EMC Documenutm xCP 2.2 vs 1.x

1© Copyright 2013 EMC Corporation. All rights reserved.

xCP 2.2 vs 1.x

Case management evolving

Alexandru LazarescuSenior SEEMC IIG


Evolution of xCelerated Application

Composition

Business Process

Management and Collaboration

Transactional Content

Management

xCelerated Composition

Platform (xCP)


xCelerated Composition Platform “1.0”

Documentum ContentRepositoryPerformance Data

Legacy DataApplicationDatasources

RepositoriesData Sources (MDM, ESB)

Core Services (REST, SOAP, Java) • Library Services• Search and Indexing• Audit/History• Document Mgmt Services • Retention and Records Services• Classification and Extraction• Correspondence Services• Image Processing• Retention• …

Content Mgmt

ComplianceCollaboration

Doc GenerationCapture

Business Process Automation

• Orchestration• Composite Services• Agents, Events• Human Workflow• Rules

• Business Modeling• Real-time Analytics• Performance Monitoring• Simulation• Dashboards and Alerts

Business Performance Optimization

Integration

• Data Transformation• Data Mapping• Messaging• Connectors• Protocol Support

Builder Tools

• Reports Builder• Process Builder• Forms Builder• Composer (Packaging and Deployment)

Application Configuration and Design – (TaskSpace Design Mode)

• Page and Tab Design • Roles and Preferences• Contextual Search Configuration• Configurable Actions

• Security• Dashboards• User Administration

• Task Management• Work Queue Access• Data and Document Viewers

User Access (TaskSpace Runtime Mode)

• Forms• Discussions• Reports


xCelerated Composition Platform “2.0”

Documentum ContentRepositoryPerformance Data

Legacy DataApplicationDatasources

RepositoriesData Sources (MDM, ESB)

Core Services (REST, SOAP, Java) • Library Services• Search and Indexing• Audit/History• Document Mgmt Services • Retention and Records Services• Classification and Extraction• Correspondence Services• Image Processing• Retention• …

Content Mgmt

ComplianceCollaboration

Doc GenerationCapture

Business Process Automation

• Orchestration• Composite Services• Agents, Events• Human Workflow• Rules

• Business Modeling• Real-time Analytics• Performance Monitoring•Dashboards and Alerts

Business Performance Optimization

Integration

• Data Transformation• Data Mapping• Messaging• Connectors• Protocol Support

Builder Tools

• Reports Builder• Process Builder• Forms Builder• Composer (Packaging and Deployment)

Application Configuration and Design

• Page Design • Roles and Preferences• Contextual Search Configuration• Configurable Actions

• Security• Dashboards• User Administration

xCP 2.0 User Access (New UI)

xCP 2.0 Designer


xCP 2.x concepts


Optimized User Interfaces

USER INTERFACE

LAYER

NEW USER

NEW APPLICATION DEVELOPER

COMPOSITE

APPLICATION

LAYER

INFORMATION

SERVICES

PLATFORM

NEW ADMINISTRATOR

Business Applications Users Want to Use

New UI Framework replaces

TaskSpace

Improved user productivity with the right

information at the user’s fingertips

Fully integrated viewer, search and

analytics to gain better insight

Make proactive business decisions with

confidence

Open and best of breed UI technology

and RESTful services

iPad supported


Best of Breed Application Composition

USER INTERFACE

LAYER

NEW USER


COMPOSITE

APPLICATION

LAYER

INFORMATION

SERVICES

PLATFORM

NEW ADMINISTRATOR

Unified tooling for creating applications

INFORMATIONMODELING

(Case, Content & Objects)

