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1 Copyright 2012 EMC Corporation. All rights reserved.
EMC DocumentumD2 PremiumRelease 3.1
User Guide
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2 Copyright 2012 EMC Corporation. All rights reserved.
Copyright
EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice.
The information in this publication is provided as is. EMC Corporation makes no representations or warranties of any kind with respect to the information in this publication, and specifically disclaims implied warranties of merchantability or fitness for a particular purpose. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license.
For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners.
Copyright 2012 EMC Corporation. All rights reserved.
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3 Copyright 2012 EMC Corporation. All rights reserved.
Introduction
D2 is a solution made up of two applications: A configuration layer for administrators : D2 - Configuration A user interface to work on documents : D2 - Client
D2 makes it possible to: Facilitate the configuration for all components of the documentation base, and to
quickly model your business processes and needs Update this configuration, by simple settings, in order to take into account the new
standards and needs
This user guide is dedicated to the use of the D2-Client
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Table of Contents Authentication and Interface
Display
Document Information
Document Properties
Import and Creation
Edition and Checkout
Version and Checkin
Virtual Document
Rendition
Annotations
Deletion
Relations
Hyperlinks
To Copy/Paste/Link
Sending Mail
Export
Searches
Tools
Notifications
Filters
Lifecycles
Workflows
Subscriptions
Favorites
Administration
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Authentication and Interface
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Connection to a DocBase When you run the D2-Client you see the following screen The available DocBase list is displayed in the left-hand side window Click the desired DocBase
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Connection to a DocBase Enter your login and password
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Interface
The D2 interface allows simple and quick access to all documents in your DocBases. This new generation interface is a thin client and does not require any deployment.
D2 is accessible via Internet Explorer and has all the features of a thick client.
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D2 Client Interface and Navigation
Navigation window for DocBase content and features
Workspace Window (list of documents and properties)Menu Bar Shortcut Bar
Virtual Documents (VD) Editor
Details Window to view complementary information on documentsToolbar for Details selection
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Navigation Window Opened DocBase with Network Location Inbox (Tasks and Notifications) Favorites (direct link to favorite documents) Distribution (quick validation of document) Docbase checked out documents Administration
Dictionary, Taxonomy, Register table, Template Groups and users management
Pre-defined searches Last, Personal, Public, Asynchronous
Docbase Cabinets
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Navigation Into the DocBase Navigation is identical to that of the Windows explorer,
to select a folder, mouse click on it
The tree structure will be expanded a level and the contents of the folder displayed in the right-hand side window.
Information Bar of the selected folder
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You can modify some options of D2-Client, click on the menu Tools then Options
You can modify: The starting selected DocBase
node in the Navigation window The temporary folder The working folder The date format The default user language
Options
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On Navigation tab, access the following preferences to:
Hide folders in main window Hide VD in Docbase browser Sort by grouping folders into
main window Activate interface pagination Disable the animation of sliding panels
(to improve navigation performances) Define a default dimension to display
thumbnails
Options
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Disconnection of the DocBase
To disconnect yourself from the DocBase, clickon the menu File then Disconnect
Then click on Ok
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Display
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Thumbnail and Detailed Views
Set up the view you want for the Workspace Window
The default view is the detailed view
You can also use item in the toolbar
By selecting thumbnail view, user can preview documents content in two different ways (ADTS pre requisite):
With Quick view menu option With preview option, from the documents thumbnail, an automatic
scrolling is activated when your mouse is over the thumbnail
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Thumbnail ViewIn thumbnail view, documents are displayed one after the other according to the
sorting option set from the detailed view mode
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Thumbnail View: Preview and Tooltip To preview a document with the auto scrolling, make sure you have an ADTS
rendition configuration
Then, place the mouse over the thumbnail. The document content is scrolling onto the thumbnail area.
Information related to the displayed columns from detailed view are available on the document tooltip, doing a simple mouse over and staying still on the thumbnail.
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Thumbnail View: Quick View
Documents, with ADTS rendition, are also viewable from a quick view window
Select a document, and from the toolbar, click on the quick view menu option
You can use the keyboard shortcut Alt + space, after selection
Use the arrow keys to change pages and browse the document content
To close the quick view window, click anywhere on the D2 Workspace window
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You can use several windows at the same time connected on different user accounts
To open a new workspace click on
Multi Windows
To open a new VD editorClick on
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Viewing Properties of the Documents You can add additional properties in the list of the main window. Right-click
on the properties bar .
Or, click on the View menu then on Windows settings then the desired window type
Workspace window Virtual document editor
The operation is the same one for the two types of windows
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Viewing Properties of the Documents Select the document type
Then the property
Click on >
You can add several, then click on OK
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Viewing Properties of the Documents
Organize document properties in a list
Select a property
Click on the arrowto go up the property
And on the arrow togo down the property
Then click on OK to add these properties
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Viewing Properties of the Documents To remove one, select it in the right-hand list
Click on <
To restore the default list, click on the button Restore
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Document Information
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To locate a linked document, click on the document
Then click on the button Location to see its links
Click with the right button of the mouse on the desired link and select locate
To Locate a Document
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You will be automatically focused on it
To Locate a Document
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Information on a Document Click on the document to select it
Select on the detail bar for more informationClick on it to display (or hide) the details bar
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Information on a Document Locations : displays all the locations of the document
Versions : displays all versions of the document
Renditions : displays all renditions of the document
Relations : displays all linked documents of the document and distributions
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Information on a Document Audits : displays records relative to the document
Snapshots (for virtual documents only)
Workflow
You can also select this information from the View menu.
