Livelink ECM eDOCS DM/RM 5.2: A Technical Look at Dynamic Views Shawna A. Singletary eDOCS DM Product Manager Open Text Co...
Agenda/Outline <ul><li>Let me Introduce Myself </li></ul><ul><li>Feature and Pre-requisites Overview </li></ul><ul><li>Dem...
Agenda/Outline <ul><li>Demo of Dynamic Views Setup and Configuration </li></ul><ul><ul><li>Creating the View </li></ul></u...
Shawna A. Singletary eDOCS DM Product Manager [email_address] Let me Introduce Myself
Feature and Pre-requisites Overview
Feature and Pre-requisites Overview <ul><li>Dynamic Views are used to create a virtual tree view based on user-specified d...
Feature and Pre-requisites Overview <ul><li>Dynamic Views consist of levels, enumerations and adhoc folders </li></ul><ul>...
Feature and Pre-requisites Overview <ul><li>DM 5.2 DV requires the DM 5.2 client and server be installed </li></ul><ul><li...
Feature and Pre-requisites Overview <ul><li>This does not mean that DV will automatically install.  The administrator must...
Demo of User Interface
Introduction – What does a Dynamic View Do? <ul><li>A dynamic view allows the user to get a list of documents via search o...
Introduction – What does a Dynamic View Do? <ul><li>This search will return all documents which have 00 as the section num...
Introduction – What does a Dynamic View Do? <ul><li>It also allows quick and easy access to folders and their documents vi...
Introduction – What does a Dynamic View Do? <ul><li>Because these levels allow drag and drop functions to be performed on ...
Components of a Dynamic View <ul><li>Dynamic Views </li></ul><ul><ul><li>Levels </li></ul></ul><ul><ul><li>Enumerations </...
Components of a Dynamic View <ul><li>Each view can have up to three branches </li></ul><ul><ul><li>Subscription </li></ul>...
Levels , Enumerations and Subscriptions <ul><li>Levels are hierarchical based.  </li></ul><ul><li>With DM 5.2 these levels...
Levels,  Enumerations  and Subscriptions In most situations, Enumerations levels are based on document type, however it co...
Levels, Enumerations and  Subscriptions <ul><li>Subscriptions are only for the levels.  In our example, Section, Division ...
Example – Subscribing to a DV Item <ul><li>A user subscribes to a new DV item by accessing the context menu on the DV tree...
Example – Subscribing to a DV Item <ul><li>From here they can change their Dynamic View if they have access to more than o...
Example – Subscribing to a DV Item <ul><li>From here they can  view subscriptions for any user they have delegation rights...
Example – Subscribing to a DV Item The subscriptions dialog is where the user can access Subscription actions and view hid...
Example – Subscribing to a DV Item <ul><li>Once a user chooses at what level they wish to subscribe, a lookup to this tabl...
Example – Subscribing to a DV Item <ul><li>Once the item is selected from the lookup, the item will appear in their Dynami...
Example – Subscribing to a DV Item <ul><li>An asterisk will appear next to the level to which the subscription was made </...
Example – Unsubscribing to a DV Item <ul><li>To unsubscribe to a DV item, the user simply right-clicks on the item which h...
Dynamic Views and the New Save UI <ul><li>The new save UI that is included with DM 5.2.x replaces the Dynamic Profiling th...
Dynamic Views and the New Save UI <ul><li>Users can access Dynamic Views actions by launching the quick retrieve from the ...
Delegating Subscriptions <ul><li>A user can choose to allow someone else to add or remove their DV subscriptions via the d...
Delegating Subscriptions <ul><li>Delegate subscriptions can be added via the subscriptions dialog by choosing the delegate...
Enumerations - Hiding <ul><li>Enumerations, by default, are global, meaning that once an enumeration level is setup in the...
Enumerations - Hiding <ul><li>With DM 5.2 we allowed the ability to selectively hide enumerations where customers can pick...
Example -  Hiding an Enumeration
Example -  Hiding an Enumeration
Example -  Hiding an Enumeration
Drag and Drop Functionality <ul><li>Any document can be dragged and dropped onto a Dynamic View node </li></ul><ul><li>Whe...
