Document Manager

The Designer is the administration client for IBM® Document Manager. The Designer facilitates the design and development of all Document Manager desktop components and services including Records Manager integration, the Desktop Client, documents and services.

Records Manager Integration. Document Manager integrates with Records Manager in two places - within the document lifecycle and from the Desktop. The Designer is the core configuration interface for enabling Records Manager integration.

• The Designer is "records aware". When it connects to a Content Manager library, it checks to see if the library contains Item Types that are records enabled.

• If the library has been records enabled the designer will pull the records system information such as the Record Indicator, the Records Enabler Client URL (for quick declare), the Records Enabler Manual Declare URL (for manual declare), and the Records Enabler View Record URL (to view previously declared record information). These varied implementation options allow you to configure and deploy a complete solution to control documents in your organization that support your business processes and operating procedures.

Desktop Client. The Designer allows you to configure and deploy all aspects of the Desktop Client including standard views, search templates, menus, toolbars, application integration and default user preference settings. The Designer works with the DM Cache Service to purge old user desktop settings and configurations and deliver the most current configuration to system users.

Items and Documents. The Designer allows you to configure and control the handling of documents as they are added to the system and accessed by users. The capabilities of creating and configuring Item Types, Document Classes, Document States and Document Lifecycles allow you to identify how documents are handled in the system. Document handling can be tightly controlled with process-based lifecycles, they can be opened for user intervention with ad-hoc lifecycles or they can be uncontrolled with stateless document classes. If the library is records enabled, the document lifecycle will allow the system administrator to configure a state in the document lifecycle map in which the item will be declared a record. The designer includes default records file plan classification within the document class configuration, but also allows the administrator to specify a different classification to override the document class configuration.

Services. The Designer allows you to configure all services and service settings including Cache, Lifecycle, Notification, Rendition, Print/Plot and Automation Services. The ability to configure these services through the Designer enables you to develop and deploy complete solutions to system users.

• Cache - configure update frequencies and purge schedules

• Lifecycle - create Document Class based lifecycle maps and route participants

• Notification - configure notification messages (both email and instant messaging) to be used within specific steps in a document lifecycle

• Rendition - configure the generation of PDF, TIF or Thumbnail renditions and the target storage location for the resulting rendition

• Print/Plot - configure print and plot queues that are accessible from the Desktop, allowing users to print document and plot drawings without opening the document in a native application or viewer

• Automation - create time-based jobs that will execute actions (submit transition, change security, delete from library, etc.) against specified documents or groups of documents