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Information on a Document
Other information is displayed in the Workspace window The displayed properties are configurable Columns are resizable
Information for checked out documents:The green padlock indicates that the document is locked in writing
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To Increase Performance Close the Virtual Documents editor when not in use Close the Details area at the bottom of the window when not in use Do not include repeating properties in the windows settings:
One of the most used properties, suitable to decrease performance, is the property r_version_label
Do not include specific properties (that do not belong to dm_document) in the viewing preferences if not useful
Generally, limit the number of properties in the preferences displayed, as far as possible
Navigate by clicking on + in the tree structure, rather than on the folders themselves Using + does not run the refresh of the main window or the Details, area and
is carried out consequently much faster Do not deploy several branches of the tree structure at the same time if not
necessary: Deploying only the branch leading to the document used makes it possible to
optimize the performances
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Properties
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To View the Properties Sheet of a Document Select the document
Then click on the icon properties Or right-click on the selected file
and select Properties Or click on the File menu
then on Properties
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To View the Properties Sheet of a Document
The properties sheet of a document will be displayed in a new window
If a value appears inorange in a field,
this means that the valuehas been deactivated in
the dictionary associated to the combo
If a value appears inred in a field,
this means that the valuehas been removed in
the dictionary associated to the combo
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Mass Update To mass update properties of several documents, select them
Click on Tools then Mass update then select a properties dialog
If selection contains virtual documents, select if you want to update only properties of the head of the VDor also the properties of Childs
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Mass Update
Modify the propertiesin the dialog
Documentum propertiesbeginning by r_ are not managed, except:
r_is_virtual_doc
r_frozen_flag
When the value is different on all documents, it is replaced by #####
Click on Ok to save modified values (values replaced by a ##### and not changed stay identical)
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To View the Properties Sheet of a Document Select the document Click on the File menu Select Permissions
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To View a Document
To view a document, right-click and select View
Or, select the documentthen click on the Document menu then select View primary content. The document will be opened in the application corresponding to its format.
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To View a Document You can choose the application in which you want to view the document, for
that, click on the document in the main window Then click on the Document menu
and select View with Then select the desired application
The document will be opened (in read only mode) in this application
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To View a Document Rendition To view a rendition, click on the document of which you want to visualize
the rendition
Then click on the Document menu and select View PDF rendition
The rendition will be displayed in Adobe Acrobat application
If a rendition for this document does not exist,the following message will appear
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Import and Creation
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To Create a Document
To create a document , Click on New Document
Or click on the menu File then New then Document
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To Create a Document
The creation window will appear. Select the document type to create
You can also create a document while inheriting its properties and/or the content of another document, to do that click on the tab Inheritance
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To Create a Document Click on to open the DocBase Browser to select the file to inherit
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To Create a Document Browse the DocBase to find your file and select it.
Click OK
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To Create a Document
The document is selected
If you want to inherit the properties,check the box.
If you want to inherit the content,check the box.You can check both boxes.
If the document is a VD, you can inherit its structure
Click OK
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To Create a Document
Complete the properties sheet
Click OK
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To Create a Document
If you have configured a linked document, the following dialog will appear:
Click on OK and the corresponding properties dialog will appear
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To Create a Document
Select in the list the desired template
Then click on Ok .The template will automatically be opened and the document created.
If it exists just one template for this set of document, it will be automatically selected and the selection window will not appear
A document associated with a uniqueness configuration into D2-config wont be created if required conditions are not controlled.
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To Create a Document
If the selected document for the inheritance is a VD and you have chosen to inherit the structure of the VD and you have several inheritance Templates selected in the matrix, choose the desired inheritance Template in the list
Then click on Ok If it exists just one template for this set of document, it will be automatically
selected and the selection window will not appear
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To import a document , click on the menu File then on Import
Click on + to select the files on your hard disk
If you want to set up the same properties for all documents check off the box
The following is the same one than for the document creation.
To Import a Document
The format is automaticIf you want to open it after
the import, uncheck the box
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To Import a Document
D2 allows to import documents by a simple dragndrop
Select from your workstation one or many documents to import
Drag it (them) to theD2 workspace windowand then drop it (them)
Creation matrixwindow opens andallows to create a newdocument type
The Drag n Drop feature cannot be used with files using Cyrilliccharacter set in the name or content.
D2JobImportMassCreate
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To Import a Document XML file XML property files can be used while importing document, concurrently to
default values and inherited configuration, as loading files for properties. In order to make the transfer possible, it is necessary at the import time to have:
The XML file containing properties, named like the document, only the file extensionchanges
This file located under the same directory as the imported document
Moreover, the XML document content must be structured like the example :
This automatic property transfer can be used with already in place inherited configuration and default values. This order of predominance is as following:
Default Value < Inherited value < XML property value < User inputImport of document with XML file can also be achieved automatically with a Job cf
Root node d2_import_xml
Document properties as specified into the property page
node are for repeating properties
read only properties (excepted r_object_type) will not be taken into account for the transfer
format attribut is an option for date property type.
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To Import a Document XML file
XML File Template:
Use with repeating attributes
Use with date
Root node
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To Import a Document XML file
You can also use an XML file which name contains meta.xml to import an xmldocument and its properties.
It is named with file name followed by meta.xml:
filename-meta.xml
Filename correspond to linked/associated document.
This XML file, when you import it into the Docbase, must contains samecharacteristics as previous XML file (see previous slide).
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To Import a Tree Folder Structure
Folders structure can be imported into a Docbase from D2-Client
To do so, structure import must be configured in D2-Config for the userconnected
Then, to import a structure, access to the following menu:
And select folder to import through this window
Structure import process is the same as the document creation
Auto-link, naming and security rules will be applied at the time of import
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To import a XML Application, use the following menu:
Then select in the window XML file of the application to import The folder application is going to be imported in the Docbase following linking,
security and naming rules defined in D2 hypermatrix
To perform this operation properly, the DocApp of Xml application must be set upprior in the Docbase
To Import an XML Application
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Edition and Checkout
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To check out a document, click on it
Then click on the Document menu and select Check Out
The document will be checked out of the DocBase
To Checkout a Document
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To cancel the checkout of a document, click with the right button on this document and select Cancel Checkout / Edit
Or click on the document then on the Document menu then on Cancel Checkout
To Cancel the Checkout of a Document
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To modify a document , select it in the main window
Then click on the modification icon Or click with the right button
of the mouse on the documentand select Modify
To Modify a Document
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To Modify a Document Or click on the Document menu then select Edit
The document will be opened in the application corresponding to its format (ex: Word) and it will be marked as checkout of the DocBase (green padlock)
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Version and Check In
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To Check In a Document
To check in a document , select it in the main window
