eDOCS DM 10 Technical Overview

eDOCS DM 10 Technical Product
Overview
September 29, 2014

Agenda
 New Profile Forms and Rendering Options

 New Save User Interface
 Search Improvements
 New DM Webtop
 eDOCS DM Management Studio
 Miscellaneous Features
 New eDOCS DM 10 Upgrade Utility
 Supported Platforms
 Questions
OpenText Confidential. ©2014 All Rights Reserved. 2

The Future of OpenText Document
Management, eDOCS Edition (eDOCS DM)
 Thank you for your continued support of OpenText™
Document Management, eDOCS Edition (eDOCS DM). I want
to take this opportunity to reaffirm OpenText’s commitment to
the eDOCS DM product now and well into the future.
 Version 10 is the next generation eDOCS DM technology,
providing powerful new capabilities while improving the
reliability and functionality of the product. The release
represents the next stage in the product lifecycle and provides
an upgrade path for eDOCS DM 5.x customers. Building on
this momentum, we’ve planned our 10.1 release for the
second half of calendar year 2015 as a further sign of our
commitment to a long-term eDOCS roadmap.
 June 14, 2014, Muhi Majzoub SVP, Engineering

OpenText Launches Next Version of
Document Management to Simplify Content
Exchange for the Legal Industry
 eDOCS DM 10 Improves Collaboration, Organization
and Control for Case Information
 This next generation of eDOCS DM addresses the
evolving needs of our users,” said said Muhi Majzoub,
senior vice president of engineering at OpenText. “The
eDOCS DM technology provides powerful new
capabilities while improving the reliability and usability of
the product. Based 100% on customer feedback, we
have added the features and capabilities needed to
continue to maintain key assets easily and efficiently
within the firm.”

eDOCS DM 10 includes the following
innovations:
 Superior User Experience— A reimagined and redesigned user
experience makes managing content easy and intuitive.
 Productivity Improvements—A unique forms rendering approach
allows users to spend less time categorizing their documents and
more time contributing content to them.
 Enhanced Search Functions—The new simplified search forms
enhance the searching experience. A new combined metadata,
content and Boolean search wizard allows for simpler day-to-day
search operations.
 Ease of Administration—The new DM Management Studio enables
Administrators to be more efficient in the management of the DM
systems. Whether you have a single site, centralized, or globally
deployed DM infrastructure, this new Studio allows administrators to
manage an individual server, cluster of servers, search indexes and
DM libraries in their environment from the convenience of their
desktop

Where’s DM 7, 8, 9 ?
 There are too many enhancements in this release to call

it DM 5.4
 eDOCS DM is not in maintenance mode
 eDOCS DM 10 Servers are backwards compatible and
will support DM 5.3 clients for phased upgrades
 Consistency with OpenText EIM products
 EIM Suite 10.x

Profile Form Enhancements
Productivity Improvements
 A Unique Forms Rendering approach driven by a “Less is

More’ philosophy where the user spends less time
categorizing the documents they are authoring and more
time contributing to the content of them.

New Profile Form Rendering
 New look and feel when
rendering the profile form
metadata fields
 User is presented with the
Mandatory fields to minimize
data entry
 Less clicks when selecting
content to add
 No work required by your
DM administrator to upgrade
your existing forms.
 They are dynamically
rendered when selected

New Profile Form Rendering (Cont.)
 Non-Mandatory fields are

also available for data
entry when selecting the
more action
 Remembers the users
layout preference
 Mandatory fields
 All fields

Classic Form Support
 Your eDOCS DM 5.x

forms and layout continue
to be supported
 The user will be able to
toggle between display
modes from the DM
Options  Personal
Defaults

New Simplified Forms
 We include new simplified

profile entry and search
forms
 A single check box for
your administrator to
enable them in your
environment

Required Field Prompt
 When the user

saves a document
without completing
all the required
profile fields, they
will be presented
with the list of ALL
missing fields

Modern User Interface
 Document Properties in  Personal Defaults

Authoring Applications

Type Ahead Profile Metadata
 The user will now be

presented with a filtered
list of values as they type
in the metadata for a
profile lookup table field
 No longer required to
search within the lookup
to see all values
 Support for your custom
lookup tables

Type Ahead Profile Metadata
 The user will be able to

enable / disable this
feature from the DM
Options  Personal
Defaults

New Hyperlink Field – URL on Profile form
 The DM Profile forms have  In DM Designer select

been updated to support URL’s Database from the toolbar
on a profile field
 As an example DM folders can be
 Select the Profile table
shared and can now include a  Select New Column
URL (previously only in a
workspace) that may point the  Enter the following as an
user to a web site relating to the example:
project folder.
 http://www.opentext.com  Column Name: URL
 Type: String
 Key?: No
 Object Type: Edit
 Length: 100
 Validation: MATCH http://A*
 The correct syntax that is
accepted is
http://www.opentext.com or
http://opentext.com
Summary DM Forms Rendering From  To
 DM 5.3.1  DM 10

Save User Interface
Enhancements
Superior User Experience
 Reimagined and redesigned, managing content is easy

and intuitive with this sleek new user experience.

