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Appendix A:
EMC Documentum xCP - Platform
De5Cr1ptlon
Contents
. Appendix: EMC Documentum XCP - PiatForm Description 2
A. 1 Key Characteristics of EMC Documentum XCP Platform 3
A.1.1 Advantages of ENC pocumentum xCP Platform 3
.2. Components of EMC Documentum xCP P1atForm 4
.2.1 5erver Components 4
. 2 . 1 . 1 Co n t e n t 5e r v e r 4
.2.1.2 Process Engine 4
. 2 . 1 . 3 P r o c e s s I n t e g r a t o r 5
.2.1.4 Business Activity Monitor 6
.2.1.5 Document Image 5ervices 7
.Z.1. Callaboration Services 8
.2.1.7 Content Storage Services 8
.2.1.8 Branch ffice Caching Services 9
.2.2 User Interface Cnmponents 14
. 2 . 2 . 1 T a s k S p a c e 1 0
.2.2.2 Daeja ViewaNE Pro 11
.2.3 oesign and Administration Too1s 12
.2.3.1 Process Bu+1rler 12
.2.3.2 Forms Builder
14
.2.3.3 Composer 15
.2.3.4 Documentum Reporting Services 15
.2.3.5 Process Reporting Services 17
.2.3.6 Documentum Administrator 18
.2.4 Interoperabifity and the aocumentum API Za
.2.4.1 aocumentum Foundation Services 20
.2.4.2 Documentum Foundation Classes 21
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A. APPENDIx: EMC DOCUMENTUM XCP - PL ATFOR M
DESCRIPTI ON
During the past few years, however, business process management (BPM) has emerged as a flexi e,
open so4ution for improving business operations. BPM is a discipline for understanding, orchestrating,
and optimizing business processes. It makes extens+ve use of technology but is not closed and
monolithic. It allows an organization to design and build custom solutions using standards-based
components and integration adapters, web-based user interfaces, forms, and e-mai1. BPM works
within and across organizations, bridging functional boundaries while seamlessly coordinating people,
information, and a variety of software applications.
To help enterprises optimize business processes and their operational effectiveness, EMC provides the
EMC Documentum xCelerated Composition PiatForm (xCP) for building and depkoying BPM solutions
that manage processes throughout their entire lifecycles. XCP is the evolution of Documentum Process
5uite, a mature BPM platForm with hundreds of successful deployments,
Whether applied across the enterprise, or limited to one line of business, BPM does not focus on a
single, isolated process but rather on a network of interconnected processes. This concept of process
networks is often called the "value chain" or "value network." Improving business operations requires
analyzing the value networkthe processes and their interdependencies, along with information that
each produces and consumes. This analysis may lead to restructuring the processes or to introducing
process automation. Even if a process retains manual elements, it can benefit from an automated
"thread of controi" that orchestrates process activities and decisions. This serves to formalize
standards and best practices, ensuring that all steps are completed accurately and timely, and that
each step receives the resources it needs.
Although BPM is driven by the line of bus4ness (LOB), it requires the support and collaboration of the
IT group. Business process management meets the operational needs of the LaB in many ways,
including:
Delivering efficiency by eliminating redundant and unnecessary manual activities
Boosting business agility by enabling business analysts to design and revise processes without
requiring programming or systems integration expertise
Reducing risk by standardizing how processes are perFormed, and signaling when processes are in
danger of missing deadlines or overrunning costs
Increasing visibility of performance metrics with real-time monitoring and ad hoc reports
Facilitating compliance by enforcing rules-based automation, reusable best practices, and audit
trails
The return on investment from BPM initiatives can be significanteven initial BPM implementations
have shown compelling results compared to point solutions and legacy applications. Gartner Inc.
reports that companies can achieve productivity gains from 15 percent to 150 percent as a result of
automating human tasks and document workflows, along with some system leverage in process areas
never addressed with earlier technologies.