Then click on the check in icon Or click with the right button of the mouse
on the document and select Check In
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To Check In a Document Or click on the Document menu then select Check In
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To Check In a Document
The checkin window will appear. Select the desired version
If the settings allows you to do so, you can enter a description
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Select the tab options
If you want to make it the current version, check off the box
If you want to maintain the lock, check off the box
If you want to check inthe document from an external file, click on to select the file on your hard disk. The format will be automatically set
Then click on OK to check in the documentIf you have configured the silent check in, the document will be automatically checked in, without these options being proposed
To Check In a Document
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You can also check in several documents at the same time Select several documents, then run the check in
Operation is the same than theunitary check in with one morebutton Ok for all which actson all the selected files
To Check In a Document
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To Import a Version
To import a new version of a document from a File System , Select it in the main window
Then click on Document then Import as version Then select the file
on the File System Then click on Ok The Checkout will be done
automatically and the Checkin will be done accordingto the Check in configuration
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Virtual Document
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To create a virtual document, click on the desired document
Click on the menu Document then Convert to VD or on the corresponding icon
To Create a Virtual Document
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To Drag and Drop a Document in a Virtual Document (VD)
To drag and drop a document in a Virtual Document, click on the desired one from the Workspace window with the right button of the mouse
Maintain the button down and drag it into the VD editor and drop it at the desired place
If you drop it on a document surrounded by dotted lines, the document will be inserted inside the target document which will be transformed into a VD
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Insert an Inherited Component Use the Virtual Document editor to insert under a node an inherited component
Select the parent element from the virtual document, and Right click > Insert an inherited component
A cabinet explorer window opens
In this explorer, choose a single node to insert from the main view (right part)
Apply by clicking OK
The node is inserted into virtual document tree
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To Drag and Drop a Document in a Virtual Document (VD)
If you drop it on an underlined document,
The document will be inserted under the target document
You can also do these drops inside the VD editor to modify the displayed VD
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To view a Virtual Document (VD), select the VD on the left-hand window and double-click on it or click here
The VD editor will appear on the left-hand part of the window
To View a Virtual Document
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You can display the position and/or the version number of documents
You can unfold the VD completely or fold up it
To View a Virtual Document
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To move a document, click on the document in the VD editor then click on the arrow
The document is moved of a level upward (from 3.2 to 3.1) and the VD to which it belongs have been checked out (keys on the left)
To descend a document the procedure is the same one with the arrow downwards
To View a Virtual Document
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To maximize the VD editor click here. To go back, click here
To close it, click here and the VD editor will be closed
To View a Virtual Document
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To create a snapshot from a Virtual Document, display the desired VD in the VD editor by double clicking on it in the navigation window (left-hand side)
Then click on the camera icon in the VD editor
Enter the title of the snapshot The snapshot will appear in the detail window
To Create a Snapshot from a Virtual Document
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Rendition
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To Create a Rendition
To create a rendition, Click on the document
Then click on the menu Document and select Create rendition
The rendition will be sent to therendition server
If the rendition request already exists,you will have the following message
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To Import a Rendition To import a rendition,
Click on the document Then click on the menu Document
and select Import Rendition
Click on to select the fileon your hard disk (The format is automatic)
Then click on Ok and the rendition will be imported
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To Remove a Rendition
To remove a rendition, click on it with the right button of the mouse and select Remove Rendition
The rendition will be removed
You can export document rendition, for example native fomat. To do so use Export rendition menu
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Annotations
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To annotate a document, click on the desired document
Click on the menu Document then annotations or on the annotations icon
To Annotate a Document
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The document will be opened in Adobe Acrobat to be annotated Annotate the document, then close Acrobat Once the document is annotated, a relation which points on the annotation
will be created This annotation can be visualised in the tab relation of the details window
under the label DM_ANNOTATE
To Annotate a Document
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D2 makes it possible to annotate a document in its native format like Word This allows to do annotations in parallel on the same file and to merge them
after in revision mode, without entering them again To annotate a document, click on the selected document
Click on the menu Document then on Annotations native format
Or on the icon Annotations native format
Or through the workflow tasks
To Annotate a Document in Native Format
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The document will be opened in its native format (Word) Enter modification in the text Once the document has been modified, a relation pointing on the annotation
will be created This annotation can be displayed in the tab Relations of the detailed window
on the label Contains annotations
Once ended, check in the annotation by clicking with the right hand button of the mouse on the relation, then on Checkin
To Annotate a Document in Native Format
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You can annotate this document again with another user account All annotations will be visible in the tab Relations
To display an annotation, click with the right hand button on the relation, then select View primary content with this annotation
To display the document with all annotations, click on Document then on View primary content with annotations
To Annotate a Document in Native Format
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To merge annotations in the document, click on the document then on Document then Edit with annotations
The document will be opened in Word in revision mode
Accept or refuse modifications Then save the document Then, check in the document
with annotations
To Annotate a Document in Native Format
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To view annotations of a document, click on the desired document
Click on the menu Document then Annotations or Annotationsnative format You will not see annotations by visualising the normal rendition
To View Annotations of a Document
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Deletion
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Select Delete VD only or Delete VD and sub folder and object
Select Delete only the virtual document(s) or Delete the virtual document(s) and documents children
Then, click Ok
To Delete a Virtual Document
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To Delete a Document To delete a document, click on it with the right button of the mouse and
select Delete
Or click on the document, then on the menu File then Delete Decide if you delete only the selected version or all the versions
Click on Ok and the document will be deleted
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To Remove a Folder To remove a folder, click on it with the right button of the mouse and select
Delete
Or click on the folder, then on File then on Delete
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Select if you want to remove only the folder or also the subfolders
Then click on Ok
To Remove a Folder
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Relations
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To Create a Relation To create a relation, click on the selected document
Click on the desired file then on the menu Document then Create relation
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To Create a Relation
Select in the list the desired relation
If you want to change the way of the relation check off the boxThe file will become the childof the relation and neither the parent
Enter a description of the relation
Then click on Ok
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To Create a Relation
The DocBase browser will appear to select the file child of the relation (or parent if you have checked off the box : invert relation)
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Navigate into the DocBase and select your file, then click on Ok
To Create a Relation
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To Create a Relation The relation is created
You can view it in the Details window, tab Relations
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Controled Relation into Property Page Some properties pages allow to create controlled relation between documents
Add a relation in the appropriate field Select the linked document and validate by
OK
A relation is created and appears in the property page
It is available for consultation from the details window Relations
D2 offers you the way to create single or multiple relations
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Hyperlinks
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D2 makes it possible to manage links between documents : hyperlinks If a document is approved and not modifiable, link will be set on the fly on a
