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ECM Desktop - BowenECMSolutions

1. SELECT ID MimeType ComponentBindingLabel CompoundDocumentState ContentRetentionDate ContentSize Creator CurrentState DateCreated DateLastModified DocumentTitle FROM Document WHERE Documenttitle is not null T View View Advanced Basic Actions Version Actions Save Actions Advanced Actions Add New Documents R Delete B Print Drag a column header here to group by that column es Adminiskalr O lt Administrator 02 07 2010 Adnan 07 19 2010 Administrator 02 07 2010 if Administrator 07 19 2010 prere 03 29 2010 PEER 02 10 2010 Administrator 02 07 2010 k Administrator 08 29 2010 Acirniniatestine loznaoi0 V Administrator 08 29 2010 K Administrator 02 07 2010 Administrator 02 10 2010 7 Y 3 02 07 2010 Administrator 02 07 2010 Administrator 02 10 2010 i Administrator 05 12 2010 t Administrator 02 07 2010 i Administrator 08 22 2010 Te Administrator 08 29 2010 05712 2010 f Administrator 0779 2010 Tt Administrator 02 02 201 o 7 Administrator 02 10 2010 if Administrator lozoz200 t l 0 Rea e Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Deskt
2. 5 Click print x Print Origin or software B 27426 L y Point Origin p90 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 6 Depending upon your printer you may receive a pop up dialog notifying you the ee print action is completed HP Universal Printing PCL 5 v5 1 hp LaserJet 1320 series x Job sent to the printer Settings HP Support Shop for Supplies Supplies Details 7 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 BonentCMSolutionss i as ECM Desktop Document Class Settings Help Applications Designer Add New Documents Document class designer is where you can Content Management Document Class Designer l manipulate your document class choice lists Document Scanning ECM Desktop i b content add behaviors and properties ECM Desktop TENN Utilities curd Edit the class settings creal does not alter properties in P8 rather it modifies a local copy of the class Run Reports 1 Launch the program click Applications gt gt Content Management gt gt Document Class Designer ey OBECM Desktop Docu
3. 551196 dandaidecalese l TW e Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Bulk Download with Excel ECM Desktop supports downloading of content files and metadata The program will list the download location in the excel file along with Save Search Results pdf xls metadata for the given document i fExce G New Saved Search Optionally you can merge multi content element s Results single pageTIF files to a single and create a merged multi page TIF by enabling the merge option in the configuration file to true The merge action requires all content elements to be single page TIFs 21810 Administrator 02 10 2010 a2 h 21818 Administrator 02 07 2010 ct 21788 eet 07 19 2010 1 From ECM Desktop perform a search and EEEF Selected rows TEETAN include all fields properties you wish to f f 21828 Administrator 0719 2010 include in your metadata export 21869 Administrator 08 29 2010 2 Select the range of rows documents you LJ 21838 Administrator 02 10 2010 wish to export by clicking the row selectors 8 21829 Administrator 02 07 2010 Row selectors are the cells that contain the 230956 Mininiai 08 29 2010 row number in this example 1 5 Ancn Eon E Mane AIA im 3 Click Save Actions gt gt Download Docs
4. 3 R Ac CodeModules Basic Actions Version Actons SaveActons Advance View T3 Add New Documents iA View Advanced Delete Results Administrator Administrator Administrator Administrator Administrator Admi ni strator Administrator Administrator FPEEEEETE Administrator Tal t ialla ia a f Bi i 2 amp S B Admi nistrator E 268598 Administrator 4 21835 i Administrator 21808 Administrator 21848 ares FIRER EE TIIE 21818 Administrator Ea Le 21895 Ainiin 21835 Sera 21834 are 1930427 ee are
5. Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 Inthe example the user has chosen the source column as Document Title ECM Desktop i Bulk Metadata Updates Function Based 2 The destination column is Document Title 3 Click Update which updates the grid not the document Tess Se sse 4 View your updates in the grid do lancaster bernie 5 Rollback your change if desired Commit Destination Property your updates to p8 if you are satisfied with Current State LI Current State your changes by clicking the Commit button OH Date Created EH Date Created Date Last Modified gt O Date Last Modified Document Title Document Title p60 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 For amore advanced example a tab delimited map file can be used The map file om should be two columns with the left column Extract value to column AJBIC returns A B oE E your source value to change and the column 3 your new values Source Column estinaton Column 2 You have the option of updating the target i fel property value based on a match or updating pele MirneType Document ithe Document ithe a secondary property based on the hit E Emig EE a apa condition Example When document title ae snr Sepstnma WOE E
6. ECM Client for FileNet P8 Content Management Systems Bulk Loading Features O O O O O OOO Pre flight validation sbefore allowing the bulk load operation Detect missing fields or documents Detect conflicting fields of incorrect values or exceeded data lengths Choice list enabled columns for data correction Copy down and character case formatting functions Source file validation High speed multi threaded import Automatic versioning based on document properties you specify Bulk load metadata only for records or placeholder documents o Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com November 2010 Instructions 1 From the menu select Add New Documents gt gt Import Documents Excel 2 If you want to bulk load metadata only you excel spreadsheet must have the value Metadataonly without quotes in the xDocUNC column ECM Client for FileNet P8 Content Management Systems ag BowenECMSolutions Applications Settings Help Add New Documents gt Content Management Document Scanning Utilities H I Barcodes and Placeholder documents ETL Import database Import Documents Excel Import Documents from Folders A Index y Imple import from excel worksheets Eoo Features Detail BowenECMSolutions com November 2010 3 The bulk load screen will appear Select the object store and document class from the dro
7. 13 Click create a batch to start the validation m n ea J BowenECMSolutions Directory Clone process u Directory Clone _ ad Applications Settings Help Logon Folders Log o Drag a column Northwind ECM Select Document Class Adventure Works Bicycles 46 Crea ea Patct bx nverts the folder data to a hatch for imnaort Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Pre Validation 14 Click start the validation process Items in pink are data errors items in blue require a value 15 Use the same right click fast index options or data entry procedures to make corrections 16 Once data validation is completed the dialog will close 338383 r Ep Ep r i E BS Starting validation for property Product ID symbolic name Product D User Frar Raw 4 Product ID Innit valie was emnty hit nronerty requires a a Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 17 Click upload to FileNet to start the upload Fa BowenECMSolutions Dire E process au aay Settings Help Import Folders Log Select an Object Store Northwind ECM Select Document Class Adventure Works Bicycles 6
8. CraseeeeT 199807802 OW0E2005 ADOAFEBTECINEEDSO MTOAAMA 24A1RARAOBCEOFTFRT TOAMNA TCHFEDETSETREGKCC O7Ma2010 ARF ERTFOASECENED O7MA2NIO ADOAFEBTECINEEDSO 0162005 TF2FTTOSSCADSCE Ibe 07022010 AQOAFEBTAC 2DeFDS0 07072010 ATSATSSEBASSOGOCEA OM2010 TAIR TSS ANT JRF ER OUI 7S DETR a ve ete tee
9. Steve Smith update property Name field to Bein Chester Smith Steve 3 Select Extract Value to column Be very aware of your source field and destination Map file Required field 4 Drag drop a tab delimited text file over the upsets Mais Mii Uodas keys value list box area In this example the user has supplied IDs When the given ID is found in the source column the destination column Employee Name will be populated Source Column with Steve or Jeff whichever ID matched Keve F e52f4at4 9 1276022 00 96 bdo Steve i d45e8ca3 boe Jeff 5 Click the update button to view the change then COMMIT to persist to P8 kei a0 u pop Drag Drop File here 6 Map files can contain an unlimited number of map values with the client being limiting factor m Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 a BowenECMSolu ECM Desktop Adding New Documents RM Appbcations Seings Help cee a i i Expl Basic Actions Version Actions ve Actions n ions A built in feature of ECM Desktop is allowing bulk peere T IOrREE content additions from the user s desktop or network am Pe ee pes aoe location There are four methods of adding new Gy Recycle Bin aT docu m ents a PCLS5 x64 bit v5 1 0 1 Drag a column header here to group by that column eee EY Retenton Date 2
10. Start a Program following i Create a Basic Task a Launch windows task scheduler from the 553 5s 7 menu or using your own task application ie Program script Daily myapp exe Br Ter b Create a new task the task scheduler Stata PaM Add arguments optional RunReports shown is Windows 7 basic task oe Start in optional c Inthe program script browse the install location of the program and select the exe d In the Add Arguments text area add RunReports e Ifyou are using your own product or script the command to execute reports is full path to exe RunReports Cancel a Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 25 The new search will now be listed under the search group item 26 To select your search click it with your mouse then click back to the Search tab E Jays first search ooo Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Copy Paste Functionality Northwind invoice_ 150 1 Data can be copied from the search results or to the search results as single values or a TERE Z Edit Mode range of values Northwind invoice_ 150 2 By default search results are returned in cell oo000007 se
11. X arted Request Finished info Doc w mployee Name ersorin ii slot DocUNC Palo M P C Documents an SSBCACFO EFBA lavolia Nancy Cettific bs CADocuments an AB3CE1B3 96A6 l bx lavolio Nancy Award 100 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Recursive Processing Recursive processing reduces a large job into smaller manageable batches For instance if you want to delete ALL of the documents in an Document Scanning ECM Desktop object store it is impractical to obtain all of the Utilities Recursive Processing document ID s first then issue the delete command Add New Documents Content Management Document Class Designer Run Reports You could however easily retrieve 1000 documents at a time until finished which is exactly how recursive processing works 1 Launch the program click Applications gt gt Content Management gt gt Recursive Processing L 1BECM Desktop Recursive Processing BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ad Applications Settings Click the action in this example the user selected delete Job Set
12. click the Explorer group item a Click the document management icon node to view object stores b Click an object store to see locate a folder c Browse folders as necessary until the desired drop folder is available 2 From your desktop or network folder select one or more files 3 Drag the files over the folder drop zone and let go of the mouse left button to cause the drop action 4 The add new documents dialog will appear identical to method 1 After indexing and uploading documents the items will be filed into the desired folder www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems E mean px 85 Search Items for Demo B ith v Slide show Print E mail Burn New folder A gt Name Date E 00000001 JPG 11 21 2001 3 25 PM E 00000004 JPG 11 21 2001 3 31 PM Type JPEG image JPEG image E 00000007 JPG 11 21 2001 3 37 PM 00000010 JPG 11 21 2001 3 43 PM T Northwind invoice_ 9 6 2009 9 44 PM bes Northwind invoice 9 6 2009 9 44 PM Northwind invoice 9 6 2009 9 44 PM Northwind invoice 9 6 2009 9 44 PM Northwind invoice 9 6 2009 9 44 PM JPEG image JPEG image Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D T Northwind invoice 9 6 2009 9 44 PM TI Northwind invoice_ 9 6 2009 9 44 PM D Northwind invoice 9 6 2009 9 44 P
13. deselect the Show in Search cell Ba OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Class Designer Choice List Editing ECM Desktop supports native P8 choice lists and custom choice lists that exist in ECM Desktop only For p8 choice lists you may edit your choice items via drag drop of text file direct editing and sorting Property Name PersonnelDoclye22 For custom choice lists ECM Desktop supports reflective P8 lookups database inline SQL database stored procedures database stored procedure with parameters and http web services bound choice items For custom choice lists the administrator defines fill frequency which is how often the data source is called for the choice items Unlike P8 choice lists custom choice lists can return multiple columns of data which are bound to multiple properties This allows a drop down to support hierachical drop downs such as country state city zip and collect all of this information with one click You can also return images from the database to include with your choice item selection Depending upon the choice list type the administrator can select which user interface is displayed when selecting a choice item P8 Choice List Edits 1 Select a property with a choice list present and the choice items appear in the li