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. . KeyCharacteristics of EMC Documentum xCP Platform
~ocumentum is a
comprehensive set of software products that support the definition, execution,
and monitoring of processes, involving both human work flow and system-based activities. 1n addition,
xCP manages all the various types of information that support the needs of the process. XCP includes:
A model-driven implementation environment that aliows BPM applications to be easily oorrfigured
for rapid implementation, as opposed to requiring expensive and time-consuming custom software
code to define new or modified functionality
Persistent state management for long-running business processes
Work queue and woric policy management for high-volume tasks, straight-through automated
processing, and transactional processes
support for ad-hoc coliaborative processes

Rich user-interaction features including collaboration, electronic forms, and confi gurable, role-
based work interFaces
A service-oriented integration framework that allows external applications, data sources, and
people to participate in the business process
Compreher+sive content and data management capabilities for information-rich processes
Reporting, Proa ctive monitoring and management of business processes
AL 1 Advantages of EMC Documentum xCP Platform
The Documentum xCelerated Composition Piatform delivers a complete, integrated platForm for
building and deploying solutions to analyze, orchestrate, and optimi2e the broadest range of enterprise
processes involving people, systems, content, and data, xCP's comprehensive set of features include:
End-to-end process lifecyde management from design and analysis through execution and
monitoring, along with capabiiities to optimize process performance at each stage in the process
lifecycle.
Process analysis and real-time performance monitoring that enable business managers to actively
understand, controi, and improve the processes that are critical to their business operations.
A scalable process execution engine that can orchestrate processes combining human, systems,
and SA-based integration activities for both high-volume transactional and complex, collaborative
applications.
Suppart for information-rich processes, including front-end input and capture of paper-based
eontent; e-forms for data input and reuse; in-process management of both structured data and
unstructured content; knowledge collaboration environments; and hack-end reeords management,
archiving, and storage.
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.7. Components of EMC Documentum xCP Platform
In the following paragraphs, we present in detail each of the building bl ocks of the EMC Documentum
xCP pkatform comprising the recommended solution.
A,Z.1 Server Components
.2.1.1 Content Serr er
Oocumentum Content 5ever is the hea rt of the Oocumentum platform. It governs the Documentum
content repository and enables a rich set of content management services for controliing both content
and processes throughout distributed enterprises. Content 5erver ena bles organizations to store,
manage, and deploy all types oF content, inciuding HTML and XML, graphics, multimedia, and other
types of rich media, and traditional documents created with desktop applications.
Key F e a t u r e s
A global, distributed reposito ry and open, standards-based architeckure for easy integration with
other data and content sources
Ability to comply with mandated regulations and good business practices
Industrial-strength scalabiiity for handling terabytes of information and thousands 0 simultaneous
users (even millions, in the case of Web content management )
Business processing for collaboration on trusted content with teams outside the firewall and
around the worid
Robust security to prevent unauthorized access while a1lowing users to work remotely
Ability to store Gontent directly in the reposito ry using familiar desktop tools and then pu blish
approved information to a number of channels dynamically
.1.2 Process Engine
The EMC Documentum Process Engine carries out the execution, monitoring, and management of
business processes. It automatically evaluates business rules and assigns process tasks to the correct
system, group, or individual at the appropriate time. Users interact with the Process Engine through a
set of intefaces that control and provide context for tasks, work iists, escalations, and notifications.
The Process Engine executes and orchestrates each running instanr.e of a business process, evaluating
business rules and policies, assigning tasks to the correct system, group, or individual at the
appropriate time, and tracking process activities against designated deadiines. It uses conflgurable
queue management policies to efflciently handle high volumes of incoming work and provides audit
data that supports busi ness activity monitoring, process improvement, and compliance initiatives.
Tight integration with pocumerrtum Content Server provides seamless access to services that
efFectively manage ai1 types of content in support of business processes. It ena bles workers to access
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process-related information, protects sensitive documents against unauthorized aceess, and enforces
content retention poiicies.
