User`s Manual - Oracle Documentation
Contents
1. 1 Display a base document that you know has Markup files 2 Select File gt Markup to enter Markup mode Alternatively you can right click and select Markup or click the Markup button in the toolbar The current active document is displayed in Markup mode unless there are existing Markups Oracle Corp VueLink 17 If there are existing Markups the Open Markup dialog box appears xj m Markup list OK Name size Modification date Autho Ma acad12 consol 505 12 29 2000 12 29 2000 10 41 ADMINISTRATOR consolidate acad12 markup010 1121 12 29 2000 12 28 2000 10 54 ADMINISTRATOR normal Cancel M acad12 xy 12 29 2000 12 29 2000 10 36 ADMINISTRATOR normal acad12 alpha 12 29 2000 12 28 2000 10 37 ADMINISTRATOR normal N V acad12 norm 12 28 2000 12 29 2000 10 42 ADMINISTRATOR normal I acad12_master 505 12 29 2000 10 43 ADMINISTRATOR master Import FREE Delete All revisions Active Markup 3 From the Markup list select one or more Markup files you want to view 4 From the drop down list select the Active Markup Note If you did not select more than one Markup in step 3 the Active Markup option does not appear 5 Click OK All the Markups you selected are displayed simultaneously Promoting Markups You can promote Markups from an earlier version of a document to the current version When you promote a Markup essentially you are saving it as a Markup for the latest version of a document2. b In the File Open dialog box that appears type the URL in the File Name field then click OK File Open xj ebtop53 userName Test user 1 amp docbase qadm53sp3vm amp session OK Cancel 5 Click Browse in the Import Design dialog box to select a local file Browse through the local file system and select a file 6 Click DMS Browse in the Import Design dialog box to select a file from the Docbase Browse through the DMS and select a file See Accessing DMS files for more information regarding DMS Browse File Name v Oracle Corp 30 VueLink 7 Click DMS Search in the Import Design dialog box to search the docbase for a file Select a file from the search results See Accessing DMS files for more information regarding DMS Browse 8 Click OK when you finish selecting a file Oracle Corp VueLink 31 Batch Print You can use AutoVue to print a set of files simultaneously instead of printing one at a time 1 Display a document in AutoVue 2 Select File gt Batch Print The Batch Print dialog box appears Batch Print x List of files to be printed 3DACISAssembly sat Add Browse DMS Browse DMS Search 3 To specify a URL a Click Add in the Batch Print dialog box b In the File Open dialog box that appears type the URL in the File Name field then click OK File Open xj File Name ebtopS37userName Test_user01 amp docbase qadmS3sp3vmasession v OK Cancel 4 Cli
3. 1 Display a document with AutoVue 2 Select File Markup to enter Markup mode You can also right click and select Markup or click the Markup button in the toolbar Oracle Corp 18 VueLink The Open markup dialog box appears xi r Markup list oF Ly so 505 121 00 1 0 10 41 ADMINISTRATOR co d 02 acad12 y 615 12 29 2000 12 29 2000 10 36 ADMINISTRATOR normal 02 Cancel acad12_alpha 351 12 29 2000 12129 2000 10 37 ADMINISTRATOR normal 02 D acadi2 norm 615 12 29 2000 12 29 2000 10 42 ADMINISTRATOR normal 02 New acad12 master 505 12 29 2000 12 29 2000 10 43 ADMINISTRATOR master 02 3 Select All revisions to display the Markup files from previous versions of the base file If previous versions of the file has Markups AutoVue lists all the Markups All the previous Markup files for previous versions of the base file are displayed Note In the following image some columns were narrowed to show the Version column Open markup x Markup list L Name Size Author Markun iyne Version x EEE 505 ADMINISTRATOR consolidated 19 acadt2_markup0 1121 ADMINISTRATOR normal 02 cancel acad12 new 351 ADMINISTRATOR normal 02 acad12 redline 485 ADMINISTRATOR normal 02 New acad12 xy 615 ADMINISTRATOR normal 02 acad12 alpha 351 ADMINISTRATOR normal 02 Import acad12 norm 615 ADMINISTRATOR normal 02 M acad12 master 505 ADMINISTRATOR master 02 Delete acad12 rev2 351 ADMI
4. 6 Click OK after you select a file Nn Oracle Corp VueLink 33 Oracle Corp 34 VueLink Oracle Corp VueLink 35 Feedback Oracle products are designed according to your needs We would appreciate your feedback comments or suggestions Contact us by fax e mail or telephone There is a feedback button on our Web site that activates an easy to use feedback form Please let us know what you think General Inquiries Telephone 1 514 735 3219 Fax 514 735 6440 E mail info cimmetry com Web Site http www cimmetry com Sales Inquiries Telephone 1 514 735 3219 or 1 800 361 1904 Fax 514 735 6440 E mail sales cimmetry com Customer Support Telephone 1 514 735 9941 Web Site http www cimmetry com support Oracle Corp