New Save User Interface
 Update look and feel, no

more looks like Windows 98
 Recently used locations are
easily accessible to the user
 People typically create
multiple documents for the
same project
 Easily select a current or
previous project to inherit from
 Dynamically update and older
projects/locations go away
naturally

Breadcrumb Trail
 Inherits the
metadata if a user
browses back up
the tree

New Save User Interface
SaveUIConfig.xml

Easy to Deploy
 Your DM Administrators no
longer need to push out
XML files to the users
desktop to control the
interface
 The configuration settings
are now stored in the DM
database
 Ideal for Shared Desktop
and roaming user
environments
 Easily change the
configuration and no longer
required to change the
desktops to use it

Save User Interface Configuration

Save Interface Settings
 Library Generator will now add the following columns to

the DOCSPARMS and GROUPS table with these
defaults.
 SU_CHNGE_PROF_EDIT = N
SU_CHNGE_PROF_SAVE = Y
SU_SHOW_SEC_PANEL = Y
SU_SHOW_LEFT_PANE = Y
SU_USE_MODERN = Y
SU_CHANGE_STYLE = N
SU_RECENT_COUNT = 10
SU_USE_LAST_LOC = Y
SU_BROWSE_TO_LOC = N

Security
 When a user or
group is assigned
access to a
document they
are now given
Normal Access
instead of Full
Access

Configure Folder Metadata Inheritance
 The DM Administrator can

now configure which
metadata fields are NOT
inherited from a folder on
the initial save of a
document to a folder.

Configure Folder Metadata Inheritance
 Note: If you are adding a

profile field that you do not
want to inherit and that
profile field value is coming
from a lookup table you
need to include the period
asterix “.*” value at the end
of the field name.
 Note: If you edit the registry
values you will need to stop
and re-start the DM Server
Service. Performing a DM
Server Cache refresh will
not re-read the registry key
and used the new values
that you set.

Summary DM Save Interface From  To
 DM 5.3.1  DM 10

Search Enhancements
Search
 Contributing content is one part of a DM system.

 Being able to easily find content already within the
repository is also key for productivity when it comes to
use of prior work.
 Several search enhancements for DM 10 include:
 New combined metadata, content, and Boolean search wizard
allowing for simpler day-to-day search operations.
 A new search within Dynamic Views allows the user to further
refine the query for the documents they are looking for.
 Outlook users can easily narrow their search results, and new
simplified search forms all contribute to the enhanced searching
experience.
 Just to name a few of the many search enhancements…….

Search Enhancements
 A new single click action

combines the metadata,
content and Boolean
search options into a
single interface
 This eliminates the
number of clicks a user
needs to perform
 Removes the potential
frustration of selecting the
wrong search option and
having to cancel and
select the other
Search Within a Dynamic View
 The Dynamic
View Search will
populate the
profile form with
the search criteria
from the selected
node allowing you
to further refine or
expand the
search criteria

Search Within a Folder
 Search Within a
Folder and sub-
folders
 Includes searching
documents from a
remote library in the
folder

Outlook Toolbar – Current Mailbox Search
 The default Outlook

Toolbar search will
filter the email list to
match the search
criteria against the
text in the displayed
columns in the
Outlook view.
 This Outlook feature
is now supported
when a DM node is
selected.
 This screen shows
the users RED list to
only show emails
with Patrick in the
title

Calendar Pop Up for Email Date Searches
 The profile form email

metadata fields have been
set to Date fields to allow
the user to select from a
Pop Up calendar for their
date values

DM Hybrid Search
 DM 5.3.1 or Prior  DM 10 Implementation

 Currently validation table  The index population logic
fields are indexed as has been changed so that it
system_id values so that will now index validation
changes to the actual field column values instead of
values do not render the table/row system_id values.
index data out of date.
 This will allow fulltext
 This causes issues for users searching to function against
where they cannot do a validation data values as
fulltext – metadata search well as profile field values
for a users name when performing full text
search using "Profile fields"
or "Document contents and
Profile fields" content
searching options.

