IBM DB2 Document Manager with IBM Records Manager Solution Guide

332 IBM DB2 Document Manager with IBM Records Manager Solution Guide

9.1 Property exchanges

The Document Manager property exchange feature enables the exchange of file

property values with the content repository. The file property values are the file

properties of applications, such as Microsoft Office, engineering applications,

and Lotus Notes. This feature allows the system to read or write property

information from or to documents into the property fields within the system. The

update occurs during the checkout and checkin actions from an integrated

application (for example, Microsoft Word).

In this section, we show you how to configure a property exchange for Microsoft

Word to exchange the Title attribute with Document Manager, and for Lotus

Notes to exchange e-mail attributes, such as subject, from, and to, with

Document Manager.

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

1. “Create Microsoft Word property exchanges” on page 332

2. “Create Lotus Notes Property Exchanges” on page 333

3. Complete “Application Integration” on page 334

For all these steps, you use Document Manager Designer. To get to Document

Designer, click Start → Programs → IBM DB2 Document Manager →

Designer.

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

and then click Property Exchanges to select it.

9.1.1 Create Microsoft Word property exchanges

Click the New icon in the Designer title bar. Do the following:

1. In the Name field, type MS Word.

2. Set Type to MS Word, XP, 2003.

3. Set Update Mode to Automatic.

4. Populate the bottom section as shown in Figure 9-1.