Ke y F e a t u r e s
Work gueue management Manage high volumes of incoming workload efficiently through
canfigura e work management poiicies induding distribution, sharing, rework, suspend and auto-
resume tasks, priority escaiation and aging, and monitoring of queue 1evels, thresho1ds, and aierts
A1ias se.s Automatically select, deiegate, or extend an acbivity at process runtime to the
appropriate performer
Activity timer notircation and escalation send and receive noti fi cations automatically about
activity initiation, deadlines, and completion status
Native suppart afXML as process data Evaluate native XML for conditional expressions, convert
it into weh service requests that integrate external business systems or process, and "chunk" it
into muitipie objects routed in different woricfiows
Audit data generation Track business process and integration activity, inbound and outbound
event messages, and content-reiated events that are indispensable for process tuning, business
activity monitoring, and compliance
2 architecture ScaEe to tens of thousands of concurrent users and millions of process tasics,
and configure for faiiover and redundanry
Core piece of the ENC Documentum Business Process Management solution Execute busi ness
processes that take fu11 advantage of rules engines, reporting tools, external processes and
applications and content services such as XML eontent support, versioning, workflow, digital
signatures, and access control of all objects, inciuding content and processes themselves
. 2 . 1 . 3 P r o c e s s I n t e g r a t o r
Process Integrator reduces the cost of building and maintaining systems and application integrations
through configuration versus programming. It leverages a standards-based, service-oriented
architecture (SOA) to conl'igu re inbound and outbound message and data mapping, transformation,
and correlation. This ena bles integration with enterprise applications, web services, enterprise service
buses' data sources, and messaging systems, A comprehensive set of activities within Process 6uilder
supports integrations with externai systems, which can trigger new processes, c4mplete activities,
import and transact data, and enact actions in those systems. Graphical data mapping and
transformation features ena ble non-programmers to easiiy exchange data between the Process 5uite
and other systems to leverage existing investments and accelerate work processing.
Appendix A: EN1C Documentum xCP - Platform Rescnption Page 5
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Process Integrator's standards-based connectors support protocols such as S, /S, ML/S AP,
WSi7L, JDBC, sMTP, SjFTP, Java, and Fax. It enables participation with enterprise application
integration frameworks suCh as IBM WebSphere MQ, TIBCO, BEA WebLogic Integration, WebMethods,
and others via an event-action model for loosely coupled integration. For tighter coupling, adapters
can be based on either a web services or )2 Connection Architecture (JCA) standard.
.2.1.4 Business Acti vity Monitor
Business Activi ty Monitor provides alerts, graphical dashboards, and business performance reports
based on execution data from the Process Engine. The capabilities of Business Activity Monitor provide
a real-time view of process performance, as we11 as status on individual in-tlight proeess instances.
Alerts are based on key perFormance indicators {I}, which are defined in Business Process Analyzer.
When execution data shows that a I has gone outside a designated threshold, Business Activity
Monitnr can send alerts via e-mai1, alerts are also provided within a graphical dashboard. In addition,
alerts can be used to start/trigger a process or invoke a Web service to provide remediation for the
alert condition.
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Figure 2: Business Activity Monitor Oashboard in a variety of display vptivns
Business Activi ty Monitor dashboards are a set of pre-defined portlet,s that can be combined and
oonFigured for each user within a portal framework. Dashboard portlets include:
A1ert Partlet. tists outstanding alerts of difFerent severity 1evels, with associated information such
as date, status, and the entity on which the alert was generated
Diagram Partlet Displays a view of process model diagrams
Report Portlet. Shows designated reports
Instance Moitor Portlet. Provides a list of process instances
Business Activity Monitor provides a set of over 50 standard reports, along with the ability to create
custom, user-defined regorts through its Report Builder component. The deflnition of execution data to
be monitored by Business Activity Monitor is configured in Business Process Analyxer.
A. 21 . 5 Oocument image 5ervices
oocument Image Services (aIS) provides support for image-oriented documents and is designed to
support a range of third-parry viewers. 1)I5 provides image viewing features such as page serving and
page modifications {f4r multi-page formats such as TIFF and PDF}, as weil as adding, viewing and
editing annotat+ons.
ihe ~IS framework is designed so that a customer can use it to modify a web-based application to
customize the viewing experierrce with supported viewer providers, such as the ofFered Daeja
Viewane Pro or alternatively the freely availabie Acrobat Reader.
The nocument Image Services Framework extends the native Web Development Kit (WD1C) framework
and does the following:
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Wraps an image viewer into a WDK control and provides the infrastructure for the control as part
of the WRK framework.
A11ows a new image viewer to be added into a WOK application with minimal configuration and
programming.
Provides page-1eve1 retrieval capability for TIFF and PdF documents.
A11ows a user to view and edit annotations as long as the viewer supports it.