14. www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Optical Character ann Basic Actions Version Actons Save Actions Advance Recognition OCR and PDF jn g View Add New Documents TIF documents may be converted to searchable Select an Object Store a siam PDF black borders removed and pages auto Northwind ECM Results orientated for conversion Optionally the resulting S Drag a column header here to group by that column g h f Select UIT lass PDF is added back to FileNet as the latest version ae z You can also attached the original TIF image as a para secondary file to the FileNet document Known as a multi content object This preserves the original Date Content Las i VINET Date Created 00456020 The OCR component is an optional add on to the E Pee desktop product Server licensing is also available a ce for higher throughput at extra cost 00456031 00457002 00457006 1 Execute a search for tif documents you may _ Document Title Is Not Null a include the mime type as part of your search Mime Type Like if n ecessary H ls Current Version TRUE SELECT ID MimeType DocumentTitle FROM Document WHERE Documenttithe is not null AND MimeType Like Satif AND lsCurrentVersion TRUE RS Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolu
15. Enter email from to and CC fields ee R e Enter Subject and body a EA a EMAIL FE Wednesday Fal Thursday M50 Friday Report Format iv Saturday Or Excel CSV MEY Sunday DHTML OMJHTML Body Fid XML Object Store 1 Personnel Records eee Sil Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 21 Important If you have selected a report format Saed Seanrh MEMI other than email body a directory is required to generate the report attachment prior to delivery lel Save K Cancel You must include this value or change the report Save Search 4 Report Email Distribution G Report Folder Distribution format type a Click Report Folder Distribution b Enter the UNC accessible report path Report Path 22 lf you want to enable the report for folder nr ae ae delivery only check the enable folder drop off ae check box Enable Folder Drop off 23 Click save to finish Object Store 1 Personnel Records fH Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 24 To run the report verify the report by first Create Basic Task Wizard EET accessing the Ul report screen Once verified f create an automated windows task by doing the
16. Features Detail Barcoding Use the barcoding functions to create placeholder documents in FileNet or barcode cover sheets for scanning purposes Each cover sheet is related to a box use the box concept as a manifest to inventory the number of physical documents received You can use the barcode screen to quickly create placeholder documents that is documents with no content ou BowenECMSol thoy i5 1 Click Add New Documents gt gt Barcodes and Applications Settings Help Placeholder documents BER Add New Documents Barcodes and Placeholder documents 2 The system will logon to Content Management ETL Import database FileNet you will be prompted Document Scanning Import Documents Excel for a password if the logon ome fails p g Utilities Import Documents from Folders Index View o a Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 3 Select an object store a document class a ad Applications Settings Help 4 Click YES to the prompt if Northwind ECM Adventure Works Bicyc Adobe PDF a j Create Box Add Document amp Print you want to create items for las a this class 5 Select the printer 6 Click Add document which dH BowenECMSolutione Beredinel will add a row to the grid for em data entry oad Applications Settings Help Northwind ECM Adve
17. O ofer g cotaborate A sig l A a document title field l 12 Click the row to select the value then okay close Item Picker ke Okay Close J Cancel Document Title Employee Name Postz Northwind invoice Northwind invoice tea OBECM Desktop Document Class Designer BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 13 Red columns show data entry errors a Ready for Index sDocUNC PSIC Document Title Employee Name Personnel Doc Type Personnel Number b SSN is missingre C Documents an Northwind invoice a SSN ts missing re C Documents an Northwind invoice C 108 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ih mja 14 After completing the data entry steps click Add to P8 from the top menu The S n Heh documents will load to FileNet P8 The Add Files Object Store 1 Personnel Records i Add To PS xP8ID will return ID s back from filenet as the i documents are loaded IE Ehl lt 1 i 1 DE W E 81 6 4A l 15 To create a new batch use the drop down to select the same class or a new class J Cancel september 6 2009 Finished
18. destination mylogfile88ac directory you selected at the initial step File Edit Format 7 18 2010 9 22 7 18 2010 9 22 9 22 9 22 9 22 9 22 9 22 G 22 9 22 9 22 0 22 9 22 9 22 9 22 9 32 9 32 0 32 9 32 9 32 9 32 9 37 9 37 9 37 9 37 S237 9 37 9 37 Entered get version ID s routine row count About to retrieve version series ID for row ID EC45AA10 7B58 4025 AA92 0289C492E906 Successfully obtained version ID About to retrieve version series ID for row ID 1CDCFDE3 6BB1 4FBC AA7D 558F2514D557 successfully obtained version ID About to retrieve version series ID for row ID 6C49F6CB 40A8 4 385 9040 5A95A4EB5F8A Successfully obtained version ID About to retrieve version series ID for row ID 34E5BDCC 1E85 4B0D 8A2D 9CAD52FA5CCO Successfully obtained version ID About to retrieve version series ID for row ID 47E3606D DFB4 4DBA A4 5F C7 5F3042FD7E Successfully obtained version ID About to retrieve version series ID for row ID 8FA47F2B 93F1 4BAE 81D2 CDFDA8C2FB4B Successfully obtained version ID Gracefully exited get version ID s routine Accessories was not found in the list of choice items Accessories was not found in the list of choice items Bikes was not found in the list of choice items Bikes was not found in the list of choice items test was not found in the list of choice items test was not found in the list of choice items Entered change class move content routine
19. for FileNet P8 Content Management Systems November 2010 POCO TAU FAVA RE ites teense E E E tnsvegen tists ivia tus eriabtiy ein deereeratniaees 114 File Checker e sessessenesssssesosresssssesesnenenssenesoerensessesoerensessenosrersnssssesoerensessenosressessenosrensosesnosressoseenes 122 E ECM Desktop for P8 Introduction BowenECMSolutions com November 2010 www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems ECM Desktop for P8 Introduction ECM Desktop is a feature rich user interface for FileNet P8 content management systems designed for the user power user and FileNet Administrator From every day usage to meta management and bulk loading ECM Desktop is far superior to competing products ECM Desktop is a solution suite that combines common document management needs into one simple to install simple to user application at a great price Document Addition Features Add metadata only documents Drag drop documents Bulk import from excel ETL Import from databases Directory clone that copies entire network folders and documents into FileNet P8 View and Index documents Administration Features Edit choice lists by drag dropping text files or direct edit with sorting Change document class or object store Clone documents to another P8 repository View all properties and class schema easily set letter casing Document class versioning rules and
20. in source and is a valid P amp property for this class City was found in source and is a valid P83 property for this class PostalCode was found in source and is a valid P8 property for this class Finished source column name validation Gracefully exited fram column purge routine Adding source columns if needed Component Binding Label was added to source table Gracefully exited from source column add accepted table changes Graceful ested column sort routine fw Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 13 Click upload to FileNet to start the bulk upload process 7E ad Applications Settings Help Import Progress Log Logon P Class Schema Data Sources 5840 85 Create Batch Validate Upload to X Lal Save Uploaded Results MetadataOnly ai Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Import Documents from Folders Quickly bulk import documents and optionally folders from network locations into FileNet Upon import you can selectively import or remove Applications Settings Help directories file documents by folder name or a recreate an entire windows folder structure with Ss ETL Import database document filing u
21. plot will also be added as a multi content object in the first position 0 and the cad file as content element 1 A A A A A A A A A A A A A A l h hh hi 4 Require PDF with office documents to ensure a PDF is added in the first element of a multi content object with office type documents doc xls o 0 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Visual Indexing Visual indexing allows for bulk content additions to FileNet P8 and allows the user to view the eS ae document while assigning property values By Content E ETL Import database viewing the file you may also use text copy functions Document Scanning Import Documents Excel to copy data from the source document to P8 Utilities kipot Dorine non Poka property fields 1 Launch ECM Desktop from the menu click a Add New Documents gt gt Index View 2 The visual indexing form will open Ps OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 3 Select an object store from the drop down 52 BowenECMSolution a Applications Settings Help 4 Select a document class from the drop a ll down k CFE Ga Collab
22. row count is 5 About to create a new document object for class Contracts Successfully created new document object About to set new document object properties Successfully set document properties About to retrieve existing source document for EC45AA10 7B58 4025 AA92 0289C492E906 Successfully retrieved existing document for EC45AA10 7B58 4025 AA92 0289C492E906 next step is Successfully obtained content disposed of source document object finaly step is check in to persi Successfully pa content to repository About to check out the destination document to preserve version order sm mmm m ETT ebhaelond nese thn darned inntian a e ean nannan rennet omm alae PVVSLSLILLLLLLLLLLSSSLSSSSSSIIS TAO NNAN Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ee ECM Desktop Run Reports You may run saved searches interactively or via a scheduled windows task Run reports interactively to ontent Management Document Class Designer verify correct operation then schedule for off hours z Document Scanning ECM Desktop 1 Create and enable a saved search as shown Utilities earlier in the SAVED search procedure Also verify you have configured your email information in the USER set up screen 2 From the main menu click Run Reports 3 Each saved search enabled for reporting will be execute
23. the download you may open your download location folder to monitor progress Once the download is complete a uniquely named excel file is created as shown in the screen shot The excel file will list all metadata and the complete path to the file download location If you enabled the TIF merge action the new multipage tif will be present named with the document ID www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems Lee a ee Le 2 Save Location ents and Settings jbowenDesktop Download Stuff Download Files Download Location b CS Documents and Sethngs ybowen Desktop Download Stuff C Documents and Settings jbowensDesktop Download Stuff CA Documents and Settings jbowern D esktop Download Stuft C Documents and Settings bowens D esktop Download Stutt C Documents and Settings jbowens Desktop Download Stuff Je amp Download Stuff File Edit View Favorites Tools Help ID E52F4AF4 9127 0F7A1D2C 97B4 84141427 EBDB 9B64C768 DEA 15B0E1111 1D26 Pe iF i l ann j y T xs wa A Search ean Folders ddress C Documents and Settingsijbowen Desktopi Download Stuff wt Ga Al Name File and Folder Tasks x Make a new Folder Ee Publish this Folder to the Web E3 Share this Folder DELLBUTN HTM Leb76339 c2e 579 0 532 jpg T Northwind invoice_15016 pdF Northwind invoice _15033 pdf Ti Northwind invoice_20125
24. 04 pdf w Mime Type application pdf application pdf text html image jpeg J Cancel Document Title Bulk Load Bulk Load Test Demo Demo Bulk Load Demo Bulk Load Employee Mame i Steve Bulk Load Test Demo Demo Bulk Load Demo Bulk Load application pdf Size 6 KE T3 KB 2 KB 22 KB 22 KB 22 KB Li Type Microsoft Office Exc JFEG Image HTML Document Adobe Acrobat Doc Adobe Acrobat Doc Adobe Acrobat Doc Date Modified 2 21 2010 8 16 AM 2 21 2010 8 16 AM 2 21 2010 8 16 4M 2H21 2010 8 16 AM H21 2010 816 AM 2 21 2010 8 16 AM ooo Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com November 2010 ECM Desktop Bulk FileNet P8 Security Updates ECM Desktop supports bulk security document updates and uses a template document to provide the desired security Only direct permissions are set on the document ie folder inheritance permissions are not directly set If your document is filed in a folder and security parent is set to the folder object the resulting permissions will be the template security the folder security 1 Create or obtain a document with the desired security you wish to use as the template document Record the ID From ECM Desktop perform a search for the documents you wish to update 2 Click the Bulk Security tab Enter the ID of the document you wish to use as the template cick Get Security and t
