IBM Content Navigator, Version 2.0.3 Supports: FileNet P8

Adding the document review workflows through the IBM Content Navigator web client

IBM® Content Navigator includes two predefined workflows that you can use in conjunction with or instead of custom IBM FileNet® P8 workflows. To use the workflows, you must transfer the workflows into your workflow system.

Before you begin

You must enable users to add and transfer workflows through IBM Content Navigator before you complete this task.

About this task

You must complete this task only if you plan to use predefined workflows in IBM Content Navigator.

The predefined workflows that are included with the IBM Content Navigator installation media are designed to facilitate document reviews. IBM Content Navigator provides the following predefined workflows:

Parallel document approval workflow: The parallel document approval workflow enables users to assign a document review to multiple reviewers at the same time. The reviewers can access and approve the document any time during the review period, and no one reviewer depends on another person to finish a review first because the reviews run concurrently.
Sequential document approval workflow: The sequential document approval workflow enables users to assign a document review to a group of reviewers in a specific order. No reviewer can start their review until the previous reviewer approves the document.

Tip: The predefined workflows are also used in IBM Content Navigator for Microsoft Office. If you configured the workflows for IBM Content Navigator for Microsoft Office, you do not need to complete this task again.

The workflows are included in the operating_system\workflows subdirectory of the IBM Content Navigator installation media and in the Office\Workflows subdirectory of the IBM Content Navigator for Microsoft Office installation media:

ICNParallelDocumentApproval.pep
ICNSequentialDocumentApproval.pep

Procedure

To add the predefined workflows to the repository:

Add the workflow definitions to the repository:
1. Log into IBM Content Navigator as a user with access to the workflow definition class.
2. Open the Browse view or the Search view in the web client and select the repository where you want to add the workflow definition files.
3. Start the add document process for the workflow definition files:
  - ICNParallelDocumentApproval.pep
  - ICNSequentialDocumentApproval.pep
4. Ensure that the Workflow Definition class is selected.
5. Select the Major version option.
6. Click Add.
Transfer the workflows:
1. Locate the workflow definition files in the repository.
2. Right click each workflow and select Transfer Workflow.
3. In the Transfer Workflow window, ensure that Use this workflow name is selected. Click Tranfer.