Designing processes - EMC Community Network

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Table of Contents Chapter 6 Designing activities...........................................................................................33 Defining activity triggers ................................................................................34 Creating wait activities...................................................................................34 Sending tasks to a temporary set of users ......................................................34 Designing processes ........................................................................................35 Creating complex conditional routing with a decision split ................................35 Using sub-processes.....................................................................................36 Understanding message correlation ...............................................................36 Using the data mapper .....................................................................................37 Mapping repeating attributes..........................................................................37 Setting the context for repeating attributes ......................................................38 Adding multi-valued attributes ........................................................................41 XML and other data formats...........................................................................42 Setting custom object types for attachments ...................................................42 Looping ...........................................................................................................42 Inter-process communication ............................................................................50 Using the process debugger .............................................................................55 Debugging custom methods with the process debugger ..................................56 Process design and Business Activity Monitor (BAM)..........................................57 Enabling reporting for BAM............................................................................58 Reporting on data in an external database to BAM..........................................59 Process design and performance ......................................................................59 Choose one automatic performer ...................................................................59 Performance and stability of executing automated workflow activities ...............60 Large SDTs and performance ........................................................................60 Deployment considerations ...............................................................................60 Migrating or upgrading Process Builder ..........................................................61 Process versioning........................................................................................61 Accessing structured data types from a custom application .................................61 Creating the User Interface.............................................................................63 Creating form templates in Forms Builder ..........................................................63 General tips for user interface design .............................................................63 Multiple ways to start a process .....................................................................64 Options for when a process starts ..................................................................69 Options to design a task view ........................................................................70 Process and form template version links.........................................................73 Custom error messages ................................................................................74 Data adaptors...............................................................................................75 Using one data source adaptor to populate multiple fields................................77 Performance.................................................................................................84 Implementing TaskSpace applications ...............................................................85 Iterative rollout of a TaskSpace application .....................................................85 Working with task templates ..........................................................................86 Setting the height of the metadata pane in a folder view ..................................86 Working with configurable actions ..................................................................87 Chapter 7 Monitoring Business Activity .........................................................................89 System requirements........................................................................................89 Reporting requirements ....................................................................................89 Dashboard design considerations......................................................................90 Crystal Reports versus Simple Reports..............................................................91 4 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide
Table of Contents Chapter 8 Cleaning production environments.....................................................................92 Custom aggregation .........................................................................................92 Leveraging the Preconfigured Dashboards.........................................................93 Dashboard refresh intervals ..............................................................................93 Designing drill-down reports..............................................................................93 Formatting reports to be more readable .............................................................93 Computed Column dates and sorting.................................................................94 Performance and Scalability...........................................................................95 General approach to performance .....................................................................95 System configuration guidelines ........................................................................96 Small configurations......................................................................................96 Medium configurations ..................................................................................96 Large configurations......................................................................................97 Configuration best practices...........................................................................97 Factors that affect performance and scalability ...................................................98 Automatic activities .......................................................................................98 Search forms ................................................................................................98 Task lists ......................................................................................................99 Preconditions................................................................................................99 Skill-set matching........................................................................................ 100 Logins ........................................................................................................ 100 Recommended application server settings ....................................................... 100 Recommended Content Server settings........................................................... 101 Disabling full-text indexing ........................................................................... 103 Purging existing full-text events.................................................................... 104 Recommended database server settings ......................................................... 105 Tuning and troubleshooting performance problems........................................... 105 Chapter 9 Deploying the Application ............................................................................ 107 Deploying the application overview.................................................................. 107 The deployment process................................................................................. 107 Deployment best practices.............................................................................. 108 Chapter 10 Archiving the Application............................................................................. 111 Manually Archiving TaskSpace Applications ..................................................... 111 Best practices before and after archiving ...................................................... 111 Archiving in Documentum releases 6.6 and higher ........................................ 112 Testing the Archived Application................................................................... 116 Troubleshooting the Archived Application ..................................................... 118 Appendix A Prototyping Business Activity Monitor dashboards..................................... 121 Prototyping Business Activity Monitor dashboards ............................................................ 121 EMC Documentum xCelerated Composition Platform Version 1.6 Best Practices Guide 5
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Page 3: Table of Contents Chapter 1 Overvie
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Page 18 and 19: Planning and Designing the Applicat
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Designing the Process For the child
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Designing the Process at or right a
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Designing the Process Enabling repo
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Designing the Process Performance a
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Creating the User Interface mind th
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Creating the User Interface Figure
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Creating the User Interface 4. Sele
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Creating the User Interface Adaptor
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Creating the User Interface 5. Spec
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Creating the User Interface 1. Open
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Creating the User Interface 11. In
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Creating the User Interface Working
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Creating the User Interface 88 EMC
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Monitoring Business Activity • pu
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Monitoring Business Activity (PRS).
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Monitoring Business Activity • Us
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Performance and Scalability System
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Performance and Scalability Factors
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Performance and Scalability Skill-s
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Performance and Scalability
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Performance and Scalability If regi
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Performance and Scalability 106 EMC
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Deploying the Application At deploy
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Deploying the Application 110 EMC D
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Archiving the Application • When
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Archiving the Application b. Log in
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Archiving the Application 5. Create
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Archiving the Application h. Select
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Archiving the Application 120 EMC D
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Prototyping overview Prototyping ov
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Understanding the approach to proto
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Create and run the New Account Appl
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Designing the New Account Applicati
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Designing the New Account Applicati
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Design dashboard and add dashlets 1
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Design dashboard and add dashlets 1
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Process Duration alert 3. From the
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Process Duration alert 17. On the k
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Designing the New Account Process -
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Designing the New Account Process -
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Running the Average Duration proces
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Designing the Average Duration repo
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Designing the New Account by Custom
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Designing the New Accounts by Custo
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Designing the New Accounts Opened t
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Designing the New Accounts Opened L
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Completing the prototype dashboard
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Index A activities count children,
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Index designing activity triggers,
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