25. 8 Preserve Originals 7 Each page of the document must be recognized converted and embedded into a new PDF then inserted into FileNet P8 S K S K S Export Path Worki CAUsers jbowen Desktop TestData Pg Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Bulk printing with optional batch separators and watermarks Basic Actions Version Actons Save Actions Advance Saved Searches M View Add New Documents ECM desktop supports desktop printing but relies on Selectan Object Store bath shinies your local computers application to support the Northwind ECM Results actual print request unless you are printing TIF ere Drag a column header here to group by that column images If you do not have a support application a a i installed locally the program will notify you the amp G m 00456022 document could not be printed 2o l C Date Content Las 3 VINET You may print TIF documents with watermarks and Date Created CON cover page separators which can include Date Last Modifie 5 E 00456045 information from document properties fe E 00456043 ri 00456031 1 Use windows to set your default printer m e E 00457002 9 Fe 00457006 2 Search for documents if you want to include Document Title ls Not Null an eT properties for p
26. 80 527B 148DA1BB983D 11 27 2010 10 15 34 AM 828 7BFO8 7348 4815 8F38 D26D4423BFD3 11 27 2010 10 15 34 AM 8287 BF 08 7348 48 19 8F38 D26D4478BFD3 11 27 2010 10 15 34 AM adn ly la aes te 11 27 2010 10 15 34 AM 04287DE4 2896 45B80 9C8F 69625 11 27 2010 10 15 34 AM 04787DE4 2896 4580 9C 8F 69629EB 11 27 2010 10 15 34 AM 10428 7DE4 2896 45B0 SCRF G8629EB83CB2 11 27 2010 10 15 34 AM 5FD7972F 5BB4 41 16 8B6B8 7E3 737443215 11 27 2010 10 15 34 AM 5FD7972F 5BB4 4116 8B6B 7E3737A43215 11 27 2010 10 15 34 AM KHOAI MA 16 8666 11 27 2010 10 15 34 AM E2D9F224 11 27 2010 10 15 34 AM E AA E5781 Aani 11 27 2010 10 15 34 AM E2D9F224 AACA4CAA BE 3 F57814B84844E 11 27 2010 10 15 34 AM SE F32E70H19134602 A62F BE00ESBBFBB5 11 27 2010 10 15 34 AM 5E732E70H0913 4E02 A62F B600E9BBFBB5 11 27 2010 10 15 34 AM SE 732E70H19134602 A62F B600E9BBFBB5 11 27 2010 10 15 34 AM 0EF1D66F E204 4854 A676 C957F3063DF9 11 27 0 10 15 44 AM nEF1 D RF F OAR AAR RIGA TF URINE SS About tom Was SUC Docume About tc Was SUC Docume About te was SUC Docume About te was SUC Docume About te Was SUC Docume About te Was SUC Docume About te was SUC Docume About tc Was SUC Docume About tc Was SUC Docume About te was SUC Nara ime m O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ETL Import ni BowenECMSolutions ii a Applicat
27. BowenECM Solutions com ECM Desktop for FileNet P8 Content Management Systems User Manual and Guide version 3 0 By Jay Bowen 2011 O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Contents ECM Desktop for PS TTPO CUECHION seisid E 4 Introduction to Forms and Functionality sesesssseesssrensssreresrrrsssreresrrenssreresererssreresererssreresererseeere 5 ECM Desktop for P8 Installation amp Configuration essssssseesssrerssrreresrrrssrreresrrresrreresreresrrereseerese 6 Cene Con EUr ON e a ne ane nee en Ee ne rege Tae re re ee eee ee 7 Fea COURS DO vera A eaves oudorsue E E E 9 BA CON aeae eset noe sect E E E 9 POr US VM eo 14 a FP ag 016 i eee rene nen arene ren re rene ree E ee rere ene nee or eee 23 import Documents from Folders scsecssastcicexa vanesssncduteesavaressencoceuavaceseveanneetieaessasbinederateseaneeks 32 ECM Desklop Ini O GUC TOM tocsscccciansotiscaineacvertennsrianhseccs E S 42 ECM DESKON S6 E m e E A avers ateanst ie ueaeesteumeca 43 ECM Desktop Copy Paste Functionality ssssosesnseseenesrrensrreresrrrrssreresrrerssreresrrressrereserressne 55 ECM Desktop Metadata Updates cccccccesseccccsseccecssccccesececeesececeeeeceeeeusecesseseceeseneceesenes 56 ECM Desktop Adding New Documents cccccssseccccessccceeesececeeeccceesceeeeeeecessusecessuneceesenes 62 ECM De sktop Repostory B
28. CMSolutions 2 Duplicate File Checker age the file type filter optional and then click 3 Start oJ Applications Settings Help Search FileType Filter Delete Files Help Dre Job Set Up Users jbowen Desktop Stuit Min File Size bytes i i 3BFile Checker BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 O www BowenECMSolutions com Contact Jay BowenECMSolutions com a BowenECMSolutions Duplicate File Checker A ad Applications Settings Help Search File Type Filter Delete Files Help Job Set Up C Users ybowen Des ktop Stutf Browse Min File Size bytes gt Include Sub Folders Max File Size bytes Total Count 69 Duplicate Count 0 p24 3BFile Checker BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 5 The results are returned acknowledge the a _ iain ada i f z DSCFO362 JPG DSCFOS62 prompts as they are returned in this case we nni only want to view the duplicate files not the View text file report of files for deletion entire directory and the user clicks YES Would you like to view the list of files that can be deleted which preserves the first occurence of the file but proposes deletion of secondary 105 3BFile Checker BowenECMSolutions com ECM Client for FileNet P8 Content Managemen
29. Create a Batch Upload i Ea File Documents Lal Save Uploaded Results oo Features Detail BowenECMSolutions com 18 19 20 21 November 2010 Optionally you may recreate folders in FileNet or file the loaded documents into existing folders Recreating folder structures will create folders based on the entry point you selected when adding documents and the FileNet folder you select Filing documents into existing folders is performed by folder name If the parent windows folder of a given document is found by name that is by the P8 folder name property in FileNet the document is filed in that folder If no folder is found filing is not performed for that document Click file documents to open the file operations dialog Click the desired filing operation from the menu www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems Select an Objert Eina Northwind ggi bulk File Documents File in Selected Folder Typical File in Selected Folder Typical Clone Folders from PC to FileNet Sclort Docu File Documents in P8 folders by Adventure Yo 5 Create a r Upload to Fal Lal Save Uplodi ar Features Detail BowenECMSolutions com November 2010 22 If you are using the clone function you must ensure you select your own desired starting point of where to recreate the folders from which is anywhere i
30. EC06 Successfully deleted the document ID is 073543C5 99F2 48D8 AD77 03C869B7ECO06 rem Successfully fetched 073543C5 99F2 48D8 AD77 03C869B 7EC06 about to call the delete r About to fetch CFE50E64 A744 459F 865D 038DD54EAD38 Successfully deleted the document ID is CFE50E64 A744 459F 865D 038DD54EAD38 rem Successfully fetched CFE50E64 A744 459F 865D 038DD54EAD38 about to call the delete About to fetch BESCDB85 52D 1 4C9C 973E 03590A7CFBFO deleted the document ID is BESCDB85 52D 1 4C9C 973E 03590A7CFBFO rem Successfully fetched BE8CDB85 52D 1 4C9C 973E 03590A7CFBFO about to call the delete About to fetch 1D8FFB37 3C20 4E71 BB82 021DESEA499A Successfully deleted the document ID is 1D8FFB37 3C20 4E71 BB82 021DESEA499A4 rem Successfully fetched 1D8FFB37 3C20 4E71 BB82 021DESEA4994 about to call the delete About to fetch CB7257B0 7BE0 4E6A 8952 00D457E82371 Successfully deleted the document ID is CB7257B0 7BE0 4E6A 8952 00D457E82371 rem Successfully fetched CB7257B0 7BE0 4E6A 8952 00D457E82371 about to call the delete r About to fetch E52F4AF4 9127 4C69 BD23 00A261BDCDA7 Successfully deleted the document ID is E52F4AF4 9127 4C69 BD23 00A261BDCDA7 rem Successfully fetched E52F4AF4 9127 4C69 BD23 00A261BDCDA7 about to call the delete About to fetch 3D44F1D5 602F 46C9 860E 002724A0892B deleted the document ID is 3D44F1D5 602F 46C39 860E 002724A08928B rema Successfully fetched 3D44
31. F1D5 602F 46C9 860E 002724A08928B about to call the delete n About to fetch Entered delete documents routine pending document count is 10 About to issue query to obtain documents Starting query is SELECT TOP 10 ID Mime Type FROM PersonnelRecords WHERE Doc iiss 1BECM Desktop Recursive Processing BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Document Imaging Using the document imaging functionality you can easily scan documents into FileNet at a fraction of other scan solutions You can connect any high speed scan device recognize barcodes and use barcode separation without Utilities any additional licensing Optionally you can convert scanned images to searchable OCR pdf documents which does require a onetime license fee 1 Launch the program click Document Scanning gt gt Scan Index OCR Lo o 2BDocument Imaging BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems E November 2010 2 Create barcode cover pages using the barcode utility previously described in this eee manual Insert the pages into your scanner feeder with barcode pages where each barcode will separate the pages into documents west amp R 4 The scan user interface is show to the right e 0 Sf amp
32. M T Northwind invoice_ 9 6 2009 9 44 PM Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D gt ale m ied 11 21 2001 3 37 PM 9 Date created 8 22 2010 3 04 PM ize 332 KB a Applications Settings Help Explorer PerfLogs i Program Files Program Files x86 ProgramData Recovery System Volume Information W Temp Users Windows W SRECYCLE BIN W BowenECM W System Volume Information Document Management a Ee Northwind ECM CodeModules v Object Store 1 Workflows CodeModules references Searches ON Access Roles El Features Detail BowenECMSolutions com November 2010 Method 3 Drag Drop without folder file action 1 From your desktop or network folder select one or more files and drag the files over using the mouse left click and drag the files over the ECM Desktop application 2 Drop the files over the search grid and let go of the mouse left button 3 The add new documents dialog will appear identical to method 1 www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems Search kes for Demo p J Preview Sharewithy Slideshow Fl N a EE m ocument Search ame ate Search Applications Settings Help A 00000001 JPG 00000004 JPG 00000007 JPG 00000010 JPG 7 Northwind invoice_15018 pdf Northwind in
33. OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Custom Choice List Wizard Document itle EN O l 1 Select a property that does not already have Editable Properties Edit Choice Hems a P8 choice List right click to open the E property editor and click Override CVL check box Document Title E Is Value Reguired show when adding documents F Show in Search Builder Chigtride CWL ke Ch le o create a custom choice list databi bot OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 Click on a type in this example in line SQL click next Custom Choice List Wizard Step 27 Connecton Step 3 Command Step 4 Options Database inline AS A Database MS SQL Sted Procedure 6 P amp Lookup Web Service Select choice type p98 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 3 Enter the connect text click the label link to oe n l Custom Choice List Wizard view connection examples Click next Step 3 Command Step 4 Options Data Source
34. PS 2BDocument Imaging BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 5 Right click in the scanning area then SCAN gt gt Add Documents Scan scanning 6 This will create a new batch oo o g 2BDocument Imaging BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Scan Settings The print preferences will appear which applies to this batch alone Check the features you want to enable or disable Click Save Scan Batch ID 20110226 1 g Remove Black Borders lt Use weighted blank page detection amp Detect Blank Pages lt Convert to Bitonal 1 bit images amp Create Thumbnails i Discard Barcode Pages amp Enable Patch Code Detection Deskew Documents Create PDF Bookmarks Deskew PDF Despeckle PDF y Generate PDF Thumbnails g Enable Barcode Detection Discard Blank Pages J Convert to POF Auto Rotate Pages i 2BDocument Imaging BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 9 After the last page is scanned you will be prompted to add more pages or advance the batch to the processing area Click NO if you 9G Applica
35. Y H Conen Size ZY Creato EY e Curent Sie E s Dau Method 1 Browse c Migratiol Add Documents 21810 Administrator Nyrfite ai 21818 Administrator a ee 21788 Administrator 1 From ECM Desktop click Explorer group anc i 21832 Administrator item then a local or network drive EE e EZ C W System Volume Information Eenes a i Temp 21838 Administrator 2 Right click the folder and the context menu pra 829 Administrator 230956 Administrator 21868 Tiaia T 1268598 Administrator 21835 Administrator 21808 SCtOCt S Administrator E 21848 ppan asis ad T21895 Administrator 21835 Administrator 21834 Administrator 1930427 Administrator 551196 Administrator will appear click Add Documents s Ea a SRECYCLE BIN W BowenECM W System Volume Information ba Document Management Administrator i re re re E re i IE l re E re E re re i Ef Fy par p pam rm Fam E Zm e rml im rm ra dal rm ma ra ma m re Em o el Features Detail BowenECMSolutions com November 2010 1 Select your files to add Use the CTRL key plus mouse click to select multiple files Use the SHIFT key plus mouse to select several files Use CTRL A to select all files 2 The selected files are