Default Mappings
 HKLM\SOFTWARE\Wow6432Node\Hummingbird\DOCS
Fusion\Indexer\FSSInitialization\Mapping

DM Hybrid Search
 No longer requires
*text* to find the
value in the
document name field
 Searching on an a
persons name will
find them in the
Author Field

Needs Indexing Change
 Changes to the document profile queue up a Metadata index
update
 The document contents are only re-indexed when the
document changes
 DM Indexer Log:
 Documents queued for indexing: 84(Y), 85(Y)
 Documents queued for indexing: 6(P), 7(P)
 Metadata only index action (P)
 Content and metadata index action (Y)
 NEEDS_INDEXING table:
 column "FULLTEXT", char(1)
Prompt "Full Text &Indexing"
OBJECTTYPE "ComboBox"
OBJECTITEMS "Y;Contents and Metadata|P;Metadata Only"

Summary DM Search From  To
 DM 5.3.1  DM 10

New DM 10 Webtop
eDOCS DM 10 Webtop’s
 Two DM Webtop’s will be

available with the DM 10 Release
 The DM Webtop 5.3.x will be
renamed to the “eDOCS DM Classic
Webtop”
 No new features added
 The New DM Webtop 10 Focus:
 The content consumer
 Updated web look and feel
 Ease of use
 Intuitive
 Less clicks
 HTML 5

eDOCS DM 10 Webtop’s
 Classic Webtop  New DM 10 Webtop

New eDOCS DM 10 Webtop
 DM Dynamic View Support

DM Webtop User Settings
 Personalize their user

experience
 Select their default login
location
 Switch between DM
Classic and new Modern
profile form rendering
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OpenText Confidential. ©2014 All Rights Reserved.
New Document
 The completion of the

profile form and document
selection have been
combined to a single
screen

HTML Renditions

HTML Renditions

DM 10 Webtop Quickstart Commands
 Documented in the “Using DM 10 Webtop.pdf” and the

Webtop online help
 Sample URL:
 http://<SERVERNAME(OR)IPADDRESS>/eDOCS/quickstart/exec
ute?show=<COMMANDNAME>&user=<USERNAME:PASSWOR
D>&library=<LIBRARYNAME>
 Most common parameters for quick start commands are
 SERVER NAME(OR)IPADDRESS
 COMMAND NAME
 USER NAME
 PASSWORD
 LIBRARY NAME

Additional Commands
 http://10.96.16.229/eDOCS/quickstart/execute?show=NEWFOLDER&user=install:Ope
nText123&library=prilibdevmay
 http://10.96.16.229/eDOCS/quickstart/execute?show=NEWDOCUMENT&user=install:
OpenText123&library=prilibdevmay
 http://10.96.16.229/eDOCS/quickstart/execute?show=NEWWORKSPACE&user=instal
l:OpenText123&library=prilibdevmay
 http://10.96.16.229/eDOCS/quickstart/execute?show=NEWPAPERDOCUMENT&user
=install:OpenText123&library=prilibdevmay
 http://10.96.16.229/eDOCS/quickstart/execute?show=RECENTLIST&user=install:Ope
nText123&library=PRILIBDEVMAY
 http://10.96.16.229/eDOCS/quickstart/execute?show=QSEARCHLIST&user=install:O
penText123&library=PRILIBDEVMAY
 http://10.96.16.229/eDOCS/quickstart/execute?show=CHECKEDOUTLIST&user=inst
all:OpenText123&library=PRILIBDEVMAY
 ………….

eDOCS DM 10 Management
Studio
OpenText Cloud Solution Families
Managed
Cloud Families Hosting SaaS
Services
Content Media Assure

Archive Server
Server Management on BPM
Web Demand Video
Cloud
Engagement Fax Semantic Services
Applications Management Navigation
Media Tempo
eDOCS EasyLink WSM Cloud
Management
Enterprise
Grade Inter-Tenant
Private VPN Firewall
Cloud Firewall
Datacenters,
Infrastructure Components
99.95%
and Tenant Proven
Networking Monitoring IPS Reliability

eDOCS DM Architecture

Ease Of Administration
 The DM Management Studio was designed to make

Administrators more efficient in the management of the
DM systems.
 Whether you have a single site, centralized, or globally
deployed DM infrastructure, this new Studio will allow
Administrators to manage an individual server, cluster of
servers, search indexes, and DM Libraries in their
environment from the convenience of their desktop .

eDOCS DM Management Studio
 Remote access to all
DM Servers
 No longer required to
remote desktop to the
servers
 Replicate across DM
Servers
 A single change can be
replicated to all the
servers in a cluster
 Manage Indexes
 Monitor and maintain the
DM indexes making sure
the users have the best
search experience

Management Studio Users and Groups
 Manually create DM
Administration
accounts
 Manually Create
Groups
 Import Groups and
their Users from Active
Directory
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OpenText Confidential. ©2014 All Rights Reserved.
Import From Active Directory
 Browse your active

directory domain
to import groups
and their users

DM Server Permissions
 Configure the
access rights and
permissions for
the Groups and
Users
 As an example
the Help Desk
team can see the
status of the
server and
indexes, stop-start
them
 They can’t
manage the
server itself