Demo of Dynamic Views  Setup and Configuration
Creating a Dynamic View <ul><li>Dynamic Views are created, configured and further administrated through the DM Webtop </li...
Example – Creating a View <ul><li>To create a Dynamic View choose Add from the Dynamic Views setup page </li></ul><ul><li>...
Example – Creating A View
Example – Creating A View <ul><li>Choose your options and customize the nodes </li></ul><ul><ul><li>Show view node: this w...
Example – Creating A View
Example – Creating A View <ul><li>Security settings can be customized per user and per group for each Dynamic View </li></ul>
Example – Creating A View <ul><li>Multiple languages can also be setup for the view.  </li></ul><ul><li>The default is ENU...
Example – Creating A View <ul><li>For each view you will have a set of Levels and possibly enumerations </li></ul><ul><li>...
Example – Creating A View <ul><li>In this view Sect_num is the grandparent, Div_num is the parent and dep_id is the child ...
Example – Creating A View <ul><li>To create a level, choose Add from the view levels screen in the DV configuration sectio...
Example – Creating A View <ul><li>Once the level is created, fill in all of the options </li></ul><ul><ul><li>View ID: thi...
Example – Creating A View
Example – Creating A View <ul><li>Each level also has customizable options </li></ul><ul><li>Sublevel defaults are used to...
Search Objects <ul><li>Each level has the option of adding search items </li></ul><ul><li>In order for view documents that...
Customizing Search Objects <ul><li>Custom Search Objects can be created via Validation Tables    Level Searches    Add <...
Subscription Level Security
Setting Security <ul><li>Security at an administrative level is set in the webtop. </li></ul><ul><ul><li>This setting cont...
Security Settings – Administrative Level <ul><li>Security can be set at the Dynamic View as well as at the Subscription Le...
Security Settings – Client Level <ul><li>Security for the DV on the client workstation uses the standard security interfac...
Security Inheritance – How Does it Work? <ul><li>Assuming that you have setup a dynamic view where client is the top level...
Base Template Folders
Base Template Folders <ul><li>DM Folder Structure for Template Folders </li></ul>
Base Template Folders <ul><li>Template Folders can be used in Dynamic Views to allow for uniform folder structures in the ...
Base Template Folders <ul><li>The library must be set to allow duplicate document names  </li></ul><ul><li>One base folder...
Base Template Folders <ul><li>Using DM Extensions, right-click on the DV subscription to which you wish to add the folder ...
Base Template Folders <ul><li>Template Folder Creation in Dynamic Views </li></ul>
DM 5.2 DV Conversion Utility
Using the Conversion Utility <ul><li>A structure must be setup in your 5.2 database that is identical to the 5.1.0.5 DVDP ...
Dynamic View User Data Conversion <ul><li>When the utility finds the new DM 5.2 Dynamic View it will be displayed in the d...
Dynamic View User Data Conversion <ul><li>To convert single users or groups at a time, the DVUserConverterCmd.exe can be u...
Dynamic View User Data Conversion  <ul><li>Convert.ini – Explained </li></ul><ul><li>[GLOBAL SETTINGS] </li></ul><ul><ul><...
Dynamic View User Data Conversion <ul><li>Migration.ini – Explained </li></ul><ul><li>[UserMigration] </li></ul><ul><ul><l...
Additional Information <ul><li>Refer to the following documents which were released with DM 5.2 and DM 5.2.1: </li></ul><u...
