eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide Documentum, Inc., a division of EMC 6801 Koll Center Parkway, Pleasanton, CA 94566 (925) 600-6800 COPYRIGHT Copyright © 1997-2004 Documentum, Inc., a division of EMC 6801 Koll Center Parkway, Pleasanton, CA 94566 (925) 600-6800 Trademarks Documentum® Documentum RightSite®, Documentum Server®, Docbasic®, Documentum DocPage Server®, Now You Know®, Documentum WorkSpace®, Documentum SmartSpace®, Documentum ViewSpace®, AutoRender Pro™, Docbase™, DocInput™, Docobject™, DocPage Builder™, Documentum 4i™, Documentum Administrator™, Documentum CADLink™, Documentum Commerce Server Integrators™, Documentum Application Server Integrators™, Documentum Content Authentication Services™, Documentum Content Personalization Services™, Documentum ContentCaster™, Documentum Corrective Action Manager™, Documentum Desktop Client™, Documentum Developer Studio™, Documentum DocControl Manager™, Documentum DocLoader™, Documentum DocViewer™, Documentum Dynamic Content Assembler™, Documentum eConnector for CAD™, Documentum eConnector™ for IBM WebSphere® (IBM and WebSphere are trademarks of IBM) Documentum eConnector for SAP™ (SAP is a trademark of SAP AG), Documentum eConnector™, Documentum eConnector™ for BEA Weblogic® (BEA is a registered trademark of BEA Systems Inc) Documentum eConnector™ for JDBC, Documentum eConnector™ for ATG Dynamo® (ATG and Dynamo are registered trademarks of Art Technology Group), Documentum eConnector™ for Lotus Notes® (Lotus Notes is a registered trademark of Lotus Development Corporation) Documentum eContent Server™, Documentum Engagement Services™, Document Engagement Server™, Documentum ftpIntegrator™, Documentum Intranet Client™, Documentum iTeam™, Documentum Reporting Gateway™, Documentum Site Delivery Services™, Documentum Web Development Kit™, Documentum Web Gear™, Documentum WebCache™, Documentum Web Publisher™, GMPharma™, GXPharma™, GDPharma™, GSPharma™, Momentum™, Virtual Document Manager™ (VDM), Documentum Selfrepair™, and eRoom are trademarks or registered trademarks of Documentum, Inc. in the United States and throughout the world. All other company and product names are used for identification purposes only and may be trademarks of their respective owners. eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | i What is the Documentum eDK for Workflow? .............................................................. 1 Additional Resources .................................................................................... 1 Requirements............................................................................................. 2 Installing the eDK for Workflow ................................................................................. 2 Pre-Installation Requirements ......................................................................... 2 eRoom Server............................................................................................. 2 Content Server ........................................................................................... 3 Documentum DocApp .................................................................................... 3 Register Business Object ................................................................................ 4 The New Product Development Sample Application ..................................................... 4 Action Descriptions and Usage .................................................................................. 5 Add members to an eRoom ............................................................................. 6 Check a file out from Content Server to an eRoom ................................................ 6 Check a file into Content Server from an eRoom ................................................... 6 Create an eRoom ......................................................................................... 7 Create a database row .................................................................................. 7 Create a folder ........................................................................................... 7 Create a content link in an eRoom.................................................................... 7 Troubleshooting ...................................................................................................... 