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Release Notes Documentum Release 1.4

Transcript of DCTM Release Notes 1 4 043010 - Pearson › documentum › ...DCTM Release Notes 1.4 5 1. CR011348 -...

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Release Notes Documentum Release 1.4

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Released April 30, 2010 Copyright © Pearson Education, Inc. and/or one or more of its direct or indirect affiliates. All rights reserved

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Contents Item Title Page Number

Introduction Issues and solutions for both enhancements and bug fixes.

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CR011348 Advanced searches for lifecycle states were non-intuitive.

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CR012335 Users could not search for specific types of assets within specific types of folders.

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CR012919 Users could only attach a single asset to a workflow at a time.

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CR014825 Aborted workflow email messages were not user- friendly.

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CR013089 The URL for the Production environment was not user-friendly.

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CR015446 FTP vendors could not add files to the repository when the files did not originate in Documentum.

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CR015594 Documentum users and FTP vendors needed a one-way FTP process to send files both from and to the repository.

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CR026667 An improper abbreviation was open to possible misinterpretation on the Folder Size: Info screen.

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CR028812 A warning message about an unsupported version of Safari displayed in error when Mac users logged into Documentum.

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CR047539 Custom folder icons based on the Folder Type attribute were needed.

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CR055364 The non-supported browser warning message displayed for supported Safari Version 4.0.5.

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CR056654 Object Type was not retained during multiple file import.

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CR061220 Controlled Vocabularies did not always display in the correct order in the drop-down lists on the Import: Object Definition and Properties screens.

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CR061231 Object types were not mapped correctly to the file extensions during import.

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CR063889 The automated email notification for the Production Workflow provided performers a link to an outdated Documentum URL.

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CR067221 The wording of the FTP Outbound folder was misleading.

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CR067228 The OneWay FTP folder occupied the wrong node in the Navigation pane.

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Known Issues Known, but unresolved issues in the Release 1.4 build.

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Introduction Release 1.4 is an enhancement and bug fix release to the prior Pearson CMS releases of Documentum 1.0, 1.0.1, 1.1, 1.1.1, 1.1.2, 1.1.3, 1.2 and 1.3. Release Notes 1.4 describe:

• The issues and solutions for the (17) enhancements and/or bugs that were implemented and/or fixed in the Release 1.4 build.

• Known issues which have not yet been resolved.

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1. CR011348 - Advanced searches for lifecycle states were

non-intuitive. Issue When users searched for assets in a specific lifecycle state on the Advanced Search screen, they defined their search Properties by selecting Current State from the dropdown menu and by typing an integer from 1 to 4 to specify the desired lifecycle state. The equal sign was the default operator (See Figure 1.1). However, many users were unaware of the association between the integers and the various lifecycle states including: Initiate, Open, Review, and Final. The name of the Lifecycle State was only apparent in the Search Results (See Figure 1.2).

Figure 1.1. The Advanced Search screen displays the former non-intuitive Current State search for assets in lifecycle states. Users had to type integers in the Properties textbox in order to search for assets in the Initiate, Open, Review, and Final states.

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Solution The code has been reconfigured so that users search not by Current State but by the more intuitive Lifecycle State. In addition, users no longer search by integers but by one of four available states: Initiate, Open, Review, and Final (See Figure 1.3). The Search Results display all those assets with the appropriate lifecycle state attached.

Figure 1.3. More intuitive options appear for users on the Advanced Search screen when they search for assets associated with a particulate lifecycle state: Lifecycle State, rather than Current State; the words Initiate, Open, Review, and Final instead of associated integers.

Figure 1.2. User-friendly lifecycle states only displayed in the Search Results in the Content pane.

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2. CR012335 - Users could not search for specific types of

assets within specific types of folders. Issue A point of use metadata search, that is, the ability to search within a specific type of folder for a specific type of object was unavailable to users on the Advanced Search screen (See Figure 2.1).