PROCESSMODELING

EXTERNALSYSTEMS

INTEGRATIONANALYTICSMODELING

USER INTERFACECOMPOSITION

REUSABLE ASSETSALM BEST

PRACTICES

Allow use of source control to support

ALM best practices

Efficient distributed teams application

development

Single, model-driven tool to build

application through composition

Drastically reduce solution development

time

Built with reuse in mindReuse components across applications

to speed application delivery


Business IT Agility

Optimized for the Private Cloud

USER INTERFACE

LAYER

NEW USER


COMPOSITE

APPLICATION

LAYER

INFORMATION

SERVICES

PLATFORM

NEW ADMINISTRATOR

Virtual Data Center

xCP Servers

Database

DCTM Platform

VMware vFabric

xCP Application

File Store

Blueprint driven environment

provisioning

Decrease deployment time from weeks

to hours

Policy based environment scaling Dynamically adapt to application volume

and maximize use of resources

Easy to script and manage through

configuration management

Avoid operation errors and increase

responsiveness


Modeled, integrated relationships

Integrated analytics

Policy-driven functionality

Fewer monolithic processes

Powerful, flexible reporting mechanism

Context-specific expressions throughout builder

Customizable through functions

Stateless process replaces forms adaptors

One integration model (OOTB or custom)

Endpoints for easier configuration

Key xCP 2.0 Concepts

Enhanced Data Model

Event Driven

Integrated Expression Builder

Data Services


Data extracted through content analytics

Combined with business events

Faceted search available automatically

Business Event driven

Chart widgets binding to any Data Source

ExtJS

RESTFul Services interaction

Native xCP viewer

Zero footprint

Multi-content

Key xCP 2.0 Concepts

Analytics

Reporting

User Interface

Viewer


Standards- and Open-Based


Not Carried Over from 1.x


Tab Paradigm

Right-to-LeftSupport

XML ApplicationseForms

High FidelityForms

No High Fidelity Forms capability in xCP 2.0

In TaskSpace, you had the notion of opening tasks in subtabs, we don’t have this browsing paradigm in xCP 2.0

Use the browser tabs in 2.0

Use Cases better supported in xCP 1.x / not supported in xCP 2.0

Store object metadata in XML format, in xDB

Use an electronic form with XML representation

<XML>

Arabic, Hebrew require RTL orientation

Not supported by the underlying technologyRTL is Supported in xCP 2.1


Changed from 1.x to

2.0


Forms Adaptors

User Interface

Type-basedObjects

StructuredData Types

Replaced by Business Objects

BOs are better: they have relationships, events, and persistence

As UI technology changes so do the forms adaptors

Stateless Process will be used instead

xCP 1.x 2.0 New Paradigm

TBOs will still be supported but unnecessary

Replaced by Business Events

Logic is described in process

TBO

All new ExtJs interface

Unlike above, will not be migrated

Best to avoid UI customizations

WDK


Notification improvement*

Supports email templates


Timers improvement*

Leverages the xCP2.0 expression editor

Any process data can be used in the duration definition

Extended set of actions

Multiple actions can be

defined for the same timer


Conditional transition improvement*

Leverages the xCP2.0 expression editor

Allows comparison between different process data


Process events*

Process reporting relies on Business Event generation

Predefined set of business events auto-generated

Process started

Process completed

Process changed state

Process aborted

Activity started

Activity completed

Task acquired

Task started

Task completed

Task delegated

Task suspended

Task unsuspended

Task failed

Workqueue Task suspended

Workqueue Task unsuspended

Process level Activity level


New Things in 2.0


One Tool to Rule them All

INFORMATIONMODELING

(Case, Content & Objects)

PROCESSMODELING

EXTERNAL SYSTEMSINTEGRATION

ANALYTICSMODELING

USER INTERFACECOMPOSITION


Overview of the Designer

Eclipse RCP Application

Standalone Application

Does not require a Documentum repository

Model-driven

Every modeled entity is an artifact

Artifacts can reference each other

Applications built are generated as Java/Spring applications


New activity templates

Create:– Any object type

– From template or from an existing object

Move:– Move or create shortcut

– Any set of objects represented by object ids

Edit permissions:– Grant or revoke permissions

– Any set of objects represented by object ids


Business Objects are type definitions for contentless, structured data types

You can use them to model content-less entities in your application

Replacement for Structured Data Types, but will be persistent

Enhanced Data Model: Business Objs


Enhanced Data Model: Relationships

Enforced at runtime

Exposes relationships in the data model of the objects, thus vastly easing consumption of the relationship (using the modeled relationship in UI, reporting)

Combined with Business Events, permit automated actions on relations between items


Business Events will fundamentally change the way applications are architected

Fewer large, monolithic processes

Replace TBOs, making them accessible to non-developers and through configuration

Report on things outside of process!