.2.1. Collaboration 5ervices
Collaboration Services enhance the pocumentum platform with a rapidly deployed and rapidly adopted
Web-based collaborative workspaces that enabEes distributed teams to work together to acce4erate
and improve development and delivery of products and services, optimize collaborative business
processes, and improve innovatinn, problem-solving, and decision-making. The collaborative
workspace is flexile and configurable, and can be adapted to support a wide range of business
pr o c es s es .
There are many activities and processes that require non-transactional steps and cannot be modeled
easily with traditional BPM tools. Such activities might require real-time collaboration among
knowledge workers to provide expert anaiysis, diagosis, or mediation. Integration with Collaborative
5ervices combines BPM with collaborative workspaces to enabie a seamless aukomation of structured
and collaborative process activities.
Ke y F e a t u r e s
F1exi ble, highly intuitive work environment
Configurable approval process and polling/voting capabilities
5ite-wide search capabifities and search for content, members, and workpfaces
5erver-side " eRooms" with site-wide services and single sign-on authentication
Customizale database and global rollups with task, project, program, and executive views
Mu1ti-topic, muiti-threaded discussions and contextual version controi
Team caiendars and project inbox
.7.1.7 Content 5tarage 5ervices
A11ows users to define and automate the execution of content storage policies, enabling policy-based
information lifecycle management (I[.) and providing the greatest flexibility in meeting enterprise
needs. As opposed to plain hierarchical storage management (HEM) sofutions, Content storage
Services facifitates policy-based content storage based on all of the rich information and services
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provided by the E3ocumentum enterprise content management platform, not just basic file- and disk-
1eve1 information.
Key F e a t u r e s
Eliminates rnanuaI, error-prone archival processes and reduces the risk of non-compliance and
accidental deletion through policy-based automation
Lowers the totai cost of ownership (TCO) of the enterprise storage infrastructure by ensuring that
content +s appropriately balanced across devices based on changing business accessibility,
retention, and compliance requirements throughout its lifecycle
Provides detailed reporting and audit trails that a11ow IT to more effectively charge back costs to
the various business units
aeFines and manages storage policies through the Content 5torage SerVices module of
Documentum Admin'sstrator
Executes storage poiicies from external systems in response to business events
Works with a wide variety of storage devices from many vendors
.2.1.8 Branch OfFice Caching 5ervices
The Branch Office Caching Services {BOCS} is a product that provides a content cache requiring simple
installation and very light administration. S provides significantly faster content viewing speeds for
customers in geographically distributed environments by speeding up resolution of performance issues
experienced in brand-i offices when they are caused by network late ncy.
data caching with Brancr Office Caching Services ena ble users to read and write to focal caches that
are synchronized with the prima ry content reposito ry. The cache was designed to be located close to
end users in branch offices; ofFices that typicaliy have limited infrastructure and no on-site
administrator. Closer proximity to users generally results in faster content transfer, especiaily in high
latency environments. The BOCE cache is updated based on usage and is aware of changes in the
master repository. After the first person views a piece of content from the reposiko ry, a location
detector wi11 update the BOCS cache closest to the viewing user. Multiple BOCS servers can be set up
based on the geography of users.
Key Feat ur es
Access to remote content. - Quiekiy access remote content that is delivered from the storage
location closest to you.
Content transfer.' Conveniently store content closer to users for faster eontent transfers,
pa rticularEy in high-latency environments.
Sel- ontalned installation: Leverage Branch Office Caching Services without installing an
additional EMC Documentum Content Server on the same machine.
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Heterageneous environment support: Use existing hardware for local caches without purchasing
specific machines to match Content 5erver.
Lightweight administratron: Streamline operations with centralized setup through EMC
Docurnentum Administrator.
. scalable deployment. Set up multiple Branch OfF'ice Caching 5ervices servers on demand to
accommodate future growth.
Usage updattes: Rely on a content cache that is updated based on usage and that responds to
changes in the master repository.
5ynchronous/asynchronous u'rite: Push content written to a local cache back to the primary
repository eittler in real time or as a scheduled batch job.
A. llser Interface Components
.2.2.1 TaskSpace
TaskSpace provides access to rich process management functionality and content management
services via a standard browser-based application. It is ideal for users participating in transactional
activities such as invoice process+ng, loan origination, and daims processing who need to define,
execute, monitor, and optimi ze business processes across organizations, systems, and applications. It
delivers the navigational ease of a web interFace and simplifies content access from remote locations.