Figure 2.1. The default Advanced Search screen did not offer users the opportunity to search for a certain type of asset within a certain type of folder.

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Solution The code has been reconfigured so that a new Point of Use Search is now available as a hyperlink from the Default Advanced Search screen (See Figure 2.2). In this way, users are able to search for a certain type of asset within a certain type of folder. On the Point of Use Search screen, users may: a. Select a specific type of folder from the Folder Object Type dropdown menu, as

well as filter by properties specific to that folder (See Figure 2.3). b. Select a specific type of asset from the Asset Object Type dropdown menu, as well

as well as specific properties specific to that asset (See Figure 2.3).

Figure 2.2. To access the Point of Use Search screen, users click the Click Here hyperlink on the Default Advanced Search screen.

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a

b

Figure 2.3. On the Point of Use Search screen users may search for a certain type of asset within a certain type of folder, while further refining their search criteria for both assets and folders.

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3. CR012919 - Users could only attach a single asset to a

workflow at a time. Issue In the current Production Workflow, users could only attach a single asset to a workflow, which limited efficiency and speed as multiple assets often needed to be processed in a batch. In fact, if users attempted to attach a workflow to multiple assets, an error message displayed (See Figure 3.1). Solution As a result of customization, workflow supervisors can now: a) select multiple assets at the beginning of the Production Workflow on the Start Workflow screen (See Figure 3.2), b) provide the same description for all of the assets (See Figure 3.2), and c) assign multiple assets to the same workflow performer (See Figure 3.3), while d) adding unique comments to each asset in the batch (See Figure 3.4).

Figure 3.2. Several assets and a single workflow description appear on the Start Workflow screen.

Figure 3.1. When users attempted to attach multiple assets to a workflow, an error message appeared.

a

b

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Figure 3.3. The same Performer is attached to the batch of workflow assets.

c

d

Figure 3.4. Users may add unique comments to each asset in the batch of workflow assets.

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4. CR014825 – Aborted workflow email messages were not user-

friendly. Issue When a workflow was aborted, the system generated an email notification to end-users. However, the resultant email message was unfriendly (See Figure 4.1). Solution A customization was made so that when a workflow is aborted, the user-friendly email message now states simply that “The workflow <insert workflow name> is aborted by the wfsupervisor” (See Figure 4.2).

Figure 4.1. Sample “unfriendly” email to end-user when a workflow was aborted.

Figure 4.2. New user-friendly email to end-user when workflow is aborted.

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5. CR013089 - The URL for the Production environment was not

user-friendly. Issue The URL for the Documentum Production environment was not user-friendly, which may it tedious for users to access the system. For example, users had to type the following URL to log in to Production: http://oldtuxvm008.pearsoned.com:8080/dam/ (See Figure 5.1) Solution Users may now access the Documentum Production system with the following user-friendly URL: http://documentum.insidepearson.com (See Figure 5.2). This simple URL routes back to the DAMtop server.

Figure 5.2. New user-friendly URL for Documentum Production system.

Figure 5.1. Non-user friendly URL for Documentum Production system.

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6. CR015446 – FTP vendors could not add files to the repository

when the files did not originate in Documentum. Issue The original FTP batch inbound process from the vendor, where the files originated at the vendor and not at Pearson, proved time consuming. For example, Pearson users had been creating multiple ghost files, or placeholders, for assets. The FTP vendors could not add files to the repository if the files did not originate in Documentum. Solution The code has been modified to handle a new method for the ingestion of additional files from the vendor during the FTP process. When a file from Pearson arrives at the FTP Outbound folder in a container folder as part of a workflow, the FTP vendor alters the original file as needed and then posts any additional corrected files from their site into the container folder. The vendor next places the container folder in the Inbound folder for ingestion into Documentum. While the original file will continue on its workflow path, the other files are ingested into Documentum in the same folder as the original file; formats are automatically assigned based on filename extension. Any files ingested in this way are not attached to a workflow and start their life in Documentum without a lifecycle state.