7 eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | 1 What is the Documentum eDK for Workflow? What is the Documentum eDK for Workflow? The Documentum eDK for Workflow is a toolkit and sample application that enables you to develop scripts that can be launched from within Documentum Workflows, but perform tasks on the eRoom server. In particular, the toolkit provides resources for logging into and remotely executing the following tasks on the eRoom server. • Creating an eRoom • Adding members • Creating an eRoom item (folder, discussion topic, or database row) • Creating a link • Checking a file out from Content Server to an eRoom • Checking a file in to Content Server from an eRoom The eDK for Workflow consists of several Java classes, which you can edit for your purposes. In addition, there is a service-based business object used to invoke the eRoom requests. Under normal circumstances the business object remains unchanged. Finally, there is a simple New Product Development (NPD) sample application to provide an incontext example of how you might use the eDK. The Java classes that you edit communicate with the service-based business object, which in turn communicate with the eRoom server to perform the desired collaboration actions within a workflow. To install and configure the eDK for Workflow, a file or files must be placed in each of three locations: • The eRoom 7 server • The Content server Additional Resources The eDK for Workflow is part of a larger configuration of Documentum’s Content Server, Workflows, eRoom 7, etc. Consequently, you will most likely need to refer to other documentation resources in order to use eDK for Workflow effectively. The following list suggests some of the primary sources you may need. • For information on the Java classes included with eDK for Workflow, see the Javadoc included with eDK files. • For information on Documentum workflows, refer to the Workflow Manager User Guide. • For information on managing workflows by means of the application programming interface, see Documentum Content Server Fundamentals. • For information on workflow method execution, see the Content Server Administrator’s Guide. • For information on Documentum DocApps, see the Documentum Application Builder User Guide. eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | 1 Installing the eDK for Workflow Requirements eRoom requirements for scripts created with the Actions Toolkit are the same as they are for eRoom Enterprise 7.2, plus you must have the eRoom Workflow Extensions installed. In addition, you must have Content Server 5.1 or later and WDK Web Server 5.2 or later. Installing the eDK for Workflow The eDK for Workflow Extensions are packaged in a single .zip file containing three smaller .zip files: • Eroomserver.zip • Contentserver.zip • eDKDocapp.zip Pre-Installation Requirements The following requirements must be met before you install the eDK for Workflow Extensions: • You must have already installed and configured eRoom Enterprise, including the ECM Extensions. Refer to the eRoom 7 Installation and Configuration Guide or the eRoom 7 Upgrade and Configuration Guide for instructions on installing eRoom 7 and eRoom Enterprise. Refer to the eRoom Enterprise 7.2 ECM Extensions Workflow Integration Guide for information on installing the ECM Extensions. • The logins and passwords for eRoom accounts and Content Server accounts must be synchronized. • The following three Documentum applications must be installed: Application Installer, Application Builder, and Workflow Manager. eRoom Server Perform the following procedure on the eRoom server in order to properly place an ASP file into an IIS Virtual Directory. 1. In the IIS Management Console, expand the server tree and right-click on Default Web Site. 2. Choose New, then Virtual Directory. A creation wizard is launched. 3. In the creation wizard, specify the following: Virtual Directory Alias: eRoomWFActions Web Site Content Directory: Any valid path (preferably outside the eRoom installation, so it won’t be overwritten by an upgrade). For example, c:\eRoom Workflows. Access Permissions: Allow Read and Run Scripts. 4. When the wizard is completed, right click on the new virtual directory and choose Properties. 5. On the Virtual Directory tab, set the Application Protection to Low. 2 | eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide Installing the eDK for Workflow 6. On the Directory Security tab, make sure that anonymous access is allowed. 7. Extract the ERWFactions.asp file from the eroomserver.zip file into the virtual directory filepath location. 8. Extract the eRoomCS.dll file from the eroomserver.zip file into a location where you normally place .dll files and execute the following from a Windows command prompt: regsvr32 eroomCS.dll Content Server Perform the following configuration procedures on the Documentum Content Server machine: 1. Log in to the Content Server machine as the account owner of the Documentum Installation. (This is the account that was used to install Content Server and owns all the files and directores.) 2. The contentserver.zip file contains two .zip files: javaclasses.zip and javasource.zip. Extract the contents of javaclasses.zip to the %DOCUMENTUM%\dba\java_methods directory. Extract the contents of javasource.zip to an appropriately-named directory of your choosing. The files in javaclasses.zip are compiled files that are necessary to run applications built with the eDK. The files in javasource.zip are Java source files that you will customize. (The javasoure.zip file also contains a directory with Javadoc files--HTML pages describing the classes, interfaces, constructors, methods, and fields of the Java files.) After you customize and compile the Java files, you should place the resulting class files in the %DOCUMENTUM%\dba\java_methods directory. 