5. 20 59392 Blank Word 97 2000 27136 Blank PrevorPoint 07 TARN 5 Select a file from the Search results section and select Load File to display the file in AutoVue DMS Browse 1 Click the DMS Browse button in the File Open dialog box Oracle Corp on d 7 29 2004 01 39 01 7 28 2004 01 39 23 7 28 2004 01 39 44 7 29 2004 01 39 44 7 29 2004 01 39 44 7 29 2004 01 39 44 7 28 2004 01 39 44 7 28 2004 01 39 44 7 29 2004 01 39 44 7 29 2004 01 39 44 7 29 2004 01 39 44 7 28 2004 01 39 45 7 29 2004 01 39 45 7 29 2004 01 39 45 7 29 2004 01 39 45 T 9n0nn4 01 30 45 14 VueLink A dialog box appears that lets you browse through the repository DMS File Open ES xi Browse Name HZIQATSBPU Size Creation date 7 29 2004 01 34 55 Hg 117472 7 1 2004 21 46 51 7ni 7 29 2004 15 57 06 7 26 Cancel ippercaseeden 152004220454 FAR success TIF 304600 75 2004 22 12 11 nhi PDF PDF 522931 7142004 22 12 46 7A r cadkay PrT 224431 7142004 22 15 24 acadi2 DWG 38449 8 31200 i iSample 8616 2004 18 24 36 sempe 8 16 2004 18 23 28 Bile isample2 8 16 2004 18 23 28 gne FAdministrator 7 29 2004 01 34 55 7 2 CESystem 1 29 2004 01 34 56 D X Temp 1 29 2004 01 34 56 7 28 Templates 7 29 2004 01 34 58 ThE Peenurrac TONNINA n1 34 586 7 0 2 Browse through the repository and click OK to select a file Markups The three types of Markup files are normal Markups c
6. DMS Browse ebd hehe 13 Mar KU ETE 14 Creatine Markups nre te tee erret idend 15 Saving Marku ps pe e eee tese ee tee aeter 15 Displaying existing Markups eee 16 Promoting Markups eee nene nennen 17 Deleting Markups teer ees e ieri toes 19 Consolidating several Markups into a single Markup 19 Saving as Master Markup sessesseeeeeeeenene e 21 Printing document attributes as headers footers or watermarks eese eese eee eee ent tenons tns enata tuus 22 Printing in headers and footers ses 23 Printing as a watermark esee 24 Converting a document to another format 25 Comparing files 5 2 cree i eene ees eee e duree r ie eere Ya rece ih 26 Cross Probing 1 eee eie etie i estos oo io os o Hbro ce inse nini iee bay iones 28 Oracle Corp ii VueLink hard Bip 29 Batch uui 30 File Overlays ieeettee tevesedisesiedsnescecsnccecsesesesesdaccbendavensedaceneese 31 FEEDBACK 5 oec Rd eR E RARI A ANE QR ON E HEN RETO 35 General Inquiries Serisinin tensa eee ce Yao KT 35 Sales MOTIES eer 35 Customer Support accsesccissscveccsvssscsbecvseseensosscsseesesasedeoossoonsesssessssenees 35 Oracle Corp ii VueLink 1 Introduction VueLink for Documentum provides an interface between the Documentum Webtop and the AutoVue family
7. Show Files Sortby Name Format Size Modified Checked Out By B acadi2 dwa Auovus Checkout Est Checkin Cancel Checkout Format AutoCAD Drawing Size 36 KB Modified 9 15 03 5 22 PM acad14 dwg Atos Checkout Et Checkin Cancel Checkout Format AutoCAD Drawing Size 450 KB Modified 9 12 03 6 36 PM acad2000 dywa Atoe Checkout Git Checkin Cancel Checkout Format AutoCAD Drawing Size 453KB Modified 9 15 03 5 49 PM E Cadenceattegro brd AsoWe Checkout Ede Checkin Cancel Checkout Add To Clipboard More Format Unknown Size 241 KB 4 Click the AutoVue link next to the file AutoVue client loads the file Oracle Corp 8 VueLink Note You can also launch AutoVue by clicking File gt AutoVue Actions Properties New Document wr nt New Folder m Delete Subscribe impor it Add To Cipboard z Eman as webi Ae m Start Workflow eson m Window No folders found Sort by Name Format Size Modified Checked Qut By Bi a o AutoVue Checkout Edit Format AutoCAD Drawing Size 17018 Modified 10 12 07 2 02 PM D peanschsch o Autovue Checkout Edit Format Unknown Size 608 KB Modified 10 10 07 2 49 PM El scott 2 409 o dutoVue Checkout Eat Format AutoCAD Orawing Size 98KB Modified 10 10 07 3 49PM iamen e Autovue Checkout Edit Format Computer Graphic Size AKD Modified 10 10 07 2 49 PM D hpme10 mi o Autowye Checkout Edit Format Unknown Size 172K8 Modified 10 10 07 3 49 PH