TaskSpace also ena bles rapid development and deployment of task-speci fi c user interfaces tailored to
processing activities.
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Key F e a t u r e s
Rapitl appllcation development and dep/oyinent: Heaps quickly build powerful and flexible user
interfaces for transastional business processes. Configurable and reusable components
significantly reduce the time it takes to depioy new business applications, aceelerating time to
value.
A/I- in- one 5PM user interface: Combines process management, eontent management, forms
management, and perFormance monitoring in a single user interface, provid'rng users with the
context needed to quickly make the informed decisions.
Centralized administration: Provides the ability to maintain and manage a library of Task5pace
components, take some components offline, work on new components (without putting them
online), and rename components. Tn addition, adrninistrators can add users, define roles for
individuals, associate applications, apply security to documents and folders, and configure process
integrations with other systems.
High performace docurnent vfewing: Accelerates the viewing of farge files via inteiligent caching.
Users can view, annotate, and redact scanned documents and images in ]PEG, BMP, PdF, and
other formats.
Controlled access: Enables critical data and documents to be easily accessed to process
customers' requests. Powerful metadata search capabilities speed information retrievai.
Ro1e ased appllcations. 5upports the abiiity to quiddy tailor end-user experiences based on a
user's ro1e, speeding adoption and increasing productivity.
Interactive forms: Aocelerates business processes with HTML or high-fidelity e-forms (when
combined with EMC Forms Builder) to quickly capture application data, eliminating the need for
paper and substantialiy reducing processing costs.
Dynamlc process dash6oards: Provides users with a highly interactive, graphical view of real-time
and historical process perFormance (when combined with EMC Business Activiry Monitor).
.2.2.2 Daeja ViewONE Pro
ViewONE Pro is a powerful in-browser viewer that requires no installation by the user (roll,outs and
updates are automatic), and si gnificantly extends a web browser's image handling. Users can zoom,
f1ip, rotate, invert and add comments &other mark-ups to single &multi-page TIF, J PEG, BMP, GTF
and PNGfiles, as we11 as ME Office and PDF documents.
ViewONE Pro is a major brealcthrough for web-based document management users due to its
innovative Advanced Cache Manager (ACM). ViewONE Pro's ACM delivers Module-on- Demand
functionality for ViewONE Pro users. Unliice other ]ava applets, ViewONE Pro is fuily extensible,
allowing you to add support for additiorlal formats, or add new functions and features as your needs
grow, sti11 without any user installation required. The ACM modularizes ViewONE Pro, separating the
core applet from its additional modules, reducing initial user download wait times and frees the applet
from any restriction on the number of additional modules or functionality upgrades that can be added.
AppendixA: ENC [umentum - Platform aescription Page 1 1
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Figure 4: Annotations using the ViewoNE Pro Viewer
Key F e a t u r e s
Zero admin image document viewing and manipulation
An Out-Of-The-Box soiution - enabl e browser-based viewing for all users in a matter of minutes
Zoom, f1ip, invert, magnify, scroll, print, annotate, redaGt, highlight and sign, all within a web
browser
Innovative Advanced CaGhe Manager (ACM)
Supports as standard: ]PEG, ]PEG2400r multi-page TIFF, BMP, GIF, PNG and FileNet banded FAx
Group III &uncompressed, plus PDF &QjVu via optional modules
Completely scalable across workgroups, offi ces and countries
Toolkit-style conf'rgurability: 500+ changeable parameters
Automatic updates with no user intervention
Feature-rich with an intuitive Graphic User Interface (GUI )
Thick client functionality from a ttlin client format
Thumbnail/Index toggle option - to assist with navigating through large multi-page documents
A 2. 3 Design and Administration Too1s
.2..1 Process Builder
Process Builder minimixes time to deployment by enabl ing non-programmers to easily build and
cofigure executable processes and their sophisticated logic. It provides a graphi cal design
environment with predefined, customirable modeling palettes and activity tempiates for defining
process steps to be executed by the Process Engine. These palettes and templates enable the
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standardization and enforcement of any transaction process. They also make it easy to reuse tested
procedures across multiple processes.
