Documentum 6.5 Content Management Foundations


Documentum 6.5 Content Management Foundations
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Overview
Table of Contents
Author
Support
Sample Chapters
  • Technical foundations of the Documentum platform
  • Over 200 practice questions and three practice tests
  • Up-to-date information on version 6.5 SP2 including presets, aspects, new Webtop interface, lightweight types, Composer, and DFS
  • Over 200 illustrations and many more examples from a real-life business scenario

 

Appendices

Book Details

Language : English
Paperback : 416 pages [ 235mm x 191mm ]
Release Date : June 2010
ISBN : 1849680221
ISBN 13 : 9781849680226
Author(s) : Pawan Kumar
Topics and Technologies : All Books, CMS and eCommerce, Content Management (CMS), Enterprise


Table of Contents

Preface
Chapter 1: ECM Basics
Chapter 2: Working with Content
Chapter 3: Objects and Types
Chapter 4: Architecture
Chapter 5: Users and Privileges
Chapter 6: Groups and Roles
Chapter 7: Object Security
Chapter 8: Searching
Chapter 9: Webtop Presets
Chapter 10: Documentum Projects
Chapter 11: Custom Types
Chapter 12: Workflows
Chapter 13: Lifecycles
Chapter 14: Aliases
Chapter 15: Virtual Documents
Appendices
Practice Tests
Index
  • Chapter 1: ECM Basics
    • Content and metadata
    • Repository
    • Content Server
      • Content management services
      • Process management services
      • Security services
      • Distributed services
      • Add-on services
      • Internationalization
    • Webtop user interface
      • Logging in
      • Browser tree
      • Work area
      • Menus
      • Search
      • Status bar
      • Logging out
    • Documentum Administrator (DA)
    • Checkpoint
    • Learn more
  • Chapter 2: Working with Content
    • Interacting with content
    • Importing content
    • Linking to folders
    • Exporting content
    • Checking out
    • Checking in
    • Talking about trees
    • Versioning
    • Branching
    • Deleting versions
    • Formats
      • Format preferences
    • Renditions
    • Documentum product notes
    • Learning more
    • Checkpoint
  • Chapter 3: Objects and Types
    • Objects
      • Properties
      • Methods
    • Working with objects
      • Viewing and editing properties
      • Object immutability
      • Exporting properties
    • Object types
      • Type names and property names
      • Type hierarchy
      • Object ID
      • Type categories
    • Object persistence
    • Content persistence
      • Locating content files
        • Content object
        • Object-content relationship
        • Putting it together
    • Lightweight and shareable object types
      • Lightweight object persistence
      • Materialization of lightweight objects
  • Aspects
    • Restrictions
    • Default aspects
  • Querying objects
    • SELECT query
      • Basics
      • WHERE clause
    • UPDATE query
    • DELETE query
  • API
  • Documentum product notes
  • Learn more
  • Checkpoint
  • Chapter 4: Architecture
    • Documentum platform
    • Layered architecture
    • Kernel
      • Repository infrastructure
      • Repository services
      • Security services
    • Application services
      • Compliance services
      • Content services
      • Process services
    • Experiences
      • Client infrastructure
      • Applications/Experiences
        • Knowledge Worker Applications
        • Transactional Content Management
        • Interactive Content Management
        • Archiving
    • Tools
      • Design/Development
      • Configuration
      • Administration
    • Communication patterns
      • Key components
      • Projection
      • Fundamental communication pattern
        • Establishing a session
        • Processing a request
        • Releasing the session
      • DFS communication pattern
      • WDK application communication pattern
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 5: Users and Privileges
    • Documentum security
    • Users
      • Authentication
      • Special users
    • Authorization
      • Client capability
      • Basic privileges
      • Extended privileges
    • User management
      • User management with DA
        • Managing existing users
        • Creating users
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 6: Groups and Roles
    • Authorization
    • Groups
    • Roles
    • Domains
    • Module roles
    • Privileged groups
    • Group management
      • Group management with DA
        • Managing existing groups
        • Creating groups
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 7: Object Security
    • Security—a recap
    • Repository security mode
    • Object permissions
      • Basic permissions
      • Extended permissions
    • ACLs
      • Special users
        • Object owner