watermark of the PDF rendition and will not modify the document To put a link between two documents, check out first, the source document of the
docbase
Then click on the target documentof the link with the right hand side of themouse then on Hyperlink then on Copy link target address
Hyperlink
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Select in the list the sourcedocument
Then the target page
And the desired version of the document
Then validate
The link will be saved in the clipboard
Hyperlink
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Create an hyperlink in the source document and paste the link contained in the clipboard as the address of the link. Ex in Word, past the link here
The link will be inserted in the document It will work inside the docbase
Hyperlink
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In the case of an approved document, You must first check out the rendition to be able to insert the link
Click on the source documentthen with the right button of the mouseclick on Edit PDF rendition link to check out the rendition
The rendition will now be visible inthe list of the checked out documentof the copy hyperlink dialog box
Once the links has been paste,You must click on Save PDF renditionlink to save the linksor on Cancel edition of PDF rendition link to erase the links
Hyperlink
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Link are visible in the tab Hyperlinks of the details window
Colour code Green: Correct link Blue: correct link but a more recent version of the target document exists Yellow: version of the target document still not exists but a more recent version exists Red: the target document does not exist anymore
Hyperlink
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You can fix the link, to do that click with the right mouse button on the link and select Modify destination version
Then select the desired version
You can also modify the destination of the link by clicking here
Hyperlink
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ToCopy/Paste/Link
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You can select several documents with the keyboard by using Ctrl and Shift in the same way that Windows explorer
You can reverse a selection with the menu Edit then Invert selection
Multi-Selection
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You can also select all documents from a folder by clicking on the menu Edit then Select All
Multi-Selection
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Warning: the document must not be in a set of documents where copy is not allowed
To copy a document, click on it with the right buttonof the mouse
Then click on Copy
Or click on the document
Then on the menu Edit
Then on Copy
The action cut works in the same way but delete the document after the copy
Copy / Paste a Document
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To paste a document, select the destination folder
Then click on Paste
Or click on the destination folderwith the right button of the mouse
Then on Paste
The document will be paste in the selected folder
Paste a Document
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To paste a Virtual Document use the same process than to paste a document
Select the Virtual Document Copy it Select the destination folder Paste the Virtual Document The Virtual Document will be pasted in the selected folder The Childs of the VD will also be pasted and put in the same folder than
the new VD
To Paste a Virtual Document
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To link a document, copy it first Select the destination folder
Then click on Link The document will be linked (creation of a Windows type shortcut ) in
the selected folder
To cancel this link Right click on document > Delete link
To Link a Document
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To copy a link to the clipboard Select the desired document
Click on Edit Then on Copy link to clipboard The link will be copied to the Window clipboard in order to be pasted in a
mail or a document for example
To Copy a Link to the Clipboard
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Sending Mail
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To send a link by email, select the desired document
Click on Edit then Send then Send link Enter the addresses
or select it in the list Enter emails object Then the message Click on ok
to send the email with the linkon the selected document
To Send a Link by Email
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To send a document by email, select the desired document
Click on Edit then Send then Send content
Enter the addresses or select it in the list
Enter emails object Then the message Click on ok
to send the email with the selected document
To Send a Document by Email
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Export
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To export a document and its content, select document Then click on the menu File Then Export Select a location
The document is exported
To Export a Document
Use drag and drop to export fileExport multiple documents with multi-
selection function
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To export a folder and its content, click on the folder Then on the menu File Then Export folder Select a location
The folder will be exportedwith its content
To Export a Folder
Use drag and drop to export folder
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Searches
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Search Nodes Search nodes are composed of 4 elements
My last search: gathers the last search carried outMy searches: gathers private searches of the connected user
Publics searches: gathers existing searches (saved by user). Access to query forms set by D2 administrator
Asynchronous searches: gathers results of asynchronous searches, made by the user when searches are launched in asynchronous mode.
Number of asynchronous searches can be limited
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D2 allows user to make several different searches: Advanced: using attributes, conditions and booleans operators Query form: data input made easier via a specific property page Full text, based on keywords, properties or the content of the
documents: Using Documentum Full Text search engine or Xplore Using an external OpenSearch-enabled search engine
DQL: technical request with the Documentum Query Language
Each of these searches can be launched in an asynchronous way In a collaboration perspective, authorized users can register and share
privates requests
Search Type
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To make an advanced search, click on the following icon
You can also use: - Tool menu > Search - Keyboard shortcut: Ctrl + F
Advanced Search
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Search screen
Advanced Search
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By default a document type is set up.
You can add more object types by clicking on
Select types to add then click on OK It is possible to remove types from the list
Advanced Search Object Type
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Select a property, then an operator and a value from list
Select the operator between the different line of conditions AND OR
You can create searches equations adding up () at the begining and the end of conditions
Condition lines can be removed by right click > delete
Advanced Search Attributes
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You can set up a search on all versions of a document
To refine your search, you can use case sensitive
Select tab Locations
To add a location, click on + Then select the location in the selection window To remove one, click on it in the list then on x If you want to include sub folders
of selected folders, check on the box The search will run only on the selected folders
Advanced Search Options and locations
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You can choose display settings (properties) for the result list
Select propertiesthat you want to displayin the result list
You can order by a propertyby default
To remove one element, click on it, then click on X To add one, click on Then select properties
in the same way than forthe properties of the Workspacewindow from D2-Client
Advanced Search Display
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Advanced Search Facets Using facets, results searches are sort out by documents properties. This tab is available when Xplore server and facets are set up. Using this list, select properties which will be used in facets search.
Default properties are displayed into this field. This properties list corresponds to the one which were activated for the
facets use. Then, you can launch the search using the following field located in
Criteria tab.
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The result of searches is displayed in the Workspace window, and remains visible from the node My last search
Results areautomaticallySort out byranking
To Search a Document
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Once the search is carried out, if you want to go back on it to modify a setting and run it again, click on the magnifier
To Search a Document
The focus must be on My last search The result list
You can also use highlighting function to search and highlight terms into main window
This function is available in all Docbase locations
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Full text is a feature activated or deactivated by D2 administrator at the time of the configuration. These types of full text searches cannot be used simultaneously, because they use the same quick and simple search input field, and they are external services:
The quick input field from the toolbar allows to make simple search: using word or words suit. To launch a full text search, enter search term in the field and type return key.
Google syntax is useful for full text searches
Only the Documentum and xPloreFull text are also enabled from the advanced search.
From the advanced search window, you can launch request by inclusion-exclusion of all or any part of sentence
Full Text (Documentum, xPlore, OpenSearch Enabled Engine)
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Results from Open Search engine are displayed in a specific way into the Workspace window
Open Search Results
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In detailed view mode, results are displayed one after the other into Workspace window. Depending on the setup and on the number of results, many pages can be made available.
Results can then be displayed on several pages
Open Search Results
Thumbnails are directly received from the OpenSearch enabled engine
Files with unavailable thumbnail can have a default image or none.