New Reindexing Options
 You can reindex

portions of your library
 From a Last Edit Date
 From and to a Document
Number Range
 Hybrid Search
Enhancements
 Index Metadata
Description Fields
 Reindex Metadata Only
 When upgrading from 5.x
you can update the index
with the Hybrid Search
metadata

eDOCS DM 10 Management Studio Overview
 The eDOCS DM Management Studio allows the administrator to configure various

functions of the DM Server, including: adding clusters, DM Servers, users and groups,
assigning security, and adding/editing DM indexes.
 The following functions are performed:
 Add or remove clusters and assign cluster security.
 Add a new server.
 Add a new Index.
 Refresh cache on all servers.
 Configure DM server settings, including Caches, Preferences, Event Notification, Content
Cache, Network Bindings, and RCS Information
 Configure individual DM servers, including Server State, Preferences, Preview Generation,
Results, and Server Security.
 Configure Index settings, including Full Text Indexes, Preferences, and Index Default Properties.
 Configure individual DM indexes, including Status, Re-indexing Options, Logging, Properties,
and Location.
 Select logon libraries.
 Configure remote libraries.
 Configure library security.
 View Full Text Indexes, where you can view the state, start or stop, add or remove an index, and
select which indexes are online.
 Set system Administration security.

Automatic Log File Cleanup
 Log files can be kept from 0 to

365 days
 A value of 0 means keep the log
files indefinitely. The default
value is 0.
 This is backed by a new server
reg value named
MaxLoggingFileDays.
 There is a new background
thread in the DM Server that will
wake up every 6 hours and
check for any files that exceed
the number of days and remove
them accordingly.
 The removal code will only look
at files that specifically match the
log file extension.

Remote Desktop Access
 Limit or eliminate the need

for Remote Desktop
access to the DM server
with the new DM
Management Studio
providing server
administration features
from the administrators
desktop.

DM Server Manager From  To
 DM 5.3.1  DM 10

DM 10 Security Inheritance
New Security Inheritance Model
Prior to eDOCS 10
 All objects are secured
 With inherited security, the security that is applied to the container is then
applied to all individual items within it
 A container change requires propagation
New in eDOCS DM 10
 Parent container security remains the same
 Items inheriting security from a container will now have a pointer that uses
the same security settings of the container
 Removing inheritance from an individual item in a container, it goes back
to using the individual profile security for the item.
Better Performance for inherited security environments

New Security Inheritance Link
‘Security Link’
 New column in the profile
table:
‘Security Link’
 This is a pointer to the
parent item the security is
being read from and will use
that security for the
document
 If the value is 0 it is not
being inherited and DM will
use the security for that
specific document

New Security Inheritance Permissions
 The access rights and which

users or groups are stored
for the parent
 This information is only
stored once in the database
 All documents that are
inheriting security will read
those permissions
 This eliminates the need to
propagate the security to all
the individual items when it
changes

Email Filing Service DV Security
 Customers may be using Email Filing and using an

administrator account to file the emails to a Dynamic
View
 Some Dynamic Views may not have granted the service
account permissions to the DV
 New configuration setting to allow the Email Service
account to save to a DV
 HKLM\Software\Hummingbird\DOCSFusion\DVSupervisor
 Set this value to the USER_ID of a DOCS_SUPERVISORS user
and that user will be given the ability to create documents in
secured DV nodes.
 The user must be a member of the DOCS_SUPERVISORS group.

New DM Language Packs
New Language Pack Support
 Multiple languages can be installed on the same desktop and the

user will be able to switch from one to another
 Will include French at the same time as the English release
 Dutch, German, Italian and Spanish will release within 2 months
after the initial release.
 DM 10 Translation Kit for partners who want to localize to
additional languages
 Full localizations will also be available if you only want to install
the translated version

DM Language Pack Settings
 The eDOCS DM software is installed by default to c:\program
files (x86)\Open Text\DM Extensions with the English
resources under a sub-directory called \en
 When applying a language pack such as French it will install
the French resources under c:\program files (x86)\Open
Text\DM Extensions\fr
 The language that is displayed to the end user is controlled by the
following registry keysHKCU\Software\Hummingbird\Hummingbird DM
Extensions\Language Packs\Culture
 HKCU\Software\Hummingbird\Hummingbird DM
 HKLM\Software\Hummingbird\Hummingbird DM
 en=English
 fr=French

New Declare Record and Record
Server
New DM Record Server support
 eDOCS DM 10 will continue to

support the eDOCS DM Read
Only Document server feature
 In addition the new DM
Record Server will support
 eDOCS RM
 OpenText Records Management
for eDOCS
 The eDOCS DM Record
Server will leverage these
new commands:
 New Declare Record feature
separate from Make Read Only
 New Remove Record feature
separate from Remove Read
Only

History – Audit Trail Entries
 New Entries in the Activity Log

table for Declare – Undeclare
Record
 Declare Record - 113
 Undeclare Record - 114

Time Zone Neutrality
Time Zone Neutrality
 The DM Extensions will read

the Windows settings to
determine the Time Zone
 Users can change the Time
Zone on login
 The DM Audit Trail and date
fields will display the offset
from GMT
 The DM 10 Upgrade Utility
will combine the 5.3.x or prior
Date and Time fields to the
DateTime field