8. additions Redis for deletions Blue is for no change Cross Probing AutoVue lets you specify files saved in the docbase for crossprobing 1 Display a document with AutoVue 2 Select File gt Cross Probe 3 Inthe Cross Probe dialog box that appears select Add File Select files for cross probing BN xl OK Cancel Add File Help The File Open dialog box opens x File Name Webtopsstusertamec est user t amp dochase qadmSasp3vmasession n v OK Cancel Browse DMS Browse DMS Search 4 Click Browse to select a local file Browse through the local file system and select a file 5 Click DMS Browse to select a file from the docbase Browse through the DMS and select a file See Accessing DMS files for more information regarding DMS Browse Oracle Corp VueLink 29 6 Click DMS Search to search the docbase for a file Select a file from the search results See Accessing DMS files for more information regarding DMS Browse To specify a URL type the URL in the File Name field Click OK when you finish selecting a file MockUp With AutoVue it is possible to import 3D files from Docbase into the current AutoVue window on 1 Display a 3D document in AutoVue 2 Select File gt MockUp 3 The Import Design dialog box appears Import Design X List of Files to be imported Add Browse DMS Browse DMS Search 4 Tospecify a URL a Click Add in the Import Design dialog box
9. footers and watermark information queried from specified document attributes e Create and store Adobe Acrobat PDF renditions of documents and associated Markups directly from your workstation Adobe Acrobat Distiller required VueLink for Documentum also provides you with a basis to which other powerful functions can be added via custom designed tools to further enhance your Documentum installation Custom designed tools offer many possibilities For example you could create intelligent custom stamps such as an engineering stamp that queries for information that could be included as Markups In addition custom applications could be created to extract relevant information from an AutoCAD or MicroStation file and automatically link it with information from your Documentum Docbase or other system This brings the concept of intelligent drawings to a new level All these features are available from your Web browser by using the AutoVue Web Edition Oracle Corp VueLink 3 AutoVue is fully configurable for you to customize your own tools If you prefer contact your account manager or our technical support representatives to discuss the possibilities of us designing a tool to meet your specific needs Why does the Documentum user need a Viewing Markup tool Typically in an organization a document has a life cycle and is routed to several people as part of a workflow cycle The following is an example of a possible workflow cy
10. of products This interface enables you to add powerful Viewing and Markup capabilities to your Documentum Webtop via web browser in an intranet or the Internet P Documentum VueLink and AutoVue will provide you with the following functionality Document viewing of native formats 2 Graphically marking up documents using a rich set of graphical and textual tools 3 Reviewing your Markups and the Markups of your coworkers 4 Full security linking to the Docbase access control list ACL This manual is intended for the users of VueLink as well as the System Administrator or other individual who performs the VueLink setup Note e Throughout this manual the family of AutoVue Products is referred to as AutoVue The AutoVue family of products includes AutoVue AutoVue Professional AutoVue SolidModel AutoVue SolidModel Professional and Office These products are available in Windows UNIX or Java e AutoVue Professional AutoVue SolidModel Professional and Office provide Markup features Refer to the User s manual for further information about the specific features and file formats supported by each AutoVue product Functional Overview VueLink for Documentum adds document Viewing and Markup capabilities to Documentum Webtop It provides a seamless user interface between Webtop clients and AutoVue All Webtop clients are supported via a Web browser in an intranet Internet environment Markups are automatically saved on the Doc
11. DMINISTRATOR normal acadi2 norm 615 12 29 2000 12 29 2000 10 42 ADMINISTRATOR normal N acadi2 master 505 12 29 2000 12 29 2000 10 43 ADMINISTRATOR master Import Delete LELER F All revisions 3 To create a new Markup file click New in the Open Markup dialog box The current active document is displayed in Markup mode You are ready to create Markups 4 Ifafter you have finished creating a Markup you want to create another one select File New You can also click the New button NeW in the toolbar Saving Markups 1 Select File gt Save to open the Save Markup File As dialog box Oracle Corp 16 VueLink Note For existing Markup files Save is enabled only when the Markup file has been modified x Name ACAD circ review OK Title i Cancel Markup Type normal Folder ITempiCsIMarkups Export Keep Permanent TRUE 2 Enter the Markup Name 3 From the drop down list select the Markup Type 4 From the drop down list select the Folder where you want the Markup file saved ITempiCSIMarkups ITempi CSIMarkups ITemp Redlines 5 Set Keep Permanent to TRUE to automatically promote Markups to newer revisions of the base document 6 Click OK The Markup file is saved and remains displayed in AutoVue Displaying existing Markups When you are viewing a base file that has one or more Markup files a red lightbulb button displays on the AutoVue client status bar
