you how to disable the
new behavior if you prefer not to use it.

Deprecated components
The following component configuration files are deprecated. Customization to the old components
should be updated to point to new component xml files in order to pick up bug fixes and new features.

Table 20. Deprecated components

Component Name Old definition New definition Changed in


(ends in _component. (ends in _component.
xml) xml)
browsertree browsertree browsertreeex 6.5
login (wdk layer) login loginex 6.5
login (webtop layer) login loginex 6.5
main main mainex 6
display_preferences display_preferences display_ 6
preferences_ex
dqlsearchdelegate dqlsearchdelegate none (removed) 6
dqlsearchdelegate dqlsearchdelegate none (removed) 6
all drilldown drilldownXXX same, deprecated 6
components
general_preferences general_preferences general_ 6
preferences_ex
search (webtop layer) searchex_component. search60 6
xml
search (webcomponent search_component. search60 6
layer) xml

To disable 5.3 customizations that you may have added to a WDK 6 application, copy this element to
your custom app.xml and remove the <version> element for 5.3:
<supported_versions>
<version>6.0</version>
<version>5.3</version>
</supported_versions>

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Supporting conditional value assistance in advanced


search
Since: version 6
Effort: moderate, in one JSP page
Conditional value assistance is supported. It requires your custom advanced search component to
use individual search attribute controls. The searchattributegroup tag provides only simple attribute
assistance.
The lists of conditional values are set in Documentum Composer. Query value assistance can use a
reference ($value(attribute)), for example:
SELECT "MyDocbase"."MyTable"."MyColumn1" FROM "MyDocbase"."MyTable"
WHERE "MyDocbase"."MyTable"."MyColumn2" = ’$value(MyAttribute)’

The following example lists four attributes, three of which have conditional value assistance lists that
were set up in Documentum Composer. The drop-down list for Make determines the list available for
Model. The drop-down lists Fuel and Year both depend on Model.

Figure 4. Conditional value assistance in search

This UI was generated from the following set of controls in the JSP page:
<tr>
<td>Make:</td>
<td><dmfxs:searchattribute name=’make’ attribute="make"/></td>
</tr>
<tr>
<td>Model:</td>
<td><dmfxs:searchattribute name=’model’ attribute="model"/></td>
</tr>
<tr>
<td>Year:</td>
<td><dmfxs:searchattribute name=’year’ attribute="year"/><td>
</tr>
<tr>
<td>Fuel:</td>
<td><dmfxs:searchattribute name=’fuel’ attribute="fuel"/></td>
</tr>

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Assigning relationships
Since: version 6
Effort: none
A user can create a relationship between any two documents in the repository. A user can also
delete a relationship between two documents. This feature requires a version 6.5 Content Server
and repository.
This feature does not require migration.

Lifecycle enhancements
Since: version 6
Effort: none
Lifecycle is now displayed on the Properties Screen (part of the default attribute set). Lifecycle is
exposed as a column in object lists. Users are able to apply a lifecycle on documents at creation time
(and Import, Create, Checkin), or later, via the Properties screen. The process of applying a lifecycle to
a document has been enhanced to include the ability to specify the initial lifecycle state and the alias
set. The current success/error messages for the lifecycle-related actions displayed on the Message Bar
that involve a lifecycle state change (Apply, Detach, Promote, Demote, Suspend and Resume) will be
enriched to contain pertinent information about the object lifecycle state (previous and current).
This feature does not require migration.

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158 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Chapter 8
DFC, BOF and WDK Application
Migration to DFS

Documentum Foundation Classes (DFC), Business Object Framework (BOF), and WDK-based
application customizations are a part of many enterprise applications. Documentum Foundation
Services (DFS) is the new EMC Documentum service-oriented architecture that facilitates application
development and produces high quality, maintainable systems. Should existing applications migrate
to DFS? There is no single answer that applies to all custom applications. Table 21, page 159 will help
you decide whether to migrate your applications to the new service-oriented architecture. Details
for these decisions are provided after the table.

Table 21. Developing custom applications

Existing Custom Application Migrate to DFS Do not migrate


DFC or BOF custom Can migrate to DFS if you have No migration if you do not
applications a web services client have a web services client
WDK-based application Migrate if you have few UI Do not migrate f you have
customizations and a preferred major UI customizations or no
web services client web services client
TaskSpace application Migration not recommended Continue development with
WDK and BOF modules

Existing DFC and BOF custom application — DFS does not involve rendering or application-specific
logic. DFS is a DFC client and supports all BOF customizations. DFS requires a consumer of web
services to render the UI. If your custom application uses DFC, with or without custom BOF services,
it may be rewritten to use DFS if the features you use are available in DFS. You will need to build DFS
services to expose your BOF code. BOF TBOs and aspects are natively supported by DFS.
Existing DFC and BOF custom applications can be migrated to DFS if you have a web services client
to render the custom application such as Struts, JSF, ASP.NET, or Flex.
Note: BOF modules cannot consume DFS services directly.

Existing WDK-based custom application — If DFS provides feature parity and your WDK-based
application does not have a heavily customized UI, it can be replaced by DFS and a web services
client to render the custom application such as Struts, JSF, ASP.NET, or Flex. If you migrate the
application to DFS and a web services client, you will not be able to apply service packs or future
releases of WDK, Webtop, or the Webtop-based application.

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Heavily customized WDK-based applications would generally require much work to replace features
using DFS and a web services client. For new customizations of a WDK-based application, move
business logic to BOF modules or aspects so that they can easily be reused when you migrate to
web services at a later time.