DM 10 Webtops
 Classic Webtop  New DM 10 Webtop

 YourServer/cyberdocs/cyb  YourServer/eDOCS
erdocs.asp

Microsoft Office Integration
Enhancements
DM 5.3.1 Save

DM 10 Background Save

DM 10 Background Save
 Implemented for Word, Excel, PowerPoint 2010-2013
 FastSave set to 0 will enable normal (classic) save
 FastSave set to 1 will enable FastSave
 FastSave set to 2 will enable Background Save
 HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hummingbir
d\Hummingbird DM Application Integration\Installation\Microsoft
 [FastSave: 2]
 HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Hummingbir
d\Hummingbird DM Application Integration\Installation\Microsoft
 [ShowNotificationOnUpload: 1]
 ShowNotificationOnUpload,
 If set to 1, will display a notification message at the system tray location with
the text “Uploading document to eDocs DM..”
 If set to 0 (or not present), no notification message will be displayed

Microsoft Office Footer Updates
 Word and Excel

Sample Custom Footer
 You can use NewLine,

Tab, or None for field
alignment.
 Auto-Update check box
to make the application
update the footer when
new versions,
subversions, or new
documents are created
within the application.
 Page Numbers – This
allows you to insert page
numbers. You can use
RIGHT, CENTER, and
LEFT for page number
alignment.

DM Footer in Microsoft PowerPoint
 New DM footer options window is

displayed like Word and Excel where the
user is able to select from a dialog the
attributes they want to include in the footer
 HKEY_CURRENT_USER\Software\Hummin
gbird\PowerDOCS\AppIntegration\Excel\Opti
ons
DWORD: SHOW_OPTIONS_DIALOG is set
to '0' then the footer is default back to the
document filename as it did previously. DM-
26874
 To keep the same behavior as in previous
versions of DM where only the document
name is in included in the footer.
 To use the previous behavior you need to
set the
HKEY_CURRENT_USER\Software\Hum
mingbird\PowerDOCS\AppIntegration\Exc
el\Options
DWORD: SHOW_OPTIONS_DIALOG is
set to '0' then the footer is defaulted back
to the document filename as it did
previously

Miscellaneous Office Enhancements
 Track Changes added to MS Excel 2010 - 2013
 Microsoft Visio support for VSDX file support

Automatically Fill in the Document Name
 When saving a local

document to DM for the
first time the DM
document name will be
prefilled with the title of
the word document

Outlook Startup Change
 The DM Extension for

Outlook can be configured
to load on Startup or
delayed until the end user
selects a DM action
 HKEY_CURRENT_USER\
Software\Hummingbird\EM
ail Integration\1.5\Settings
DelayLogon (DWORD) ->
0:off/ 1:on
 In Outlook
 Select File>DM Options.
 The DM E-mail Options
dialog box appears. Click the
Delay Logon tab.
 Select the Delay logon
when Outlook starts check
box

Rename a File When Exporting
 When performing a document
export from the DM Extensions
the end user will be able to
rename the document when
saving to their local drive.
 The AllowEditDocName registry
key needs to be set to 1 for the
user to be allowed to change
the document name.
 [HKEY_CURRENT_USER\Softwa
re\Hummingbird\PowerDOCS\Cor
e\Plugins\Fusion\Forms\Export]
"AllowEditDocName"=dword:0000
0001
"AttachNameFormat"= [Library] -
#[DocNumber] - [DocName]

Document Compare
 The Document Compare feature will ignore the “Don’t

display version selection” setting when it is set to on
 The Document Compare feature will always bring up the
version selection dialog

eDOCS DM 10
Miscellaneous
Lotus Notes
 DM Viewer
support for
Lotus Notes
LNE format
 Lotus Notes
8.5.3 and 9
support

Installation
Adobe Passive Integration
 Included in the DM
10 Extensions
installer

LEGALQBE: Legal Search Form

LEGALPROF: Legal Profile Form

LEGALMPROF: Legal Email Profile Form

DM API Install Location (DM-20511)
 When installing one of the eDOCS DM modules which

includes the installation of the DM API or installing the
eDOCS DM 10 API x86.msi, or eDOCS DM 10 API
x64.msi the DM API files will be installed to the
%CommonProgramFiles% \Open Text\DM API location.

