Best Practices & Lessons Learned from the field on EMC Documentum xCP 2.0

Best Practices &
Lessons Learned
from the field on
EMC Documentum
xCP 2.0
Jim Lewonski
EMC – Systems Engineer Manager
Jason Adams
EMC – Practice Manager, xCP
© Copyright 2013 EMC Corporation. All rights reserved.

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2

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Session!
OPTION 1:

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3

Agenda
Ÿ  Best Practices
Ÿ  Debugging in Designer
Ÿ  Tips and Tricks


4

Best Practices


5
5

xCP 1.x to 2.0 Designer Quickstart
•  Object Modeling
– 

Forms Builder

•  Process
– 

Object Model

xCP Designer

User Interface

xCP Designer

Processes

DA and/or Composer

•  UI (Components/Forms)
– 

xCP Designer

Process Builder

•  Dashboards/Reports
– 
– 
– 

Process Builder
Process Reporting Services
Taskspace

•  Runtime Deployment
– 
– 

Taskspace
Composer

Data Services
xCP Designer
User Interface
Run Application
xCP Designer
Home

•  General Configuration
– 

Taskspace


xCP Designer / DA
Application
6

General Navigation


7

xCP 2.0 Designer Current Limitations
Ÿ  Unified Development Except for:
– 
– 
– 
– 

Work Queue
Business Calendar
User
Group

Ÿ  Management of Exceptions such as:
– 
– 
– 
– 

Role Management
Updating Endpoint values
Updating Parameter Values
Configuring which Object Types should be indexed


8

xCP 2.0 Design Approach
Ÿ  Mandatory vs. Optional Solution Requirements.
Ÿ  Identify Data Only, Content Only, or Hybrid Based Solution.
Ÿ  Identify & Review General User Process
– 
– 
– 
– 
– 
– 

User Roles
Processes/Workflows
Document Sources
Taxonomy
Reports
Etc…

Ÿ  Identify Solution UI Req’ts (i.e. tabs, menubars, etc..) - “Keep it simple!”
Ÿ  Prototype & Phase Rollout of Solution
–  Business/Content Objects
–  Pages
–  Data Services


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Prototype UI Layout Examples


10

Prototype UI Layouts - Continued


11

Handling Captured Documents
Transfer/Copy Indexed Attributes to Multiple
Related Business Object
Business Objects

Content Object
Indexed Attributes
Insurer Name
SSN
Address
.
.
.

Vehicle Model
Year
Make
Etc…


Data Service
to Create/
Map Related
Business
Object &
Attributes

Customer
Insurer Name
SSN
Address
Etc…
Relationships

Vehicle
Model
Year
Make
Etc…

…

Vehicle
Model
Year
Make
Etc…

12

Tutorial – Concordant Insurance
Ÿ  xCP 2.0 Self Paced
Tutorial v1.5
Ÿ  Introduction to
xCP 2.0 Designer
Tool
Ÿ  Introduction to
xCP 2.0 Design
Paradigm


13

Reliable Insurance Demo Application
Ÿ  Vehicle Insurance
Application Process
–  eForm Application
–  Multiple Roles
▪  Agent
▪  Approver
▪  Manag

Ÿ  Application
Highlights Various
UI Tips & Tricks


14

Navigation Menu (with images)

Each menu item label is a piece of HTML code referencing:
Ÿ  An image
Ÿ  A link to an application page
<div>
<img style="height:32px;width=32px;vertical-align:middle" src=”[YOUR_IMAGE]" border="0"/>
<span style="font-family:verdana;white-space:normal;font-size:10px"> [YOUR_LABEL]</span>
</div>

15

HTML Labels with Rich Text Widget
Embedding some HTML in the rich text widget is
an easy way to customize a label or a set of user
instructions in the interface.


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HTML in result lists
Embedding some HTML in the result list widget is one of the easiest and
most effective ways to customize the user interface.
You can add some HTML in the “Value” property for a column, by leveraging
the expression editor:


17

HTML in result lists – Example 1
How to include some images & formatting in the same column.