36. a Wsersybowen 0270272011 CAlsees ibowen 02 02 2011 C Wsers jbowenh 0202 2011 Csers ybowens 02022011 eves Wsers ybowen e 02032011 02032011 E oanae0nt C Wsers bowen 027022011 C Wsessybuwen 02032011 E Wsessybuwen 02042011 C Waars jbowen Jowan Cllsers jbowen 0204 2011 C lseesibowens C2201 t Cavsees ibowen 02042011 C Wisersybowenk 0204 2011 CWisersybowens 02042011 G Users jboweni avaan C Users jboweni rt Csers ibowen 01 06 2005 CJsers ibowens 07 06 2005 CUsessiybowen 01062005 CoWmers ybowens 01062005 ClUseesybowen on0e2005 Cilisees bowens 01 06 2005 CAUsersybowen jo7ma20t0 CWsers bowent o7ma20t0 Esera ybawenh 077032010 Caer vbowens Users bowen o7032010 eo ic Usersbowent J o7maent0 S3BG983F 71285A JONTIS DM2 SADTISTRSOBENFSAS T DATAND ACDICISFESBIS218G4 02032011 ENBIGATEFEOOC 20454 02032011 TEBDBASDTO CSEOAB 02 03 2011 S9 F 27333671668600 Toana 12E6CS72FC4AICO7IA O20 TUIXGSEDSEROOTAASB 02 02 2011 TERSEOF SEC FOEZED 02022011 6205903 71305470710 O2KI201T SAD TE BSOBEUFSAG UWAN ACOSC1SPESBIS21894 UAWA ETSIGATEFERDC2D4EA AMI EBDBAEDTCEC2EOARI 0242011 697F 2733367 189600 02042011 ESCM CAAICO lA 0204 201 73003S0468207EGB ULAT T7eSSEURAACFUEZSOED UDDAN P4ATBARECBCOIFIERT DUDE2005 COCBAATACAESETFCE MDE2IOS TAQOAFEBTECI06F050 01062005 TAIAO Ire 01062005 TCOCBAAJACAESS FCE OUDS2005
37. act Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 5 From ECM Desktop perform a search and include all fields properties you wish to include in your metadata export You must include Major Version Number as part of your search results Remove items you do not want to relocate by using first deleting the rows from the grid be selecting the row s and using the keyboard DELETE key which will only delete the rows oo Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 6 Select a folder directory where you would like the log output to be placed Please select log file directory b jE Computer gt hy Network t BA Control Panel E Recycle Bin mylogfile Stuff gt VBSamples o w Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 7 Click the Get Version IDs button from the E chanac Case kine ene _ menu toolbar This will initiated a second E ass Move Documents eee o a gt connection to FileNet and obtain the perform Stowe Os Boo Destinaiion P System as a a analysis on the version ID s ofeach Jem Properties Meta Actions Log Document 8 After the versions are obtained a pop dia
38. actions Easily create database webservice or 08 lookup bound choice lists Document Imaging Batch scan with barcodes Scan to searchable PDF No per image or feature fees Scan while processing batch documents in background Document Search Features e Returns large searches of 100 000 documents easily e Save search results to excel pdf or xml e Advanced in grid grouping pinning sorting filtering and formatting e Easily create saved searches e Quick pick e Save search results to clipboard Processing Capabilities Convert entire repositories to searchable PDF Update document security Delete Download Update metadata will unparalleled easy and capability Bulk print with coversheets Merge multi content tif documents Reporting Enable any saved search to automatically distributed search results via email or file system Report formats are CSV HTM and XML ow ECM Desktop for P8 Introduction BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Introduction to Forms and Functionality Barcoding Barcoding allows users to generate 1D and 2D barcodes for any purpose You can create barcode pages or the page document placeholder in filenet Optionally each barcoded page can be a related to a box container Containers are also known as manifest pages and transmittals their purpose is to provide
39. an inventory of items to expect for the recipient Document Class Designer Editor screen for document classes where you can view the FileNet P8 document class edit choice lists override choice lists with custom data sources set standardized letter casing for values lower UPPER Proper and supplement constraints on p8 properties The end user can also rename the property label per document class for any FileNet property Document Imaging Embedded document imaging capability supports high speed scan devices and uses barcode document and batch separation Optionally save search scanned document as searchable PDF Multi threaded background processing supports concurrent scanning and image conversion ECM Desktop The main user interface for interacting with documents in FileNet which supports large search capability saving search results editing metadata editing document versions excel copy paste version actions and bulk printing ETL Import Extract transform and load into FileNet P8 from various data sources include MS SQL Oracle and DSN DSN s are named data sources to support data extraction from practically any database with a database driver File Checker Quickly generate file listings into an excel file optionally locate duplicates using MD5 hash coding Resulting duplicate files are easily deleted Import Documents using Excel High performance bulk import of documents from excel with grid validation prior to re
40. bject Store Northwind ECM ENS Select Document Class Employees 1E al Pain Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 4 Click the class schema tab to view the properties associated with this document class If necessary use the document class designer screen to make changes prior to using the ETL importer ComponentBindin Component Bindi EmployeeName Employee Name Pa Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 5 Click the data sources tab enter your data connection information Click the down arrow under the connection string command button to a Applications Settings Help view examples If you are using DSN ensure the entered name matches the available machines DSN registered name 6 After entering the data source connection and clicking connect the database schema information will appear Click on a table to expand its properties step 1 Edit Dsn odbc Ole or SQL connection Data Source Localhost inital Catalog northwind Integrated Securnty SSPI TABLE CATALOG TABLE SCHEMA TABLE_NAME TABLE_TYPE Northwind Orders BASE TABLE Northwind F Northwind Order Details Northwind Customer and Alphabetical list Curr
41. ce 1509 pdf o B Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 Select your object store and document class from the drop down The grid will then create Add New Document s columns and rows appropriate for your Object Store 1 PersonnelRecords J E Commit JR Cancel Select Class destination document class eB Document Title Employee Mame Personnel Doc Type CA Documents an Northwind invoice Elmer Fudd aa 2 In this example the user is editing the Fi C Documents an Northwind invoice Elmer Fudd l Certifications personnel document type via a drop down i C Documents an Northwind invoice Elmer Fudd Disciplinary Actor Licenses ae f Ferf Rewi 3 Blue fields indicate required fields erformance Review 4 Red fields indicate error or missing data for that field 5 Use advanced features such as copy down and case format functions as desired To Copy down right click the highlighted text and all selected text will be applied to all rows below the immediate row you selected 6 Click commit to upload your documents to y ne FileNet P8 Employee Name Personnel Dh E Imer Furi Elmer Fudd m Features Detail BowenECMSolutions com November 2010 Method 2 Drag Drop with Folder file action 1 In ECM Explorer
42. class MetadataOnly ListofComments was found in source and is a valid P8 property for this class E 2 radaran Product D was found in source and is a valid P8 property for this class MetadataOnly rianne F ypaieke lem eerie EN OPSE S E l HE MetadataOnly Oo R Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 sers jb bowen Deskto 7 Pink cells indicate an error View sense alidation the resulting log file for details In Drag a column header here to group by that column this example the a required field fea 7 Danen Tis Docu prora ProductiD xDocu ea i my demo etada ly did not have a value present ven 7 e Start Validation Process Bu my demo 3 Doc type 1 a MetadataOnly Either fix the excel worksheet or aoe enemy enter data in the grid After ear seed entering data you may use the ae m Toupper ASE Copy Down or text case functions _ oe as needed 10 mydemo10 Daetype 1 nai u my demo 11 Doc type 1 12 my demo 12 Doc type 1 ans MetadataOnly Repeat the validation process until fring Data valdain Z 13 mydemo13 Doctype1 I Metecataoniy racefully exist bs F my demo etada your data passes the requirements 7201062305 EN Renovng whitespace i i m ps enemy of expected from your P8 data er na a ee D ic mydemo 16 Bele I Metecateonly fields properties Howe d
43. click New Se Saved Search Document Administrator 027 0 2010 losn 4 2010 Administrator 02 07 2010 02 10 2010 Administrator 07719 2010 os 2212010 Anaa 02707 2010 02710 2010 Administrator 07 19 2010 08 27 2010 Administrator 08 29 2010 08 29 2010 Administrator 027072010 osi 4 2010 Administrator 02707 2010 02710 2010 Administrator 08 29 2010 08 29 2010 Administrator 07 19 2010 98 27 2010 Administrator i 08 29 2010 7 n 08729 2010 Administrator 02 07 2010 08 14 2010 Administrator 02710 2010 02710 2010 wf E 19 The saved search dialog will open enter a Saved Search Menu search name as shown H Save Me Cancel Save Search Mei eea E a a sasetiie OG interrented gt 19 Object Store 1 Personnel Records p50 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Saved Search Menu 20 To enable email distribution a Click the appropriate days the report Le Save K Cancel should run Save Search Report Email Distribution Report Folder Distribution b Click email or Report folder distribution rT enabled ReportEnabled c Select report format type d
44. create Objects default oo w Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems E November 2010 15 When you have mapped all properties click the commit button 16 The program includes validation for properties that exist in the grid Invalid cells will turn red as shown on the right The log file and event viewer log will contain all invalid events Your source data has errors review the log and offending highlighted columns Oooo w Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 17 The grid is also enabled with drop downs so you may quickly correct invalid properties that have a choice list assigned 18 Click commit to revalidate your data The xP8ID column will contain the new P8 IDs Doci PEAN Uc Docu PAN pe Frog UC D ajo sion AUIS Z L is t Oi PETS KVC sion U A Pol D Casa aTe De Beet TT OTS SREOCOS SET 47E3606D DFB4 Doc 4 1CDCFDE3 6BB Doc 3 8FA47F2B 93F 1 Doc 1 6C49F6CB 40A8 Doc 2 34E5BDCC 1E8 Doc 5 p80 Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 19 Review the log file created in the
45. d against FileNet and distributed via email or NTFS folder drop off About to create SMTP instance 18 25 1670000 121 18 25 1650000 Successfully signed onto P8 GCD 21 18 24 2820000 Initiating logon to P8 this will take a moment Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 4 To schedule reports go to windows Task Programs 1 schedule or any task scheduling software of Task Scheduler your choice Control Panel 18 Fi Schedule tasks iy Sound e Change the theme Documents 623 schedule bmp ig_sched_next gif ig_sched_prev gif Microsoft Office Outlook 605 ae Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 _ Create Basic Task Wizard a 5 The scheduler shown is windows 7 but all windows operating systems have a similar Start a Program and convenient utility to schedule tasks Create a Basic Task 6 Browse or enter the full path to the ECM Desktop exe Trigger Program script jigi c myfavoriteecmprogram exe i i Action 7 Add the RunReports argument which will tell Stars Praga Add arguments optional the program on start to run the report s Finish Start in optional ooo Features Detail BowenECMSolutions com
46. d in the password field User Name Logon jbowen Password Fee 5 Enter your P8 web service URL User Settings 6 Take note of the batch directories 5 User Name and Password ila Settings La Save where content may be staged prior to upload Batch Working Directory 7 Click the SAVE tab C 1Documents and Settings ybowernlMy Documents li Batch Definition Directory C 1Documents and Setings yboweniMy Documents iy PE Web Serice URL ECM Desktop for P8 Installation amp Configuration BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 8 If you will be using the reports feature enter your smtp mail o User Name and Password Settings 7 Emai lk Save server information Email SMTP Logon SMTP Port iale j liay bowenecmsolutions com 25s 9 Check the default credentials if vere 25 your mail server does not require authentication prior to sending oman Use Default Credentials 10 Click Send Test Message to test a aT Send Test Message the settings 11 Click Save All o User Name and Password 5 Settings Save All S E ECM Desktop for P8 Installation amp Configuration BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010
47. da valdan mae o I mydemo17 Doctype 1 I Meteactaonly s eee ag ee ii B my demo 18 Doc type 1 eS a MetadataOnly falidating Document Type 19 my demo 19 Doc type 1 S MetadataOnly a ae ee 20 mydemo20 Doctype 1 HI Metacatzonly ca aca ListofComments 21 my demo 21 Doc type 1 DO Metadataonly itarting validation for property Product ID symbolic name Product D 22 my demo 22 Doc type 1 DI Metacataonly SS irr eaer 23 mydemo23 Dee ype TEE Metter tow 7 Cell 3 parr oe 24 my demo 24 Doc type 1 re MetadataOnly it A ka pessa aaar pire 25 my demo 25 Doc type 1 Lae MetadataOnly tow 11 Cel 3 was reported as iva 25 my deno26 MINE Victedatz0ni Epp ES grenz mm ig Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 10 Click Upload to FileNet to start the a bulk load operation 11 The progress bar will indicate SEE my icine eee ete eae percent progress as completed ee i Coco 12 When you are finished you may save your results recommended as an updated excel for record Upload to FileNet keeping Browse to Excel File kal Save Uploaded Results mo iilii w sagen HH H 4 p a P Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 show Example Wor