Results are made of links with add-on information retrieved from the DocBase: External results are preceded by a specific icon Internal results (document from DocBase) are preceded by there file format icon
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In thumbnail view mode, results display one after the other. Their file type icon appears as thumbnail, except for external result; which is a specific icon.
Open Search Results
You can view columns informations into the tooltip of each file
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To access results content double click on a line of result:
Open Search Results
To make a shortcut link to this document on your local computer, use drag and drop on the leading icon in a detailed view mode
Shortcut link to a resource will be available from the appropriate location doing a Ctrl + click
Internal (docbase) document are opening into the D2 Workspace window
External resources are displayed in a new external web window
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When you perform a research using xPlore, a facets tree (if enabled by the administrator) display in the node My last search .
xPlore Results
Results are organized in the tree using properties selected for the search.
The number of responses per facets values displays on brackets.
It is possible to click on these values to refine the result display by restricting the selection
To further expand the results, click on top level of results tree.
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Query Form
Query forms are set up by the DocBase administrator in order to optimize searches on input properties. Access to these forms can be controlled for some groups or extended to any users.
Forms are available from the Public searches node.
The form displays like any other property page
Input values for the different field (depending on the form design)
Run the search
Any searches can be organized into categories Double click on the form to open it
Results will display into the Workspace window like any other type of searches.
A Query form search can also be saved and made public to other users.
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To launch a DQL, click a menu Tools then DQL edit Enter your DQL query.
Then click to Save as to save or Run
Like forms, you can choose to use in the query, the attributes needed to display the full result in the main interface.
The properties added to the query are the following ones: r_object_id, r_object_type, a_content_type, r_is_virtual_doc, r_link_cnt, r_lock_owner, r_immutable_flag, r_frozen_flag.
DQL Editor
The search can be performed asynchronously
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The result of the query will be displayed in the Workspace window under the My last search node
DQL editor
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To Launch an Asynchronous Search Depending on the document type, you can use asynchronous searches
To do it, recognize and tick this checkbox from one of the different search window (DQL, Query form or Advanced)
A title field will be activated in the search windows
Enter a name for the search in the appropriate window Launch search
There is only a limited number of asynchronous search at a time, it is set up by the administrator for performance reasons
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To View an Asynchronous Search Results are available in the Asynchronous search node
Running searches: results are not available yet
Finished searches:results are available
It is possible to view the current status, the number of result returned as well as the creation date
On each node, it is also possible to: Stop the running search Edit the request (value, operator, save) Delete existing searches
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You can run your search or cancel it. (Allows you to leave the screen without saving nor running the search)
You can also save it Enter the name of the search If you have in the search some
settings to fill before running it,like for example a property,check off this box and the searchwindow will be displayed beforeits execution
Select the folder to save the search in
If you want to make it public, check off the boxThe search will be visible by others users but they will not be able to modify it. Only the author of the search will be able to modify it
To Save a Search
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You can create several folders. Click with the right hand side button of the mouse on the parent folder, then click on Create new search category
Enter the name and the title
The folder will be created You can create search categories from
the menu File then New then Search category
To Search a Document
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Tools
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To Print a Document
To print a document, click on it
Then click on the Document menu and select Print
The application corresponding to the formatof the document will be openedand the document printed
The application will be closed automatically
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You can export a list of documents to Excel You are able to export the list of the documents contained in the main
window or in the details window Put the selection in the desired window (workspace or details)
Click on the menu Tools then Export to Excel
To Export a List of Documents to Excel
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The list will be exported to Excel
Workspace window
Details window
To Export a List of Documents to Excel
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Notifications
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You have the ability to activate or not the display of the notifications window. Access to D2-Client Options: Tools > Options > Message reception
Then set up a refresh period of time When the dialog box activates, notification or workflow tasks will appear in the
bottom right corner of your Internet browser
Notifications Window
By clicking on this window, you directly access to your inbox notification
You can then, read the content of the message or launch a workflow task
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D2 offers you the way to peruse yours notifications directly from the Notifications node.
Select one of available notifications You can also review details of attached files, for the selected notification by
clicking on Details from the details bar
Notifications
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Filters
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To view all the versions of documents and folders, select All versions
You can view all versions of documents in the main window
To Filter the Versions of the Documents
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You can create others filters than the two standard ones into D2-configuration like for example a filter for all documents which the status is Approved
To Filter the Versions of the Documents
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You can filter the columns after a search Filtering is available on all columns and on all screens of the application To filter a column, click on the arrow
Then select the desired value for the filtering of the column
Filters
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Only columns whose value is the selected one will be displayed
Click on another arrow to select another filter on a new column. The new filter will be added to the first one by AND
To remove a filter, click on All as filter value
Filters
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Distribution
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This feature allows to quickly distribute documents, without starting a workflow.
Participants can accept or reject the document being distributed. To do so, it will be necessary to access to the inbox Distributions , to read
the content and validate it or not.
Documents Distribution
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Launch a Distribution To launch a distribution, select a document in the Docbase and access to the
Distribution sub-menu via Document menu.
All distribution configurations associated with the module display in Distribution sub-menu.
For mass distribution you can alsoperform a multi-selection on severaldocuments.
Then in the displayed properties page: add users or groups.
Click on Prepare to save distribution properties To launch Distribution , access to Relations tab
And click on Request this distribution
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Participants involved in the distribution receive an email in their mailbox (depending on configuration) as well as, a notification in their distribution box within D2-Client.
Documents are organized upon configuration on this node:
Pending user distributions display in bold with a status sent . In addition, a Relations is created when distribution receipt.
Perform a Distribution
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Distribution: Accept/Reject
To step in a distribution in process, select it in the box and access to contextual menu:
It also possible to add participants to a distribution by using distribution properties within the contextual menu.
Then, you can Accept or Reject the document.
Accepted documents display in green with a statut Accepted .
Refused ones display in red. Interrupted distributions are removed
from the set of user boxes, their status changes to Stopped .
Once the update performed, documents are sent directly to the various additional participants.
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Distribution: Distribution Report You can at any time generate a Distribution report in order to
track the document validation status. To do so, select the document and access to the contextual menu via
the following tab Relations .
The distribution report is generated and opens in Excel. Users are listed as well as distribution lifecycle.