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eDOCS DM 52 Technical Dive On DV

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  • eDOCS DM 52 Technical Dive On DV

    1. 1. Livelink ECM eDOCS DM/RM 5.2: A Technical Look at Dynamic Views Shawna A. Singletary eDOCS DM Product Manager Open Text Corporation
    2. 2. Agenda/Outline <ul><li>Let me Introduce Myself </li></ul><ul><li>Feature and Pre-requisites Overview </li></ul><ul><li>Demo of the User Interface </li></ul><ul><ul><li>Subscribing and Unsubscribing </li></ul></ul><ul><ul><li>Ease of use via the new Save UI </li></ul></ul><ul><ul><li>Delegating Subscriptions </li></ul></ul><ul><ul><li>Viewing Base Template Folders </li></ul></ul><ul><ul><li>Hiding Enumerations </li></ul></ul><ul><ul><li>Drag and Drop Functionality </li></ul></ul>
    3. 3. Agenda/Outline <ul><li>Demo of Dynamic Views Setup and Configuration </li></ul><ul><ul><li>Creating the View </li></ul></ul><ul><ul><li>Setting Security </li></ul></ul><ul><ul><li>Node Icons </li></ul></ul><ul><ul><li>Creating Levels </li></ul></ul><ul><ul><li>Search Items </li></ul></ul><ul><ul><li>Enumerations </li></ul></ul><ul><li>Base Template Folders </li></ul><ul><li>DM 5.2 DV Conversion Utility </li></ul><ul><li>Subscription Level Security </li></ul><ul><li>Additional Information </li></ul><ul><li>Q & A </li></ul>
    4. 4. Shawna A. Singletary eDOCS DM Product Manager [email_address] Let me Introduce Myself
    5. 5. Feature and Pre-requisites Overview
    6. 6. Feature and Pre-requisites Overview <ul><li>Dynamic Views are used to create a virtual tree view based on user-specified data in the DM Library </li></ul><ul><li>The components of the views are made up of lookup data and specific to profile forms assigned to the view </li></ul><ul><li>DM 5.2 Dynamic Views provide a greater level of flexibility and security at the view, subscription and enumeration levels </li></ul><ul><li>DM 5.2 takes advantage of the new Save UI in lieu of the Dynamic Profiling present in DM 5105 </li></ul><ul><li>The need for separate profiling tab on the Profile form is no longer there allowing for less clicks and quicker save times </li></ul>
    7. 7. Feature and Pre-requisites Overview <ul><li>Dynamic Views consist of levels, enumerations and adhoc folders </li></ul><ul><li>Users can subscribe at the level while enumerations automatically populate </li></ul><ul><li>DV allows for grouping of items on the levels, however does not allow for them on the enumerations </li></ul><ul><li>Multiple Dynamic Views can be configured and assigned by user and group </li></ul><ul><li>Multiple language support will be available as the tiered languages are added to DM 5.2 </li></ul>
    8. 8. Feature and Pre-requisites Overview <ul><li>DM 5.2 DV requires the DM 5.2 client and server be installed </li></ul><ul><li>It also requires that the DM 5.2 webtop is installed since this is where the configuration of the views must be performed </li></ul><ul><li>DM 5.1.0.5 DVDP are not expected to work with the new saveUI and at this time will not be supported with DM 5.2 </li></ul><ul><li>If DM 5.2 is installed on the client workstation it will automatically remove the current DM 5.1.0.5 version of DVDP </li></ul><ul><li>Library Generator must be run against the existing database to create the new DV tables </li></ul>
    9. 9. Feature and Pre-requisites Overview <ul><li>This does not mean that DV will automatically install. The administrator must choose to install it from the deployment package </li></ul>
    10. 10. Demo of User Interface
    11. 11. Introduction – What does a Dynamic View Do? <ul><li>A dynamic view allows the user to get a list of documents via search objects assigned at particular places in their Dynamic View tree </li></ul>
    12. 12. Introduction – What does a Dynamic View Do? <ul><li>This search will return all documents which have 00 as the section number, 91 as the division number, 38 as the department id and accessrpt as the document type </li></ul>
    13. 13. Introduction – What does a Dynamic View Do? <ul><li>It also allows quick and easy access to folders and their documents via the navigational tree without </li></ul><ul><li>Normally, for a folder to appear in the DM Extensions tree, it must be a public folder </li></ul>
    14. 14. Introduction – What does a Dynamic View Do? <ul><li>Because these levels allow drag and drop functions to be performed on them, Dynamic Views also provide a quick way to file one or more files at once </li></ul><ul><li>Given that Dynamic Views are completely customizable via the user they provide a truly dynamic way for them to work based on their everyday functions and habits </li></ul>
    15. 15. Components of a Dynamic View <ul><li>Dynamic Views </li></ul><ul><ul><li>Levels </li></ul></ul><ul><ul><li>Enumerations </li></ul></ul><ul><ul><li>Search Objects </li></ul></ul><ul><ul><li>Ad Hoc Folders </li></ul></ul>
    16. 16. Components of a Dynamic View <ul><li>Each view can have up to three branches </li></ul><ul><ul><li>Subscription </li></ul></ul><ul><ul><li>Recent </li></ul></ul><ul><ul><li>All </li></ul></ul>
    17. 17. Levels , Enumerations and Subscriptions <ul><li>Levels are hierarchical based. </li></ul><ul><li>With DM 5.2 these levels are entirely customizable. </li></ul><ul><li>These cannot be built from multi-value fields </li></ul>
    18. 18. Levels, Enumerations and Subscriptions In most situations, Enumerations levels are based on document type, however it could be any lookup on the profile form.