Process Builder enabl es designers to configure manual tasks, high-volume work queues, automated
content management actions, and system integration logic through an easy-to-use graphical user
interface. Standard process templates maximize producavity and standardization through reuse across
multiple applications. Process Builder's layout and data design functions a11ow process monitoring data
to be con#igured for display through dashboards and reports. Bui1t-in graphical debugging helps
designers test and validate process and integration logic. figure 5 shows a loan origination process
modeled with Process Buifder.
Figure 5: Oesigning a simplified process for loan originatian with Process Builder
Process Builder graphically defines multiple routfng types including conditional, branching, joining,
parallel, and sequential,
Key F e a t u r e s

oetail work activities and queues, user roles, task interFaces, and priorities
Define rules that wi11 be used to automate and track activities, and streamline/manage process
tlow
Model external events that link with, or afFect, process execution
Configure explicit exception handling or "reverse" paths via drag-and-drop lines
Specify use of electronic forms inputs for any task

Access a robust user model that supports standard directory services such as LOAP and allows
praxies, roles, and dynamic selection of process participants
Apply version controk for change management and process improvement
Appendix A: EN1C bocumentum XCP - Platform descriptio
Page 13
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.2..2 Forms Builder
EMC Documentum Forms Builder, which is tightly integrated with Process Builder, ena bles process
developers to design user interFace components which can be exposed within processes as either
electronic forms or pocumentum TaskSpace client interfaces. Forms Builder allows for rapid design
and deployment of interfaces that are used for workflow activities and task processing, as we11 as to
capture, validate, and reuse data within a process. Forms Builder is W3C XForms standard-compliant
and meets the declarative XML GUI spec+fication. Its WYSIWYG graphical design interFace streamlines
the task of creating UI in multiple platform renderings that conform to the W3C XML schema data
model.
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Forms Builder is context-aware, ensuring that applications present the appropriate UI based on user
type, activity, and locale. For example! in Forms Builder simulation mode, an insurance claim form
could be tested under two scenarios: being filled out by a claimant and being reviewed by a customer
service representative or claims adjustor. Just as easiiy, those scenarios could be simulated for forms
in multiple languages. Forms Builder users can choose to capture data as XML ! database records, or
both simuitaneously, and data is automatically synchronixed with the process repository.
Ke y F e a t u r e s
Appe ndix A: EhM1C Rocumentum xCP - Platform bescription Page 14
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External data source conriectors
Initialiation and validation adapters
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Event processors such as submit, save, reset, and more
.2.3.3 Composer
Docurnentum Composer is an Eclipse-based integrated development environment (IDE) which
provides a unified development platform for assembl ing, confi guring, and deploying EMC Documentum
applications. By leveraging a standards-based IDE, developers inerease their productivity while
reducing the cost of application development. Edipse enables an ecosystem of customers, partners
and business analysts.

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Figure 7: Documentum Composer
L]ocumentum Composer supports a series of inechanisms for rapid application devefopmer]t. It
includes a we11-deflned plug-in model for adding functionality to the application environment. As an
Eclipse-based IDE, Composer integrates with the broad range of application resources (and their
varied editors) available to developers within their enterprise computing environments. Composer
Appendix A: EMC Doc'jmenttJ ni - Plattorm aes[riptian Page 15
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enables multiple tools to share a common set of information resources. It provides an open
environment, with we11 defined interFaces and extension points. As a result, appl+cat+on developers can
leverage their investments in pocumentum Foundation Services; they can easily develop web services
oriented applications that integrate content-related objecks with resources and services of external
enterprise applications.
Ke y F e a t u r e s
UniFed development: Empower contributors at every point in the application lifecycle
Multiple reposltory access: Enabl e rapid development of applications that access content
repositories throughout the enterprise
Information sharing: Eliminate duplicate efforts and minimize errors by sharing the information
entered by any user and from any tool
Eclipse community: Reduce learning time and effort by wor k ing on the de facto standard for ]ava
based tools with Composer
P1ug-in models: 8ui1d your own plug-ins and incorporate plug-ins from the broader EMC
Documentum community
Dpen environment: Leverage weil-defined interfaces to extend development capabilities with
Composer
User interface (lJl) flexibi/ity: Meet the needs of diverse contributors whi l e maintaining project
consistency
seivlces Catalog ~iewer. Enable users to search, consume, develop, and pubEish web services
within the intranet
..3.4 Documentum Reporting 5ervices
Qocumentum Reporking Services (RS) is a reporting solution that helps organizations access the
Documenturn metadata and retrieve information in the form of reports. Using DRS, the administrators
and business users can create new reports, view, run, and edit the out-of-the-box reports in the
repository, and import existing reports into the repository. DRS supports report formats that can be
created through Crystal Reports.
