D2 Defination

               

Contexts

Contexts are used to define which configurations will be applicable for a given action based on the document properties and/or group membership. For example, you can create a context that applies for all dm_document content types created for quality assurance and set to the Draft status. Context is shown as the horizontal X-axis of the configuration matrix.

D2 Dictionary

A D2 Dictionary is a collection of key values and one or more sets of descriptive labels, used to provide value assistance to the end user. Dictionaries help end users by defining choice sets for property values, generating autonaming patterns, and providing input assistance during advanced searches. The choice sets ensure that uniform terminology is used across the context.

D2 Taxonomy

A D2 Taxonomy is a set of values in a tree hierarchy, driven by D2 Dictionaries. Taxonomy should be used if user wants to filter values or design a tree of values. User can select dictionaries used in a taxonomy, then select which values to use and at what level of a hierarchy. D2 uses taxonomies in the property page to allow the display of values available for series of attributes. Like dictionaries, taxonomies help end users by defining choice sets for property values, generating autonaming patterns, and providing input assistance during advanced searches.

Registered tables

Registered tables are relational database management system tables that are not part of the repository but are known to the Content Server. The Documentum Content Server DQL Reference contains further information about creating and querying registered tables. You can use registered tables as read-only dictionaries.

Mapping Attribute / Dictionary

Default columns in the repository for tables display all properties and types. You can configure column preferences to allow users to select columns that filter the table based on property and type. For each property, you can select a dictionary and select an alias or language to configure the display of values within the column.

Creation Profile

Multiple document creation profiles, for each document domain, enable end users to create or import documents for the applicable domain.

DVT

A default value template to set initial property values. Default value templates set values to properties during content creation when the creation profile using the template is used. The end user can then edit the property page.

Mail attachment

You can configure content import such that when an end user imports an email with an attachment, the attachment is processed and saved to the repository as a rendition. The content types accepted are .eml or Outlook formats

Delegation

Use the automated delegation tool to create automated delegation on behalf of other users. For example, if a user goes on vacation for two weeks and forgets to set up self delegation using Delegations widget, another user from the team can set up the delegation on his behalf to automatically delegate all the workflow tasks from that user to specified users and groups.

Documentum Audit

Used to configure the list of audited events, which events get displayed in the D2 Audit widget, whether to only list D2 events, and whether you want to use extended columns and messages to describe events in place of standard event columns and messages.

Email

Used to configure email subject, message, and attachment behavior to allow end users to send email message concerning a selected object.

End users want the ability to send messages to both internal and external users of D2 system for a selected object. Using the send mail configuration used has pre-defined the message and subject of the email to streamline this task.

Relation List

Relationships help organize and process repository content. For example, the annotations feature uses relationships to link annotations automatically to the originating content. You can then access all annotations by viewing the relationships of the original content. Administrators configure types of relationships, such as copies and parent-child relationships.

Font

Users can configure the fonts used in the XSL outputs produced by plugins.

Search Parameter

You can configure what types of content can be searched, what properties of those types can be used to search, if a D2 dictionary or a DQL query should be used, and if the properties should be used for the Facets widgets and how.

D2 Option

Used to configure various D2 Options. User can navigate to Tools > Options from the menu bar to check these options.

Auto Naming

Used to configure automatic process to change property values.

Property Page

Used to create and configure property pages to determine the properties that end users can view and edit.

Inheritance

Used to configure an automatic process to copy properties from existing content to new content.

Security

Used to configure security models, which define dynamic access control lists (ACLs) that apply to contexts. A condition can be specified based on three identifiers (specific users, user groups, and content properties) to apply a level of permissions. If multiple conditions match a specific situation, the most extensive set of rights is applied.

Auto Link

Used to configure an automatic process to place content in specified locations within the repository. User can configure an auto link template to have multiple placements, in which case the content is placed in the first, then linked to the other placements. Changing the property values of content and affecting its context can cause a change in the placement of the current version of the content.

Template List

Used to configure a list of content templates suggested to an end user during the end of the content creation process. Assign lists of templates to contexts, which allows to provide templates that are only relevant to specific circumstances.

VD Template

You can configure a virtual document template for inheritance of properties and components. End users can use virtual document templates to insert components of a selected virtual document into a virtual document or create a copy of the template virtual document.

Folder structure Import

You can configure the folder types, autolinking, folder security, set what creation profile will be used for the documents when you allow users to import entire folders, and the folders content, including the folder structure. In addition, you can choose to have the newly imported folder structure automatically converted to a virtual document.

Folder Structure Conversion

You can configure the behavior about what happens when a user chooses to convert an existing directory in the repository into a virtual document.

Linked Document

You can configure the content creation process to create additional documents during content creation and link them to the base content. This enables end users to create batches of documents that are controlled by a central document.

Check in

You can configure aspects of checkin such as versioning and logging.

Check out

You can configure aspects of checkout such as warning messages and checkout range.

Extended Creation Profile

A context-based creation profile is called an Extended creation profile. It must be mapped to a context for the content type dm_folder.

Lifecycle

Used to configure aspects of a D2 lifecycle such as entry conditions to lifecycle states, actions to execute when going entering a state, and what should happen when moving to the next state.

Lifecycle Batch

Used to configure a D2 lifecycle, target state, and transition type to apply to a group of documents instead of doing so individually.