Developing new custom logic in your applications — Whether your existing application is
DFC-based or WDK-based, you should develop custom business logic by building BOF services and
aspects. When you deploy your service on the global registry, your logic is available to all applications
using the global registry, and your custom logic will be easily migrated to a web service in the future.

Moving an existing application to a web services UI — If you have identified a web services UI
for your custom application, you can migrate the application to DFS. Note the guidelines above
for DFC, BOF and WDK custom applications.

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Appendix A
Migrating DMCL APIs to DFC

This chapter provides information that can help you migrate a DMCL-based application to a DFC
application. Please also consult the Documentum Foundation Classes Release Notes for any known
limitations or exceptions to the material in this appendix.

Overview
There are essentially three languages used to access the platform: Java, DocBasic, and C++.
If you are using Java for your customizations, they will continue to work in version 6.5 or later. There
have been no changes to the methods or interfaces of existing classes.
In previous releases, DocBasic applications accessed the DMCL via dmcl40.dll (on Windows). In
version 6.5 or later, DocBasic applications will automatically access the new dmcl.dll, which passes
instructions back and forth to DFC via an emulator.
C++ accesses DMCL through dynamic links. Applications can be configured to work with dmcl40.dll,
which ships with version 6.5 and later for backward compatibility. The applications will continue
to work, but they will be working with, in essence, the 6.0 version of DMCL (with some bug fixes).
C++ applications using the dmcl40.dll will not have access to methods or interfaces introduced in
version 6.5.

Methods with no corresponding DFC method


The following methods are not implemented in DFC 6.5:
• Listmessage
• Lpq
• Reset
• Unprint

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Methods with corresponding DFC methods


Table 22, page 162 lists the DMCL API methods and the corresponding DFC methods. The listing is
intended to help you migrate a DMCL-based application to DFC. It is not intended as a complete
listing of all DFC methods.

Table 22. DMCL API methods and corresponding DFC methods

DMCL API method DFC correspondence


Interface Method name
Abort, for transactions IDfSession abortTrans

IDfSessionManager abortTransaction
Abort, for work flow IDfWorkflow abort
Acquire IDfWorkItem acquire
Addigsignature IDfSysObject addDigitalSignature
Addesignature IDfSysObject addESignature
Addactivity IDfProcess addActivity
Addlink IDfProcess addLink
Addnote IDfSysObject addNote

IDfPackage appendNote
Addpackage IDfWorkflow addPackage

IDfWorkitem addPackageEx
Addpackageinfo IDfActivity addPackageInfo,
addPackageInfoEx
Addport IDfActivity addPort
Addrendition IDfSysObject addRendition, addRenditionEx,
addRenditionEx2,
addRenditionEx3,
Addroutecase IDfActivity addRouteCase, addCondition-
RouteCase
Anyevents IDfSession hasEvents
Append IDfTypedObject appendBoolean, appendInt,
appendDouble, appendId,
appendString, appendTime,
appendValue
Appendcontent IDfSysObject appendContent, appendCon-
tentEx
Appendfile IDfSysObject appendFile
Appendpart IDfSysObject appendPart

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DMCL API method DFC correspondence


Interface Method name
Appendstate IDfPolicy appendState
Apply IDfSession, IDfQuery apply, in IDfSession

execute, in IDfQuery
Archive IDfSession archive
Assemble IDfSysObject assemble
Assume IDfSession assume
Attach IDfSysObject attachPolicy, detachPolicy
Audit IDfAuditTrailManager registerEventForType,
registerEventForObject,
registerEvents, register
EventsFromQuery,
registerEventsInFolder
Authenticate IDfClient authenticate

IDfSession

IDfSessionManager
Begintran IDfSession beginTrans

IDfSessionManager beginTransaction
Bindfile IDfSysObject bindFile
Branch IDfSysObject branch
Cachequery IDfQuery execute
Changepassword IDfSession changePassword
Checkin IDfSysObject checkin
Checkinapp IDfSysObject checkinEx
Checkout IDfSysObject checkout, checkoutEx
Close IDfCollection close
Commit IDfSession commitTrans

IDfSessionManager commitTransaction
Complete IDfWorkitem complete, completeEx,
completeEx2
Connect IDfSessionManager newSession

IDfClient
Count IDfTypedObject getAttrCount
Create IDfSession newObject, newObjectWithType
Createaudit IDfAuditTrailManager createAudit

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DMCL API method DFC correspondence


Interface Method name
Datatype IDfTypedObject getAttrDataType
Delegate IDfWorkitem delegateTask
Demote IDfSysObject demote, scheduleDemote,
cancelScheduleDemote
Dequeue IDfSession dequeue
Dereference IDfReplica dereferenceReplica

IDfMirror dereferenceMirror
Describe IDfSession describe
Destroy IDfPersistentObject destroy
Disassemble IDfSysObject disassemble
Disconnect IDfSession disconnect (in IDfSession)

IDfSessionManager release (in IDfSessionManager)


Dump IDfTypedObject dump
Dumpconnection IDfSessionManager Use getStatistics method in
IDfSessionManager to return
an IDfStatisticsManger object,
which has the getDocbases
and getSessions methods,
which return information
equivalent to that returned by
Dumpconnection
Dumploginticket
Encryptpass IDfClient encryptPassword
Execquery IDfQuery execute
Execsql
Execute IDfWorkflow execute
Fetch IDfSession getObject, getObjectWith-
Caching
Flush IDfSession flush
Flushcache IDfSession flushCache
Flushconnectpool IDfSessionManager clearIdentities
Freeze IDfSysObject freeze

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DMCL API method DFC correspondence