Finer control over what data goes into aggregation database

Business Events


Endpoints and Parameters

Allows you to externalize these configurations to set at or after deployment

Don’t have to change your applications or processes etc. after deployment

Allows for reusability, so I can use the same database endpoint in multiple processes, or the same email address or user in several places


Real Time Query

Abstracts complexity ofwriting a DQL query

Exposes access to related items

Downside is that thereis less flexibility thanxCP 1.x


Expressions

Used throughout build experience, allowing comparison, mapping, data manipulation

Power of complex expression language with simple UI combined with context data

Examples:– Defining a condition for a business event

▪ IF person.salary > 1000000 THEN … send notification

– Setting a process variable when starting a process▪ IF person.last_name = ‘Ahmad’ THEN start the quarterly review process with the

note “He is awesome”

– Setting a default value for an attribute of a business object– Transition conditions in a process– Conditional permission sets– UI display rules

Custom functions allow nearly endless flexibility and power


New UI

Technology: ExtJs 4.1 (Sencha)

No WDK

No TaskSpace – package and deploy a self-contained WAR

Extensibility of the UI –custom widgets


Data Service ReviewRESTful Services generated for each model in your application

• Unified service composition

– Historical Query• Historical Events and Trends

(BAM)

– Real-time Query• Application Activity (DQL)

– Full-text Query• Full-text Mining of Content

(xPlore)

– Task List Query• Query on Process-related tasks

• Leverage external information through data services, to gain perspective in the context of the application.


Overview: Data-source - source of data

Data-source Type

xCP1.x Query text Data store Latency

Real-time DQL DQL Repository / Content server

Zero-latency

Historical BAM SQL Historicaldata-warehouse (database)

<5min

Full-text xPlore / CIS xQuery Contentindex (xDB)


Overview: Data-source – context

Data-source Type

Data-context

Timedimension

Content Scalability (records per result)

Real-time Object type instances

Snapshot Metadata 1K

Historical Object orProcess data

Change of state over time

Metadata 100M

Full-text Content type instances

Full-text indexMetadataDiscoveredmetadata


Overview: Data-source – use case

Type Persona Requirement Example report

Real-time Task processorKnowledgeworker

Recent application activityOperations supervising

My to-do task listMy open cases

Historical LOBManagementAdministrationLegal

Business trendsProductivity reportsResult forecastsApplication usageCase history audit

Quarterly Sum of revenueCompleted Tasks by workerMost common searchesCase activity change log

Full-text Knowledgeworker

Search for documents All documents on the “middle east”Documents by author, categorization, etc.


Application Deployment: RAD via Designer

Rapid Application Development (RAD) is the ability to make a change and test it quickly while you are building an application

xCP Designer encourages RAD via one-click deployment


(Static) Picklists

A Picklist is a set of name/value pairs that can be used as an attribute in a business object.

It has a name and a type (the type indicates the type of each entry: integer, float, or string)

Each entry contains a Name (human readable) and a Value (of the type indicated above). Names and Values must be unique within the list.

Entries in picklists will be externalized and the names will be localizable just like the rest of the application

Picklists are not modifiable at runtime


Discovered Metadata

Integration with Content Intelligence Services and xPlore, provides a more concept-based search, rather than just classic string search –with more context, fuzzy searching, contextual summary, thesaurus support, diacritics normalization


Faceted Navigation

Facets– Allows the user to refine a result list by metadata

– Each click of a facet narrows the result set

– Facets values may be distinct values from the results set or configure ranges (computed dynamically)


OOTB Viewer

Zero footprint viewer

Basic commenting andannotation capabilities

Will need to educate customers and partnerson when to go with Brava or Daeja for additional capabilities


Action Flows

Partially composable, modal dialogs used in certain places throughout an xCP application