3. Set the JAVA_HOME environment variable to the root directory for the Java Developer’s Kit. For example, C:\Program Files\Documentum\jdk\131_04. 4. Add the %JAVA_HOME%\bin directory to the PATH environment variable. For example, set PATH = %PATH%;%JAVA_HOME%\bin. 5. Make sure the following paths are prepended to the CLASSPATH environment variable: C:\Program Files\Documentum\Shared\dctm.jar C:\Program Files\Documentum\Shared\dfc.jar C:\Program Files\Documentum\Shared\xercesImpl.jar C:\Program Files\Documentum\Shared\xml-apis.jar C:\Documentum\dba\java_methods C:\Documentum\config Documentum DocApp The DocApp consists of workflow templates and method objects. Use the following procedure to install the DocApp. eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | 3 The New Product Development Sample Application 1. Extract the contents of the eDKDocApp.zip file to a temporary directory. This will create a subdirectory named eDKforWorkflows. 2. Log in to the Documentum Application Installer. 3. Select the eDkforWorkflows folder that you extracted in Step 1. 4. Select a location for the installer log and follow the instructions for installing the DocApp. When you are finished, the newly-installed application is named eDkforWorkflows and appears in the /System/Applications subdirectory. Register Business Object eDK for Workflow contains one business object, named ERItemCreator. Use the following procedure to register this business object: 1. Download the DfDborManage utility from the following location on the Documentum developer site: http://customernet.documentum.com/developer/componentexchange.htm 2. Extract the utility and install it according to the included instructions. 3. Use the following command to register the business object: java com.documentum.fc.tools.DfDborManage register IERItemCreator service ERItemCreator 1.0 The New Product Development Sample Application In order to provide an illustrative context for the eDK Toolkit, we have provided a New Product Development (NPD) sample application. This workflow involves a product requirements document that needs to undergo an internal Engineering review. After that, it must be reviewed by an external supplier. If the engineers find problems with the document, they will collaborate with the product team to make revisions. Once Engineering approves the document, the external supplier of the components reviews it to ensure that they can meet the requirements. While this occurs, the document is locked within Content Manager, checked out, and placed into another eRoom, which is accessible to the external manufacturing partner. The manufacturer then adds content to the document and returns it, with the approval of a designated gatekeeper. Once the document is approved by the gatekeeper, it is automatically checked back into its Content Manager. This gatekeeper-based approach illustrates only one of several options for triggering checkin activity. Other options include the use of Business Process Services (BPS) or the use of an eRoom Custom Command. The following illustration shows the layout of the NPD Sample Application as it appears in the Documentum Workflow Manager. 4 | eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide Action Descriptions and Usage The user initiating the workflow must provide three items of information: • a database location in an internal eRoom (for resolution of Engineering review comments) • a folder location in an external eRoom (for comments from the manufacturing partner) • a draft of the product requirements document, which is stored in Content Manager If Enginnering decides that the document needs further revisions, then two items, a database row and a link, are created automatically. Once enginneering approves the document, then it is checked out of Content Manager and placed in a folder in the external eRoom for review by the manufacturing partner. Action Descriptions and Usage There are several Java classes that perform Workflow actions. You need to customize the source file for each of these classes in specific ways to fit your situation. Within each source file, you will find sections with the header comment: [***** Customize Here *****]. To customize, locate these headers and read the commented explanation for an explanation of how to customize a particular section of the source file. In general, these classes work at runtime as follows: eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | 5 Action Descriptions and Usage • The Java classes are launched as a Workflow method. (The run_as_server attribute is set to TRUE.) • Using passed-in credentials, the Java class establishes a Documentum