Interface Method name
Get IDfTypedObject getBoolean, getInt, getDouble,
getId, getString, getTime,
getValue

getRepeatingBoolean, getRe-
peatingInt, getRepeatingDouble,
getRepeatingId, getRepeat-
ingString, getRepeatingTime,
getRepeatingValue
Getconnection IDfSessionManager newSession
Getcontent IDfSysObject getContent
Getdocbasemap IDfDocbrokerClient getDocbaseMap

getDocbaseMapFromSpecific-
Docbroker
Getdocbrokermap IDfDocbrokerClient getDocbrokerMap
Getevents IDfSession getEvents
Getfile IDfSysObject getFile, getFileEx, getFileEx2
Getlastcoll IDfSession getLastCollection
Getlogin IDfSession GetLoginTicket, getLoginTicke-
tEx, getLoginTicketForUser
Getmessage IDfSession getMessage

Getpath IDfSysObject getPath, getPathEx, getPathEx2


Getservermap IDfDocbrokerClient getServerMap

getServerMapFromSpecific-
Docbroker
Grant IDfSysObject grant,

see also grantPermit


Halt IDfWorkflow halt, haltEx, haltAll
Id IDfSession getIdByQualification (in
IDfSession)
IDfTypedObject
getObjectId (in IDfTypedObject)
Initcrypto IDfClient initCrypto
Insert IDfTypedObject insertBoolean, insertInt,
insertDouble, insertId,
insertString, insertTime,
insertValue
Insertcontent IDfSysObject insertContent, insertContentEx

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DMCL API method DFC correspondence


Interface Method name
Insertfile IDfSysObject insertFile, insertFileEx
Insertpart IDfSysObject insertPart
Insertstate IDfPolicy insertState
Install IDfActivity, IDfPolicy, install
IDfProcess
Invalidate IDfActivity, IDfPolicy, invalidate
IDfProcess
Iscached
Kill IDfSession killSession (for sessions)

flushObject (for SysObjects)


Link IDfSysObject link
Listconnection IDfSessionManager Use getStatistics method in
IDfSessionManager to return
an IDfStatisticsManager object,
which has the getDocbases and
getSessions methods, which
return information equivalent to
that returned by Listconnection
Locate IDfTypedObject findBoolean, findInt, findDouble,
findId, findString, findTime,
findValue
Lock IDfPersistentObject lock
Mark IDfSysObject mark
Mount IDfSysObject mount
Movestate IDfPolicy moveState
Next IDfCollection next
Offset IDfTypedObject findAttrIndex
Pause IDfWorkitem pause
Print IDfSysObject print
Promote IDfSysObject promote, schedulePromote,
cancelSchedulePromote
Prune IDfSysObject prune
Publish_dd IDfSession publishDataDictionary
Purgelocal IDfSession purgeLocalFiles
Query_cmd IDfQuery execute
Query IDfQuery execute

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DMCL API method DFC correspondence


Interface Method name
Queue IDfSysObject queue

IDfWorkflow

IDfWorkitem
Readquery IDfQuery execute
Refresh IDfReplica refreshReplica

IDfMirror refreshMirror
Register IDfSysObject registerEvent
Reinit IDfSession reinit
Remove IDfTypedObject remove
Removeactivity IDfProcess removeActivity
Removecontent IDfSysObject removeContent
Removelink IDfProcess removeLink
Removenote IDfSysObject removeNote
Removepackage IDfWorkitem removePackage
Removepackageinfo IDfActivity removePackageInfo
Removepart IDfSysObject removePart
Removeport IDfActivity removePort
Removerendition IDfSysObject removeRendition,
removeRenditionEx,
removeRenditionEx2
Removeroutecase IDfActivity removeRouteCase
Removestate IDfActivity removeState
Repeat IDfWorkitem repeat
Repeating IDfTypedObject isAttrRepeating
Resolvealias IDfSysObject resolveAlias

IDfSession
Restart IDfSession restart

IDfWorkflow restartAll (for work flow)


Restore IDfSession restore

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DMCL API method DFC correspondence


Interface Method name
Resume for lifecycles: IDfSysObject resume, scheduleResume,
cancelScheduleResume
IDfworkflow (IDfSysObject)

IDfWorkitem resume, resumeAll


(IDfWorkflow)

resume (IDfWorkitem)
Retrieve IDfSession getIdByQualification (in
IDfSession)
IDfTypedObject
getObjectId (in IDfTypedObject)
Revert IDfPersistentObject revert
Revoke IDfSysObject revoke

see also revokePermit


Save IDfPersistentObject save
Saveasnew IDfSysObject saveAsNew
Seek IDfContentCollection seek, seekEx
Set IDfTypedObject setBoolean, setInt, setDouble,
setId, setString, setTime, setValue

setRepeatingBoolean, setRe-
peatingInt, setRepeatingDouble,
setRepeatingId, setRepeat-
ingString, setRepeatingTime,
setRepeatingValue
Setbatchhint IDfSession setBatchHint
Setcontent IDfSysObject setContent, setContentEx,
setContentEx2
Setcontentattrs setContentAttrs
Setdoc IDfSysObject setIsVirtualDocument
Setfile IDfSysObject setFile, setFileEx
Setoutput IDfWorkitem setOutput, setOutputByActivi-
ties
Setpath IDfSysObject setPath
Setperformers IDfWorkflow setPerformers
Setpriority IDfWorkitem setPriority
Setsupervisor IDfWorkflow updateSupervisorName
Shutdown IDfSession shutdown
Signoff IDfPersistentObject signoff

168 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Migrating DMCL APIs to DFC