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Column in xCP Designer :

You can even use some HTML for the label of the column:

Expression for the value:


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How to include HTML directly from the value of an attribute


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The “vehicle” data model contains an attribute called “safety” which refers
to a picklist.
This picklist contains the HTML code I want to use in the user interface:

In the column configuration, just specify that the Data type is HTML:


21

Investigative Case Management
Ÿ  Dynamic Case Handling
Based on Configurable
Case Templates.
Ÿ  Comprehensive Task
Assignment Options.
Ÿ  Web-based Rich UI also
Accessible from a Mobile
Device
Ÿ  Documentation Auto
Generated


22

State Hospital Patient Evaluations
Problem
Ÿ  Incomplete Paperwork
Ÿ  Non-prioritized Manual
Routing
Ÿ  Personnel Safety Issues

Solution
Ÿ  Streamlined Admissions
Ÿ  Prioritized Evaluations
Ÿ  Automatic Evaluation
Documents Generation


23

Debugging in Designer


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Debugging
Ÿ  No process debugger (yet!)
Ÿ  Would like to bring a larger, application-level
debugger (business events, page logic, queries?)

Ÿ  Don’t Panic… there are some things you can
do!


25

Design Time Troubleshooting
Ÿ  Problems tab
Ÿ  Logs
–  Runapp.log
–  Deployment log

Ÿ  Broken references
Ÿ  Refactoring/renaming


26

Runtime troubleshooting
Ÿ  Browser tools

–  Use Incognito/Private Browsing to eliminate caching

Ÿ  Invocation of REST services
Ÿ  Logs
– 
– 
– 
– 

JMS
bpm-runtime
xCPApplication (runtime log)
runapp.log

Ÿ  Think outside the box…

27

Browser Developer Tools
These are your new best friends

Ÿ  Bundled in Chrome, IE and Opera; Firefox has a
“Firebug” add-in
Ÿ  Let you see each individual server call, along with
inputs and outputs
Ÿ  Quickly ensure that your inputs are getting passed in
correctly (are your expressions on your page
working right?)

28

How to debug a stateless process
Using browser development tools

1.  Use debugging tools to ensure that inputs are
being passed in correctly
2.  Use RESTful service to call it with arbitrary inputs
3.  Check log files.
4.  Run it statefully


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Tips and Tricks


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Pass Multi Selection to Stateless Process
Ÿ  Multi selected row_ids can be
passed to a single value
process variable in a concat
format with ","


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Pass Multi Selection to Stateless Process
Ÿ  Able to split the concat inside
the process and map the
result to a multi-value variable
or the attachments


32

Open Document in Native Application
Ÿ  The URL to open the document directly is:
–  http://localhost:8000/<application_name>/application/document/<r_object_id>

Ÿ  The link could look something like:
<a href = "/MyApplication/application/document/' +
widgets.my_results_list.selected_row.doc_object_id + '">Open</a>

Ÿ  The onclick event would have something like:
'<div class="x-btn xcp_button-cls x-box-item x-btn-default-small x-noicon xbtn-noicon x-btn-default-small-noicon" style="border-width: 0px; left: 0px;
top: 0px; margin: 0px; " onclick="window.open('/MyApplication/application/
document/' + widgets.my_results_list.selected_row.doc_object_id + '/',
'_self')"><span class="x-btn-inner" style="">Open Document</span></div>'


33

DB Endpoints & Custom Drivers
Ÿ  JDBC driver: PostgreSQL, DB2, Oracle, MS SQL, & ODBC
Ÿ  Need another type of database with a different JDBC driver
(such as MySQL, LDAP)
–  Download the desired JDBC driver JAR file
–  Place it in <your_xCP_app>/content/modules (create the
"modules" directory if it doesn't already exist)
–  Create a .javamodule file in <your_xCP_app>/Artifacts/Java
Modules (create the "Java Modules" directory if it doesn't already
exist" with the following content:


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DB Endpoints & Custom Drivers
<?xml version="1.0" encoding="UTF-8"?>
<nsJavaModule:JavaModule xmlns:nsJavaModule="http://xcp.emc.com/javamodule"
urn="urn:your_xCP_app_namespace:com.emc.xcp.artifact.javamodule.category:Artifacts/
Java Modules/your_java_module_name.javamodule"
categoryId="com.emc.xcp.artifact.javamodule.category"
name="your_java_module_name"
label="your_java_module_name"
implementationClass="your_JDBC_implementation_class">
<interfaceClassNames>java.sql.Driver</interfaceClassNames>
<implementationJars contentPath="content/modules/your_JDBC_driver_jar_file"/
>
</nsJavaModule:JavaModule>
–  Restart Designer and select the new