12. EH View Messages JIE Job Status Classic A Streamline ven irl TOT D meme 7 EET S mem rin Ciro pm eigen ETT al Evon M Bec pecia sum Oracle Corp VueLink 9 In Classic View you can also launch AutoVue by clicking File gt AutoVue Ele Edt view Favorites Tools Help amp G bok O A i A A Seach se Favorites O7 SB Address E http qadm53sp3vm 8080 webtop component main dmfClientId 1163457264515 amp dmfRequestid clienti 2 amp d ia Logout Help fj AutoWue Bj Check in Check Out 2 Edit 5 Add To Clipboard jj Cancel Checkout E City map dwg Edit View AutoVue Default Child Version Check Out Import Rendition Export KB 11 2 06 4 47 PM AutoCAD Drawi KB 11 2 06 4 48 PM AutoCAD Drawi Email as web link Help About Webtop Logout Classic E Applet UcfImportContainer LaunchRuntimeapplet D started Trusted sites Note To view a file from a local disk or network drive select a file with the File Open icon A red lightbulb button i9 on the left side of the AutoVue client status bar indicates that one or more Markup files are associated with the document you are viewing e A resource icon amp on the left side of the AutoVue client status bar indicates that one of the components required to accurately and fully display the document is missing Click this icon for the details about the missi
13. MINISTRATOR normal acad12 alpha 12 29 2000 12 29 2000 10 37 ADMINISTRATOR X normal V acad12 norm 12 29 2000 12 29 2000 10 42 ADMINISTRATOR normal VEZIAN 505 2 29 2 12 29 2000 10 43 ADMINISTRATOR master Import Delete EEEE T All revisions Active Markup 5 ClickOK All the Markup files you selected are simultaneously displayed 6 Select File gt Consolidate Oracle Corp VueLink 21 The Consolidated Markups dialog box appears x Name ACAD jet77 Title Po Markup Type consolidated Folder TempiCSimarkups Keep Permanent FALSE x Select the layers to consolidate M ACAD plane2 0 v ACAD_plane3 0 OK Cancel Select All Unselectal 7 Select the Markup layers you want to consolidate 8 Enter a Name for the consolidated Markup file 9 Click OK The consolidated Markup file is saved Saving as Master Markup Master Markups are instantly displayed when their base document is displayed When viewing a document Master Markups are automatically loaded and displayed in Markup mode Although non owners can view Master Markups they are not able to change them or create Markups based on Master Markups After you have finished marking up a document complete these steps to save a newly created Markup file as a Master Markup 1 In AutoVue select File gt Save or Save As Oracle Corp 22 VueLink The Save Markup File As dialog box appears xi Name ACAD_circ revi
14. NISTRATOR normal 01 acad12 rev 351 ADMINISTRATOR normal ou 8 4 Select the Markup file for the previous version of the base file that you want to promote 5 Click OK The Markup file is displayed with the latest version of the base file 6 Click File gt Save to save the Markup as a Markup for the latest version of the base file The Markup is saved as the Markup of the latest version of the base file Oracle Corp VueLink 19 Note Save is only enabled if you have made modifications To save without modifications click Save As Deleting Markups 1 Display a document with AutoVue 2 Select File gt Markup to enter Markup mode You can also right click and select Markup or click the Markup button the toolbar The Open markup dialog box appears 3 From the Markup list select one or more Markup file s that you want to delete xi m Markup list A METTRE MN TTE TC NINE NN rm cup type x 05 29 200 29 2000 10 41 ADMINISTRATOR a ITIVE Y 12 29 2000 ETC 36 ADMINISTRATOR normal acad12 alpha 351 12 29 2000 12 29 2000 10 37 ADMINISTRATOR normal acad12 norm 615 12 29 2000 12 29 2000 10 42 ADMINISTRATOR normal acad12 master 505 12 29 2000 12 29 2000 10 43 ADMINISTRATOR master All revisions 4 Click Delete For each Markup file that you selected to delete you are prompted to confirm deletion 5 Click Yes to delete the Markup The selected Markup files are deleted from the M