Workflow

Used to configure a workflow and the various rules on what is allowed to be sent to a workflow, task parameters, and other options associated with each step of the workflow.

An end user wants to have other authors review his document and then approve it for publication. The end user does so by selecting the document and sending it into the workflow, where the workflow validates that it meets various entry criteria and allows the end user to send the document to authors for review and approval.

Menu D2 Client

Used to configure the menu options that appear in the D2-Client for such things as right-click actions, new, import, or content menu items.

Menu D2

Used to configure the menu options that appear in the D2-Client for such things as right-click actions, new, import, or content menu items.

Admin has a set of users where he wants to minimize the number of menu choices available to them. Using this D2 menu configuration he can make sure that only the necessary menu options appear when they right-click on documents or use the new, import, or content menus.

User Setting

Used to configure the default user settings for checkout and temp directories, date formats, login settings, user interface settings, and notifications. For example, your company wants to make sure that all the users by default use their local home directory for the D2 checkout path and the users temp directory for the D2 temp path. In addition, they want D2 menu position to default to the right hand side and list 50 items per page.

Tool bar

You can modify the position, label, display conditions, and contents of the toolbar of D2 Client.

Theme3.x

You can configure color themes that end users can select and use on their D2 Client workspaces. You can define the colors of the background, logo, borders, and so on.

This feature is especially useful in a multi-environment (development/testing/production). You can create three themes, one for each environment. For example, the development environment can be red based, testing can be green based, and production can be D2 default based; all within a single D2 Config. This allows for deploying the same application to all environments, and then simply choosing the appropriate theme for the environment, instead of deploying the application and then editing it for each environment.

Tree view

You can modify labels and add display conditions to repositories in D2 Client.

Filter

Using a DQL query, you can configure a filter that can be applied to a doclist widget to display only specified content in the doclist.

Search

You can configure what types of content can be searched, what properties of those types can be used to search, if a D2 dictionary or a DQL query should be used, and if the properties should be used for the Facets widgets and how.

Query Form

Used to configure a DQL query or Advanced Search query with facets that users can choose to run from a list of saved searches in a Search Widget or can be used to create a dedicated query form widget that can be added to a workspace.

Mailing List

You can configure the recipients, email subject, message, and attachments that should be included to a mail message.

Your end users need to send messages to users notifying or reminding them of a document that needs to be reviewed, so the end user selects the document and then chooses the mailing list that has been configured. An email will automatically be sent to the pre-defined recipients with applicable message and attachment.

Send Mail

You can configure email subject, message, and attachment behavior to allow end users to send email message concerning a selected object.

Your end users want the ability to send messages to both internal and external users of D2 system for a selected object. Using the send mail configuration you have pre-defined the message and subject of the email to streamline this task.

Subscription

You can define specific events and associated emails that end users can subscribe to, so they can be alerted when the event occurs.

Your end users want to know anytime someone checks in a new version of a particular document. By creating a subscription, the end user can subscribe to this event for this document and be notified by email when a new version has been checked in.

Distribution

You can configure a simple workflow like process where you can define attachments, property pages, recipients, an email message, and any electronic signature requirements when accepting or rejecting the requested distribution actions.

Uniqueness Check

You can configure a qualification via a DQL statement that can be used in workflows to make sure that objects meet specific qualifications, and if not, what message should be displayed to the end user.

Mass Update

You can a configure warning message, options, a property page to be used, and who can use the configuration to update multiple selection of documents at one time.

Audit

You can configure specific audit events for Documentum audit.

Rendition Server

You can configure the rendition server to generate renditions for documents and specify the rendition server information related to it’s queue, event, message, and format information.

Bocs Cache

You can configure an existing Documentum repository network location to be used by end users when logging into D2 as their BOCS network location.

Plug in

You can choose from a list of existing D2 plug-ins so that you can create configurations to be used in the D2 matrix.

View Configuration

C2 View Configuration is used to add overlay, watermarks, and any other pages needed to achieve the requested functionalities to the user.

Print Configuration

C2 Print Configuration is used to provide Client side Print functionality to the user.

Export Configuration

C2 Export Configuration is used to provide Client side export functionality to the user.

Transfer Configuration

O2-plugin is used to allow management of properties transfer between D2 and Microsoft Office documents as well as between .eml and .msg email messages. Transfer configuration is used to setup corresponding values for O2.

Graphics

You can configure an icon and color-coding for content properties in the columns of list widgets.

Theme 4.x

You can configure color themes that end users can select and use on their D2 Client workspaces. You can define the colors of the background, logo, borders, and so on.

This feature is especially useful in a multi-environment (development/testing/production). You can create three themes, one for each environment. For example, the development environment can be red based, testing can be green based, and production can be D2 default based; all within a single D2 Config. This allows for deploying the same application to all environments, and then simply choosing the appropriate theme for the environment, instead of deploying the application and then editing it for each environment.

Workspace

A workspace is a container of widgets that allows you to personalize functionality for availability and convenience.

Widget

A widget is a graphical user interface (GUI) element that you use to construct a workspace. You select and change widgets to personalize workspace templates to suit your needs. Widgets enable you to search and access information as well as manage content workflows and lifecycles.

There are internal and external widgets. An internal widget has core functionality with regards to content management and workflow. An external widget uses third-party web applications, and administrators can configure them to communicate with content properties.