    19. 19. Levels, Enumerations and Subscriptions <ul><li>Subscriptions are only for the levels. In our example, Section, Division and Department are the levels. </li></ul><ul><li>Enumerations show all values and are not based on subscriptions </li></ul><ul><li>The subscriptions allow for further customization of the user’s view of the tree </li></ul><ul><li>Only fields that use a table lookup can be selected as a subscription level </li></ul>
    20. 20. Example – Subscribing to a DV Item <ul><li>A user subscribes to a new DV item by accessing the context menu on the DV tree using the right-click function. </li></ul>
    21. 21. Example – Subscribing to a DV Item <ul><li>From here they can change their Dynamic View if they have access to more than one view. </li></ul><ul><li>This allows easy access to multiple dynamic views from one dialog </li></ul>
    22. 22. Example – Subscribing to a DV Item <ul><li>From here they can view subscriptions for any user they have delegation rights </li></ul><ul><li>This allows easy access to other user’s DV from one dialog </li></ul>
    23. 23. Example – Subscribing to a DV Item The subscriptions dialog is where the user can access Subscription actions and view hidden document types.
    24. 24. Example – Subscribing to a DV Item <ul><li>Once a user chooses at what level they wish to subscribe, a lookup to this table will appear so that they can choose their subscription. </li></ul>
    25. 25. Example – Subscribing to a DV Item <ul><li>Once the item is selected from the lookup, the item will appear in their Dynamic View navigational tree. </li></ul><ul><li>Users can only choose one subscription at a time, so the subscription dialog box will stay active until the user chooses the “Close” button. </li></ul>
    26. 26. Example – Subscribing to a DV Item <ul><li>An asterisk will appear next to the level to which the subscription was made </li></ul><ul><li>Notice the asterisk next to the first level for Section 09 vs. the asterisk next to Public Works for Section 14 </li></ul><ul><li>This is a visual indicator to let the user know at what level they can unsubscribe to the DV item as well as if there may be additional fields that are not being displayed at a certain level </li></ul>
    27. 27. Example – Unsubscribing to a DV Item <ul><li>To unsubscribe to a DV item, the user simply right-clicks on the item which has the asterisk next to it, and chooses Unsubscribe </li></ul>
    28. 28. Dynamic Views and the New Save UI <ul><li>The new save UI that is included with DM 5.2.x replaces the Dynamic Profiling that existed in 5105 DVDP </li></ul><ul><li>It allows for quick navigation through the Dynamic View tree, similar to a folder structure that users are familiar with inside of Windows </li></ul><ul><li>As the user navigates through the dynamic view the fields on the profile form are automatically filled out for them </li></ul>
    29. 29. Dynamic Views and the New Save UI <ul><li>Users can access Dynamic Views actions by launching the quick retrieve from the Save UI </li></ul><ul><li>This is handy in case a user decides they wish to subscribe to a new DV item while saving a document </li></ul>
    30. 30. Delegating Subscriptions <ul><li>A user can choose to allow someone else to add or remove their DV subscriptions via the delegation feature </li></ul>
    31. 31. Delegating Subscriptions <ul><li>Delegate subscriptions can be added via the subscriptions dialog by choosing the delegate user in the dropdown list </li></ul><ul><li>There is also a checkbox on the subscriptions list that will add subscriptions for all delegates at once </li></ul>
    32. 32. Enumerations - Hiding <ul><li>Enumerations, by default, are global, meaning that once an enumeration level is setup in the DV configuration, all items in that table will appear for every subscription </li></ul><ul><li>In order to make the list of enumerations that appear in the DV, there is a feature that allows the user to hide the ones they don’t use </li></ul><ul><li>When an enumeration is hidden, however it is hidden for all subscriptions, not just the one at which is was chosen to be hidden </li></ul><ul><li>Enumerations also honor the disabled status in the database, so if an enumeration item is disabled, it will not appear in the DV tree or in the lookup </li></ul>