Install Connection Information
 Registry Keys for Client Connection Wizard to Set DCOM Security
The Client Connection Wizard has the ability to set DCOM security by making an internal
call to CoInitializeSecurity; two registry values allow you to specify certain parameter values
for the CoInitializeSecurity call.
Set the AuthnLevel and ImpLevel registry DWORD values in the following location:
HKEY_CURRENT_USER\¬Software\¬Hummingbird\¬Clusters
or
HKEY_LOCAL_MACHINE\¬Software\¬Hummingbird\¬Clusters
AuthnLevel
This value controls the authentication level specified when calling ColnitializeSecurity.
0 – Causes DCOM to default to the machine-level settings for Authentication Level.
(Default)
1 – The primary purpose of this value is to allow clients to disable authentication in non-
domain environments. You must set this value to 1, the equivalent to the DCOM
authentication enumeration value.
ImpLevel
This value controls the impersonation level specified when calling CoInitializeSecurity. This
value defaults to 2 (RPC_C_IMP_LEVEL_IDENTIFY). The value can be changed to any of
the valid RPC_C_IMP_LEVEL_xxx constants; however consistency with DM Server settings
should be maintained. The default is 2.
 DM 10 upgrades and subsequent patches no longer reset the DM Connection settings

MSI Parameter Updates
 Install of 5.3.1 P1 using /qf (Full) or /qr (reduced) dialogs works. Fails
with /qb (basic) or /qn (none) DM-29701, dm-29706
 Tested for switched qb(basic) and qn(none)

msiexec.exe /lvx* "C:\DMLogs\DMExtensions.log" /i "C:\Build\DOCS DM
10 Extensions (x86).msi"
ADDLOCAL="ExplorerNamespace,DMExtensionsAPIFeature,Microsoft.
Word.2013.x86,Microsoft.Excel.2013.x86,Microsoft.PPT.2013.x86,Micro
soft.Visio.2013.x86,Microsoft.Project.2013.x86,Linking.Word.2013.x86,Li
nking.Excel.2013.x86,Linking.PPT.2013.x86,Linking.Other,Interceptor,O
DMA,Microsoft.Outlook.2013.x86,DMViewer"
WORD_INTEGRATION_LEVEL="Active"
EXCEL_INTEGRATION_LEVEL="Active"
POWERPOINT_INTEGRATION_LEVEL="Active"
VISIO_INTEGRATION_LEVEL="Active"
PROJECT_INTEGRATION_LEVEL="Active"
OFFICE_INTEGRATION_TYPE="Automation"
DMSERVERNAME="hyd-qaserver264" /q

Search Within a Folder
 sample code for calling the feature using DM API on the client side:
 PCDSearch search = new PCDSearch();
 search.SetDST(this.Login.DST);
 search.SetSearchObject(objectTypeId);
 search.AddSearchLib(this.Login.Library);
 search.AddSearchLib("DMLib531Def9");
 int folderID = 25;
 search.AddSearchCriteria("%FOLDER_ID", this.Login.Library + "," + folderID.ToString());
 search.AddReturnProperty("DOCS_LIBRARY_NAME");
 search.AddReturnProperty("DOCNUM");
 search.AddReturnProperty("DOCNAME");
 search.AddOrderByProperty("DOCNAME", 0);
 search.Execute();
 where folderID is the doc number for the folder being searched.

Third Party Integration with the New Save
Interface
 The Release Notes include sample code to allow third
parties to integrate with the new save user interface

DM Extensions Cache Buffer Size
 New DM 10 Extensions installations have the Cache

buffers set to 256K
 DM 5.x upgrades to DM 10 will not have this new value in
case the administrator has customized it for their
environment
 This setting can be manually increased to 256K
 HKEY_CURRENT_USER\Software\Hummingbird\PowerDOCS\C
ore\CacheMgr\ReadBuffer64K (or WriteBuffer64k)

eDOCS DM 10 Upgrades
eDOCS DM 10 is Backwards Compatible
 eDOCS DM 5.x clients will be able to connect to DM 10
Servers
 The DM Library will need to be upgraded to the DM 5.3.1
schema
 DM 5.3.1 Library Generator – Tablecomp will be included
 You do not need to install – deploy the 5.3.1 Servers
 All Servers in a cluster or using the same libraries then need
to be upgraded to DM 10 Servers
 The DM 5.3.1 libraries are then upgraded to the DM 10
Schema
 The new DM 10 Library Upgrade Utility is run to finalize the
schema upgrade
 eDOCS DM 5.2 or greater and DM 10 clients/extensions will
be able to coexist in the environment with the DM 10 Servers

Valid Upgrade Scenarios
 eDOCS 5.x clients connected to an eDOCS 5.3.1 server, connecting
into a eDOCS 5.3.1 library and supporting eDOCS 5.3.1 remote
libraries
 eDOCS 5.x clients connected to an eDOCS 10 server, connected
into to a eDOCS 5.3.1 library
into to a eDOCS 10 library
into to a eDOCS 5.3.1 Library with eDOCS 10 remote libraries
into to a eDOCS 10 Library with eDOCS 5.3.1 remote libraries
 eDOCS 10 clients connected to an eDOCS 10 server, connected into
an eDOCS 10 Library
 eDOCS 10 clients connected to an eDOCS 10 server, connected into
an eDOCS 10 Library with ONLY eDOCS 10 remote libraries