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7. CR015594 – Documentum users and FTP vendors needed a

one-way FTP process to send files both from and to the repository.

Issue Documentum users needed a one-way outbound process to send files to their FTP vendors, and FTP vendors needed one-way inbound FTP process to send files back to Documentum. However, such a process did not exist. Solution As a result of Release 1.4, a new FTP process has been implemented so that Documentum users and their FTP vendors can work together more effectively. When Documentum users select files for FTP to their vendors, email notification informs the vendors, summarizing what was sent and providing instructions for the files. So, too, when FTP vendors have files they need to add to Documentum, they deliver the files to the FTP. Then, email notification informs the appropriate Documentum user to move the files from the FTP to the correct location in Documentum

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8. CR02667 – An improper abbreviation was open to possible

misinterpretation on the Folder Size: Info screen. Issue When users checked the size of selected folders in Documentum, the Folder Size: Info screen displayed No of Files (See Figure 8.1). The improperly punctuated abbreviation for “number” was unclear to some users. Solution As a result of Release 1.4, the abbreviation is no longer used and the word Number is spelled out on the Folder Size: Info screen (See Figure 8.2).

Figure 8.1. The improper abbreviation of number as No on the Folder Size: Info screen led to misinterpretation by users.

Figure 8.2. The word Number is spelled out for clarity on the Folder Size: Info screen, replacing the prior abbreviation.

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9. CR028812 – A warning message about an unsupported

version of Safari displayed in error when Mac users logged into Documentum.

Issue When Mac users logged into Documentum using Safari 4.X or higher, a warning message displayed in error stating that the users’ version of Safari was unsupported. However, Documentum does support the operating system/browser combination of Mac OS X/Safari 4.X or higher. Solution With Release 1.4, the warning message is suppressed.

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10. CR047539 - Custom folder icons based on the Folder Type

attribute were needed. Issue Documentum provided custom folder icons based on folder types. For example, a blue book icon represented a book level folder, whereas a green book icon denoted a lesson folder. However, as a result of the implementation of CR014716 (generic folder types implementation) the custom folder icons needed to be based on the custom Folder Type attribute for both content and context folders (See Figure 10.1). Solution Configuration changes were made so that custom folder icons for custom folder types, based on Folder Type, display appropriately within the Navigation and Content panes for both content and context folders (see Figure 10.2).

Figure 10.2. A blue book folder icon in the Content pane denotes a Curriculum Content folder

where the attribute for Folder Type is book.

Figure 10.1. Custom folder icons need to be based on Type (crc_content_folder) and Folder Type (Book).

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11. CR055364 - The non-supported browser warning message

displayed for supported Safari Version 4.0.5. Issue When Mac users logged into Documentum using the latest Safari Version 4.0.5, a warning message displayed in error stating that the users’ version of Safari was unsupported. However, Documentum does support the operating system/browser combination of Mac OS X/Safari 4.X or higher. Solution With Release 1.4, Safari 4.0.5 is added to the list of supported versions (cross-reference with CR028812) and the warning message is suppressed

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12. CR056654 – Object Type was not retained during multiple

file import. Issue When users imported multiple files of the same object type at the same time, they selected an object type from the Type drop-down menu on the Import: Object Definition screen (see figure 12.1). They assumed that the selected object type for the first file would be applied to all of the files. However, the object Type crc_layout appeared for subsequent files (see Figure 12.2). Thus, while the files imported successfully, only the first file had the object type the users had selected. The remaining files displayed the object type crc_layout on the Properties screen. While users could select the object type for each file, the selection process was tedious and time consuming. Solution Release 1.4 fixes this bug so that it is not necessary for users to click through each asset in a multiple file import in order to select the correct object type. Object types assigned on the Import Object Definition screen will be retained on subsequent screens during a multiple file import of files of the same type (see Figure 12.3). .

Figure 12.3. During a multiple file import of files of the same type, object types are now retained.