DMCL API method DFC correspondence


Interface Method name
Suspend IDfSysObject suspend, scheduleSuspend,
cancelScheduleSuspend
Trace IDfSession TraceDMCL
Truncate IDfTypedObject removeAll, truncate
Type IDfSession getTypeDescription
Unaudit IDfAuditTrailManager unRegisterEvent,
unRegisterEventForType,
unregisterEvents,
unRegisterEventsFromQuery,
unRegisterEventsInFolder,
unRegisterAllEvents
Unfreeze IDfSysObject unfreeze
Uninstall IDfActivity, IDfPolicy, uninstall
IDfProcess
Unlink IDfSysObject unLink
Unlock IDfSysObject cancelCheckOut
Unmark IDfSysObject unMark
Unregister IDfSysObject unRegisterEvent
Updatepart IDfSysObject updatePart, updatePartEx
Useacl IDfSysObject useACL
Validate IDfActivity, IDfPolicy, validate, validateProcessAndAc-
IDfProcess tivities
Values IDfTypedObject getValueCount
Vdmpath IDfObjectPath getAccessPath, getAccessible-
FolderIds
Vdmpathdql IDfObjectPath getAccessPath, getAccessible-
FolderIds
Verifyaudit IDfPersistentObject verifyAudit
Verifyesignature IDfSysObject verifySignature

EMC Documentum System Version 6.6 Upgrade and Migration Guide 169
Migrating DMCL APIs to DFC

170 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Appendix B
Object Type and Property Changes for
version 6.6

These tables describe types and properties that are new, changed, deprecated, or obsolete in version
6.6.

New object types


Table 23, page 171 lists the new object types for version 6.6.

Table 23. New Object Types

Type Name Description


The following new
types of the audittrail
improvement project are
added for version 6.5 SP3:

dm_audit_policy A persistent type that stores audit purge policies.

dmi_audittrail_asp_attrs A new type that stores audit information about aspect attribute
changes that are attached to objects.
Note: The new audittrail
improvement types are
created after executing the
following Docbasic script,
in the content server:
%DM_HOME%\bin\dm_
ondemand_schema_
changes.ebs
dm_partition_scheme Defines a particular partitioning scheme.
dm_krb_config_util Stores Kerberos configuration information.

dm_atmos_store Represents an Atmos content storage area.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 171
Object Type and Property Changes for version 6.6

Changed object types


Table 24, page 172 lists the changes to existing types.

Table 24. Changed Object Types

Type Name Description


dm_store Added the following properties:
• native_access

• java_access

• credential_id

• credential_key
dmr_content Added the following property:
• i_content_other

dmi_subcontent Added the following property:


• i_other
dm_client_rights Added the following property:
• server_trust_priv
dm_audittrail Added the following property:
• r_object_sequence
The following types are
now registered tables
(and not supported for
customer applications):
• dm_message_address Records a unique e-mail address found in the header of an e-mail
message.

• dm_message_ Records the names of attachments sent with e-mail messages.


attachment

• dm_message_route Records route-specific user information for an e-mail message.

• dm_message_route_
user_data records application-specific information about a user referenced in an
archived message.
• dm_message_user_
data

172 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Object Type and Property Changes for version 6.6

Type Name Description


dm_docbase_config Added the following properties:
• minimum_owner_permit

• minimum_owner_xpermit
dm_method Added the following property:
• is_restartable

Deprecated or obsolete properties


Table 25, page 173 lists the persistent properties that are either deprecated or obsolete since version 6.5.

Table 25. Deprecated and obsolete properties

Object type Property Deprecated or obsolete


session config docbase_scope obsolete
Table 26, page 173 lists the computed properties that are either deprecated or obsolete as of version 6.6.

Table 26. Deprecated and obsolete computed properties

Object type Property Deprecated or obsolete


_content_buffer S obsolete

Properties added conditionally


The properties listed in Table 27, page 173 are only added to an object type under certain conditions.
The description of each property explains the property’s use and the conditions under which it
appears in a object type definition.

Table 27. Properties added conditionally

Property Datatype Single/ repeating Description


i_shared_status integer S This property is added to the
object type definitions of types
that are created as shareable
types. Only dm_sysobject or its
subtypes can be shareable types.
Note: Shareable types are
currently only used internally.
Users and applications cannot
create shareable types.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 173
Object Type and Property Changes for version 6.6

Property Datatype Single/ repeating Description

The property indicates whether


an instance of the object type
is shared by any lightweight
object. Valid values are:

0, the object is not shared

1, the object is shared


i_property_bag string(2000) S This property is added to an
object type if the type definition
contains a NONQUALIFIABLE
property. The property can also
be explicitly added by altering
the object type.

The property stores the


names and values of
NONQUALIFIABLE properties.
It is also used to store the
names and values of aspect
properties if the properties are
added to the aspect with the
OPTIMIZEFETCH option.
r_property_bag string(2000) S This property is added to an
object type if the type definition
contains a NONQUALIFIABLE
property. Altering a type to
add i_property_bag also adds
r_property_bag automatically.

This property stores any


overflow from i_property_bag.

Deprecated or obsolete object types


Table 28, page 174 lists the changes to existing types.