48. ddress Annotation AuditedEw ChildDocu ChildRelat City C C lassDesc lassificat Componer Compounc Containers ContentEle ContentEle ContentRe Content iz Creator Currentsta Currente DateConte DateCreat Datel asthi ny OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 gt DateContentLastAccessed ani Optional Class Rul a ee Class Designer Content Auto versioning a ious ee 135 Realtime P8 Value Retrieval lt gt ChildRelationships ECM Desktop supports auto versioning of sie Rule based versioning pen documents based on the document class and E huire DWG and DWF pair o Caters property values of the document being added The Ef Require PDF with office docs lt gt CurrentState administrator may select multiple version queries where if the first query does not return a result the et EE next query runs and so on d Qu af Move Up Move Down Delete Query 1 The Administrator must specify the query statement and a base example is provided Each query must be syntactically correct for the P8 API be unique amongst the set of queries and include the This value and is current version as part of the query 2 To create a query use the x P8propertysymbolicname for each value you want to test In the example documents with a matc
49. enECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 a Applications Settings Help 9 Click the Import Tab 10 Create Batch Validate to start the validation process Logon Po Class Schema Data Sources Progress Log i Drag a c Create Bate w 2H Upload to FileNet i Le Save Uploaded Results o a Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 11 Click Start Validation process All errors will be noted with a red cell that must be corrected before proceeding Pre Validation Validation Sales Represent 12 View the accompanying log file if necessary for Pn Vcc eden detailed exception information 3_ Levering Janet Sales Represent 722 Moss Bay BI Peacock Margaret Sales Represent 4110 Old Redmo f Start Validation Pregess i D Ea Buchanan Steven Sales Manager 14 Garrett Hill le Suyama Michael Sales Represent Coventry House A Cancel 7 King Robert i Sales Fenr Edgeham Hollow a Callahan I inside Sales Co anne Ey Dodsworth Anne Sales Represent 7 Houndstooth R Entering source column name validation Employee Name was found in source and is a valid F8 property for this class Document Title was found in source and is a valid P8 property for this class Address was found
50. ent Product orthwi Northwind dbo Products by VIEW _ g GC Oo ow ow oo a i cL a Step 2 Enter Query SELECT FROM TABLE Ooo Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 7 Orders table expanded column names data ons Extract Transfo types and precision values are listed to aid a Applications Settings Help migration from the data source to FileNet P8 Logon P8Class Schema Data Sources Import Proresslog jer i l ColumnName ColumnOrdinal ColumnSize NumericPrecision Step 1 Edit Dsn odbc Ole or SQL connection i Data Source LocalhostiInitial Catalog northwind Integrated Connect vi E oaar 255 1 ustomer EmployeelD 10 TABLE_CATALOG TABLE_SCHEMA TABLE_NAME T i OrderDate 23 23 Nee wind dbo ial RequiredDate Morthwind dbo E ShippedDate 23 Northwind dbo Order Details EE Shipvia 10 J Freight 19 E ShipName 255 m ShipAddress 255 E ShipCity 255 P ShipRegion 255 L ShipPostalCode 255 ShipCountry 255 fSeLecT FROM TABLE coo e o oO wo e Mm ES O ON DO amp WN A o o n n Sa i n o Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 8 SQL c
51. es Detail BowenECMSolutions com November 2010 Method 4 Adding documents from the menu In ECM Explorer click the basic actions tab located above the search results grid Click the Add New Documents icon Select the files you wish to add using CTRL and mouse click for single files or CTRL SHIFT for several files Click OPEN to select the files for import the add new documents dialog will appear identical to method 1 www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems a Applications Settings Help Document Search Search Select an Object Store Northwind ECM Select Document Class Document Include In Results IsPinned gt Classification Stat Is Not Null SELECT ID MimeType ComponentBindingLabel CompoundDocumentState ContentRetentionDate ContentSize Creator CurrentState DateCreated DateLastModified DocumentTitle FROM Document WHERE MaetmeantTitlal io nat nll Basic Actions Version Actions Save Actions Advanced Actions El View Add N ocuments View Advanced R Delete B Print Results Drag a column header here to group by that column VY 7 Component Binding Label Y Compound Document State V Content Retention Dz 0 J
52. es j f necessar 02 10 2010 08 14 2010 Northwind invoice_100 supp ort roll ng g yY Doc 12345 02 07 2010 02 10 2010 Northwind invoice_150 08 29 2010 08 29 2010 00000007 2 Select the Bulk Metadata Updates group Ooo enee item as highlighted then the Substition tab moramo oonan ortn iro 100 02 10 2010 02 10 2010 Northwind invoice_100 02 07 2010 02 10 2010 Northwind invoice_150 3 Select a property to update with your mouse oreo _ fone Tianan taei i 7 i 02 10 2010 02 10 2010 Northwind invoice_100 in this example Document Title is selected 05 12 2010 0871472010 Northwind invoice 100 02 07 2010 02 10 2010 Northwind invoice_100 08 22 2010 08 27 2010 23435 4 Inthe KEY field enter the value you wish to E 08 29 2010 08 29 2010 first bath 05 12 2010 05 12 2010 Northwind invoice_100 C h an g e 07 19 2010 08 27 2010 Doc 4 02 02 2010 02 02 2010 Northwind invoice_150 5 Inthe Values field select the new value to De e be applied when the old found is found G known as a search hit Click ADD to add it no a Ready to the list of property changes Sr Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 In this example personnel doc type has two MB commit pending changes Class Propert FersonnelDocType a 2 Award will be replaced with Certifications a DocumentTitle l Em
53. fi 1 l ji J fi J loflololol lololo ollolojjollollojoj o i L ye re re E 3 re J Ci 2 J ve E 2 e re z Ci Ci Lan pm Pm rm Em cm Zl Bam pm pa u ra fem rm dal ma pa pm m Pm olol lol lo Features Detail BowenECMSolutions com November 2010 ECM Desktop Repository Browse Users with appropriate permissions can browse FileNet repositories by clicking the FileNet P8 icon 1 From ECM Desktop click Explorer group item then the Document Management icon 2 The root folders will appear Click on a folder to view its contents which may contain more folders or documents Documents will appear to the right in the grid 3 Continue clicking folders as you would normally explore your windows desktop www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems a BowenECMSolutions ECM ad Applications Settings Help es Oi PA HP Universal Print Driver PCL5 x64 bit v5 1 0 1 3 inetpub Items for Demo 3 Migrations MSOCache NVIDIA PerfLogs H Program Files 5 Program Files x86 ProgramData H System Volume Information uH Users oS Windows or EA oS FA e SRECYCLE BIN 5 BowenECM H System Volume Information a s aj Document Management a b Northwind ECM o tN CodeModules
54. he template security will be returned Click UPDATE to apply the security changes 3 Optionally for advanced security updates you can force take ownership Provide the appropriate user account information 4 Optionally to refresh filed in folder permissions click inherit folder permissions ECM Client for FileNet P8 Content Management Systems Security Bulk Updates Admintyourdomrain carm iM Take Ownership bES2F4AF4 91 2 f 4C69 BD23 004261BDOCD AF Get He Enable Inherit Folder Permissions term Level Status a CE Admins p8 cam FULL _CONTROL_DOCL a gs HurmanResource Personnel FullControl ps com FULL CONTROL DOCH a gs HumanResource Personnel Majorlap8 com MAJOR VERSION DOC pT ge HuranResource PersonnelMinoraps com MINOR ERSIOBN DOCH P ge HurnanResource Personnel odifvyProperies ip YWRITE_DOCUMENT ET g2z HurmanResource Personnel Publishtp8 corm PUBLISH ET ge HumanResource Personnelview p8 corn YE e gs HumanResource Personnel ViewProperties ps READ Security from template document Lp Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 a BowenECMSolutions ECM Desktop ECM Desktop Change Class Relocate aise ae e Document Search Co n te nt Search Saved Searches Change Class Relocate Documents 1 You may copy con
55. highlighted showing they are selected in this example three files 3 Click Open ECM Client for FileNet P8 Content Management Systems Organize UY Favorites W Desktop i Downloads nS Er f l Recent Places Libraries E Documents a Music Pictures T Videos ie Computer Mew folder www BowenECMSolutions com Contact Jay BowenECMSolutions com Name J 00000001 JPG E 00000004 JPG 00000007 JPG 00000010 JPG DELLBUTN HTM T Northwind invoice 1509 pdf Northwind Northwind Northwind Northwind Northwind invoice 15018 pdf invoice 15019 pdf invoice 15021 pdf invoice 15022 pdf invoice 15026 pdf Date modified 11 21 2001 3 25 PM 11 21 2001 3 31 PM 11 21 2001 3 37 PM 11 21 2001 3 43 PM 6 29 2010 11 31 AM 6 26 2010 5 41 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM Type JPEG image JPEG image JPEG image JPEG image HTML Document Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D amp Local Disk C cog New Volume E G2 e bowen5 F Adobe Acrobat D Adobe Acrobat D Adobe Acrobat D y Northwind invoice 15027 pdf 6 29 2010 11 34 AM 9 Northwind inveice_15029 pdf 6 29 2010 11 28 AM T Northwind invoice 15030 pdf 9 6 2009 9 44 PM 4 wr File name Northwind invoice 15018 pdf 00000010 JPG Northwind invoi
56. hing document title and is current Query Time version would be versioned if the incoming document matched an existing document You can include any number of properties as part of the version query 3 From the class options tab click enable rule based versioning and enter API query statements in the text area Move up or down to change execution order and close the dialog which will prompt the save action P1038 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Es ay BowenECMSolutions Class Editor te Class Designer Batch Options Perhaps the most important step batch options governs behavior for the document class After Document Class Application Security making edits to your class ensure you click SAVE i Sec ina to save all of your changes ad Applications Settings Help Document Class Class Optons Feature 1 Real time value retrieval If adding a document and versioning is enabled the previous versions metadata will fill the screen aiding data entry 2 Auto version will revise documents based on caRealtime P8 Value Retrieval property values and the version queries I V Enable Rule based versioning present 63 Require DWG and DWF pair 7 Require PDE with office docs 3 Require DWF DWG pair on add If a user is adding a drawing the DWF
57. igner BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 To finalize your change remember to persist your class settings by click the SAVE button ad Applications Settings Help Notes For stored procedures with input parameters your database must be MS SQL and the stored procedure name must start with ae USP At least one return column from the database lookup must match a P8 property display or symbolic name A single choice list can be bound to multiple p8 property simultaneously Optional Class Settinas Clif Realtime P8 Value Retrieval F 4 Enable Rule based versioning F Z Require DWG and DWF pair Clg Require PDF with office docs A choice list may return ancillary data where at least one column applies to a property and the extra columns are informative Choice editors can display thumbnail images as part of the lookup The thumbnails must be stored in your database Web service bound choice lists must return a data table with at least one column matching a P8 display or symbolic property name for the class You must use the base bowen web service free source code SELECT This FROM Employees WHERE DocumentTithe xDocumentTitle AND lsCurrentVersion TRUE oJ BowenECMSolutions Class Designer now editing Northwind ECM Employees Drag a colu symbolicNan ActrveMark A
58. ions Settings Help Add New Documents BJE Content Management The ECM desktop ETL import module supports extraction transform from various source systems then importing that data into FileNet ETL supports MS SQL oracle access and DSN which practically covers anything with a data driver a DSN is a named data source on your pc or server Barcodes and Placeholder documents ETL Import database lt W Document Scanning Import Documents Excel 1 Utilities Import Documents from Folders ETL import supports full SQL query capability and Index View schema exploration Remember to use SQL commands appropriate for your database for example MS SQL select top 100 from mytable versus oracle select from mytable where rownum lt 100 1 Launch ETL import from the main menu as shown or Applications gt gt Add New Documents gt gt ETL Import database E Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 Logon to FileNet You may use the integrated a sign on or bulk process account typical ae a Import Logon P8 Class Schema _ Data Sources _ Import Drag a column header here to group by that column 3 Select object store and document class User Name Administrator TE Password RRR amp Object Store Document Class Select an O