15. VueLink for Documentum An Integration between AutoVue Web Edition and Documentum User Manual VueLink i Contents INTRODUCTION iscscessatensaiscsesetacctescusisdsscexdeansstehdedecvanvacessbelusees 1 Functional Overview sccssscssssssssscsscssssessecsssescssessssescsssseessesees 1 Why does the Documentum user need a Viewing Markup tool 3 Markup File Management ceres eee eren eee eren esee etn aee etae eoo 4 Other Useful Features eres eee eee esses eese entente ense sn asta sonans 4 Gomp te ione tn ui eec et d ete Er e epar d 4 COMVELSION eder OEC ETHER EN H Ee UT reni ende 4 Engineering documents eene eee 5 Cached metafiles airite eec ete tein tcc 5 VUELINK FEATURES 52r riekpethpiae se prt LE REEF o EE UER Ee Re egR sudo 6 Viewing documents eroe re eee rues oe tine e those te to nose rae aaepe inis 6 Viewing a document in Documentum Webtop 6 Vartual Documents 55e aeter eet aet e ee ette 10 Viewing renditions in Documentum for Webtop cce eee esee eene ee eene ee eee ene sete tn aae 10 Viewing multi content documents c eeeee ecce eene ee eene ne 10 Viewing pages in a multi page Content file 10 Accessing DMS files eee sees ee eee ee esses ees s esa to ette tease eaae eaae 11 DMS Search tester tute bero Ree e pe e iler te t 11
16. aphics formats such as TIFF Oracle Corp VueLink 5 Engineering documents VueLink is fully equipped to handle complex engineering documents that may consist of external references XRefs layers and blocks Cached metafiles With AutoVue it is possible to enhance the viewing performance of large drawings by using cached metafiles A metafile is a lightweight format developed by Oracle and represents a true replica of the original format When viewing a file AutoVue checks if a cached metafile rendition exists inside Documentum If there is one AutoVue checks it out instead of the native file There are two ways you can generate metafiles and cache them as renditions inside Documentum Online caching of metafiles e Offline caching of metafiles Online caching of metafiles Every time you view a file with AutoVue and you close the client or view another file AutoVue automatically generates a metafile and checks it into Documentum as a rendition of the original format Offline caching of metafiles Oracle has developed a utility that uses Auto Vue server as a rendition tool to generate and check in metafiles into Documentum For instructions on how to install and configure the offline utility refer to readme doc Utility for Caching Metafile Renditions for Documentum in lt vuelink install folder gt metafile_utility Oracle Corp 6 VueLink VueLink Features This section covers the following tasks or f
17. arkup list in the Open markup dialog box Consolidating several Markups into a single Markup The consolidate option allows you to create a new Markup file that combines copies of selected parts or layers of different Markup files It is only available if multiple Markup files have been loaded using the multi load option The multi load option enables you to open several Markup files at the same time During Oracle Corp 20 VueLink the review cycle consolidation simplifies document revisions by providing the author with one combined markup file instead of several Markup files AUTHOR EDITORS Consolidate AUTHOR all reviews into one Document Review document m Revise Review Review Display a document with Auto Vue Select File gt Markup to enter Markup mode You can also right click and select Markup or click the Markup button in the toolbar The Open markup dialog box appears 3 Select more than one Markup file to view 4 From the drop down list select the Active Markup Note If you did not select more than one Markup in step 3 the Active Markup option does not appear NOR Open markup xj 7 Markup list Name Size Creation date Modificationdate Author Ma F acad12_consol 505 12 29 2000 12 29 2000 10 41 ADMINISTRATOR consolidate acad12_markup010 1121 12 29 2000 12 29 2000 10 54 ADMINISTRATOR X normal v acad12 xy 12 29 2000 12 29 2000 10 36 AD
18. base server and are available for other users to edit or view depending on their document access level Oracle Corp 2 VueLink VueLink and AutoVue are also available with special handling capabilities for CAD documents created with AutoCAD or MicroStation directly from Documentum under the CADLink Review product name If your needs include AutoCAD and or MicroStation please contact your Documentum account representative for more information CADLink Review is developed by CADSpace Inc a Documentum Signature Partner VueLink for Documentum and AutoVue provide users with the following powerful features and capabilities locally or remotely via a Web browser e Securely view documents in their native format without editing them e View more than 200 2D EDA amp 3D Engineering and Business document formats e View multi content objects e Simultaneously work with multiple Markup layers and files e Create Markups directly on stored documents or renditions using a rich set of annotation tools e Create hyperlink connections to other related documents e Consolidate several Markup files perhaps from different reviewers into a single Markup file e Control access to Regular Read only Master and Consolidated Markup files e Associate Markups with a specific document revision Markups may be migrated to new revisions as required e Graphically compare different revisions of engineering drawings e Print documents with header