Figure 12.1. The manual selection of the object Type PRSN Art (prsn_art) for an mp4 audio file applied to the first file in a multiple file import of files of the same type.

Figure 12.2. The automatic application of the object Type CRC_Layout (crc_layout)) to a subsequent mp4 audio file during a multiple file import of files of the same type.

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13. CR061220 – Controlled Vocabularies did not always display

in the correct order in the drop-down lists on the Import: Object Definition and Properties screens.

Issue For attributes that have dropdown lists, controlled vocabulary values did not display in correct alphabetical and/or ascending order on Properties: Info and Import: Object Definition screens (see Figure 13.1). Controlled Vocabularies that are not implemented correctly are more difficult to use. Solution The code was configured so that the Controlled Vocabulary lists display results in correct alphabetical, ascending order.

Figure 13.1. Controlled Vocabularies sometimes displayed in a non-alphabetical, non-ascending list.

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14. CR061231 - Object types were not mapped correctly to

some file extensions during import. Issue During the import process, object types should be automatically assigned to files based on their extensions on the Import: Object Definition screen. However, Illustrator (.ai) and Photoshop (.psd) files were not mapped to the correct object types. Solution The code has been reconfigured so that Illustrator (.ai) files appear as object Type prsn_art format Illustrator 11.0 (see Figure 14.1) and .psd files appear as type prsn_photo format Photoshop CS2/CS3 (see Figure 14.2) on the Import: Object Definition screen.

Figure 14.1. Illustrator (.ai) files appear as object Type prsn_art format Illustrator 11.0.

Figure 14.2. Photoshop (.psd_ files appear as type prsn_photo format Photoshop CS2/CS3.

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15. CR063889 - The automated email notification for the

Production Workflow provided performers a link to an outdated Documentum URL.

Issue The automated email notification for the Production Workflow provided performers a link to an outdated Documentum URL (http://usoldt-vm-004e.peroot.com:8080/) rather than the latest URL. If users clicked this older URL, they had to open a second session of Documentum. Solution Automated email notification in the Production Workflow now links to the latest URL. 16. CR067221 – The wording of the FTP Outbound folder was

misleading. Issue The wording of the FTP Outbound folder misled users to that it was to be utilized during the Production Workflow. However, the FTP Outbound folder was actually part of the new OneWay FTP process (see CR015594). Solution The name of the FTP Outbound folder was changed to FTP OneWay Outbound to provide clarity as to how and when the folder should be used. 17. CR067228 – The OneWay FTP folder occupied the wrong

node in the Navigation pane. Issue The OneWay FTP folder occupied the wrong node in the Navigation pane as part of the Science folder directory structure. Solution The OneWay FTP folder was moved in the Navigation pane so that it is a first level folder directly below the Curriculum Cabinet. In this way, it is clearer that OneWay FTP is to be used by all Curriculum programs, not just by the Science Program.

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Known Issues The following are known issues in the Release 1.4 build; however, they are not resolved. SAR # Description CR012232 The OK button on the folder selection window is disabled when

users export a file.

CR012704 CR012741 CR012766 CR013825

File Sharing Services (FSS): FSS is currently only recommended for linking files to InDesign. Use of full FSS functionality is pending fixes from the software vendor.

CR012949 Check-Out: When users check out an InDesign file, an error message appears. Although users are still able to check out the file, uses must close the error message and then refresh the screen.

CR013866 When users attempt to edit or check out an asset for which they do not have permission, an error is encountered. Users should select Yes when they are prompted to continue running scripts.

CR013374 The Page Number Field is not sorting correctly. For example, instead of sorting page numbers sequentially (xxiii, 4, 10, 18, 24, 30, 34), the pages are sorting in the following order: xxii, 4, 34, 30, 24, 18, 10.

CR053701 After users perform a Point of Use search, the search results header displays the file paths for each of the assets that are retuned in the search results instead of the default X results in the X repository.