Table 28. Deprecated or Obsolete Object Types

Type Name Deprecated Obsolete


dmi_linkrecord X
dm_linked_store X

174 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Object Type and Property Changes for version 6.6

Type Name Deprecated Obsolete


dm_router X
enable_workitem_mgmt Boolean Previously used to enable
workqueue use

EMC Documentum System Version 6.6 Upgrade and Migration Guide 175
Object Type and Property Changes for version 6.6

176 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Appendix C
Deployment Settings in WDK-based
Application Deployment

These tables list the mandatory and optional configuration elements that can be set before, during,
and after deployment of WDK-based applications. Because WDK-based applications encapsulate
DFC, you can also configure DFC settings as described in dfcfull.properties located in the
WEB-INF/classes directory of the WDK-based application. Functions marked with an asterisk (*)
must be performed for every deployment.
Table 29, page 177 lists the configuration elements that must be set before deploying a WDK-based
application, such as Webtop or TaskSpace. Not all of these elements must be set for every deployment,
but if you wish to support the function in the first column, you must enable it before deployment.
Refer to Web Development Kit and Webtop Deployment Guide for more information on these settings.

Table 29. Mandatory configuration before deployment

Function Element Location


Turn off tag pooling (Tomcat, servlet.init-param web.xml
Oracle)*
Global registry indications* dfc.docbroker.host dfc.properties in
dfc.globalregistry.repository WEB-INF/classes
dfc.globalregistry.username
dfc.globalregistry.password
WAS compiler and classloader* Classloader order WAS admin console
useJDKCompiler

Table 30, page 177 lists the optional configuration settings that can be set before deployment.

Table 30. Optional configuration before deployment

Function Element Location


WAS failover NoAffinitySwitchBack WAS cluster configuration
WAS global security Security policies and Download from Powerlink if
environment variables needed
UCF to use file, not Windows registry.mode ucf.installer.config.xml
registry

EMC Documentum System Version 6.6 Upgrade and Migration Guide 177
Deployment Settings in WDK-based Application Deployment

Function Element Location


Default content transfer option ucf.installer.config.xml
directories for client
Unsigned SSL certificates option ucf.installer.config.xml
Proxy servers http11.chunked.transfer ucf.server.config.xml in
WEB-INF/classes
Set content transfer mode contentxfer.default-mechanism custom/app.xml
Add filter for groups contentxfer.mechanism
Change ACS and BOCS contentxfer.accelerated-read custom/app.xml
behavior contentxfer.accelerated-write
Locale settings language custom/app.xml
Java EE principal principal credentials TrustedAuthenticator-
authentication Credentials.properties in
WEB-INF/classes/com/docu-
securityconstraint mentum/web/formext/session
web.xml in WEB-INF

Table 31, page 178 lists the configuration settings that can be changed after deployment. For
non-deployment related configuration, refer to WDK and Webtop Reference Guide. This guide lists all
configurable elements in WDK and configuration files and tag libraries and notes in which release
the change was introduced.

Table 31. Optional configuration after deployment

Function Element Location


App server timeout sessionconfig web.xml in WEB-INF
Cached pages init-param web.xml in WEB-INF
DCS support in Webtop collaborationsupport custom/app.xml
Deep export deepexport custom/app.xml
Default repository authentication.docbase custom/app.xml
DRL resolution of deleted resolve-deleted-DRL custom/app.xml
document versions
Email message archive messageArchive-support custom/app.xml
Enable accessibility accessibility custom/app.xml
Encrypt passwords for com.documentum.
drl, drlauthenticate, and web.formext.session.
virtuallinkconnect TrustedAuthenticatorTool
Kerberos authentication kerberos_sso custom/app.xml
Failover: turn off failover.enabled custom/app.xml
IRM support irm-support custom/app.xml
Lightweight sysobject parent lightweight-sysobject custom/app.xml
display

178 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Deployment Settings in WDK-based Application Deployment

Function Element Location


Modal popup modalpopup custom/app.xml
Preferences repository (default preferencesrepository custom/app.xml
= global registry)
Presets repository (default = presets custom/app.xml
global registry)
Saved credentials save_credentials custom/app.xml
Scan Microsoft formats for embedded-links-scan custom/app.xml
linked objects
Timeout warning timeout_control custom/app.xml
UCF mechanism contentxfer custom/app.xml

EMC Documentum System Version 6.6 Upgrade and Migration Guide 179
Deployment Settings in WDK-based Application Deployment

180 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Appendix D
Changes to Webtop Cascading
Stylesheets

The majority of styles used in Webtop are defined in webforms.css. To see new styles that you can
use in your JSP pages, you can use a differencing utility to compare the stylesheets from your old
application to the 6.6 application.
The following selectors were removed from webforms.css:
.buttonLink
{
font-family: Trebuchet MS, Verdana, GillSans, Arial;
color: #333333;
text-decoration: none;
font-size: 12px;
line-height: 14px;
font-weight: normal;
}
.buttonDisabledLink
{
color: #999999;
font-family: Trebuchet MS, Verdana, GillSans, Arial;
text-decoration: none;
font-size: 12px;
line-height: 14px;
}
.actionButtonLink
{
font-family: Trebuchet MS, Verdana, GillSans, Arial;
color: #333333;
text-decoration: none;
font-size: 12px;
line-height: 14px;
font-weight: normal;
}
.actionButtonDisabledLink
{
color: #999999;
font-family: Trebuchet MS, Verdana, GillSans, Arial;
text-decoration: none;
font-size: 12px;
line-height: 14px;
font-weight: normal;
}
.bannerbox
{
background: white url("../images/banner/top_left.gif") no-repeat top
left;

EMC Documentum System Version 6.6 Upgrade and Migration Guide 181
Changes to Webtop Cascading Stylesheets

182 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Appendix E
dfc.properties

These topics are included:


• Overview, page 183
• Changes to existing key names, page 183
• dmcl.ini key migration to dfc.properties, page 186
• Obsolete dmcl.ini and session configuration options, page 187
• Obsolete dfc.properties keys, page 189

Overview
In version 6, DFC replaced the Server API as the API for Content Server. As part of this change,
the dmcl.ini file became obsolete and its relevant entries were migrated to the dfc.properties file.
In addition, the naming conventions for entries in the dfc.properties file were standardized. This
appendix describes the changes to the dfc.properties file.