Foundation Classes (DFC) session and retrieves the appropriate work item and package. • The Java class invokes a Documentum service-based business object, which fulfills the request. The passed-in credentials do not need to be explicitly set, since they are established at runtime by Content Server. The credentials are the same for each Workflow action, as follows: • docbase--The name of the docbase repository from which to check the file out. • username--The name of the user invoking the work item. • package_id--The package ID of the workflow. • login_ticket--The login ticket used to establish a DFC session. The following sections describe the actions you can perform, and the unique aspects of each of the customizable Java classes. Add members to an eRoom Called when the ERAddMember Workflow method is invoked, this class adds members to an eRoom. The members to be added are obtained by querying for a list of all performers within the Workflow. The members being added must already have an eRoom membership profile with exactly the same username in the eRoom server as in the Docbase repository. • Source file name: AddMemberWFM.java • Class name: AddMemberWFM.class Check a file out from Content Server to an eRoom Called when CheckOutToERoom method is invoked, this class automates the checkout of Docbase content to an eRoom location. When the request is completed, the file is checked out of the docbase and locked, and a copy is placed in the designated eRoom location. • Source file name: CheckoutToEroomWFM.java • Class name: CheckoutToEroomWFM.class Check a file into Content Server from an eRoom Called when CheckInFromERoom method is invoked, this class automates the checkin of Docbase content from a file that is stored in eRoom. When the request is completed, the file is checked in and a reference to the file is returned. • Source file name: CheckinToEroomWFM.java • Class name: CheckinToEroomWFM.class 6 | eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide Troubleshooting Create an eRoom Called when the ERCreateERoom Workflow method is invoked, this class creates an eRoom. When the request is completed, the newly-created eRoom is added to the package, and the content object used to define the parameters for the eRoom creation is removed. • Source file name: CreateERoomWFM.java • Class name: CreateERoomWFM.class Create a database row Called when the ERCreateDBRow Workflow method is invoked, this class creates an eRoom database row. When the request is completed, the newly-created database row is added to the package, and the content object used to define the parameters for the database row creation is removed. • Source file name: CreateDBRowWFM.java • Class name: CreateDBRowWFM.class Create a folder Called when the ERCreateFolder Workflow method is invoked, this class creates an eRoom folder. When the request is completed, the newly-created folder is added to the package, and the content object used to define the parameters for the folder creation is removed. • Source file name: CreateFolderWFM.java • Class name: CreateFolderWFM.class Create a content link in an eRoom Called when the CreateLink Workflow method is invoked, this class creates a content link in a designated eRoom container. When the request is completed, the newly-created content link is made available to subsequent workflow activities. • Source file name: CreateLinkWFM.java • Class name: CreateLinkWFM.class Troubleshooting This section contains a brief list of things to double-check if you are having trouble with eDK applications. eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide | 7 Troubleshooting ` • Make sure the DocApp is installed correctly. To determine this, review install log to make sure the install completed successfully. • Make sure the NPD sample application is installed and validated. To do this, go to DAB (Documentum Application Builder) and open the DocApp named “eDK for Workflows.” You should see the eDK Workflow methods (for example, ERCreateRoom). Double click on the NPD sample application; this launches WFM (Workflow Manager). The WFM must be validated and installed if it has not been already. • Make sure your modified Java source files compile into Java classes. • Make sure the NPD sample application runs. If the NPD sample application runs, it validates the environment. • View the Content Server log in the Documentum Server Manager for a clue to the problem. See Content Server Administrator’s Guide. Note: We have set the trace_launch property to true on the Workflow methods, so messages get written into the Content Server log. The source Java files contain print statements that are written to the Content Server log, so you can use these for debugging purposes, if necessary. 8 | eRoom Enterprise 7.2 eDK for Workflow Toolkit Guide © 2011 - 2013 EMC Corporation. All Rights Reserved. EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. 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