Sent Accepted Rejected Stopped Limited permission
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Lifecycles
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Lifecycles D2 proposes two mechanisms, compliant and being able to be used in a
same DocBase, for the management documents lifecycles Standard Documentum lifecycles, where conception are done with Documentum
Application Builder. D2 lifecycles, where settings are done entirely in D2-Config
In both cases, D2-Client allows you to do all the actions necessary to the lifecycle of a document, through the menu Document / Lifecycle :
The higher part of the submenu is dedicated to D2 lifecycles Init allows you to choose a D2 lifecycle and to change its status to the first one of
the lifecycle. This function is useful for documents where no lifecycle have been attached during their creation
The following headings make it possible to simply apply the operations configured in the lifecycle. They are specific to each configuration. Example: Approval, In Revue, etc
The lower part of the submenu is dedicated to Documentum lifecycles Attach allows you to attach a standard lifecycle to a document Detach , Promote , Demote correspond to standard Documentum operations,
like those of Webtop
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D2 lifecycles part is closely related to the configuration carried out and cannot be described in a generic way
All the steps of the lifecycle will appear in the menu Lifecycle
To change a state, click on the document and on the action of the lifecycle
D2 Lifecycles
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You can also apply a Documentum lifecycle on your documents, to do that select the document then go to the menu Document then Lifecycle then Apply
Then select your lifecycle to apply
Documentum Lifecycles
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Lifecycle can be initialized for some document types which did not contain a status
Select document and access the Lifecycle menu: Document menu> Lifecycle > Initialize
Documentum Lifecycles
Choose the initial state Document status changes accordingly. Its lifecycle is begining.
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Once the lifecycle applied, you can Promote the document Demote the document Detach the document Attach a new lifecycle
To do that, select the documentthen go in the menu Document then Lifecycle
Documentum Lifecycles
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Workflows
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You can apply a workflow to your documents, to do that select the document then go in the menu Document then Workflow then Send to workflow
Select the workflow to apply
D2 Workflow
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Select document to send with multi-selection function
Start the workflow Send all
D2 WorkflowD2 allows you to send several documents in a workflow with the exception that they
are associated with a workflow configuration.
Validate sent documents
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Enter Workflow settings Name of the Instance You can re-use the setting of
an old instance
You must then input names for the workflow recipient, corresponding to the different participants
D2 Workflow: Workflow Settings
Recipient input is made easier with the mass import for the participant list.
To import this list, click on the button Select then the import button in order to import
your .xls file. The list is imported directly into the Selection
list. The recipient selection is also exportable from
the same dialog with the export button.
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Click on the tab Notifications and enter a notification for the workflow
Click on the tab Attachments
Remove a document
Then click on + to add a document to the workflow (the DocBase browser will be opened to select a document
D2 Workflow: Workflow Settings
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Click on the tab Planning and Follow-up to plan the sending Enter the desired
sending date Check off if you want a
notification at sending You can plan
a theoretical end
And to be notified if the workflow is not ended at this time
Then click on send to send the workflow instance (or its planning)
Click on Cancel if you want to cancel the sending of the workflow instance
D2 Workflow: Workflow Settings
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To view the tasks that have been allocated to you, click on Tasks . Task list is displaying.
Unread tasks are in bold. You can change the status of an Unread task to Read if you decide, for example, to process them at a later time (i.e.: as in Outlook).
To do so, select a task in the list and right click on it When multiple users receive the same task, D2 allows the first user to manually acquire the
task assigned to him. Select the task and click on
The task is now acquired and is automatically removed from the other recipients inbox.
D2 Workflow: Access Workflow Tasks
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D2 Workflow: Access Workflow Tasks Workflow tasks are assigned default priorities by the administrators during
workflows setup.
These priorities show in the participants inbox upon reception of a task. Eachtask is linked to a different color.
The task color allows you to quickly identify its process level, from 0 to 5. However, you can modify this level for each individual task.
To do so, select the task and right click on it.
You can now set a different priority level.
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D2 Workflow: Organize the Task Tree You can manually or automatically organize your workflow tasks in a tree
folder following the same process for other object from your Docbase. The locations can be set by the administrator during the workflow setup. In that
case, they will be applied to each participants tree. You may also customize them by creating new folders into existing tree. To do so, right click on the related task. Create a new directory using Order menu. You can also copy these tasks in several locations of theinbox tree folders using the Copy to function. Finally, they can be manually removed of a folder
Folders with a Refresh icon are automatically generated by workflow auto-link. They can use static or dynamic paths (with document properties, for example)
Folders created by a user are usually displayed as directories.
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D2 Workflow: Task Display and Inbox The tasks tree can be refreshed at any time with a right click on the Inbox
node. The following menus are then avalaible:
To show a document properties into an inbox linked to a task, simply access the column setting functions (just like with other nodes).
Right click on a column
Then, you will be able to view all information related to a specific task (document properties, notes, attachments ...) on one single screen.
Refresh: to update the Docbase tree and display news tasks (F5 key)
Order: to force the classification of all tasks (already received and new ones)
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To view the content of a task, click on the task Then on Details
Information on the task Document associated to the task (in bold), annexes
D2 Workflow: Tasks
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Click on Workflow Notes to see the associated notes of the workflow instance
Click on Participants to see the participants selected for the workflowinstance
Click on Audits to see the audit trail of the workflow instance
D2 Workflow: Tasks
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Click on Preview to see the schema of the workflow instance
D2 Workflow: Tasks
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To end a task, select the task then click on End task
Select the following tasks (if several tasks are available)
If a signatureis necessary,enter the intention your loginyour password
D2 Workflow: End a Task
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Then click on the tab Workflow participant(s)
You can enter or modifysome participants ofthe workflow instance
Then click on OK to end the task
D2 Workflow: End a Task
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The workflow supervisor have the ability to abort a workflow running. This action can be executed from task box.
Or from the Workflow detail zone of the document.
A confirmation message asks you to confirm your action.
D2 Workflow: Abort a Workflow
Select the concerned task Click on Cancel
When the workflow is canceled, it resets to the target state of the document, determined by the administrator.