Changes to existing key names


Table 32, page 183, describes the changes to existing key names. Both new and old names are listed.
For backward compatibility, both new and old names continue to work in version 6.6. Invalid entries
do not generate an error, but have no effect on functionality.

Table 32. Name changes for existing dfc.properties since version 6.5 and dfc.new properties

Old name New name


dfc.acs.avail.refresh.frequency dfc.acs.avail.refresh_interval
dfc.acs.config.refresh.frequency dfc.acs.config.refresh_interval
dfc.acs.network_location.refresh.frequency dfc.acs.network_location.refresh_interval
dfc.admin.ldif.file.charset dfc.admin.ldif_file_charset
dfc.appledouble.resource.file.extension dfc.appledouble.resource_file_extension
dfc.cacs.check.http.method dfc.bocs.check.http_method

EMC Documentum System Version 6.6 Upgrade and Migration Guide 183
dfc.properties

Old name New name


dfc.cacs.check.keep.number dfc.bocs.check.keep_number
dfc.bocs.config.refresh.frequency dfc.bocs.config.refresh_interval

dfc.cache.append.name dfc.bof.cache.append_name
dfc.bof.cacheconsistency.interval dfc.bof.cache.currency_check_interval
dfc.bof.registry.connect.attempt.interval dfc.globalregistry.connect_attempt_.interval
dfc.bof.registry.preload.enabled dfc.bof.cache.enable_preload
dfc.bof.registry.password dfc.globalregistry.password
dfc.bof.registry.repository dfc.globalregistry.repository
dfc.bof.registry.username dfc.globalregistry.username
dfc.cache.ddinfo.globalCacheSize dfc.cache.ddinfo.size
dfc.cache.dir dfc.cache_dir
dfc.cache.object.globalCacheSize dfc.cache.object.size
dfc.cache.query.globalCacheSize dfc.cache.query.size
dfc.core.truncate_long_values dfc.compatibility.truncate_long_values
dfc.config.timeout dfc.config.check_interval
dfc.checkout.dir dfc.data.checkout_dir
dfc.data.dir dfc.data.dir
dfc.docbase.max_deadlock_retries dfc.session.max_deadlock_retries
dfc.docbase.max_error_retries dfc.session.max_error_retries
dfc.exception.include_decoration No change
dfc.exception.include_id No change
dfc.exception.include_stack No change
dfc.export.dir dfc.data.export_dir
dfc.housekeeping.cleanup.interval dfc.resources.cleanup_interval
dfc.max.vdm.children.flush.count dfc.vdm.max_children_flush_count
dfc.recordInlineDescendants dfc.xml.record_inline_descendants
dfc.registry.file No change
dfc.registry.mode No change
dfc.resources.diagnostics.enabled dfc.diagnostics.resources.enable
dfc.search.docbase.brokers dfc.search.docbase.broker_count
dfc.search.ecis.adapter.domain dfc.search.external_sources.adapter.domain
dfc.search.ecis.broker_count dfc.search.external_sources.broker_count
dfc.search.ecis.enable dfc.search.external_sources.enable
dfc.search.ecis.host dfc.search.external_sources.host
dfc.search.ecis.password dfc.search.external_sources.password

184 EMC Documentum System Version 6.6 Upgrade and Migration Guide
dfc.properties

Old name New name


dfc.search.ecis.port dfc.search.external_sources.port
dfc.search.ecis.request_timeout dfc.search.external_sources.request_timeout
dfc.search.ecis.rmi_name dfc.search.external_sources.rmi_name
dfc.search.ecis.username dfc.search.external_sources.username
dfc.search.formatcache.timeout dfc.search.formatcache.refresh_interval
dfc.search.fulltext.enabled dfc.search.fulltext.enable
dfc.search.ecis.max.results dfc.search.ecis.max_results
dfc.search.sourcecache.timeout dfc.search.sourcecache.refresh_interval
dfc.search.typecache.timeout dfc.search.typecache.refresh_interval
None dfc.search.matching_terms_computing.enable
dfc.session.dynamic_delay No change
dfc.session.pool.enabled dfc.session.pool.enable
dfc.session.pool.timeout dfc.session.pool.expiration_interval
dfc.session.surrogate.check.interval dfc.session.surrogate.check_interval
dfc.session.surrogate.mode No change
dfc.storagepolicy.diagnostics.enabled dfc.diagnostics.storagepolicy.enable
dfc.storagepolicy.ignore.rule.errors dfc.storagepolicy.ignore_rule_errors
dfc.storagepolicy.validation.interval dfc.storagepolicy.validation_interval
dfc.strictURI dfc.xml.use_strict_uri
dfc.tracing.baseTraceFileName dfc.tracing.file_prefix
dfc.tracing.compactModeBufferSize dfc.tracing.compact_mode_buffer_size
dfc.tracing.enabled dfc.tracing.enable
dfc.tracing.entrancePointExprs dfc.tracing.method_name_filter
dfc.tracing.loggingMode dfc.tracing.file_creation_mode
dfc.tracing.maxFileSize dfc.tracing.max_file_size
dfc.tracing.maxThreadsToTrace dfc.tracing.max_threads_to_trace
dfc.tracing.maxUsersToTrace dfc.tracing.max_users_to_trace
dfc.tracing.mode No change
dfc.tracng.rpcCountingEnabled dfc.tracing.display_rpc_count
dfc.tracing.scriptableMethodsMarked dfc.tracing.display_scriptable_mark