59. ksheet 13 Optional You may folder your documents at the end of the bulk load To do so click File i Browse to Excel File Documents Upload to FileNet Ea File Documents lel Save Uploade 7 Features Detail BowenECMSolutions com November 2010 14 The folder file dialog appears select the p8 folder you wish to file documents into then click the start button from the menu Features Detail BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems Bulk File Documents File in Selected Folder Typical E ee www BowenECMSolutions com Contact Jay BowenECMSolutions com lla a Close 123DDBD9 5E10 4D15 A17B 5AC384CAFSF3 Docume a 1230 DBD5 6E10 4015 A17B 5AC384CAFSF3 03C89E07 A01D 44594 622D 7B0382659FF91 1 1 27 20 0 10 15 34 AM 03C89E07 A01D 4494 B22D 7B03B269FF91 11 27 2010 10 15 34 AM 03C89E07 A01 D 4454 827D 7B03B8269FF91 11 27 2010 10 15 34 AM 50D02B99 7385 4991 854A DBCA45E2ECAG 11 27 2010 10 15 34 AM 50D02899 7389 4991 8544 DBCA45E2EC AG 11 27 2010 10 15 34 AM 50D02B99 7385 4991 854A DBCA45E2ECAG 11 27 2010 10 15 34 AM 862590 75 BAG6 4767 9544 3578FE94DB43 11 27 2010 10 15 34 AM B6259D75 BA66 4767 954A 35738FES40B43 11 27 2010 10 15 34 AM 862590 75 BA66 4767 9544 3578FES4DB43 11 27 2010 10 15 34 AM 1BDE5053 B713 4C80 527B 148DA1BB983D 11 27 2010 10 15 34 AM 1BDE5053 8213 4C80 9278 148DA1BB983D 11 27 2010 10 15 34 AM 1BDE5053 B7134C
60. leasing content to FileNet P8 Optionally you may folder documents to a P8 folder of your choosing Ss Introduction to Forms and Functionality BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Import Documents from Folders Imports documents from network folders and optionally recreates entire directory structures in FileNet P8 Optionally index documents using folder names to P8 properties Index View Enables rapid data and document entry into FileNet by permitting the user to view the document during the addition process When viewing the file the user may copy paste from the document into the data entry field as the user advances to the next document for indexing the viewer automatically focuses on the respective document Recursive Processing If you have large numbers of documents to process the best approach is dividing the large task into smaller tasks then repeating until complete Recursive processing minimizes the impact to FileNet systems by taking small numbers of documents processing them and re executing the job search until the search count is zero Run Reports Queries P8 documents for viewing versioning metadata updates bulk checkouts bulk downloads and bulk security updates ECM Desktop is also integrated to the windows environment and allows the users to browse for content on the local file system wi
61. lect mode not edit To use copy paste the cell s must be selected it is important to understand this distinction 3 Select a range of target cells from the grid Right click then COPY to load the data to the clipboard then paste into your desktop application Northwind invoice_150 4 You can copy from your desktop application to P8 by obtaining data from any text based file such as excel text csv etc With data on A Edit Mode your clipboard right click the grid gt gt Grid CHNCUOUS a TASIE Northwind invoice_150 5 Note Data is inserted into the target cell so 00000007 if you have a range selected the range insertion point will be the first cell This behavior is consistent with all other applications including excel L Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com November 2010 ECM Desktop Metadata Updates There are four methods of updating metadata they are Copy Paste Direct Cell Edits Property Updates tab Meta Actions Tab 1 For direct cell updates ensure you are in edit mode by right clicking the grid gt gt Grid functions and simply type into the cell Click off of the cell to cause the update 2 If the P8 property has a choice list a choice editor will appear prompting user selection If the field is a multi value choice list a different choice selection method is used 3 The second graphic with lasso shows the doc
62. localhost nitial Catalog Northwind ntegrated Securty SSP I Enter the connection text web service database etc p99 OBECM Desktop Document Class Designer BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 4 Enter your SQL command if you paste the command you must ensure line breaks are Custom Choice List Wize converted to spaces in your SQL as show in Step 1 Select Type Step 3 Command Step 4 Options example Select LastName FirstName As DocumentTitle 5 Execute the command Photo As EmployeePicture from Employees 6 Data is returned to the choice editor as well Execute Command Get Data as a picture of the employees Get USP Pararneters 7 Click NEXT 00 00 00 0070000 Query time p 100 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 8 The final dialog will appear where you can set how often the data source is refreshed Custom Chore List Wize Options are no refresh or timed intervals Step 1 Select Type Step 4 Options based on minutes hours or days How often would you like to query the data source O never 20 Minutes m OBECM Desktop Document Class Des
63. log pana will inform you when the process is a completed and you may view the log tab to Password track progress as it is being made T6FADD106D0 Northwind invoice Pa Web Service URL nec 00000007 Se BeseMSTOME Doe M ETFE05 2444 Po Northwind invoice EEEAESAE 297A Northwind invoice TAOTE Norid voice 0BBA4C3FB2A O O OOO O Northwind voice EEEDA45B 6CF Po Northwind invoice P amp Object Store Class TeoDeDsars Nonwind ivice EE Feroe s oo 81E83240 6595 30EF3E31 5C64 orthwind invoice C MOF D2EB6EC30A8 Northwind invoice Select Document Class 9B7EB636 0269 orthwind invoice ACAIDZDAFET F5532CE8 FE1E orthwind invoice 560FEF25 0F2D 4 EIE Obtained version IDs Oooo Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 9 After the version series are obtained enter your destination P8 system information which may be different than your source a0 Change Class Ma ve De ff Get Version IDs g Commit Destination F8 System P amp Connection 10 Use the properties tab to map properties gt D78DB1F5 6300 between the source and destination 5A75F 360 8874 see US SSL FF8CA755 01C5 administrator m i i DIBBS0F0 E441 11 Use the Meta Actions to
64. may have zero one or many filters Does not equal applied simultaneously oid ms eee far lt Less than Less than or equal to 14 Select your filter as the OPERATOR and your Eee Greater than OPERARAND far box to right which is your Delete Conlon Wieder OE a Like s Watches Regular Expression value to search on Cancel Oooo Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 15 Note Searches that return multi value fields will take considerably longer to run Each document must be inspected for values which takes additional time BE Save Search Results pdf xls 16 To save your search results metadata click Save Actions gt gt Save Search Results You can save search results as PDF XLS XML or XPS a New Saved Search gt l Oooo Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 17 To create a saved search build your search as desired click all options such as group by ee BasicAcions Version Actons_ Save Acions _Advanced Acfons kal Download Documents Save Search Results pdf xls pinned etc 4 Download Docs wiExcel G New Saved Search Select an Object Store Northwind ECM 18 From the Save Actions tab menu
65. ment Class Designer BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 Select the object store and document class BowenECMSolutions Class Edito eb from the drop down al Applications Settings Help Document Class Application Security Default Value Maximun i Document Class Class Options lt gt ActiveMarkings Active Markings 0 3 Just like entry templates you Can assign lt gt Annotations Annotations 0 i i lt gt AuditedEvents Audited Events 0 default values hide or show fields A feature kiesi with ECM Desktop IS assigning string letter lt gt ChildRelationships Child Relations 0 i i i i lt gt ClassDescription Class Descripti 0 casing if a choice list is not associated to the Select an Object Store D ee pe i property Click the cell drop down to view sas hel O Componentindingl_abet ee 64 i F lt gt CompoundDocumentState Compound Do 0 the string Casing options lt gt Containers Containers 0 lt gt ContentElements Content Eleme 0 lt gt ContentElementsPresent Content Eleme 0 a As Entered teeta lt gt ContentRetentionDate Content Retent 0 Pee RSE ne lt gt ContentSize Content Size 0 b Proper Case c Lower Case d Upper Case 4 Click the show in ADD to display the property when adding new documents To avoid a user from searching on a property
66. n FileNet you desire 23 In this example CODE MODULES was selected as the starting point to clone the windows to 24 After the process is completed you can confirm the creation of folders by clicking the folder once more to refresh and obtain the sub folders from FileNet www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems q Bulk File Documents El Root folder Ei CodeModules G E levell_b E level _c fa level a fi level2_b eB E level c faa level a E level _b 11 27 2010 11 23 3 07 AM 11 27 2010 11 23 07 AM 11 27 2010 11 23 07 AM 11 27 2010 11 23 07 AM 11 27 2010 11 23 07 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 27 2010 11 23 06 AM 11 97 0010 11 72 01 AM B7FFFE2E 44EE 4C1F 981C D23855705305 A Folder successfully persisted create operation comp About to create instance of folder class Folder successfully persisted create operation comp Folder object created not yet isted About to create instance of folder class Folder successfully persisted create operation comp Folder object c
67. nture Works Bicycl b k tet Create Box Add Document amp Print Box Inventory Northwind ECM Adventure Works Bicycles Ooo Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 7 Click in each cell that does al EcwenECM Solutions Barcode ales not start with X to enter ANNE Settings Help metadata 8 In this example the multi Data Entry a value editor is shown Click an item to select it 4 Ciia iiin ii en ee 9 To expidite data entry for values that will repeat enter ind ECM Adventure Works Bicycles the value once highlight the ions Document Title Document Type text to repeat right click then f ben l click Past Down a ____ 10 The highlighted text portion will now be copied to each cell for that column below the Current row m Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 11 Select items directly from the choice editor d ECM Adventure Works Bicycles Document Title Document Type very long value 12 Click print which will validate gt gt gt see the metadata m oo gi Applications Settings Help 13 Click YES if yo
68. ocument Imaging BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems oJ BowenECMSolutions Document Imaging ad Applications Settings Help Document Review and agua G amp G G p 4 a O A LL Creab O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 17 A popup will notify you the batch is ready for upload to FileNet Click the batch then click upload which will open the Index View a Applications screen described earlier in the document a a4 BowenECMSolutions Document Imaging Settings Help Release i ie fue EEI E PAE 2BDocument Imaging BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 File Checker You can use the duplicate file check utility to generate file listings of directories or delete duplicate files 1 Launch the program click Utilities gt gt File Checker Locate duplicate files by comparing MDS checksums ie 3BFile Checker BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 Click the browse button to select a directory slide BowenE
69. ommand is entered All results must have iE smerovou ENTS n and Ess INO a E a column xDocUNC in the result set use Applications Settings Help MetadataOnly or the path to the source Logon _ P8 Class Schema Data Sources Import Progress Log document Orders Drag a column header here to group by that column gt Davolio Nancy Sales Represent 507 20th Ave E Seattle Fuller Andrew Vice President 908 W Capital Tacoma 98401 Leverling Janet Sales Represent 722 Moss Bay BI Kirkland 98033 TABLE_CATALOG TABLE_SCHEMA TABLE_NAME f Peacock Margaret Sales Represent 4110 Old Redmo Redmond 98052 Northwind dbo F Buchanan Steven Sales Manager 14 Garrett Hill London SWI 8JR Suyama Michael Sales Represent Coventry House London EC2 7JR Northwind dbo Order Details King Robert Sales Represent Edgeham Hollow London RGI 9SP ji mee fee PRT Callahan Laura Inside Sales Co 4726 11th Ave Seattle 98105 Northwind fdo Cae Podad Dodsworth Anne Sales Represent 7 Houndstooth R London WG2 ILT o Northwind dbo Orders Qy Northwind dbo Products Above Step 1 Edit Dsn odbc Ole or SQL connection _ Data Source Localhost Initial Catalog northwind Integrated Connect v SELECT LastName FirstName As EmployeeName Title As DocumentTitle Address City PostalCode MetadataOnly As xDocUNC FROM Employees Pg Features Detail BowenECMSolutions com O www Bow
70. op Searching Applications Settings Help Add New Documents 1 Launch ECM Desktop from the menu as shown Document Class Designer Document Scanning w ECM Desktop Utilities Recursive Processing la Run Reports fa Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 The search screen will open select and object store then document class from the drop down Document Search Note After you select an object store your l document class definitions will be read this may Search Saved Searches take time based on the number of classes properties and performance of your system a eee ee ee Northwind ECM AS z Select Document Class Document AS id aAA 8 3 1o gt Document Title ls Not Null j ee ars Features Detail BowenECMSolutions com November 2010 3 Ensure the Document Search group item is selected Set your fields to retrieve Start building your search by clicking into the retrieval property fields results Check each property you wish to retrieve from the system with the following options a Include in Results b Is Sorted c Is Pinned d Is Group By Se