19. ck Browse in the Batch Print dialog box to add a file from the local file system In the File Open dialog box that appears select the file you want to add to the print list 5 Click DMS Browse in the Batch Print dialog box to browse through the repository In the dialog box that appears browse through the repository and click OK to select a file Note See Accessing DMS files for more information 6 Click DMS Search in the Batch Print dialog box to search through the DMS In the Search dialog box that appears specify a search criteria and select the file from the search results to add it to the print list Note See Accessing DMS files for more information Oracle Corp 32 VueLink 7 When you finish selecting files click Print The selected files are printed File Overlays AutoVue lets you specify a file saved in the Docbase for an overlay 1 Select File gt Overlay The File Open dialog box appears x File Name Webtops userNamec Test usera1 amp docbase qadmS3sp3vm session OK Cancel Browse DMS Browse DMS Search 2 Click Browse to select a local file Browse through the local file system and select a file 3 Click DMS Browse to select a file from the Docbase The DMS Browse dialog box appears Browse through the DMS and select a file 4 Click DMS Search to search through the docbase Specify a search criteria and select a file from the Search Results Type the URL in the File Name field to specify a URL
20. cle Check in LAN or Work in Database 4X Dial up Progress EDM PDM Check out Client Document Consolidate Document Markups Q0o 00 02 Other documents At minimum there are three types of people that interact with a document Creator Author of a document The creator is usually the person responsible for creating or modifying a document with an editing application such as Microsoft Word or AutoCAD Reviewer of document This individual usually reviews a document and provides comments to the author or other reviewer In a paper based environment the document would be printed and sent to a list of reviewers Each reviewer would provide feedback in several ways directly annotate the paper output using a pen attach sticky notes to the paper output and create one or more annotation documents The annotated document along with other material is then sent to a supervisor who will review the material possibly from several reviewers and may consolidate the comments into one set This set is then passed Document Project Manager Markups Oracle Corp 4 VueLink back to the creator for making modifications to the document Several revisions or versions of the document may be produced during this process Users of documents Once the review cycle is complete possibly involving several versions of the document the document is published The final document is made avai
21. eatures in AutoVue and VueLink for Documentum e Viewing documents e Viewing renditions in Documentum for Webtop e Viewing multi content documents e Accessing DMS files e DMS Search e DMS Browse e Markups Creating Markups Saving Markups Displaying existing Markups Promoting Markups Deleting Markups Consolidating several Markups into a single Markup Saving as Master Markup e Printing document attributes as headers footers or watermarks e Converting a document to another format e Comparing files e Cross Probing e MockUp Batch Print e File Overlays Viewing documents To view documents from within Documentum and from within AutoVue follow the appropriate instructions for Webtop Viewing a document in Documentum Webtop 1 Open your Web browser and go to the Webtop home page Example http doc42 8080 webtop 2 Log on and go to the stream line interface Oracle Corp VueLink 7 3 Browse to the folder from where you want to view a file Webtop Microsoft Internet Explorer Fle Edt View Favortes Tools Heb a Peak gt OA A Qsearch Guravortes Guede A e Ol sl Cabinets Folder Actions Properties New File New Folder Dolta Subscribe Imeort Add To Clipboard Move here Copy haere Link here Mew clipboard Start Workflow Folders Show items 15 Copy of Previous ver meta Mutticontent C3 Previous ver meta CJ Xref xrer2 Files Displaying 1 to 5 of 14 OFT of SO showitems 5 z