dfc.tracing.stackDepth dfc.tracing.max_stack_depth
dfc.tracing.threadNameExprs dfc.tracing.thread_name_filter
dfc.tracing.timestampDateFormat dfc.tracing.date_format

dfc.tracing.timingStyle dfc.tracing.timing_style

EMC Documentum System Version 6.6 Upgrade and Migration Guide 185
dfc.properties

Old name New name


dfc.tracing.traceFileDirectory dfc.tracing.dir
dfc.tracing.userNameExprs dfc.tracing.user_name_filter
dfc.user.dir dfc.data.user_dir
dfc.validation.expr.currency.check dfc.validation.expr.currency_check_interval
dfc.validation.expr.debug.all No change
dfc.validation.expr.debug.code No change
dfc.validation.expr.debug.eval No change
dfc.validation.expr.debug.tree No change
dfc.validation.expr.disable_java No change
dfc.validation.overrides.currency.check dfc.validaton.overrides.currency_check_
interval
Note: Compatibility is ensured with previous properties that refer to "ecis”.

dmcl.ini key migration to dfc.properties


Table 33, page 186 describes the dmcl.ini keys that migrated to the dfc.properties file in version 6.5.

Table 33. dfc.properties keys migrated from dmcl.ini file

dmcl.ini key Corresponding new dfc.properties key


application_code dfc.application_code
auto_request_forward dfc.docbroker.auto_request_forward
batch_hint_size dfc.batch_hint_size
backup_host dfc.docbroker.host
backup_port dfc.docbroker.port
backup_protocol dfc.docbroker.protocol
backup_service dfc.docbroker.service
backup_timeout dfc.docbroker.timeout
castore_write_max_attempts dfc.content.castore_max_write_attempts
castore_write_sleep_interval dfc.content.castore.write_sleep_interval
client_date_format dfc.date_format
client_locale dfc.locale
connect_pooling_enabled dfc.session.pool.enable
connect_retry_interval dfc.session.connect_retry_interval
connect_retry_limit dfc.session.connect_retry_limit
debug_dbid dfc.docbroker.debug.docbase_id

186 EMC Documentum System Version 6.6 Upgrade and Migration Guide
dfc.properties

dmcl.ini key Corresponding new dfc.properties key


debug_host dfc.docbroker.debug.host
debug_port dfc.docbroker.debug.port
debug_service dfc.docbroker.debug.service
docbroker_search_order dfc.docbroker.search_order
ini_file_path dfc.config.file
local_clean_on_init dfc.data.local_clean_on_init
local_diskfull_check dfc.data.diskfull_check
local_diskfull_limit dfc.data.local_diskfull_limit
local_path dfc.data.local_dir
local_purge_on_diskfull dfc.data.local_purge_on_diskfull
max_collection_count dfc.session.max_collection_count
max_session_count dfc.session.max_session_count
primary_host dfc.docbroker.host
primary_port dfc.docbroker.port
primary_protocol dfc.docbroker.protocol
primary_service dfc.docbroker.service
primary_timeout dfc.docbroker.timeout
re_binding_label dfc.reference.binding_label
secure_connect_default dfc.session.secure_connect_default
token_storage_path dfc.tokenstorage.dir
token_storage_enabled dfc.tokenstorage.enable
umask dfc.data.umask
use_compression dfc.content.use_compression
use_content_server dfc.content.use_content_server

Obsolete dmcl.ini and session configuration


options
Table 34, page 188 lists the dmcl.ini keys that are obsolete since version 6.5 and have no equivalent to
set in dfc.properties. It also lists properties formerly present in the session configuration objects that
are obsolete in version 6.5 and later versions.

EMC Documentum System Version 6.6 Upgrade and Migration Guide 187
dfc.properties

Table 34. Obsolete session configuration options

Entry Source Comments


block_during_rpc dmcl.ini Is specific to native code DMCL.
client_codepage dmcl.ini none
client_os_codepage dmcl.ini none
connect_callback_enabled api config and session config none
objects
connect_failure_callback api config and session config none
objects
connect_failure_data api config and session config none
objects
connect_success_callback api config and session config none
objects
connect_success_data api config and session config none
objects
content_callback_data api config and session config none
objects
content_callback_function api config and session config none
objects
local_diskfull_warn dmcl.ini none
network_callback_data api config and session config none
objects
network_callback_function api config and session config none
objects
new_connection_callback none
new_connection_data none
nfs_enabled dmcl.ini
r_trace_file dmcl.ini Replaced by new tracing
implementation—refer to the
Documentum Administrator User
Guide for information.
r_trace_level dmcl.ini Replaced by new tracing
implementation—refer to the
Documentum Administrator User
Guide for information.
client_cache_size dmcl.ini Implementation now allows
per-session caches to
dynamically adapt to free
memory.
connect_timeout dmcl.ini Is specific to native code DMCL.
connect_recycle_interval dmcl.ini Is specific to native code DMCL.

188 EMC Documentum System Version 6.6 Upgrade and Migration Guide
dfc.properties

Entry Source Comments


exception_count Is specific to native code DMCL.
exception_count_interval Is specific to native code DMCL.
terminate_on_exception Is specific to native code DMCL.
i_override_list
cache_queries
max_connection_per_session
use_local_always dmcl.ini Option to use server common
area is not available in DFC 6.5,
so this becomes unneeded
use_local_on_copy dmcl.ini Option to use server common
area is not available in DFC 6.5,
so this becomes unneeded

Obsolete dfc.properties keys


Table 35, page 189 lists the dfc.properties keys that are obsolete since version 6.5. Setting these
keys will have no effect on DFC 6.6.