    33. 33. Enumerations - Hiding <ul><li>With DM 5.2 we allowed the ability to selectively hide enumerations where customers can pick and choose which enumeration items appear under specific combinations of subscription levels </li></ul><ul><li>However, because this is very dependant on the database and is a fairly involved customization we suggest that customers work with global services to setup this type of Dynamic View enumeration configuration </li></ul><ul><li>For reference, this is referred to as filtering the enumeration level </li></ul>
    34. 34. Example - Hiding an Enumeration
    35. 35. Example - Hiding an Enumeration
    36. 36. Example - Hiding an Enumeration
    37. 37. Drag and Drop Functionality <ul><li>Any document can be dragged and dropped onto a Dynamic View node </li></ul><ul><li>When this occurs a DM Save UI profile form will appear with the profile fields already filled out based on where the user dragged and dropped the document </li></ul><ul><li>If the document is already in DM and it is dragged from one DV search result to a DV node, it will update the profile with the new profile information based on where the user dragged and dropped the document </li></ul><ul><li>Documents can also be dragged and dropped onto adhoc folders which appear in the dynamic view </li></ul><ul><li>If a document is dragged from one adhoc folder to another, a copy of the document will be made and placed into the new folder with new profile information so that the document will exist twice. </li></ul>
    38. 38. Demo of Dynamic Views Setup and Configuration
    39. 39. Creating a Dynamic View <ul><li>Dynamic Views are created, configured and further administrated through the DM Webtop </li></ul><ul><li>The user administrating the dynamic views must be a docs_supervisor and have access to the DM Admin tab </li></ul>
    40. 40. Example – Creating a View <ul><li>To create a Dynamic View choose Add from the Dynamic Views setup page </li></ul><ul><li>Fill out the fields: </li></ul><ul><ul><li>View name: This will appear as the Dynamic View label in the user interface </li></ul></ul><ul><ul><li>View ID: This will appear as the unique Dynamic View ID in the DM Webtop DV setup </li></ul></ul><ul><ul><li>Form Name: Choose the profile form where your Dynamic View fields are active </li></ul></ul><ul><ul><li>Order No.: The order in which the DV will appear in your list of Dynamic Views </li></ul></ul>
    41. 41. Example – Creating A View
    42. 42. Example – Creating A View <ul><li>Choose your options and customize the nodes </li></ul><ul><ul><li>Show view node: this will display the view name at the top of the Dynamic View tree </li></ul></ul><ul><ul><li>Show ALL node: this will display all available DV items automatically. Because this can be a rather large list if you decide to show this node, be sure to use the grouping option. </li></ul></ul><ul><ul><li>Show Subscription node: this will give the users the ability to add and remove subscriptions from their DV tree </li></ul></ul><ul><ul><li>Show Recent Node: this will allow users to see their most recently used DV items. It is configurable by number of recent days </li></ul></ul><ul><ul><li>All nodes can have customized icons or use the default icons provided </li></ul></ul>
    43. 43. Example – Creating A View
    44. 44. Example – Creating A View <ul><li>Security settings can be customized per user and per group for each Dynamic View </li></ul>
    45. 45. Example – Creating A View <ul><li>Multiple languages can also be setup for the view. </li></ul><ul><li>The default is ENU – the NA English language </li></ul><ul><li>The DV uses the client machine’s regional settings to determine which language so instead of setting up multiple Views, you only have to setup each language for one view </li></ul>
    46. 46. Example – Creating A View <ul><li>For each view you will have a set of Levels and possibly enumerations </li></ul><ul><li>When setting up the Levels, start at the highest parent level so that when the level is created, the children levels will automatically be created for you </li></ul>