Appendix A: 1 Ro[t - Platform Pescnptiqn Page 16
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Behind the scenes, DRS uses J DBC for connecting to a Documenturn repository to perform DQL
quer3es or access the repository or metadata of the repository. The Documentum J DBC driver provides
support for most standard J DBC APIs. DR5 can be integrated with Documentum TaskSpace,
Documentum Administrator (DA), or any Wela Development Kit (WDK) web applir.ation for running or
managing the reports. The WDK custom component invofces the DRS web application. In the DR5 web
lication, Crystal runtime engine APTs use the DJ DBC driver to run reports.
Reports can be designed on the repository data using Crysta! Reports (CR) Designer. The Crystal
Reports Designer uses DJ DBC and DFC to fetch the requested metadata for designing reports and
executing SQL queries for running reports.
.2.3.5 Prvicess Reporting 5ervices
Process ReporGng services (PRS) is a tool used for creating reports and alerts on monitored
processes. Reporting itself extends beyond PRS and involves a few other BAN cnmponents, as
displayed in the following figure. The backbone of any report or alert is a data source. A data source is
a query that runs against the BAN database (by way of the BAN server) and is defined with report
entities and fields. All BAN report entities and fields are stored in the repository and are made
available to PRS through the BAN server. Queries can be run against execution tables or any of the
aggregation tables of the BAN database. Once data is returned to PRS, the report can either be
formatted as a simple F1ash-based chart, or made available to an external reporting engine for
advanced formatting. PR5 requires that F1ash Player version 9or higher be installed on the user
machine.
Appendix A: ENlC Documentum xCP - Platform Descripkion Page 17
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Alerks are also defined in PRS. Like reports, the backbone of an alert is its data source. ihere is one
fundamental difference, however. ihe results of an alert are monitored by an aiert engine to
determine if any alert conditions have been triggered. If a problem presents itself, an email
notification is generated.
Ke y F e a t u r e s
Reports include pie ctrarts, bar charts, bar &iine charts, gauge reports and tabfe reports
single drifl-down reports
Mu1ti dri11-down reports
Report filtering
Dynamic report filtering
Auto-refreshing reports
Report security that enabies users to access reports based on security settings and flEter
report results based on user, group or role permissions
.2.. Documentum Administrator
EMC Documentum Administrator enables power users and systerri administrators to quickly depfoy
new documentum environments and easily manage them vn an ongoing basis. With its web-based
interFace, this pocumentum administration application uses intuitive forms and navigation for
managing users, servers, jobs, distributed environments, and many more aspects of an enterprise
Content management environmentr
Documentutn Administration nodes such as Basic Configuration, User Managernent, and Audit
Management can be mapped to administrative roles, so the right people have the tools they need
to do their jobs.
Appendix A: ENC Documentum xCP - Platform Description Page 18
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Key F e a t u r e s
Management tasks: Simplify tasks for managing formats and templates, fu11-text indexes, and
more
Federated managemeni: Manage and administer all repositor3es, servers, users, and groups
regardless of their location across the enterprise
Log and audit system events: Imprave reporting, analysis, and compliance support with
Documentum Administrator's file access, deletions, and workflow capabilities
.Secure standards support Set up Lightweight Directory Access Protocol (LpAP) and other security
measures including access control and authentication
Job management Lower system administrative support with automated jobs that perform
administrative tasks or scheduled events
Role-based administration: Configure Documentum Administrator to match your IT organization so
administrators with different responsibilities encounter the appropriate experienee
5tandards-Lased monitoring: Use the industry-standard JMX management infrastructure to
register and monitor system resources across each aocumentum repository
Appendix A: ENlC Oocumerrtum xCl)' - Platform besrrptio Page 19
233
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A,Z.4 Intelroperability and the Documentum API
The pocurnentum platform includes the Enterprise Content Services (ECS), standards-based APIs, and
an extensi ble set of the bus3ness objects for developing and deploying content applications.