– Creating relationships

– Importing documents

– Creating folder instances

Cannot have arbitrary services or mappings on them


Projects and Libraries

HR Onboarding

* Uses Person Object in the New Hire Process

Employee Goal Management

* Uses Person in Add Goals to Employee Process

Employee Grievance

* Uses Person in the File a new complaint Process

Shared Project

* Person Object


xCP 2.1


Design

Process VersioningBeing able to have multiple versions of a process at design time AND at runtime

Design

Process P1 v2.0

Explicit Versioning Mechanism

Runtime

Deployment

Process P1 v1.0t0

N instances based on P1 v1.0 User actionsv1

Pages

t1

Process P1 v1.0

t2

Deployment

Runtime

N instances based on P1 v1.0 User actionsv1

t3Pages

M instances based on P1 v2.0 User actionsv2

Pages

Initiate process

Initiate process


Process DebuggingBeing able to debug process at design time:

• Test case business processes• Identify issues and bottlenecks

Manual task and activity interaction

Process Data Manipulation

Console


Session Variables

Session variables are application specific in-memory session data store which can be used to share data between various UI elements.

You can defined multiple session variables per application with different types and default values.

Session variables can either be in-memory or persistent by storing them in a cookie on the clients machine.

Why its Awesome?:

– Enhanced User Experience: With the ability provided by Session variables to pass data between pages, you can build an application UI that minimizes data entry and that is more adaptive based on the different end user interactions.


Composable Action Flows

Many applications require a sequence of steps to execute in different contexts. Action Flows allows you to define these reusable sequences of steps that will guide the end user through the execution of these business tasks.

In xCP 2.1, you can create fully composable Action Flows that you have full control of its number of steps , the sequence of navigation between steps and final action to be executed at the end of this flow.

Action Flows step sequence can be set at design time or you can use expression for a more dynamic flow based on end user interactions.


Composable Action Flows

• Enhanced User Experience: Composable Action Flows allows you to design applications where many of the user interactions can be done in the context of relevant information by eliminating the need of unnecessary page navigations

• Dynamic UI: Through the use of expressions to define the “next step” within an action flow, you can have a different user experience based on the user interactions


Business AlertsAlerts are introduced as a new communication channel to inform business users

of some critical situations

• The alert engine monitors Historical Query data (xCP2.1)• Any data available through Business Events can be used• Leverages the aggregation mechanism available with Historical Queries• When an alert is triggered, the system can start some processes to

inform users or to make some corrective actions

What’s in xCP2.1?• Alert artifact: Model for the alerts• Alert Engine: Powerful engine to monitor the system• Alert Query: Easy configuration to expose alerts

49© Copyright 2013 EMC Corporation. All rights reserved. 49

Benefits of xCP RESTAny programming

Language\Framework

xCP REST services are programming

language\framework independent. They are

accessible from any language that has a HTTP

client library.

Any Device

No SDK required , and Your choice of either

XML or JSON.


A Page fragment is a composed or system generated container of widgets and associated data service instances.

Page Fragments can be reused within Pages or other page fragments

Similar to Pages, Page Fragments may be associated with either the application or a particular model

Pages Fragments are not URL addressable

Page Fragments


Rapid application composition and management : Instead of using individual widgets to compose pages, you can use page fragments to compose parts of a page. These Page Fragments are reusable in one or more pages of an application, minimizing the time it takes to build and maintain the application’s UI.

Page Fragments

First Name

Last Name

Address

Photo


Dynamic UI: You can use an expression to determine which Page fragment will be displayed at runtime. These expressions can be as simple an “if statement” or have more complex rules implemented as a stateless process.

Page Fragments

First Name

Last Name

Address

Photo


UI Events

UI Events allows for a trigger-subscribe communication between different page elements (e.g. widgets , data services instances ..etc.) without requiring these elements to explicitly register with one another (and thus be aware of each other).

In addition to the OOTB set of UI events, You can defined custom UI events , their payload , when they are triggered and who subscribes to them.


UI Events

Dynamic UI: UI Events allow for a true decoupled UI design by facilitating indirect communication between different page elements.