        • Superusers
      • Special groups
        • Browse-all group
        • Read-all group
      • Resolving permissions
      • Managing ACLs
        • ACL structure
        • Creating ACLs
        • Assigning ACLs
        • Setting individual permissions
      • ACL categories
    • Folders and ACLs
    • Application-controlled sysobjects
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 8: Searching
    • Locating objects
    • Search process
    • Simple search
      • Simple search—without full-text indexing
      • Simple search—with full-text indexing
    • Advanced search
    • Interacting with results
      • Saving searches
    • Search preferences
    • Full-text indexing
    • Frequently accessed objects
      • My files
      • Subscriptions
      • Hyperlinks
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 9: Webtop Presets
    • Configuration and customization
    • Presets
    • Preset scope
      • Scope precedence
    • Preset rules
      • Attributes rules
    • Effective preset
    • Managing presets
      • Creating presets
        • Preset templates
      • Editing presets
      • Deleting presets
    • Webtop Express preset
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 10: Documentum Projects
    • Documentum Customization
    • Documentum Composer
    • Documentum projects
    • Working with Documentum projects
      • Creating a new project
      • The core project
      • Artifacts
        • Alias sets
        • Aspects
        • Formats
        • Installation parameters
        • JAR definitions and Java libraries
        • Modules
        • Lifecycles
        • Methods and jobs
        • Permission sets
        • Procedures
        • Relation types
        • Smart containers
        • Sysobjects
        • Types
      • Importing artifacts from a repository
      • XML applications
      • Web services
      • Building and installing a project
        • Installation options
        • Installing a project
        • Creating the DAR file
        • Installing a DAR file
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 11: Custom Types
    • Custom types
    • Managing custom types
      • Creating a custom type
      • Modifying a custom type
      • Data dictionary
    • Managing types with DA
    • Managing types with DQL
      • CREATE TYPE
      • ALTER TYPE
      • DROP TYPE
    • Aspect types
    • Help—some DQL Queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 12: Workflows
    • Business processes
    • Workflow concepts
    • Workflows and customization
    • Analysis
    • Modeling and definition
      • Activities
        • Performer
        • Definition
      • Activity transitions
    • Usage
      • Quick flows
      • Workflow reporting
      • Workflow states
    • Modification
    • Help—some DQL Queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 13: Lifecycles
    • Business process and content management
    • Lifecycle concepts
    • Lifecycles and customization
    • Analysis
    • Modeling and definition
      • Lifecycle properties
      • States
        • State properties
      • Lifecycle definition states
    • Usage
    • Modification
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 14: Aliases
    • Customization—reusability and portability
    • Aliases
    • Alias sets
    • Referencing aliases
      • Permission set templates
        • Managing permission set templates
        • Using permission set templates
        • Modifying permission set templates
    • Resolving aliases
      • Workfow alias resolution
        • Default sequence
        • Package sequence
        • User sequence
        • Resolution process
      • Sysobject alias resolution
      • Permission set template alias resolution
        • Object with lifecycle
        • Object without lifecycle
      • Lifecycle scope determination
      • Manual alias updates
    • Managing alias sets
      • Attaching alias sets
    • Summary
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Chapter 15: Virtual Documents
    • Managing content hierarchically
    • Virtual documents
      • Parent-child relationship
      • Recognizing virtual documents
      • Component ordering
      • Permissions for modifying virtual documents
      • Copying virtual documents
      • Deleting virtual documents
      • Virtual documents and versions
        • Assembling a virtual document
        • Snapshots
        • Follow assembly
        • Freezing snapshots
        • Snapshot operations and permissions
    • Help—some DQL queries
    • Documentum product notes
    • Learn more
    • Checkpoint
  • Appendices
    • http://www.packtpub.com/sites/default/files/0226EN_Appendices.zip
  • Practice Tests
    • http://www.packtpub.com/sites/default/files/0226EN_Practice tests.zip