Prograrnming lnterfaces
Figure 11: The Oocumentum Enterprise Content 5ervices API
EC.S encapsuiates the core c4ntent management functions of the f]ocumentum platForm as a set of
discrete web services, and exposes these functions as business objects. ECS is designed to make
content applications easier to develop and support. ECS promotes reuse and reduces the learning
curve for developers. By coElecting commorr services into business-related objects, ECE is designed to
provide greater agility for application developers to meet the demands of rapidly evolving business
environments.
The Too1s group delivers the ocumentum Foundation Services t17FSj as the initial set of ECS objects.
DFS is a set of SA-compliant objects and services for developing content applications within a web
services framework. Qocumentum Compliance 5ervices and Documentum Collaboration 5ervices are
forthcoming sets of ECS objects to be delivered within the Docsamentum platform.
.2.4.1 Documentum Foundation 5ervvices
Documentum Foundation Servioes (DF5) are arE SQA deveaopment framework and API. This framework
replaces and significantiy enhances the previous web services framework. DFS delivers a set of out-of-
the -i box business objects and senrices, des i gned from the ground up, to expose key content
managemen
t functionaliry as standards-compiiant web services. DFS ensures that the Qocumentum
platform can function as an integra4 part of an organization's information infrastnacture, developed
using web services.
ocumentum Foundation Services expose Documentum content management functionality as web
services. ~
F5 are the first set of business objects within Enterprise Content Services, the Rocumentum
servir.e-oriented architecture for integrating with external applications in a standards-compliant
manner.
Appendix A: ENC Qocumentum - Platform escription Page 20
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.2.4.1.1 Loosely coupled components
DFS provides content-related services that are loosely coupied and can be dynamically assembl ed to
meet business needs. These are se1F-contained services nodiFying or enhancing functions within one
service does not affect others.
DFS are based on web services, a standards-based software environment, recognized by the Worid
Wide Web Consortium (W3C), and designed to support interoperabl e machine-to-machine interaction
over a network. DF5 components are registered and discovered through a central registry or directory,
(such as the liniversal Description, Discovery, and Integration Directory) . DF5 components are
described in terms of Web Services Description Language (WSDL). Each DFS component offers a sma11
range of simple services to other components.
DFS provideS:
A set of core and extended services, implemented as web services , that expose Documentum
content management funckionality.
A J ava EDK to enabl e development of service consumers using dient runtime support, and
development of custom services based on P1ain Old J ava Objects (PoJ Qs), or Service-based
Business bjects {SBOs} using service runtime support.
A WSDL service interface to enabl e development of service consumers using development
piatForms tf at support SOAP messaging, including .NET.
The design of the aFS services and data model simplifies the proeess of enterprise application
development by reducing the overali complexi ty of the API and aligning the semantics of both services
and data objects to the needs of ECM business logic. This supports rapid, agile application
development using business process orchestration tools (such as BPM), and fac+litates integration of
enterprise content management into a service-oriented enterprise (SOE).
.2.4.1.2 out-of-the-box services
Documentum delivers an extended eore set of services that represent essential functions of a generic
ECM system. Each service provides a set of independent operations. The object service, for example,
provides basic cnntent management functionaiity in operations such as "create,""get,""update," and
"delete." There are currently a total of fifteen DF5 services induded in the Dacumetum platform, and
future refeases are scheduled to expand on this.
Application developers can develop rich Internet applications by linking the content sen ices, provided
by DFs, with web services from external applications and frameworks, and thus provide content-
enabl ed solutions that leverage enterprise content in new ways.
.2.4.2 Documentum Foundation Classes
Documentum Foundation Classes (DFC) is the publ ished and supported programmirrg interFace for
accessing the functionaliry of ttle Documentum platForm. DFC exposes the Documentum o5ject model
as an object-oriented library for other applications to use. DFC provides J ava and component object
model tCDMj class libraries that expose the functions that drive the Documentum platform.
Appendix A: EMC [umentum - Platform Descrjption Page 21
2 3 5
11C11 5]1sfe1'115
o ConlTrade EuropeAid/ 1 29341 (C/ 5ER /R 5 26/ 1/ 2012
Application developers r.an use programming languages and development toolsinduding those
developed ir1 ]ava, Visual Basic, C#, and C++ to build customized applications.
Appendix A: [NC Doetamentum XCP - Plalforrn description Page 22
~3

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