An Introduction to IBM DB2 Document Manager V8 Implementation and Administration

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Description:

Examine the tools, processes, and tasks required both to implement and to administer a document management system using IBM DB2 Document Manager (DM) Version 8 (V8). Reinforce the lecture material with a number of hands-on labs in which you exercise the various features of the product in a Windows 2000 computer environment.

Audience:

This is an intermediate course for individuals who implement and maintain an IBM DB2 Document Management system.

Objectives:

• Define document management concepts
• Use the IBM DM Design tool to assemble a moderately complex document management system from your own, custom-made system components
• Use the Design tool to build a custom user interface as an integrated component of your document management system

Prerequisites:

You should have:

• Basic understanding of networks and content management systems
• An understanding of the planning and configuration issues associated with networks and DB2 Content Manager V8
• Solid, working knowledge of DB2 Content Manager V8

Topics:

Overview

• describe basic document management concepts
• list the important features of IBM DB2 DM
• define the basic sequence of steps required to implement a document management system

Architecture

• briefly discuss DM and CM interoperability
• draw a simple three-tiered architectural diagram of DM
• label the major components in each tier of a detailed architectural diagram of a DM system
• describe at a high-level some of the system configurations in which DM can be deployed

Using the DM Desktop

• log into the DM Desktop
• search for and view a document using the Desktop
• manipulate documents in the Desktop Folder Pane
• add a document using the Desktop

The business case

• describe the names and purposes of the three business forms utilized in the insurance scenario
• list some of the attributes that are required to enter these forms into the system
• draw a diagram of the insurance scenario business process for accident claims

Introduction to the Service Manager

• list the DM services managed by the DM Services tool
• describe  the purpose of the DdmCaSrv.ini file
• identify some of the desktop components that are cached Cache Manager service

Getting started with the Designer

• describe the purpose of the DM Designer tool
• list the basic Designer commands available

Library properties, item types, and classes

• create an attribute
• import an object configuration file
• create an item type
• create a stateless class

Actions and Dialogs

• create an Action and Dialog from scratch
• create an Action and Dialog by copying an existing one and modifying it
• associate an Action and Dialog to one or more  classes
• provide group access to an Action and Dialog

Controlled Vocabulary Lists (CVL)

• create a CVL list
• creating CVL Link
• associate a CVL link to Actions and Dialogs and search templates

Searches and views

• configure a custom search template and associate it with a desktop template
• configure a custom view template and associated it with a desktop template

Folders

• create data structures required for implementing standard folders
• create standard folders and subfolders using the Desktop
• create data structures required for saved searches
• create a dynamic (smart) folder utilizing your saved search

Building a custom desktop

• create custom top and bottom toolbars
• create simple and cascading pull-down menus
• configure a custom desktop from these menus and other desktop components
• configure access control to your custom desktop

Introduction to controlled documents

• define document routing
• define document life cycle management
• describe the characteristics of the controlled document class

Controlled documents: roles and states

• create a controlled document class using the Designer
• create a role and assign users or groups to this role
• create a document state and associate a role to this state

Document control: life-cycle map

• define a document life cycle
• use the life-cycle map tool to add routes between states, and assign participants to state transitions

Property modifications

• define a property modification
• create a property modification
• associate a property modification with a document state

Application integration

• define application integration
• create a custom menu for Microsoft Word 2000
• define the menu behavior and create a custom application integration object
• associate the custom object with a Desktop template