    47. 47. Example – Creating A View <ul><li>In this view Sect_num is the grandparent, Div_num is the parent and dep_id is the child – these are all subscription levels indicated by the “L” under Level Type </li></ul><ul><li>Type_id is the enumeration level indicated by the “E” under enumeration </li></ul>
    48. 48. Example – Creating A View <ul><li>To create a level, choose Add from the view levels screen in the DV configuration section of the webtop </li></ul>
    49. 49. Example – Creating A View <ul><li>Once the level is created, fill in all of the options </li></ul><ul><ul><li>View ID: this is the view to which the levels is associated </li></ul></ul><ul><ul><li>Level No.: designates the order of the levels </li></ul></ul><ul><ul><li>Level Name: this is the name that will appear for the node in the user’s DV tree </li></ul></ul><ul><ul><li>Level Icon: name of default or customized icon </li></ul></ul><ul><ul><li>ID field name: this name will appear as the name of your level in the DV configuration </li></ul></ul><ul><ul><li>Type: Level or Enumeration </li></ul></ul><ul><ul><li>Column: this field is automatically populated from the profile form associated with the view. If the field does not show up in the drop down, add it to the profile form </li></ul></ul><ul><ul><li>Display format: used to determine how to display the level to the user: example {SECT_ID} - {SECT_NAME} will display as: 00001 – Section One </li></ul></ul>
    50. 50. Example – Creating A View
    51. 51. Example – Creating A View <ul><li>Each level also has customizable options </li></ul><ul><li>Sublevel defaults are used to futher fill in information based on the level for instance app_id = ‘MS Outlook’ could be used if you know all documents at that level will be email messages </li></ul>
    52. 52. Search Objects <ul><li>Each level has the option of adding search items </li></ul><ul><li>In order for view documents that are associated with a specific level or enumeration, a search object must be added to that level. </li></ul><ul><li>When clicked the search object will return results based on where in the tree the search object is located </li></ul>
    53. 53. Customizing Search Objects <ul><li>Custom Search Objects can be created via Validation Tables  Level Searches  Add </li></ul><ul><li>The fields used are based on the search forms to which they are assigned </li></ul>APP_ID=‘MS OUTLOOK’||CREATION_DATE=%DATE||AUTHOR_ID=CurrentUser
    54. 54. Subscription Level Security
    55. 55. Setting Security <ul><li>Security at an administrative level is set in the webtop. </li></ul><ul><ul><li>This setting controls who has permissions at the node level for setting security </li></ul></ul><ul><ul><li>Allows for inheritance of security at the document level when dragging and dropping documents onto the Dynamic View </li></ul></ul>
    56. 56. Security Settings – Administrative Level <ul><li>Security can be set at the Dynamic View as well as at the Subscription Levels however they cannot be set based on Enumeration </li></ul>
    57. 57. Security Settings – Client Level <ul><li>Security for the DV on the client workstation uses the standard security interface that is already familiar to DM users through the ACL </li></ul><ul><li>Security can be set at any subscription level, and that security will be inherited by any document or folder created under that level. </li></ul><ul><li>When a person is given rights to control security, that user can delegate the responsibility. </li></ul>
    58. 58. Security Inheritance – How Does it Work? <ul><li>Assuming that you have setup a dynamic view where client is the top level and matter is the second level: </li></ul><ul><ul><li>When security is set at client level but not at matter level, all docs at client and matter level inherit from the client level security settings </li></ul></ul><ul><ul><li>When security is set at the client and matter level, if a doc is saved at matter level it inherits the security placed at matter level. In addition, any changes made at client level do not trickle down to the matter level at that point. </li></ul></ul>
