EMC Documentum Composer 7.2 Building a Documentum ... Documentum Composer Version7.2 BuildingaDocumentumApplicationTutorial EMCCorporation CorporateHeadquarters: Hopkinton,MA01748

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  • EMC DocumentumComposer

    Version 7.2

    Building a Documentum Application Tutorial

    EMC CorporationCorporate Headquarters:

    Hopkinton, MA 01748-91031-508-435-1000www.EMC.com

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    Copyright 1999-2015 EMC Corporation. All rights reserved.

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  • Table of Contents

    Preface ................................................................................................................................ 5

    Chapter Creating the insurance claims application .................................................. 7Prerequisites .................................................................................................... 7Configuring the connection broker in the dfc.properties file,............................ 7

    Creating the Composer project .......................................................................... 8Creating the type .............................................................................................. 9Creating the installation parameters .................................................................. 14Creating the alias set......................................................................................... 15Creating the permission sets.............................................................................. 17Creating the lifecycle ........................................................................................ 19Installing the project to a repository ................................................................... 22Testing your Documentum application in Webtop .............................................. 25

    EMC Documentum Composer 7.2 Building a Documentum Application Tutorial 3

  • Table of Contents

    4 EMC Documentum Composer 7.2 Building a Documentum Application Tutorial

  • Preface

    This tutorial describes the process of creating an insurance claims application.

    Revision History

    Revision Date Description

    February 2015 Initial publication.

    EMC Documentum Composer 7.2 Building a Documentum Application Tutorial 5

  • Preface

    6 EMC Documentum Composer 7.2 Building a Documentum Application Tutorial

  • Creating the insurance claimsapplication

    This tutorial describes how to build a sample Documentum application in Composer, install it to arepository, and use the custom artifacts within Webtop. The following list describes the artifacts thatyou will create when going through the tutorial: A custom type, insurance_claim, represents an insurance claim form.

    A lifecycle, claim_lifecycle, contains the states that support a typical insurance claim process.Objects of type insurance_claim are attached to this lifecycle.

    Two permission set templates, claim_processors and claim_adjudicators, that define users whocan process and approve the insurance claims that are attached to the claim_lifecycle lifecycle.

    An alias set, claim_aliasset, is used in conjunction with the two permission sets, so that theapplication does not have to define specific users during design time.

    Two installation parameters, processing_parameter and adjudication_parameter, allow you tospecify the values for the aliases in the alias set at installation time.

    PrerequisitesThis tutorial is tested and verified with Composer 6.5 SP2 or later. The tutorial should functionwith all versions of Content Server that Composer supports, but has been tested with a 6.5 SP2environment. Before beginning the tutorial, make sure you have completed the following tasks:

    Obtain access to a Documentum repository (5.3 SP6 or later).

    Obtain access to a Webtop installation that is connected to the Documentum repository.

    Install Composer on your system.

    Configure the connection broker in dfc.properties for your Composer installation.

    Configuring the connection broker in the dfc.propertiesfile,

    Configuring the connection brokerRepository access is handled by the Documentum connection broker. Before you start Composer forthe first time, you need to specify the IP address for the connection broker.

    EMC Documentum Composer 7.2 Building a Documentum Application Tutorial 7

  • Creating the insurance claims application

    To configure the connection broker:

    1. Edit the dfc.properties file in the \plugins\com.emc.ide.external.dfc_1.00\documentum.config directory and specify the host or IP address for the dfc.docbroker.host[0]property. For example:dfc.docbroker.host[0]=123.45.6.789

    2. Save your changes.

    Creating the Composer projectA Composer project contains a logical set of artifacts that function together to fulfill a business need.You must create a project before creating the artifacts.

    To create the Composer project:

    1. Start Composer and select a workspace.

    2. Start a new project by clicking the File > New > Project... menu item. The New Project wizardappears.

    3. Select Documentum Project > Documentum Project and click Next.

    8 EMC Documentum Composer 7.2 Building a Documentum Application Tutorial

  • Creating the insurance claims application

    4. In the Project Name field, type InsuranceApp and click Finish. Composer will take a fewmoments to create the project.

    5. If you are prompted to switch to the Documentum Artifacts perspective, click Yes. Thisperspective enables features that are useful in creating Documentum applications. Your newproject appears in the Documentum Navigator view of Composer.

    Creating the typeWhen the project is created, you can now add artifacts to it. The insurance claim type represents theinsurance claim forms that get submitted by health care offices. Documents of this type need to beprocessed and reviewed before being paid out by the insurance provider.

    To create the type:

    1. In theDocumentum Navigator view, right-click the InsuranceApp > Artifacts > Types folder andselect New > Other.... The New wizard appears.

    2. Select Documentum Artifact > Type from the list and click Next.

    3. In the Artifact name field, type insurance_claim and click Finish.

    4. On the General tab, click Select... for the Supertype field, select dm_document from the list, andclick OK.

    EMC Documentum Composer 7.2 Building a Documentum Application Tutorial 9

  • Creating the insurance claims application

    5. On the Attributes tab, click New and select newattribute1 from the list on the left.

    6. In the Structure section, specify the following values for the fields: Name status

    Data type STRING

    Length 20

    10 EMC Documentum Composer 7.2 Building a Documentum Application Tutorial

  • Creating the insurance claims application

    7. Expand the status attribute node and click on Value mapping. The Conditional Assistance andValue Mapping Table sections appear on the right side.

    8. In the Conditional Assistance section, click on New....

    9. Click on the Fixed List radio button and typeSubmitted,Processing,Adjudication,Paid,Denied for the Values field. This listpopulates a drop down menu where the user can select the status during the creation of aninsurance claim document in Webtop.

    EMC Documentum Composer 7.2 Building a Documentum Application Tutorial 11

  • Creating the insurance claims application

    10. Select the List is complete checkbox and click OK. This prevents any custom input to be enteredfor the status attribute.

    11. Click the New button four more times and specify attribute properties for each newattribute itemin the list according to the information below:newattribute2 Name date_of_service

    Data type TIME

    newattribute3 Name physician_name

    Data type STRING

    Length 50

    newattribute4 Name patient_name

    Data type STRING

    Length 50

    newattribute5 Name procedure_code

    Data type INTEGER

    12. In the Display configuration list section of the Display tab, click New.... The DisplayConfiguration window appears. This window lets you configure a new view in Webtop so thecustom attributes are displayed when an insurance_claim objects properties are viewed.

    13. In the Configuration Label field, type Insurance claim attributes. This will be the nameof the tab as displayed in Webtop.

    12 EMC Documentum Composer 7.2 Building a Documentum Application Tutorial

  • Creating the insurance claims application

    14. Select theCustomAttributes only check box. The list displays only the attributes that you created.

    15. Select all of the attributes in the list (date_of_service, patient_name, physician_name,procedu

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