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To delegate a task, select this task then click on Delegate task
Then select the new delegate of the task
Then click on OK to delegate your task
D2 Workflow: Delegate a Task
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To reject a task, select this task then click on Reject task
The screen is the same one than End task
D2 Workflow: Reject a Task
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To add a note to an instance, select a task of the instance then click on Add a note to the workflow
Enter the text of the note
Then click on Ok
D2 Workflow: Add a Note to a Workflow Instance
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D2 makes it possible to delegate, for a given period, its tasks to another person
To create a delegation, click on the node Delegation
Then on the menu Tools then Delegation then New delegation
D2 Workflow: Delegate a Task
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Select the user to whom you want to delegate your tasks
A description if needed
Enter the delegation period Then click on
to choose the workflowsto delegate
Then click on OK
D2 Workflow: Delegate a Task
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The delegation will be activated by a batch described in the annexe of this document
To activate immediately the delegation, click on the delegation
Then on the menu Tools then Delegation then Apply delegation To stop the delegation, click on Undo delegation
D2 Workflow: Delegate a Task
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D2 makes it possible to dynamically add a task on an ongoing workflow (the option dynamic workflow must be activated in the workflow configuration)
To create a new dynamic task, click on a task (or on the head or the workflow in the details window) then on Update performer
Modify the performerin the window
Click on Ok and the task will be created
D2 Workflow: Add a Dynamic Task to a Workflow
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To cancel a workflow, you must be administrator or the initiator of the workflow, select a task of this one then click on Abort workflow
Click on OK to confirm or Cancel to abort this action
The workflow and all its tasks will be canceled
D2 Workflow: Cancel a Workflow
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To view the Workflows of a document, click on the document then on the tab Workflows of the details toolbar
The workflow is started and the task Authoring is ongoing
Information on a task: Manual task Automatic task Task status
Workflow Manager
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The column status shows that the task is complete or in progress
Ongoing tasks are in italic Recipients list is displayed into User column Contextual menu makes it possible to delegate a task or to abort the
workflow (if you are the workflow initiator)
Workflow Manager
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Subscriptions
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D2 makes it possible to subscribe to a document and to receive by email a notification on a defined event
To subscribe to a document, click on it Then on the menu Document Then on Subscribe
Click on to choose the event
To Subscribe to a Document
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Choose the event, then click on the arrow, then on OK
Then on Ok
To Subscribe to a Document
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To remove a subscription to a document, click on it Then on the menu Document Then Subscribe
Click on
To Remove a Subscription from a Document
The user who initiated the event does not receive
any notificationEven though, he is subscribing to the
document.
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Select the subscription to be removed, click on the arrow, then on OK
Then on Ok
To Remove a Subscription from a Document
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D2 makes it possible to subscribe to an event and to receive by email a notification on it
To subscribe to an event Click on the menu Document Then on Subscribe to topic
Click on to choose the event
To Subscribe to an Event
The user who initiated the event does not receive any
notificationEven though, he is
subscribing to the topic.
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Choose the event, then click on the arrow, then on OK
Then on Ok
To Subscribe to an Event
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Favorites
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To Add a Document to Your Favorites You can add documents on your favorites to be able to find them more quickly.
Click on the desired document, then click on the menu Tools and Add to Favorites
The document will be automatically added to your favorites
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To Remove a Document From Your Favorites Select the desired document in your favorites, then click on the menu
Tools and Remove from Favorites
The document will be removed from your favourites
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Administration
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D2 Client Administration You can from the interface modify the following items :
Dictionaries Taxonomies Registered tables Templates lists Users Groups Plugins configuration
To be able to administrate these items, you must have a right access to : Administration nodes into D2-Client Administration of the desired dictionary, taxonomy or templates lists
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Dictionary Administration To administrate a dictionary, click on the Administration node Click on the dictionary node
Then double click on the desired dictionary
You can see only the dictionaries on which you have the administration access right
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Dictionary Administration The dictionary will open in a window
When this box is checked,the dictionary is automatically versionedat each record process
To remove a valueRight click on the value > Delete
To disable a valueuncheck the box
To add a value enter a new line
Click on Ok to save or Cancel to exit without savingYou cannot add new translations or aliases
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To keep all changes made to the dictionaries, D2 allows you to version your list of values.
Version a dictionary:Hand right click > Save the dictionary
To restore a previous version:Hand right click > Restore the dictionarySelect the version
Dictionaries are also importable and exportable from the D2 client interface
The Docbase update is available via the context menu
Dictionary Administration
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You can visualise all dictionaries versions from the client interface.Dictionary Administration
Select the dictionary in the administration module.
Click on Version in detail frame.
Versions listing of the dictionary displays and its version number as well.
Dictionary versions can be restored from this frame.
Select the version > Hand right click > restore the dictionary
The process is identical regarding consultation of taxonomy versions.
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Taxonomy Administration
To administrate a taxonomy, click on the Administration node Click on the Taxonomies node
Then double click on the desired taxonomy You can see only the taxonomies on which you have the administrator rights
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Taxonomy Administration The taxonomy will be opened in a new window
Operation is the same on than the one of the taxonomy creation in D2-Config
Click on Ok to save or on Cancel to get out without saving You cannot add or remove levels
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Some actions can be performed on Docbase taxonomies within D2-Client interface.
For a taxonomy versioningHand right click > Save taxonomy
To restore a previous versionHand right click > Restore taxonomyVersion Selection
Taxonomies are also importable and exportable from D2-Client
Taxonomy Administration
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From the browser tree window, select the register tables node Only tables where your rights match are available
Register Table Administration
Table properties are viewable and writable from the contextual menu
Add or remove values from the property page when setting the mouse focus onto the grid cells
Validate modifications by clicking OK
Registered tables can be deleted from the contextual menu on the Administration node
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Data from Register tables can be imported into the DocBase directly from D2- Client in the Administration node.
Register Table Administration
Select concerned table and access to contextual menu by right click.
Choose the file to import and overwrite the existing data
Data is replaced and accessible from register table properties.
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Template List Administration
To administrate a templates list, click on the Administration node Click on the templates list node
You can see only the templates lists for which you have administration rights
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Template List Administration Click on a templates list to see the templates contained in the list
You can modify the templates (context menu)
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Template List Administration
To modify a templates list, right click on the template and then on Properties to get access to the templates modification window
Operation is identical than the one of the creation of a template list, in D2-Config
Click on Ok to save or on Cancel to exit without saving
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User Management
To manage Users, Click on the Administration node Click on the node Users
The users list appears in the Workspace window
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Modify a User
To modify a user, click on it Do a right click on the user Then click on Properties
Modify values, then click on Ok
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Create a User To create a User, click on the User node Then on the menu File Then New Then click on User Enter the information of the user
in the dialog, then click on OK
You can create a user, applying the following icon
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Group Management
To manage groups, click on the Administration node Click on node Groups
The groups list appears in the Workspace window
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Create a Group
To create a group, Click on the node Groups Then on the menu File Then New Then click on Group Enter the information of
the group in the dialogthen click on OK
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Modify a Group To modify a group, click on it Do a hand right click on it Then click on Properties
Modify values(ex.: Add a user in the group)then click on Ok
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Documentum administrators can, from D2-Client interface, supervise the technical working of D2. This dialog box is avalaible from Help/? menu. It is activated for administrators within an Administrator profile.