Enhanced User Experience: The behavior of different page elements can be controlled via a single UI event resulting in a more enhanced and interactive user experience


Aspects Support

An Aspect is a feature that can be attached dynamically to any object type in the object type hierarchy

Aspects contain attributes and behaviour

A given Aspect may be associated to one or more Types at Design time

At runtime, business logic determines which Aspects should be attached/detached to which instances, and when

Aspect attributes are exposed as part of the objects context and can be used in various editors (Pages, Queries, Processes)


RuntimeDesign

Aspects SupportHow does it work?

Location Aspect

Attributes

Events

Street

Country

Geo Coordinates

Update Coordinates

Customer BO

Company BO

Claim Folder

Attributes

Attributes

Attributes

1

2

1

2

1

2

3

Attach Location Aspect

Update Street and Country

Business Event

Object Instances

Location

Location

Location


xCP 2.2


DESIGNER

PERFORMANCE

• 64Bit Designer enables the building of larger apps

• 98% improvement of most operations from opening to saving

• Optimization of packaging phase reduces deployment time by

up to 60% (for large applications)

• Configurable auto-build & on-demand validation further streamlines

configuration experience


DESIGNER

PERFORMANCE

Configurable

Auto-Build

• Auto-Build setting accessed from new

toolbar button

• By default auto-build is disabled -

previously it was always enabled

• Preview mode requires that auto-

build is turned on so that changes are

reflected dynamically

• Validate Application button triggers

on-demand validation

• Allows you to validate changes made

to the application when auto-build is

off


DESIGNER

USABILITY

• UI Event & behaviour configuration re-designed to be more consistent

• Support for composing base artifacts to assist migrations

• More widgets can have their height and width defined for improved layout

• Access to repeating and single value Stateless Process outputs on a Page

• Improved layout of the Selector dialog reduces scrolling

• Additional theme bundled (based on EZTheme)


DESIGNER

USABILITY

UI Event & Behaviour

Configuration

• All UI based behaviour combined into

a single place

• Widgets Publish events based on a

Trigger (click, change, focus etc) and

a Condition (isValid, value equals etc)

• Widgets can Subscribe to events and

have their Behavior (show, hide, set

value etc) driven based on those

events and/or an Expression

• Existing xCP 2.0 event based

configuration will be migrated to the

new model


DESIGNER

USABILITY

UI Event & Behaviour

Configuration

• The Initial value is now a truly static

value set when the page loads

• Referencing the output of a Data

Service will no longer be evaluated

on page load - the widget must

subscribe to the success event of a

Data Service which is refreshed On

page load


DESIGNER

USABILITY

Base Artifacts

• UI Artifacts for Base Content and

Base Folder can now be composed

(Page, Action Flow, Context Menu

and Page Fragment)

• If more than one Context Menu is

present in an application Carl has to

resolve the conflict manually.


DESIGNER

USABILITY

Greater Layout

Flexibility

• The Height and Width of the

Presentation, Content Area, Page

Fragment & Comments Widgets can

now be set

• The Default Margins for the Page

Fragment and Content Area

Widgets are now 0px instead of

10px


DESIGNER

USABILITY

Mixed Stateless

Process Outputs

• Both Single valued and Multivalued

outputs of a Stateless Process can

be bound to any widget on a Page

• A single value from a Multivalued

output can be accessed by denoting

the index with square braces e.g.

processVariables.type_counts[0]


DESIGNER

USABILITY

Selector Dialog

• Layout of the Selector dialog

changed to simplify selection of

values

• Size of the dialog preserved if

resized

• Re-categorized Functions according

to context

• Function isValidDateTime returns

true if date value in a widget is valid

• Function isStringRegExFormat uses

a regular expression to validate a

string


DESIGNER

USABILITY

Clear Blue Theme

• New applications have the Clear

Blue Theme available to apply

• Based on the EZTheme xCelerator

and tested on Chrome, Internet

Explore and Firefox

• Available styles and colors fully

documented within the Designer

Help


RUNTIME

ENHANCEMENTS

• Drag & Drop from Outlook to archive whole messages

• Conditional mandatory behaviour

• Runtime validation framework provides widget-level validation and error display

• Hit Count display in Results List widget from Real-Time Query & Stateless Process