71. oratey A Signy af 2 Find 5 Click add documents to visually index them for FileNet After at least one document is in the grid you may drag items over the grid area 6 The first file will open and come into view Click the first data entry cell property to start assigning meta data resi 7 Use the TAB key to quickly navigate to the next cell column or shift TAB to move Hi backwards Please find the details of your order as follows We appreciate the business thank you 8 Optionally use the paste down feature if you i want a single value to apply to all documents Ready for Index xDocUNC xP8ID City Component Binding Label Document Title Employee Name Postal Code in this batch E BowenECMS Northwind invoice E _BowenECMS Northwind invoice 9 Use the UP Down arrows to arrange your documents are in order Important for auto versioning 10 Blue columns indicate required fields p 106 OBECM Desktop Document Class Designer BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 11 Custom choice item selection shown with a BowenECMSolutions mindex iew thumbnail images In this example a power W Applications Settings Help users or system administrator has Northwind ECM Employees Add documents Upload to FileNet Cancel associated a database lookup to the s Bo 2 71 i
72. ow gt and drag the row up or down to the desired search index position The grid will scroll up or down as needed 1 rere eee Oooo o Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 9 You can use advanced grouping by columns filter by columns or both Fersonnel Doc Type 10 In this example the column header Personnel Doc Type was grouped Each unique value for personnel doc type then becomes an Personnel Doc Type Certifications 3 tems expandable list Document Tile TH SSN Eval 11 Pinning will keep values to the left as you scroll Demo 111111111 to the right for wide search results 2 ia Demo 111111111 3 Demo Bulk Load 111111111 Fersonnel Doc Type Disciplinary Action 7 tems Fersonnel Doc Type Award 4 tems Fersonnel Doc Type Perormance Review 336 tems ee Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 12 Optionally each column supports filtering with a l Enter filter criteria tor Personnel Doc Type wide array of search patterns including starts l with ends with contains greater than and Operator Operand expression matching f And conditions se D Bull Or conditions Equals 13 Each column
73. p down 4 Click Browse to excel file to load the excel file of data you wish to enter into FileNet www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems a Applications Settings Help Logon Import Log Select an Object Store Northwind ECM AS Select Document Class Adventure Works Bicycles show Example Worksheet ke Browse to Excel File Upload to FileNet Eat File Documents Lal Save Uploaded Results Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 top Adventure Works Bicycles xis lynn Drag a column header here to group by that c 5 The excel pre validation screen will appear Select the worksheet from the workbook Validation Select Worksheet tte Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Javy BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 6 Click Start Validation Process to validate your data ht MetadataOnly i MetadataOnly Entering source column name validation i sHaRe Document Title was found in source and is a valid P8 property for this class i MetadataOnly Document Type was found in source and is a valid P8 property for this
74. perform data acanise BF functions such as split merge substring Password 7D0BC2D8E CC3 replace map EE K6FADD106 D01 EC53969C 7334 P8 Web Service URL 2E2C3B74 ADB http p8 7001 wsi FNCEWS40MTOM m BBEB2AA9 7ME B4E7FE05 2A44 EEE4E546 397A 1497207B1 BFAD OBSA4C3F B2A EEEDA45B 6CE F8 Object Store Class 3DDBD937 62B ABECA551 0D4 Select an Object Store M F068739D D52E Northwind ECM 81E83240 6B95 30EF3E31 5C64 wl 45545185 240F D2EBSEC3 048 Select Document Class f9B7EB636 0269 EE cn F5532CE8 FE1E 8B58C364 B1DD 560FEF25 0F2D 4 Obtained version IDs Le Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 12 Another useful feature is copy down that will copy the selected text from a given cell to all rows below it Highight the text using your mouse by clicking into the cell selecting the text then right click to show the menu 13 Click copy down to copy the selected text in this case 456 to all rows below this row 14 If you want to simply change the class for the documents uncheck Re
75. ployee arme 3 Performance Review will be replaced with T licenses f a 4 Click other properties to add old values and new values Each property can have as many old values as desired and an unlimited number of properties can be updated simultaneously 5 Click the COMMIT button to persist the i a a ea O S Features Detail BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 O www BowenECMSolutions com Contact Jay BowenECMSolutions com Recommended Use metadata function based updates when you need more advanced ways of aJ ECM Desktop updating metadata or cloning fields In some cases E Ery you may want to update property B based ona Bulk Metadata Updates value in property A move data to new fields merge Function Based fields or split fields Function based updates have several specially designed functions to assist users a ee If you need a specialized function contact bowenecmsolutions 1 Perform a search and retrieve results in the nnn nn Get column Statistics grid TIP Save your search results to Get Distinct Values support rolling back changes if necessary Insert Default value for time use format 8 13 2002 12 14 PM Insert 2 Select the Function Based metadata updates tab and choose a desired action from the drop down Old and New Values Oo Features Detail BowenECMSolutions com O www BowenECMSolutions com
76. rOWSE eraren 68 ECM Desktop Bulk Download with Excel ccccccccsssccccessececeenececeeeceeeeeseceseeaecesseeceeseees 69 ECM Desktop Bulk FileNet P8 Security Updates soseeuseseenssreenssrerssrrrrerreresrrrssrrrresrrressne 72 ECM Desktop Change Class Relocate Content s ssssesseesesreresrerssreresrrrrerreresrrressreresrrressne 73 ECM Deskop RUN REDOT eee enn ene een ee ee a 82 ECM Desktop Optical Character Recognition OCR and PDF cccccccssseeeeceeeeseeeeeeeeeees 85 ECM Desktop Bulk printing with optional batch separators and watermarks 89 ECM Desktop Document Class Designer ccccessececceseccceescccceesececeusececcenecceseesecessuecetseneceesenas 92 Class Designer Choice List Editing cccccccssseccccessececeesececeeeceeeeescceseuaeceeeeneceeseusecesseneess 94 Class Designer Content Auto versioning ccccccsseccccessccceeesececeeeceeseueceeeeusecesaunecetsenecss 103 Class Designer Batch ODUlOMS scicncivtccccccuideecesdevcncssioncwadcbieseatacenanccsadnatuneeeeatcbeednacricuunaneaacs 104 ECMDESKTOD Visual Indexing savcccieacevecosmncsesschiaseesnaryseebitewraceneesvecsigresacsberniaarsetaaresesseeeteeess 105 ECM Desktop Recursive Processing ccccccseseccceesecceeesececeesececsueceeeueeceeseuseceseuaecessuneceesegeeeetes 110 ee ECM Desktop for P8 Introduction BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client
77. reated not yet persisted About to create instance of folder class Folder successtully persisted create operation comp Folder object created not yet persisted About to create instance of folder class persisted create operation comp Folder objed aa not yet persisted About to create instance of folder class successfully persisted create operation comp Folder object created not yet persisted About to create instance of folder class successfully persisted create operation comp Folder object created not yet persisted About to a instance of folder class Folder s ully persisted create operation comp Folder aa aeded not yet persisted fhe d ta ercste imekana of faldar elaro ooo Features Detail BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ECM Desktop Introduction Introduction ECM Desktop is the main application screen to interact with documents or records such as e Advanced Search capability with multi value retrieval Saved Searches Version and content actions checkout in etc Bulk download with excel Foldering operations Data copy clone feature from one P8 system to another www BowenECMSolutions com Contact Jay BowenECMSolutions com Document Search Search Select an Object Store Northwind ECM Select Document Class Document Current State v Date Content Las Date Created Date Last Modifie Document Title
78. rinting be sure to include the Mime Type Like oe properties as part of your included search ls Current Version TRUE results 3 Select documents to print from the grid using the shift ctrl keys extended select and O E E E E EEE clicking the row selectors where the WHERE DocumentTitle is not null AND MimeType Like tif numbered row indicator appears ee eee eee 4 Click the print icon p89 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 The bulk print dialog opens ae 2 Enter text to include property values use be Property Name For instance Document car Tot rt ro lm C2420098 B9A5 Timepefi 700456045 title to include the document title on each values from documents ornor TFdocunerts be E ADCT20FSA A2C imageliff 00456043 sure to set detaut printer hardware or sottware J page and or cover page of the printed Treaa an aa an 52742E80 CDB6 imagetif 00456031 document 3 Ensure include cover page is checked if you want cover pages for each document Bulk Print TIF ipin Setio Print M Close 4 Click the Include watermarks to include r stamping each page of the printed L document Include termine m ed exactly a C2420098 B3A5 DC720F3A A2C T
79. sing this feature Content Management gt Import Documents Excel ee Utilities Using import documents from folders allows you to clone an entire windows directory and load into FileNet Optionally recreate entire windov 1 Launch ETL import from the application menu as shown o Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 Enter logon information oJ BowenECMSolutions Directo ad Applications Settings es Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 3 Click the import tab a BowenECMSolutions Directory Cle ie l ao Applications Settings Help 4 Select an object store Logon Import Folders Log 5 Select a document class Select an Object Northwind EGM Select Document Glass OOOO Adventure Works Bicycles 6 Create a Batch oe Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 6 If your class selection is acceptable click the y y p gH BowenECMSolu ons C folders tab to select an import source Directory Cle a Applications Settings Help 7 Right click to view
80. st p94 OBECM Desktop Document Class Designer BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 2 The property editor is shown PersonnelDocType 3 Click Edit Choice Items second tab ls Value Required Show when adding documents Show in Search Builder Overnde CWL p95 OBECM Desktop Document Class Designer BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 Select an item in the choice list Right click to display the menu pune 2 You can instantly convert a single item to a group item by clicking add item k w Add Item Ctrl 4 3 You can edit the item by clicking edit and YE Delete Item Del entering keyboard changes oo ae 4 Click Import Binary to load a previously Import Binary CVL not text File Ctrl I saved choice list Load From Text File Ctrl L 5 Click SAVE CVL list to save a backup copy ga eve SUPE cats of the choice list Suggested prior to making Sort Order Group Node Ctra changes Choice List Display Mode 6 Click Sort Order group node to sort what you Choice List Fill Frequency have selected To click the entire choice list click the very first node root node in the choice list To sort group items individually click the group item then sort p96
81. t Systems November 2010 6 The results in the grid shows data that would be deleted which preserves the first instance of the document as it was found navigating the directory Click delete to start deleting the documents in the list 3BFile Checker BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com f p OSCFOR 1 JPG DSCFO34I JPG DSCFOMEJPG OSCFOM JPG OSCFOHE IPG OSCFORE JPG OSCFOGE JPG DSCFOGE4 JPG OSCFO370 JPG OS FO321 PG a OSCFOHSIPG OSCFUHE JPG DSCFOR47 JPG DSCFLA48 JPG a OSCFO3SS JPG OSC FORZIPG DISCOGS JPG DSCFOG 0 JPG Aasemblyinio vb FileFoundFvent rg i aoo cor ig Assemblyinfo vd rileFourdiventwg FileSearchteyncs app config Aasembly inio vh FileFoundeventieg FileSearchtsyne r My Replication mys My Resources resa MySettings setting Async INOA exe on Asyne2005 vshost hayne2005 vehost aync2005 vehost Myfeplicabon mya DSCFOS21 DSCFO33 DSCFOMS DSCFOM DSCFOS DSCFU3ZO8 DSCFO352 DSCFO3S4 DSCFO370 DSCFO321 DSCFUH3 DSCFUH6 DSCFO 7 DSCFO S DSCFO3SS DSCFOR2 DSCFU34 DSCFU370 Lasemblyinio FileFoundE vertdurgs app Rsserbiyinto FueF ound vertivge FaeSeerchAaync app saserblyinio Fief oundEvertivgs PileSearchtsyne MyAgelicabon MySemnga Asyre IOCA exe isyrez0CSvshost 14d hayn 2008 vshost one 7 Parele svahostene 430 MyAppheabon l ir a 4z3 My Resouces SI 262 73 a
82. t your search conditions Follow the same steps as above to enter your where conditions based on each property ECM Desktop supports an unlimited number of WHERE conditions and advanced users may edit their SQL as necessary Execute the search by clicking the green Search button ECM Client for FileNet P8 Content Management Systems www BowenECMSolutions com Contact Jay BowenECMSolutions com aL ECM Desktop Document Search Search Select an Object Store Northwind ECM Select Document Class Document Current State __ Date Created Date Last Modifie b Document Title ID Results Indexation Id A a ee E E m E m E H Document Title le Not Null Search Conditions SELECT ID MimeType ComponentBindingLabell CompoundDocumentState ContentRetentionDate ContentSize Creator CurrentState DateCreated DateLastModified DocumentTitle FROM Document WHERE DocumenttTitle is not null fas Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 7 To re order which properties are returned as part of a search result simply drag the row that contains the search property to the desired index Current State position Select the row s by clicking on the row Date Content Las selector the leftmost cell in the property grid 8 Click just behind the r