Monitoring
D2 reload : state of D2 on application servers and checking URL
Information about the JVM executing D2: Summary: on operating system VM: on virtual machine Memory: on various memory status Threads: on Java processes Classes: on various classes way
Informations about actives sessions and Documentum ressources.
D2 Cache: Number of caches in use with all statistical information
ACS/BOCS: URL status of ACS and BOCS configured with DA.
The Monitoring dialog contains many tabs that display the following characteristics:
Clicking Refresh updates all monitored data.
EMC Documentum D2 PremiumCopyrightIntroductionTable of ContentsAuthentication and InterfaceConnection to a DocBaseConnection to a DocBase InterfaceD2 Client Interface and NavigationNavigation WindowNavigation Into the DocBaseOptionsOptionsDisconnection of the DocBaseDisplayThumbnail and Detailed ViewsThumbnail ViewThumbnail View: Preview and TooltipThumbnail View: Quick ViewMulti WindowsViewing Properties of the DocumentsViewing Properties of the DocumentsViewing Properties of the DocumentsViewing Properties of the Documents Document InformationTo Locate a DocumentTo Locate a Document Information on a DocumentInformation on a Document Information on a Document Information on a Document To Increase PerformancePropertiesTo View the Properties Sheet of a DocumentTo View the Properties Sheet of a DocumentMass UpdateMass Update To View the Properties Sheet of a Document To View a DocumentTo View a Document To View a Document RenditionImport and CreationTo Create a DocumentTo Create a Document To Create a Document To Create a Document To Create a Document To Create a Document To Create a Document To Create a Document To Create a Document To Import a DocumentTo Import a DocumentTo Import a Document XML fileTo Import a Document XML fileTo Import a Document XML fileTo Import a Tree Folder StructureTo Import an XML ApplicationEdition and CheckoutTo Checkout a DocumentTo Cancel the Checkout of a DocumentTo Modify a DocumentTo Modify a Document Version and Check InTo Check In a DocumentTo Check In a Document To Check In a Document To Check In a Document To Check In a Document To Import a VersionVirtual DocumentTo Create a Virtual DocumentTo Drag and Drop a Document in a Virtual Document (VD)Insert an Inherited ComponentTo Drag and Drop a Document in a Virtual Document (VD) To View a Virtual DocumentTo View a Virtual Document To View a Virtual Document To View a Virtual Document To Create a Snapshot from a Virtual DocumentRenditionTo Create a RenditionTo Import a RenditionTo Remove a RenditionAnnotationsTo Annotate a DocumentTo Annotate a Document To Annotate a Document in Native FormatTo Annotate a Document in Native Format To Annotate a Document in Native Format To Annotate a Document in Native Format To View Annotations of a DocumentDeletionTo Delete a Virtual DocumentTo Delete a DocumentTo Remove a FolderTo Remove a Folder RelationsTo Create a RelationTo Create a RelationTo Create a RelationTo Create a RelationTo Create a RelationControled Relation into Property PageHyperlinksHyperlinkHyperlink Hyperlink Hyperlink Hyperlink Hyperlink ToCopy/Paste/LinkMulti-SelectionMulti-Selection Copy / Paste a DocumentPaste a DocumentTo Paste a Virtual DocumentTo Link a DocumentTo Copy a Link to the ClipboardSending MailTo Send a Link by EmailTo Send a Document by EmailExportTo Export a DocumentTo Export a FolderSearchesSearch NodesSearch TypeAdvanced SearchAdvanced Search Advanced Search Object TypeAdvanced Search AttributesAdvanced Search Options and locationsAdvanced Search Display Advanced Search FacetsTo Search a DocumentTo Search a Document Full Text (Documentum, xPlore, OpenSearch Enabled Engine)Open Search ResultsOpen Search Results Open Search Results Open Search Results xPlore ResultsQuery FormDQL EditorDQL editorTo Launch an Asynchronous SearchTo View an Asynchronous SearchTo Save a SearchTo Search a Document ToolsTo Print a DocumentTo Export a List of Documents to ExcelTo Export a List of Documents to Excel NotificationsNotifications WindowNotificationsFiltersTo Filter the Versions of the DocumentsTo Filter the Versions of the Documents FiltersFilters DistributionDocuments DistributionLaunch a DistributionPerform a DistributionDistribution: Accept/RejectDistribution: Distribution ReportLifecyclesLifecyclesD2 LifecyclesDocumentum LifecyclesDocumentum Lifecycles Documentum Lifecycles WorkflowsD2 WorkflowD2 WorkflowD2 Workflow: Workflow SettingsD2 Workflow: Workflow Settings D2 Workflow: Workflow Settings D2 Workflow: Access Workflow TasksD2 Workflow: Access Workflow TasksD2 Workflow: Organize the Task TreeD2 Workflow: Task Display and InboxD2 Workflow: Tasks D2 Workflow: Tasks D2 Workflow: Tasks D2 Workflow: End a TaskD2 Workflow: End a Task D2 Workflow: Abort a WorkflowD2 Workflow: Delegate a TaskD2 Workflow: Reject a TaskD2 Workflow: Add a Note to a Workflow Instance D2 Workflow: Delegate a TaskD2 Workflow: Delegate a Task D2 Workflow: Delegate a Task D2 Workflow: Add a Dynamic Task to a WorkflowD2 Workflow: Cancel a WorkflowWorkflow ManagerWorkflow Manager SubscriptionsTo Subscribe to a DocumentTo Subscribe to a Document To Remove a Subscription from a DocumentTo Remove a Subscription from a Document To Subscribe to an EventTo Subscribe to an Event FavoritesTo Add a Document to Your FavoritesTo Remove a Document From Your FavoritesAdministrationD2 Client AdministrationDictionary AdministrationDictionary Administration Dictionary AdministrationDictionary AdministrationTaxonomy AdministrationTaxonomy AdministrationTaxonomy AdministrationRegister Table AdministrationRegister Table AdministrationTemplate List AdministrationTemplate List Administration Template List AdministrationUser ManagementModify a UserCreate a UserGroup ManagementCreate a GroupModify a GroupMonitoring