• Task List Query has access to q_item_id to facilitate advanced task actions

• Custom error and success notifications for all data services

• Support for sorting the outputs of Stateless Processes


RUNTIME

ENHANCEMENTS

Outlook Drag & Drop

• Client Plug-In now supports Drag

and Drop of messages and

attachments from Outlook

• Message stored with .msg format

• Object set as immutable i.e. it

cannot be checked-out and

checked-in

• Message Attachments are

embedded in the .msg file

• xCP Viewer able to display .msg

files


RUNTIME

ENHANCEMENTS

Conditional Mandatory

Behaviour

• Input widgets can have their

behaviour set to Is Mandatory using

an expression

• Value is set from a new Validation

panel on the Properties of the

widget

• At runtime, mandatory widgets are

denoted with a red flag, which can

be styled using CSS


RUNTIME

ENHANCEMENTS

Runtime Validation

Framework

• Input widgets can have one or more

Validations defined

• Widget context data exposes

Invalidity message and Is Valid

values

• Messages shown inline by default


RUNTIME

ENHANCEMENTS

Runtime Validation

Framework

• Specific Error Display widget can be

used to display all validation

messages from multiple widgets

• Inline display of validation message

within widget can be disabled


RUNTIME

ENHANCEMENTS

Hit Count Display

• Results List Widget can have

Display Record Count enabled

• Real-Time Query also needs Return

hit count enabled to ensure the

value is returned, and Auto option

chosen in Result List Widget

• Stateless Process needs second

Read from Repository activity to

return count in separate single value

variable, and View Expression

chosen in Result List Widget to

display the count using an

expression


RUNTIME

ENHANCEMENTS

Configuring

Task Actions

• Task Object ID (q_item_id) available

when configuring a Task List Query

• Enables advanced task actions at

runtime such as Reassign Task


RUNTIME

ENHANCEMENTS

Custom Data Service

Messages

• All data services on a page can

have a custom Success Message

and Error Message defined

• The technical Standard Error

Message can be disabled


Sorting Stateless

Process Results

• When a Stateless Process is bound

to a Result List Widget, each

Column can be defined as Sortable

• Two String variables are added to

the process (sortcol and sortord)

• Add ORDER BY ? to the DQL query

in the Read from Repository activity

• In the Input Message Mapping

screen map the value sortcol +

<space> + sortord to the parameter

with a concat function

• At runtime the selected column and

sort order are passed to the process

for inclusion in the

query

RUNTIME

ENHANCEMENTS


CERTIFICATIO

NS

• Certified for IE11

• Support for Tivoli Access Manager with WebSeal for SSO

• Unbundling of Crystal Reports, making it an optional add-on for xCP


CERTIFICATIO

NS

Unbundling of

Crystal Reports

• OEM Licence is no longer bundled

with xCP

• Existing customers can continue to

use their license

• New customers will need to

purchase a separate license

• Additional configuration required in

Designer to add correct libraries

• Deployment will fail if configuration

is not done


Development differences


App Server

xCP 1.x Development/Deployment Model

Forms Builder

Process Builder

Process Reporting Services

DocumentumAdministrator

Composer

TaskSpace

DAR Installer


TaskSpace

Development Deployment

Docbase

Custom FilesDocbase

Scripts


App Server

New Development/Deployment Model

xCPDesigner

xMS Agent


Development Deployment

Docbase

WAR

Scripts


xCP 2.0 Designer Current Limitations

Unified Development Except for:– Work Queue

– Business Calendar

– User

– Group

Management of Exceptions such as:– Role Management

– Updating Endpoint values

– Updating Parameter Values

– Configuring which Object Types should be indexed


xCP 1.x to 2.0 Designer Quickstart

Object Modeling– DA and/or Composer

UI (Components/Forms)– Forms Builder

Process– Process Builder

Dashboards/Reports– Process Builder

– Process Reporting Services

– Taskspace

Runtime Deployment– Taskspace

– Composer

General Configuration– Taskspace

xCP Designer Object Model

xCP Designer User Interface

xCP Designer Processes

Data Services

xCP Designer

User Interface

Run Application

xCP Designer

Home

xCP Designer / DA Application

Software

EMC Documenutm xCP 2.2 vs 1.x