JDBC driver when defining a database
endpoint


35

Enabling File Upload From an iPad
Ÿ  Locate the jar file xcp-core-2.0.0000.xxxx.jar in
–  C:Usersdmadmin.m2repositorycomemcxcpxcp-core2.0.0000.1949

Ÿ  Open the jar file with 7-Zip or similar and edit the file: xcp-core
contentxcpactionImportFileAction.js
–  Comment out line 31: //return xcp.Enablement.HIDE;

Ÿ  Close the file make sure the jar is updated with the modified file.
Ÿ  Go to your application directory and delete the 'target' folder.
Ÿ  Redeploy your app and you have an Import button on an iPad. When
the import dialog loads and you click on the you get the following:


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Changing the Logo on the Sign In Page
Ÿ  Create your logo with a size of 448 x 50 pixels
Ÿ  Include your logo graphic in your applications /
Artifacts/Resources folder
Ÿ  Add the this style to your themes CSS.signin-panel
.signin-logo-panel .x-panel-body {
background: url("../../../../../Artifacts/Resources/Logo.png") norepeat scroll 0 0 transparent;
margin-left: 0px;
}


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Changing the Logo - Continued
Ÿ  What if you have a graphic that is not 448 x 50?
–  Resize image to 448 px wide and modify the page layout

Ÿ  Locate the signin page definition here:
–  C:xCPDesignerApplications<APP_NAME><APP_NAME>srcmainwebapppages
applicationapplication_signin.json

Ÿ  Backup the file
Ÿ  Edit the file, modifying the highlighted lines, to
resize the boxes as needed.


38

Changing the Logo - Continued
{

},
{

},

"xtype": "panel",
"border": false,
"cls": "signin-logo-panel",
"width": "100%",
"height": 50
"xtype": "panel",
"border": false,
"cls": "signin-form-panel",
"width": "100%",
"height": 248,
"border": true,
"bodyStyle": {
"border-style": "none"
"items": [
{
"xtype": "form",
"cls": "signin-form",
width: "100%",
height: 248,
"defaults": {"anchor": "100%"},
"defaultType": "textfield",
"monitorValid": true,
"border": false,
"bodyBorder": true,
"bodyStyle": {
"padding": "80px 30px 0px"
},


39

Enabling HTML Support in the Viewer
Ÿ  Locate the file xcp-ivf-provider-browser-2.0.0000.xxxx.jar in
the folder
– 

C:Usersdmadmin.m2repositorycomemcxcpxcp-ivf-provider-browser2.0.0000.0421

Ÿ  Edit the <supportedProviders> element in Browser.xml in the
folder comemcxcpconfigappivfproviders
<supportedFormats>html</supportedFormats>
<assignedFormats>html</assignedFormats>

Ÿ  Refresh the application


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Add an HTML Progress Indicator
Ÿ  Add images to my
applications resources folder
Ÿ  Remember to set the Data
type to 'HTML'

'<div style= "display:block;float:left;width:100%;height:16px;margin:0 0
2px;background:url('Artifacts/Resources/pb_blue.png');"><div style=
"background:url('Artifacts/Resources/pb_red.png');height:16px; width:75%;textalign:right;display:block;width:'+ forex_inbound_signe_review_deal.processVariables.percent
+ '%;color:white;"/></div>'


41

SVN in xCP 2.0 Designer
Ÿ  Use file system based SVN client (e.g.
TortoiseSVN)
Ÿ  When collaborating with a team, get a
lock for the file when editing. Release
the lock when finished editing.
Ÿ  Commit changes to multiple files at the
application folder level.
Ÿ  Need to revert? Use SVN Revert and
refresh Designer.


42

Retrieving updated files from SVN

Ÿ  From the SVN client, select
SVN Update.
Ÿ  In Designer, click Refresh to
view the updated and new
files.
Ÿ  Remember to coordinate,
coordinate, coordinate!

43

Importing an application into a clean build
Ÿ  Method 1:
–  Create an application with the same name and namespace as the one you
want to import.
–  Check out the app from source control to the new Application folder.
Refresh Designer.

Ÿ  Method 2:
–  Check out the application to another folder outside
the Applications folder structure.
–  Import the application from Designer, not selecting
Import a copy.


44

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Best Practices & Lessons Learned from the field on EMC Documentum xCP 2.0

Best Practices & Lessons Learned from the field on EMC Documentum xCP 2.0

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Best Practices & Lessons Learned from the field on EMC Documentum xCP 2.0