Managing documents
IBM® TRIRIGA® Application Platform includes the Document Manager, which enables applications to access documents and data files that are stored on the server. The Document Manager organizes documents and data files in a way that is similar to the file system on a personal computer.
- Upload and download files
- Organize files into folders
- Manage access permissions for folders and files
- Retain all revisions of a file and organize them using revision numbers
- Combine specific revisions of individual documents into a collection that is called a publication
The Document Manager is used to manage and maintain documents throughout the application. Document sections exist in many business objects so that files can be associated with the business objects for reference or historical purposes. The Document Manager can also be used as a stand-alone application to enforce version control and configuration management. Any type of file can be managed, including graphics, CAD files, word-processing documents, and text files. File names for upload can have a maximum of 100 characters, including the dot and extension.
Documents, folders, and publications in TRIRIGA Application Platform are represented by using records that are created from business objects in the Document module. Applications work directly with these business objects and records.
Do not modify Document Manager objects such as publications and folders because these business objects contain functions that are specific to the TRIRIGA Application Platform and changes might impact these functions.
You can download files and folders. When you download folders with names that contain slashes, the slashes are converted to underscores to facilitate successful download. If your folder is named MyDocuments - 11/04, for example, the download process changes the folder name to MyDocuments - 11_04.
Enterprise content management integration with Document Manager by using Content Management Interoperability Services
As an alternative to storing documents in the TRIRIGA database, you can integrate the Document Manager with an enterprise content management (ECM) solution by using Content Management Interoperability Services (CMIS). CMIS allows different content management systems to integrate with each other over the internet. The CMIS solution connects the Document Manager with an external ECM, such as IBM FileNet Content Manager, Documentum, or any other ECM that supports CMIS.
When this integration is in place, the TRIRIGA Application Platform administrators work with the company's ECM administrators to ensure that the CMIS solution is configured to meet the rules and guidelines that are in place with the company's external ECM. Administrators must verify that the ECM system is set up to be used with CMIS gateway, or they must establish the gateway.
When CMIS and the external ECM are integrated, users can upload files to the ECM by using the TRIRIGA Application Platform document record interface in business objects or by using the Document Manager application. The data is stored in the ECM solution rather than in the TRIRIGA database schema. When this integration is used, the user does not have access to the cut, copy, and paste functions, but otherwise does not see any difference in the Document Manager or in document records. The administrator can view and manage the content in the linked ECM.
The integration of a CMIS-enabled ECM solution with TRIRGA works only for TRIRIGA documents that are created after the CMIS link is enabled. You cannot migrate existing files from Document Manager storage to the ECM.