    59. 59. Base Template Folders
    60. 60. Base Template Folders <ul><li>DM Folder Structure for Template Folders </li></ul>
    61. 61. Base Template Folders <ul><li>Template Folders can be used in Dynamic Views to allow for uniform folder structures in the navigation tree </li></ul>
    62. 62. Base Template Folders <ul><li>The library must be set to allow duplicate document names </li></ul><ul><li>One base folder can be defined per dynamic view </li></ul><ul><li>The subfolders in the base folder are the template bases, not the base folders themselves. </li></ul><ul><li>The folders must be inserted manually by the users </li></ul><ul><li>When the folders are inserted, they actually create new folders in the database </li></ul><ul><li>In order for the folders to expand in the tree the following key must be added to the registry: </li></ul><ul><li>HKLM/Software/Hummingbird/PowerDOCS/Core/Plugins/Fusion/Settings </li></ul><ul><li>Dword = LazyExpandIndicator = 1 </li></ul>
    63. 63. Base Template Folders <ul><li>Using DM Extensions, right-click on the DV subscription to which you wish to add the folder template </li></ul><ul><li>Choose New Folder(s) from Template </li></ul>
    64. 64. Base Template Folders <ul><li>Template Folder Creation in Dynamic Views </li></ul>
    65. 65. DM 5.2 DV Conversion Utility
    66. 66. Using the Conversion Utility <ul><li>A structure must be setup in your 5.2 database that is identical to the 5.1.0.5 DVDP configuration. </li></ul><ul><li>The utility will be provided with the DM 5.2 patch download in the ..ToolsDM ExtensionsDynamicViewConversion folder </li></ul><ul><li>The conversion utility only needs to be used once </li></ul><ul><li>Three files must be copied onto your client machine into the DM Extensions directory </li></ul><ul><li>Run the DVUserDataConverter.exe </li></ul>
    67. 67. Dynamic View User Data Conversion <ul><li>When the utility finds the new DM 5.2 Dynamic View it will be displayed in the dialog </li></ul><ul><li>It will convert subscription and adhoc foldering information </li></ul><ul><li>It will not convert the matter-centric security from DVDP </li></ul>
    68. 68. Dynamic View User Data Conversion <ul><li>To convert single users or groups at a time, the DVUserConverterCmd.exe can be used from the command line to perform the conversion. </li></ul><ul><li>This utility uses to configuration files to perform the conversions: </li></ul><ul><ul><li>Convert.ini </li></ul></ul><ul><ul><li>Migration.ini </li></ul></ul><ul><li>The command must contain paths to both files for example: Run C:Program FilesHummingbirdDM ExtensionsDVUserConverterCmd.exe c:data CONVERT.INI c:data MIGRATION.INI </li></ul>
    69. 69. Dynamic View User Data Conversion <ul><li>Convert.ini – Explained </li></ul><ul><li>[GLOBAL SETTINGS] </li></ul><ul><ul><li>LIBRARY NAME=YourLibraryNameGoesHere </li></ul></ul><ul><ul><li>UID=YourDMUserNameGoesHere </li></ul></ul><ul><ul><li>PWD=YourDMUserPasswordGoesHere </li></ul></ul>
    70. 70. Dynamic View User Data Conversion <ul><li>Migration.ini – Explained </li></ul><ul><li>[UserMigration] </li></ul><ul><ul><li>IdentificationMethod=Group or User or Both </li></ul></ul><ul><ul><li>[UserSettings] </li></ul></ul><ul><ul><li>Users=shawna.singletary </li></ul></ul><ul><ul><li>[GroupSettings] </li></ul></ul><ul><ul><li>Groups=DOCS_USERS,RECORDS_MANAGERS </li></ul></ul><ul><li>If converting multiple users and/or groups, the list must be the user_id and group_id values and is comma delimited </li></ul>
    71. 71. Additional Information <ul><li>Refer to the following documents which were released with DM 5.2 and DM 5.2.1: </li></ul><ul><ul><li>Using Livelink ECM – eDOCS DM 5.2 Software </li></ul></ul><ul><ul><li>DM 5.2 Release Notes </li></ul></ul><ul><ul><li>DM/RM 5.x Documentation Updates </li></ul></ul><ul><ul><li>DM 5.2.1 Release Notes </li></ul></ul><ul><li>If you’d like more information: </li></ul><ul><ul><li>E-mail me: [email_address] </li></ul></ul>
    72. 72. Coming together is a beginning, staying together is progress, and working together is success.

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