22. ength RLC File 3 From the Convert to Format drop down list select the TIFF format 4 Check the Rendition option under Output 5 Modify any other options if you need to 6 Click OK File conversion begins AutoVue converts the file to the TIFF format and checks it into Documentum as a rendition of the original file Comparing files You can use AutoVue to compare the current version of a document with any of its past versions 1 Display a document with AutoVue 2 Select File gt Compare Oracle Corp VueLink 27 The File Open dialog box appears x v Document versions File Name Webtop53 userName Test user 1 amp docbase qadm53sp3vm amp session v OK Cancel Browse DMS Browse DMS Search 3 From the Document Versions drop down list select the version to which you want to compare the file viewed in step 1 AutoVue displays three windows the first containing the original document viewed in step 1 the second containing the version you compared the original against and the third the comparison result window E http qadm53sp4 m 8000 Powered by Auto ue Microsoft Internet Explorer EET EIER 6 bike1 dgn MicroStation Desig 114 Pg 1 2 27136 bytes Oct 12 2007 E Applet Jue started _ i J Trusted sites E Note The comparison result window uses color to communicate the result of the file comparison Oracle Corp 28 VueLink Green is for
23. ew OK Title Cancel Markup Type normal Folder TempicsiMarkups v Export Keep Permanent TRUE 2 Enter the Markup Name 3 For Markup Type select master from the drop down list Save Markup File As X Markup Name Element Markupt Markup Type master Cancel consolidated El 4 Click OK The Master Markup file is created and stored in the Markups database The next time a user logs on and views this file AutoVue will launch in Markup mode and display the Master Markups Printing document attributes as headers footers or watermarks With AutoVue you can print document business object attributes in a header footer or as a watermark 1 InAutoVue select File gt Print The Print Properties dialog box appears Oracle Corp VueLink 23 2 Customize the Print Properties by taking the steps in sections Printing in headers and footers and Printing as a watermark Print Properties Insert Variable X lt CSI_DocDateCreate enter 96X CSl DocAuthor 96X CS8I DocDateLastModified 96p96N 96X C8l Version Printing in headers and footers With the headers footers group you can define what will be included on every page of your document 1 InthePrint Properties dialog box click the Headers Footers tab 2 Toinput information for the headers and footers enter text under Headers and under Footers You can also select a code in the Insert Code drop down
24. lable to those requiring View only access to the document At this stage the document may be provided for viewing either in its native format or as a print rendition VueLink provides the capability of marking up a document and storing Markup information in an annotation file in the Docbase server There are different types of Markup entities offered in addition to hyperlink capabilities Markup File Management More than one Markup file can be attached to a document or a rendition In addition users have the option of displaying one or more Markup files simultaneously If the currently displayed document has registered Markups a red lightbulb button displays in the lower left corner of the status bar alerting the user to the existence of one or more Markup files Markup files also automatically track the revisions of a document so that each revision has a distinct set of related Markup files When Markups are valid for a subsequent revision they can be promoted to that revision Other Useful Features Compare With the Compare feature documents of the same type raster or vector are visually compared The two selected files are simultaneously displayed in their own windows with the comparison findings displayed in a third viewing window This feature is very useful for finding similarities and differences in revisions of a drawing Conversion Documents can be converted from any of the AutoVue supported file formats to some popular gr
25. list Oracle Corp 24 VueLink 3 Click OK when you are done Insert Code 96X r object type ES 9eX subject i 9eX authors a X lt keywords gt X lt a_application_type gt 96X a status 96X r creation date 96X r modify date Xsr_modifier gt x Printing as a watermark A watermark prints faint and transparent characters under the current document s content With the Watermark group you can define what you want to appear on your printed document 1 Inthe Print Properties dialog box click the Watermark tab 2 Enter text under Watermark Text Oracle Corp VueLink 25 The text displays as it will appear in the document m Watermark Text Options Set Font inser Code Insert Variable e Horizonte Yerical 3 Click Font to customize the font 4 Click OK when you are done Converting a document to another format You can use AutoVue to convert documents to other formats such as TIFF and then check in the converted document back into Documentum as a rendition of the original Note Only the TIFF format is currently supported for saving as a rendition 1 Display a document with AutoVue 2 Select File gt Convert Oracle Corp 26 VueLink The Convert dialog box appears fo Rendition ctempiplanet 0 tif TIFF CALS GP4 Encapsulated Postscript Raster HP Laserjet Printer PCL PCX Bitmap Run L
