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.
Chapter 8. Basic Document Manager implementation 271
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

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