Pawan Kumar

Pawan Kumar is a Technical Architect with current expertise in Enterprise Content Management with EMC Documentum. He has an MS in Computer Science from University of North Carolina at Chapel Hill and a BS in Electrical Engineering from the Indian Institute of Technology, New Delhi (India).

Pawan has experience developing products as well as delivering business solutions on the Documentum platform and has created two products for this platform. He is intimately familiar with effective processes and tools for achieving business objectives through Documentum-based technology solutions. He has led and executed requirements and design workshops, architecture design, scoping, estimation, project planning, resource planning, technical design, software development, software testing, solution roll-out, and ongoing support for the deployed solutions. Pawan has been architecting, designing, and developing enterprise applications for ten years. He has developed software systems for financial services, healthcare, pharmaceutical, logistics, energy services, and retail industries. His expertise spans solution architecture, document management, system integration, web content management, business process management, imaging and input management, and custom application development.

Currently, Pawan provides consulting and training services through doQuent (http://doquent.com), which was founded with the vision of enabling client success in content-related business initiatives. He also believes in giving back to the community. He founded the free online Documentum community dm_cram (http://dmcram.org), which is a test preparation resource for Documentum exams. He is also an active contributor to the Documentum-users Yahoo! User group, where Documentum community members seek help for their technical challenges. He can be reached at pk@doquent.com.

Contact Pawan Kumar

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Submit Errata

Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


Errata

- 15 submitted: last submission 04 Jun 2014

Errata type: Technical | Page numbers= 269

Replace "The type of an object can only be changed to the immediate supertype or an immediate subtype of the existing type." with "The type of an object can only be changed to a supertype or a subtype of the existing type." in the paragraph preceding the query at the bottom of the page.

 

Errata type: Typo | Page number: 242

Replace "dm_dar" with "dmc_dar" in the notes at the top of the page.

 

Page no: 83

Type: Graphics

The path 00000010\80\09be.jpg in the figure should be 00000010\80\09\be.jpg

Page no: 134

Type: Graphics

The term privilages in the figure at the bottom of the page should be spelt as privileges.

Page no: 115

Type: Typo

Instead of:

Web Publisher Page Builder provides a WYSIWIG (what-you-see-is-what-you-get) editor with page creation, layout, and display capabilities for business users.

 

It should be:

Web Publisher Page Builder provides a WYSIWYG (What You See Is What You Get) editor with page creation, layout, and display capabilities for business users.

Page no: 155

Type: Typo

Instead of:

Agroup is identified as a domain when the value of the property group_class is domain.

 

It should be:

A group is identified as a domain when the value of the property group_class is domain.

Page no: 123

Type: Graphics

The term repo3 in the figure should be repo2.

Page no: 313

Type: Typo

Instead of:
Further, the primary type must be dm_syobject or one of its subtypes other than dm_policy.

 

It should be:

Further, the primary type must be dm_sysobject or one of its subtypes other than dm_policy.

Page no: 289

Type: Layout

Please ignore the second screenshot on the page.

Page no: 314

Type: Typo

Instead of:

Internally, the applicable types for the lifecycle are recorded on dm_policy.inlcuded_type(repeating string) and dm_policy.include_subtypes(repeating Boolean).

It should be:


Internally, the applicable types for the lifecycle are recorded on dm_policy.included_type(repeating string) and dm_policy.include_subtypes(repeating Boolean).

Page no: 191

Type: Typo

In the bullet point no. 3 of the page, instead of:

Hidden objects may be revealed by using Advanced Search, which is discussed later in the hapter.

It should be:

Hidden objects may be revealed by using Advanced Search, which is discussed later in the chapter.

Page no: 236

Type: Typo

Instead of:

We need a folder for the loan application, which is has the loan account number as its name.

It should be:

We need a folder for the loan application, which has the loan account number as its name.

Page no: 180

Type: Technical

The table header Permissions should be above the permissions NONE, DELETE, BROWSE, and so on.

The terms dm_world, dm_owner, zone_all, and so on should have the header as User/Group.

Page: 258

Type: Grammar

Instead of:

Non-qualifiable attributes cannot be used queries.

It should be:

Non-qualifiable attributes cannot be used in queries.

The following is the list of acronyms used throughout the book:

ACL        Access Control List
ADTS    Advanced DTS (Document Transformation Services)
AIS        Authoring Integration Services
API        Application Programming Interface
AVTS    Audio Video Transformation Services
BOF        Business Object Framework
BPM        Business Process Management
CAS        Content-Addressed Storage
CMS        Content Management System
COM        Component Object Model
CSEC    Content Services for EMC Centera
CSS        Content Storage Services
CTS        Content Transformation Services
DA        Documentum Administrator
DAM        Digital Asset Manager
DAR        Documentum ARchive
DCTM    DoCumenTuM (Dctm)
DFC        Documentum Foundation Classes
DFS        Documentum Foundation Services
DMCL    DocumentuM Client Library
DQL        Document Query Language
DRL        Document Resource Locator
DSS        Documentum Search Services
DTS        Document Transformation Services
EAR        Enterprise ARchive
ECM        Enterprise Content Management
ECS        Enterprise Content Service
FSS        Federated Search Services
FTDQL    Full-Text Document Query Language
FTP        File Transfer Protocol
GPS        Global Positioning System
GUI        Graphical User Interface
HTTP    HyperText Transfer Protocol
IAPI    Interactive API (Application Programming Interface)
IDE        Integrated Development Environment
IDQL    Interactive DQL (Document Query Language)
IRM        Information Rights Management
JEE        Java Enterprise Edition
LDAP    Lightweight Directory Access Protocol
LDIF    LDAP Data Interchange Format
LMS        Learning Management System
LwSO    Lightweight SysObject
MAC        Multi-dimensional Access Control
MITS    Medical Imaging Transformation Services
MTS        Media Transformation Services
OS        Operating System
PENS    Package Exchange Notification Services
PIA        Primary Interop Assembly
PST        Permission Set Template
QA        Quality Assurance
RDBMS    Relational DataBase Management System
REST    REpresentational State Transfer
RPC        Remote Procedure Call
RPS        Retention Policy Services
SBO        Service-based Business Object
SCORM    Shareable Content Object Reference Model
SMTP    Simple Message Transfer Protocol
SOA        Service Oriented Architecture
SOAP    Simple Object Access Protocol
SP        Service Pack
SPI        Service Provider Interface
SQL        Structured Query Language
TBO        Type-based Business Object
TCM        Transactional Content Management
TCS        Trusted Content Services
UCF        Unified Client Facilities
UDDI    Universal Description Discovery and Integration
URL        Uniform Resource Locator
URN        Uniform Resource Name
VDM        Virtual Document Manager
VPN        Virtual Private Network
WDK        Web Development Kit
WSDL    Web Service Description Language
WYSIWYG    What You See Is What You Get
xCP        xCelerated Composition Platform
XML        eXtensible Markup Language
XTS        XML Transformation Services

 

Sample chapters

You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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What you will learn from this book

  • Learn the fundamental content management concepts for working with Documentum 6.5 and the Documentum platform architecture
  • Create and manage content with metadata
  • Secure repository access with users, groups, and permissions
  • Search and locate documents
  • Configure Webtop user interface with presets
  • Create and manage customizations with Documentum projects in Composer
  • Create portable and reusable customizations with aliases
  • Automate processes and business rules with workflows and lifecycles
  • Use virtual documents for collaboration and reuse

In Detail

EMC Documentum is a leading Enterprise Content Management technology platform that helps enterprises to streamline the capture, processing, and distribution of business information including documents, records, e-mails, web content, images, reports, and digital assets. EMC Proven Professional is an exam-based certification program, which introduced a new EMC Proven Content Management Application Developer (EMCAD) track in early 2007. The first exam in this track is Content Management Foundations (CMF) Associate-level Exam, with exam code E20-120, which tests knowledge about technical fundamentals of Documentum. If you are looking for a complete study guide that teaches you the fundamentals of Documentum 6.5 while effectively training you for the EMC Proven Professional certification Exam E20-120, your search ends right here.

This book also serves Documentum beginners and practitioners as a handy guide and quick reference to the technical fundamentals of Documentum 6.5. Beginners are introduced to concepts in a logical manner while practitioners can use this book as a reference to jump to relevant concepts directly.

The book takes the reader from the fundamental content management concepts to advanced topics for the Documentum 6.5 platform discussing architecture, security, the user interface, and application development on the way. It doesn't assume any prior knowledge of the subject and each chapter provides additional learning resources and practice questions to reinforce the understanding of the concepts. Appendices provide a summary of the new features in versions 6.0 and 6.5, and a brief discussion on using DocApps. Three practice tests at the end cover the complete breadth of the topics discussed in the book. A study guide, this book will help you prepare for the E20-120 exam with hundreds of practice questions, three practice tests, and an efficient exam-preparation strategy.

Learn the technical fundamentals of Documentum 6.5, develop insights with illustrated examples from a real-life business scenario, and ace the E20-120 exam

Approach

This book relies on simple language and makes extensive use of examples, illustrations, screenshots, and practice questions. Examples throughout the book are based on a real-life business scenario, which strings different concepts together and takes the reader a step closer to real-life implementations. Simplify, illustrate with examples, and test the reader's understanding – with this approach the book attempts to cater to different learning styles.

Who this book is for

If you are a beginner or intermediate-level Documentum developer or professional interested in preparing for the E20-120 exam and seeking EMC Proven Professional certifications in content management, then this book is for you. It can also be used as a handy guide and quick reference to the technical fundamentals of Documentum 6.5.

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