83. tent between FileNet P8 BEA SS systems copy data between object stores Northwind ECM Results recreate items in another class or change Se eae ae Drag a column header here to group by that column the class if the source and destination class Document Mi_Z 9 ComponentBinding Label __ Y Compound Document State _ E Y Content Retention De F 0 are in the same object store 2 The FileNet P8 API does not support eree changing class across object stores therefore you are limited to the recreate option if the document objects if the source Property to Search On Condition Value object store is not the same as the i Document Tike cis destination object store Minor Version Nu sle PNP EEIEIE 5 I talc lta lta ta lta lta lta talte o ai ai ai oa a a ao 3 The program will allow you to map to new properties and use copy down drop down features You may map single valued properties or multi to single You may also convert data type if the source data is a valid format for the expected type For instance A01 is not numeric but 01 is which would be preserved to an integer property value of 1 Object based properties are not supported 4 Note the default behavior of FileNet for changing class not recreating objects is preserving the documents values if the destination class is the same property as the source Lae Features Detail BowenECMSolutions com O www BowenECMSolutions com Cont
84. the import menu select a folder ees ders Drag a column header her 8 Select the folder which is the parent folder for import Note Only subfolders and documents within those folders are imported not the parent folder itself The parent folder is the entry point that is mirrored into FileNet if you are importing an entire directory b jE Computer gt ti Network 9 Select OK b El Control Panel Recycle Bin gt Stuff aj TestData b gt di lewell i b levell_b A Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 aS BowenECMSolutions Directory Cle ye ad Applications Settings Help Logon Import Folders S Drag a column header here EES TestData n level HE levelli os 10 Click on a folder to view documents contained only in that folder and apply metadata 11 Right click in the grid to apply values from the folder name to the documents or paste down metadata 12 Using this simple feature you can apply metadata to any property including those with choice list drop downs or multi values o Upper ABC o Lower abc Proper Abc ka Paste Down Copy p36 Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010
85. thout leaving the application ECM Desktop for P8 Installation amp Configuration Conflicting software 1 The local machine or server should not have the FileNet API dll installed in the Net GAC Prerequisites All Microsoft based operating systems are supported Net framework 3 5 Microsoft Web services extensions 3 0 WSE 3 0 Network connectivity to P8 system Administrative rights to install the program 2 4Ghz CPU or faster recommended 2 gigabytes of memory minimum oo aN Installation Instructions 1 Download the latest installer from the web site or use your own automated installer 2 If present uninstall the existing version using Add Remove programs 3 Accept all defaults on installation or optionally choose installation directory of your choice e ECM Desktop for P8 Installation amp Configuration BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 4 If desktop prerequisites are missing the installer will prompt the user for installation from the vendors website 5 The desktop Installation complete proceed to configuration Client Configuration 1 Launch the application 5 BowenECMSolutior 2 From the menu click Settings gt gt Applications User Settings and Preferences 3 The user name is automatically obtained from the operating system 4 Enter your passwor
86. tings Job Control Click loop until finished which will cause the program to repeat until Zero items are returned from the query PDF Conversion Click batch size which can be anything from 10 documents to 100 000 Almost all P8 systems can easily handle 1 000 item retrievals Recommended Disable subscriptions if the action you are taking will launch workflow events You perform this action in FEM administration tool Click the red BROWSE button to browse to a log file location C Users jbowen Desktop DIE 1BECM Desktop Recursive Processing BowenECMSolutions com Help Total Count 0 Error Count 0 O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 7 Use the search builder to generate the API a Applications Settings Help ees Search Builder Search Saved Searches Select an Object Store Object Store 1 Document Title Is Not Null sl UPA 1BECM Desktop Recursive Processing BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 ES a Applications Settings Help Job Settings 8 Click Start to and a confirmation dialog will appear Click YES if you want to proceed 9 Screen shot shows the results of processing 10 Additional recursive functions will be added in future releases of ECM desk
87. tions Settings Help have scanned all of your pages a BowenECMSoalutions Document Imaging scanning ar 2BDocument Imaging BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 10 The batch will be picked up by a background n ain process that periodically polls for new items oJ Applications Settings Help You may have to wait a few seconds before _ _ __ the item is processed but you can and Image Processing should continue scanning additional batches 20110226 1 entered image processing whic a f ZU 10226 1 image processing comp eted al qismni E b M 4 2 l Loo 2BDocument Imaging BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com November 2010 Click the batch book which will contain the recognized document s and one container which are loose pages Loose pages contains all pages discarded by the scan process for instance blank or user deleted Right click the batch to view batch history The document is already named after the document class in P8 and Is ready for conversion to PDF You may rotate pages or delete if desired To advance the batch to PDF OCR right click the batch book icon and click Advance to OCR PDF OCR conversion will take 2 10 seconds per page and depends on your computers processing power WO 2BD
88. tions com ECM Client for FileNet P8 Content Management Systems November 2010 ee 2 Select the rows from the grid to convert then from the menu click OCR conversion e Class Relocate Documents _ Convertto aroha bl PR Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 3 The TIF to PDF conversion dialog opens re eee PDF Conversion 4 Select a working folder path 21 EBF6BE 58BF 47D6 A671 CA016760CCA7 Pending 02420098 B945 46BC AFF9 D3C 198984067 Pending HA image Crop Borders DCT720F9A A2CE 4332 85DD D784566A4956B Pending wit image Auto Page Orientation HA PS Merge Content Elemements wit P8 Revise Documents HA F3 Preserve Originals 5 Select conversion options from the screen ger Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 6 Click start to begin converting the TIF re hr Ce images to searchable OCR PDF PDF Conversion docu ments 21EBF6BE 58BF 47D6 A671 CA016760CCA7 Recognition Page 1 84 C2420D98 B9A5 46BC AFF9 D3C 198984C67 Pending A image Crop Borders DC720F9A A2CE 4332 85DD D784566A956B Pending 2 image Auto Page Orientation Pal P3 Merge Content Elemements Pal P3 Revise Documents 2 P
89. top C Users jbowen Desktop 2 26 2011 12 44 27 PM 2 26 2011 12 44 27 PM 2 26 2011 12 44 27 PM 2 26 2011 12 44 27 PM 2 26 2011 12 44 27 PM 2 26 2011 12 44 27 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 26 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 25 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 24 PM 2 26 2011 12 44 23 PM 2 26 2011 12 44 23 PM Finished Successfully deleted the document ID is 43107B46 DC7C 4C3F 851F 05202EAFE91D remi fetched 43107B46 DC7C 4C3F 851F 05202EAFE91D about to call the delete About to fetch BF1C8739 5ABB 46B7 AD27 04B 1 EAEAF700 Successfully deleted the document ID is BF 1C8739 5ABB 46B7 AD27 04B 1EAEAF700 rem fetched BF1C8739 5ABB 46B7 AD27 04B 1EAEAF700 about to call the delete About to fetch 5EF1BBFB A50C 429C BB 12 0491D644DE21 Successfully deleted the document ID is 5EF1BBFB A50C 429C BB 12 0491D644DE21 rem fetched 5EF1BBFB A50C 429C BB 12 0491D644DE21 about to call the delete About to fetch 073543C5 99F2 48D8 AD77 03C869B7
90. u want to Northwind ECM Adventure Works Bicycl Adobe PDF Create Box create the placeholder documents in FileNet otherwise click NO if you only want to print the barcode pages Northwind ECM Adventure Works Bicycles Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 14 The barcode cover sheet is printed with values www bowenecmsolutions com Creators of ECM Desktop and ECM Desktop Enterprise 15 Click the box inventory tab r o and select a box to view me previously created items Create Box T Printed VesINo 1 F 1 2 ie Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com November 2010 Import using Excel Introduction Bulk Imports can be used to upload documents into P8 by the means of a source file excel XML ora data source e Excel files are often used by end users or IT Staff to upload into P8 Excel is user friendly but is susceptible to data entry errors since there are no constraints and users can edit cells directly e Each excel worksheet is limited to 66 000 rows of data if you have a significant number of documents you can use multiple worksheets in one workbook e The importer can use Excel or XML data sources provided the list of expected properties are present
91. ument was updated ECM Client for FileNet P8 Content Management Systems Bulk Load Test Bulk Load Test Bulk Load Test Bulk Load Test Awar Ferformance Rewiew Bulk Load Test Bulk Load Test Bulk Load Test Bulk Load Test Administrator Administrator Ferormance Rewiew Certifications Disciplinary Action Licenses Performance Rewiew E bd i 6lUltC lt C lt C Cti OSOCS Oooo Features Detail BowenECMSolutions com www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 Recommended Use property updates when you have a set of values to replace on multiple fields Bulk Metadata Updates Basic Actions Version Actions Save Actions Advanced Actions Function Based Substition H Download Documents Save Search Results pdfxls based on old values and new values ECM Desktop rey eae property updates tab supports updating multiple Prpetee a Hee Chances Regue properties simultaneously which is faster than trying Boon to update the document in several passes with 1 02 10 2010 08 14 2010 Northwind invoice_1wv incremental updates 02 07 2010 02 10 2010 Northwind invoice_150 i i 07 19 2010 08 22 2010 23435 1 Perform a search and retrieve results in the a grid TIP Save your search results to 08 29 2010 08 29 2010 Northwind invoice 150 lli bac k C han
92. voice_15019 pdf Northwind invoice _15021 pdf Northwind invoice_15022 pdf 11 21 2001 3 25 PM 11 21 2001 3 31 PM 11 21 2001 3 37 PM 11 21 2001 3 43 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM l Select an Object Store Basic Actions Version Actions Save Actions Advanced Actio view TA Add New Documents View Advanced R Delete Northwind invoice_15026 pdf 9 6 2009 9 44 PM Northwind invoice_15027 pdf Northwind invoice_15029 pdf Northwind invoice 15030 pdf Northwind invoice_15032 pdf Z Northwind invoice_15034 pdf x Northwind invoice_15036 pdf wv Eaul m 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM 9 6 2009 9 44 PM s selected Date modified 11 21 2001 3 37 PM 9 6 2009 9 44 PM Size 332 KB SELECT ID MimeType ComponentBindingLabel CompoundDocumentState ContentRetentionDate ContentSize Creator CurrentState DateCreated DateLastModified DocumentTitle FROM Document WHERE ManmmaniTital io nat null Results _ ojojojo o Drop Files he a EF IRIE og olo Jadi Pal nal nel nelle nella ine ins i in A el ed et ek ee ee o 9 9 0 0 0 90 o 0 0 o 0 FPIFIFEFIFIFIE p66 Featur
93. w Excel eI Features Detail BowenECMSolutions com O www BowenECMSolutions com Contact Jay BowenECMSolutions com ECM Client for FileNet P8 Content Management Systems November 2010 1 Click Download Location to define where Content Download i M you want your files to download to The a ae o same directory will contain your excel spreadsheet when the download is complete Create Unique Folder F Eg Merge TIF images 2 Click duplicate file action to either create a unique folder when a duplicate is encountered or rename the file to prevent Download Location E _Developer Resources Projects PowerTools PowerTools_4 0 PowerTools bin x86 D overwriting existing documents in the directory 3 Check merge tif images if you have multi content elements with each being a single page tif file On download the program will merge the pages together to form one multiple page tif file 4 Click Download Files to start the download The download will start immediately and the progress bar will indicate percent completed ooo Features Detail BowenECMSolutions com November 2010 As the download progresses the download location will be updated in the grid The program will automatically check for identical file names prior to download to avoid overwriting files which is common for versioned files where the files names may be identical A subfolder will be created to ensure uniqueness in these cases During

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