DM 10 Upgrade Steps
1. Stop and
Restart the DM
Server Run the eDOCS 10
Upgrade ALL DM Run the eDOCS 10
Are there custom triggers 2. Select the Library Upgrade
Servers to eDOCS NO Library Generator
in the database against all libraries Caches Tab in the Utilty against all
YES 10
DM Server libraries
Manager and
select Refresh All
YES
Verify that the custom

triggers are not modifying
NO
Table Comp security or Time and Date
Prep for eDOCS 10 Is your database at information
NO database to DM Start upgrading eDOCS
upgrade DM 5.3.1?
5.3.1 Clients to eDOCS 10
YES
Modify Date Triggers

to use datatime fields
with UTC formatted
times.
Make sure Security
triggers work with the
new inheritance
security model

New DM 10 Upgrade Utility
 The Upgrade Utility
will update the
following tables:
 Profile
 Activity Log
 Checkout
 Forms
 Needs Indexing
 People
 RM Favorites
 File Plan
 Versions
 Update the security
Inheritance
 Add the Item_Type
for the new
Document, Email or
Folder search filter

Behind the scenes actions
Enum Id # Acts on Table Description
TZActivityLog 0 ACTIVITYLOG ACTIVITYLOG table - START_DATE column
TZCheckout 1 CHECKOUT CHECKOUT table - CHECKOUT_DATE column
TZNeedsIndexing 2 NEEDS_INDEXING NEEDS_INDEXING table - STATUS_DATE column
TZRMFavs 3 PD_FAVOURITES PD_FAVOURITES table - PD_DATE_LAST_USED column
TZPeople 4 PEOPLE PEOPLE table - LAST_LOGIN_DATE column
TZProfileCreation 5 PROFILE PROFILE Table - CREATION_DATE column
TZProfileLastAccess 6 PROFILE PROFILE table - LAST_ACCESS_DATE column
TZProfileLastEdit 7 PROFILE PROFILE table - LAST_EDIT_DATE column
TZVersions 8 VERSIONS VERSIONS table - LASTEDITDATE column
SecNoSecurity 9 PROFILE Security Inheritance - unsecured items
SecDVInherits 10 PROFILE Security Inheritance - items inheriting security from a DV node
SecDVOverrides 11 PROFILE Security Inheritance - items Overriding DV security
SecSecuritySet 12 PROFILE Security Inheritance - items not inheriting any security
SecTermsFixup 13 PD_TERM Security Inheritance – Fix-up Term security
RecordReadOnlyFlags 14 PROFILE RM Records (Read only) to new Record Status
RecROServer 15 SETTINGS Any Records Servers to be Read-only Servers
AttachePasswords 16 PEOPLE Attache Passwords to be Hashed
FormsFixup 17 FORMS Database Profile Forms
VarcharBlobs 18 MISCELLANEOUS TEXT/LONG columns to Varchar(max)/Clobs
ItemTypes 19 PROFILE PROFILE table - create ITEM_TYPE data
RMBuildContainerTree 20 PD_FILE_PART RM Container Tree for File Plan
IndexRebuildMetadata 21 NEEDS_INDEXING Records to Rebuild Index Meta Data
UpdateExistingToUTC 22 MISCELLANEOUS Existing DateTime columns in Library to be UTC

DM 10 Data Dictionary
 Chapter 1.3.1 – New Tables and Columns
Table Column Introduced Table Column Introduced

CONTAINER_TREE CONTAINER_LINK 10 NEEDS_INDEXING FULLTEXT 10
ITEM_TYPE 10 PROFILE LAST_PRF_EDIT_DATE 10
LEVEL_NO 10 READ_ONLY 10
NODE_LINK 10 RECORD 10
DOCSPARMS and Groups DECLARE_RECORD 10 SECURITY_LINK 10
UNDECLARE_RECORD 10 SEC_REASON_LINK 10
SU_CHNGE_PROF_EDIT 10 ITEM_TYPE 10
SU_CHNGE_PROF_SAVE 10 RECENT_ITEMS DATA 10
SU_SHOW_SEC_PANEL 10 LAST_USED_ON 10
SU_SHOW_LEFT_PANE 10 PERSONORGROUP 10
SU_USE_MODERN 10 TYPE 10
SU_CHANGE_STYLE 10 ADDITIONAL_DATA 10
SU_RECENT_COUNT 10 SEC_REASON SYSTEM 10
SU_USE_LAST_LOC 10 CODE 10
SU_BROWSE_TO_LOC 10 DESCRIPTION 10

 Chapter 1.3.2 – Column Changes
Table Column Introduced

Date changed to DateTime (Server
PROFILE CREATION_DATE Timezone support)
PROFILE LAST_ACCESS_DATE Timezone support)
PROFILE LAST_EDIT_DATE Timezone support)
VERSIONS LAST_EDIT_DATE Date changed to DateTime
ACTIVITY_LOG START_DATE Date changed to DateTime
CHECKOUT CHECKOUT_DATE Date changed to DateTime
PEOPLE LAST_LOGIN_DATE Date changed to DateTime
NEEDS_INDEXING STATUS_DATE Date changed to DateTime

