IBM DB2 Document Manager with IBM Records Manager Solution Guide

270 IBM DB2 Document Manager with IBM Records Manager Solution Guide

3. Complete the View Templates page. Select Default view from the left list

and click Add.

4. Complete the Search Templates page. Select Default from the left list and

click Add.

5. Complete the User Desktop Options page. Select the fourth check box.

6. Complete the Messaging page. Uncheck the Display desktop messaging

windows option.

7. Click OK to save the template.

8. Expand Viewers Template. Select groups. Click the Add icon in the Designer

title bar and select the following groups:

–grpViewers

Test your system: Document Manager menus and templates

Now you can log on to Document Manager Desktop and test the following

functions:

򐂰 Log on with ursViewer and navigate the desktop. Check menus and toolbars.

򐂰 Log on with ursManager and navigate the desktop to find out the differences

between the usrViewer desktop and the usrManager desktop.

8.2.6 Proposal objects

ZXY Technologies has three departments that use proposals and need a

different life cycle for each one. For this reason, we create three classes:

򐂰 Sales Proposals

򐂰 Services Proposals

򐂰 Marketing Proposals

All three classes have almost the same configuration. The main difference is the

groups that use each one.

Here we describe only the Sales Proposals object. The views, search, and item

numbering creations are common to all proposals. You have to repeat the

procedure for the rest of the objects.

The following steps comprise the tasks required to complete this exercise:

1. “Create actions and dialogs” on page 271

Note: If you cannot see the changes in your system, check if the DM Cache

server is up and running. You can try stopping the DM Cache, restarting the

DM Cache, and logging in again in the Document Manager Desktop.

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2. “Create views” on page 277

3. “Create CVL lists and links” on page 279

4. “Create searches” on page 281

5. “Create item numbering” on page 283

6. “Create Sales Proposal document class” on page 283

Create actions and dialogs

ZXY Technologies needs Add, Modify, Checkin, and Revise dialogs. The Add

dialog box is displayed to the user when the user tries to add a new Sales

Proposal document in the system. The Modify dialog box is displayed to the user

when the user tries to modify an existing Sales Proposal document in the

system.

The following steps comprise the tasks required to complete this exercise:

1. “Create Sales Proposal - Add dialog” on page 271

2. “Create Sales Proposal - Modify dialog” on page 274

3. “Create Proposal Checkin dialog” on page 275

4. “Create Proposal - Revise dialog” on page 276

In the Designer, open Global - [Administrator] as before, open Desktop, and

then click Actions and Dialogs to select it.

Create Sales Proposal - Add dialog

Click the New icon in the Designer title bar. The New - Action and Dialog

Configuration windows open. Perform the following steps:

1. Set the Name to Sales Proposal - Add.

2. Click the Dialog tab. On the Dialog page:

a. Select Display dialog to user.

b. Set the Width to 700.

c. Set the Height to 600.

3. Click the Top Section tab and populate the Top Section page as shown in

Figure 8-17.

272 IBM DB2 Document Manager with IBM Records Manager Solution Guide

Figure 8-17 Sales Proposal - Add Dialog Configuration window - Top Section

4. Click the Bottom Section tab to populate the Bottom Section page as

shown in Figure 8-18.

Note: Be sure to assign Create Date control type to Date or Time. This

will display a calendar to easily assign the date.

Chapter 8. Basic Document Manager implementation 273

Figure 8-18 Sales Proposal - Add Dialog Configuration window - Bottom Section

5. Click the Options tab and configure the Options page with the options listed

in Table 8-13.

Table 8-13 Sales Proposal - Add action options

Note: Be sure to assign the Delivery Date control type to Date or Time.

This will display a calendar to easily assign the date.

Option Value

Content index Yes

Content index - Display Dialog Option Yes

Keep local copy Yes

Keep local copy - Display Dialog Option Yes

Add to folder - Display Dialog Option Yes

Apply unique item numbering Yes

Promp to check out after add Yes