26. ng information e Ifa document has other files associated with it as is the case with XRefs AutoVue checks out all the associated files as well Oracle Corp 10 VueLink Virtual Documents VueLink for Documentum supports the XRef schema defined as virtual documents If the relationship between the base file and the XRef file is defined VueLink downloads and displays all XRefs for the base document Viewing renditions in Documentum for Webtop AutoVue displays all renditions from the list of supported file formats 1 Select View and then Renditions for the file you want to view 2 Click the rendition you want to view AutoVue client launches and displays the file you selected Viewing multi content documents Multi content documents contain several files known as Content files Complete the following steps for viewing a content file in a multi content document 1 Display a multi content file in AutoVue 2 From the View menu select MultiContent 3 Select Next Document Previous Document or Document Number If you selected Document Number the Document Number dialog box appears Document Number x Go to Document Cancel 4 Enterthe number of the Content file and click OK The Content file whose number you entered displays Viewing pages in a multi page Content file 1 Display a file in AutoVue 2 Select View gt Page 3 Select Next Previous or Page Number Oracle Corp VueLink 11 If yo
27. onsolidated Markups and Master Markups Normal or regular Markups The default Markup when using a brand new setup Consolidated Markups You can load several files simultaneously and edit them to create a consolidated Markup where the contents of all files consolidate to display as one file This type of Markup is especially helpful when you want to group reviews from various individuals to forward collectively to another person or group of reviewers Master Markups Markup files that display automatically when you open a document This type of Markup alerts the viewer that important changes were made to the document content This benefits the workflow cycle when changes to a document need to be noted but the document itself has not been modified in the authoring application Oracle Corp VueLink 15 Creating Markups 1 Display a document within AutoVue Refer to the section on Viewing documents 2 Select File gt Markup to enter Markup mode You can also right click and select Markup or click the Markup button in the toolbar The current active document is displayed in Markup mode unless there are existing Markups If there are existing Markups the Open Markup dialog box appears when you try to enter Markup mode Open markup r Markup list OK acadi2_consol 505 12 29 2000 10 41 ADMINISTRA acad12 xy 615 12 29 2000 10 36 ADMINISTRATOR normal Cancel acadi2 alpha 351 12 29 2000 12 29 2000 10 37 A
28. u selected Page Number the Page Number dialog box appears Page Number xj r Go to Page OK R Accessing DMS files AutoVue provides two ways to access files that are in the docbase from within the AutoVue window DMS Browse and DMS Search You can use these ways to select files from within the repository when you need to open files for viewing comparison cross probe Mockup batch printing or Overlays If any operation requires you to open files the File Open dialog box lets you search or browse the repository File Open x File Name fWebtopS3 userName Test_user01 amp dochase qadmS3sp3vmesession OK Cancel Browse DMS Browse DMS Search DMS Search 1 Click the DMS Search button in the File Open dialog box Oracle Corp 12 VueLink A dialog box appears that lets you specify a search criteria Search DMS 2 Tosearch for a file in the DMS enter the Name Title and or Author of the file in the DMS search dialog box 3 When you finish specifying your search criterion click Search Oracle Corp VueLink 4 AutoVue looks for all documents in the repository that match the search criteria and populates the Search results section with the search results Search DMS Administrator SEC Plugin 341920 Blank PowerPoint Pre 14843 Blank WordPerfect 6 941 Blank Excel Workboo 15360 Blank Excel 97 2000 13824 Blank Access 97 20161440 Blank Access 97
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