Table 35. Obsolete dfc.properties keys

Entry Source Comments


dfc.tracing.combineDMCL dfc.properties Replaced by new tracing
implementation—refer to the
Documentum Administrator User
Guide for information.
dfc.tracing.compactMode dfc.properties Replaced by new tracing
implementation—refer to the
Documentum Administrator User
Guide for information.
dfc.tracing.recordParameters dfc.properties Replaced by new tracing
implementation—refer to the
Documentum Administrator User
Guide for information.
dfc.tracing.recordReturnValue dfc.properties Replaced by new tracing
implementation—refer to the

EMC Documentum System Version 6.6 Upgrade and Migration Guide 189
dfc.properties

Entry Source Comments


Documentum Administrator User
Guide for information.

190 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Index

A D
ACS database
configuration, 153 changing location, 17
attribute, 25 changing version, 17
auto complete, 145 datacolumnbeginswith, 147
Datagrid
Exported selected rows, 122
B datagrid enhancements, 133
BOCS date literals, 28
configuration, 153 DCM
BOF, 108 compatibility, 101
BOF2 modules DCS support
migrating, 105 configuring, 127
enabling, 127
C deep export, enabling, 150
DFC classes
CHANGE...OBJECT statement, 28
migration, 107
CLEAN_LINKS, 26
dfc.compatibility.truncate_long_values, 26
client compatibility
dfc.machine.id, 26
matrix, 49
dfc.properties, 26 to 27
<client_warning_session_timeout>, 114
dfc.session.allow_trusted_login, 28
column resizing, 136
DFS, migration to, 159
compatibility
differences
DCM, 101
DFC Java classes, 107
IRM Services for DCTM, 100
WDK Java classes, 113
matrix, 42
dm_bof_registry, 33
conditional value assistance, 156
dm_extern_file, 27
configuration
dm_linkedstore, 26
WDK, 177
dm_startedworkitem, 26
configuration service extensions, 116
dmcl.ini-keys, 27
configuring
dmi_linkrecord, 26
DCS support, 127
DocApps
consistency checker utility, 103
migrating, 105
content server
DocList component, 136
upgrade matrix, 43
DQL
Content Server
CHANGE...OBJECT statement, 28
listener queue length, configuring, 29
date literals, 28
content store
migrating content, 105
changing location, 17
POSITION keyword, 28
content transfer applet, 154
drag and drop, 148

EMC Documentum System Version 6.6 Upgrade and Migration Guide 191
Index

DRL K
Dynamic Resource Locator, 123 Kerberos
dump and load, 17 Single Sign-on, 120
dynamic filters, 147 keyboard shortcuts, 138
Dynamic Resource Locator
DRL, 123
L
LDIF file, 27
E lifecycle, 157
email migration lightweight sysobjects
introduction, 112 migrating to, 25
EMCMF support in WDK, 130
displaying, 128 linked store storage areas, 26
enable_workitem_mgmt (server.ini listener_queue_length, 29
key), 29 listener_queue_length (server.ini key), 29
enabling login tickets
DCS support, 127 backwards compatibility, 104
Enabling Kerberos authentication, 121 LWSO
Export selected rows support in WDK, 130
Datagrid, 122 LWSOs
export, deep, 150 migrating to, 25

F M
fixed column headers, 136 matrix
fixed menus, 117 client compatibility, 49
compatibility, 42
G upgrade, 42
global registry max_backup_index, 27
defined, 33 max_file_size, 27
memory
application server usage, 20
H DFC usage, 20
hotkeys, 138 <menu>, 117
key combination map, 141 menus
XML definition, 140 fixed, 117
<hotkeys>, 140 migrating
HotKeysNlsProp, 141 BOF2 and DocApps, 105
migrating content with DQL, 105
migration
I overview, 12
IDfSession.setServerTraceLevel, 29 modal popuup. See pop-up, modal
insertbefore, 116 modules
installation order migrating, 105
new system, 12
IPv4 configuration, 107
IRM Services for DCTM O
compatibility, 100 optical storage devices, 27
IRM support, 127

192 EMC Documentum System Version 6.6 Upgrade and Migration Guide
Index

P shortcuts
performance key combination map, 141
planning, 20 showifinvalid, 148
Server, common problems, 21 showinvalidactions, 148
web application, 22 Single sign-on
planning worksheet Kerberos, 120
application server host, 31 Streamline, 154
Planning worksheet SYNC_REPLICA_RECORDS, 27
client machine, 31 system
Content Server host, 30 sizing, 19
customized components, 32 system updates
index server host, 31 order, 13
pop-up, modal
disabling, 123 to 124 T
invoking, 124 tab order, 144
overview, 123 TBO, 108
refresh parent, 126 themes, 154
window.location.replace, 127 timeout warning, 114
POSITION keyword, 28 Toolbar component, 138
preference persistence, 148 tracing, memory
presets, 115 DFC, 20

Q U
query upgrade
performance enhancement, 22 matrix, 42
overview, 11
R upgrade matrix
relationships, 157 for content server, 43
renditions
viewing application per user, 153 V
resizeable columns, 136 value assistance, conditional, 156
right-click menus, 137
row selection, 134
W
WDK classes
S migration, 113
safe harbor, 9 work flow
SBO, 108 enable_workitem_mgmt (server.ini
server.ini file key), 29
enable_workitem_mgmt key, 29
server_login_ticket_version (server.ini
key), 104

EMC Documentum System Version 6.6 Upgrade and Migration Guide 193