 Chapter 1.3.3 – Removed Columns
Table Column Last Version
PROFILE CREATION_TIME 5.3.1

PROFILE LAST_ACCESS_TIME 5.3.1
PROFILE LAST_EDIT_DATE 5.3.1
VERSIONS LAST_EDIT_TIME 5.3.1
ACTIVITYLOG START_TIME 5.3.1
CHECKOUT CHECKOUT_TIME 5.3.1
PEOPLE LAST_LOGIN_TIME 5.3.1
NEEDS_INDEXING STATUS_TIME 5.3.1

DM 10 Library Upgrade Utility Error
(0x80040447)
 Cannot Load Server Interface. The DM Server may not

be started (0x80040447)
 This is caused by the
HKCU\Software\Hummingbird\Clusters\Primary Server
value being set to something other than the local server
 Solution:
Run the DM connection Wizard, and connect to the local
server

Check Your Forms After the Upgrade
 During the metadata upgrade process the DM 10 Library

Upgrade Utility will also modify the profile, folder and
search forms to support the new item type search feature
where the user can select Document, Email or Folder as
an additional filter when performing a search.
 You will need to open your existing forms in your libraries
to verify that the layout still has the look and feel you
desire. We have seen in some scenarios that this
upgrade process may impact the layout of a form and
cause some slight overlaps of form data.

eDOCS DM 10
ISO Image Support Tools
Tools and Utilities on the ISO Image
Location Utility
\Tools\support FormChecker.exe
\Tools\support\DMCDU SetupDMCDU.msi
\Tools\support\DMServicesWatcherSetup Open Text eDOCS DM Services Watcher Setup.msi
\Tools\support\DVConfigTool eDOCS DM Dynamic View Configuration Tool.pdf
SetupDVConfig.msi
\Tools\support\MSICommandBuilder eDOCS_MSI_Command_Builder.exe

DM Form Checker

eDOCS 10 HTTPS Certificate Creator\Installer
 The HTTPS Certificate

Installer will generate a
digital certificate that is
installed on the DM
Server
 The digital certificate also
needs to be installed on
the Extensions client to
use the HTTPS protocol

Desktop Dynamic View Configuration Utility
 Windows desktop
Utility to setup or
edit existing
Dynamic View
configurations
 Import / Export
Dynamic Views
between DM
Libraries

DM MSI Command Builder
 New Wizard type interface to select
the features you want to deploy to
the desktop
 Generates the MSI command line
parameters for the selected features
 md C:\DMLogs
 msiexec.exe /lvx*
"C:\DMLogs\eDOCS_DM_Exts_Install.lo
g" /i "%~dp0eDOCS DM 10 Extensions
(x64).msi"
ADDLOCAL=ExplorerNamespace,DME
xtensionsAPIFeature,DynamicViewsFea
ture,Microsoft.Word.2013.x86,AcrobatF
eature,CDU
OFFICE_INTEGRATION_TYPE=Autom
ation
WORD_INTEGRATION_LEVEL=Active
PROTOCOL=HTTP
PORTNUMBER=8080 FOLB=Disabled
/q

Additional Client Deployment Utility
 The user does not

have to be part of the
DOCS_Supervisors
group
 Includes the DM
Extensions
connection protocols

eDOCS Tools and Utilities
 https://knowledge.opentext.com/knowledge/llisapi.dll/open/18795356
 eDOCS DM Search Security
Changes the search profile by adding a tab that allows a user to search by security on the
document.
 eDOCS DM Analyzer
A tool that allows Administrators to quickly assess the state of their eDOCS DM client from
one view.
 eDOCS DM Desktop Search
This tool allows users to run searches on a DM library without using the Explorer or Outlook
interfaces. It is intended as a quick-access application to assist the user's day-to-day
activity.
 eDOCS DM Disable Menu Items
This utility allows a DM Admin to disable any right click menu item for a user.
 eDOCS DM Dynamic Configuration Tool
A Windows client tool that allows a user to configure existing and create new Dynamic
Views. The tool also allows exporting of a DV structure. The export file can be imported into
a new library.
 eDOCS DM Outlook Email Data Checker
Utility that compares Outlook email header data to the matching columns in the DM
database.

eDOCS Tools and Utilities (cont.)
 eDOCS DM Security Tab Addon
Creates an Addon tab to allow users to see the security of a document without having to
open the document profile.
 eDOCS DM Server Service Monitor
A little utility I use to monitor the eDOCS DM Server Services and I want to share it with you.
I add the .exe to the StartUp location under all users so that when I login the application
starts. Can stop and start as well as restart any of the Services.
 eDOCS DM Extended File Information
Adds a new right click menu option to a document that shows the full path and file size of
the document in DM.
 eDOCS DM Protocol Performance Tester
Test the performance in DM 5.3.1 using the different protocols.
 eDOCS DM Email Filing Watcher Service
A Windows Service that addresses network hickups and the Email Filing Service. Version
1.5 includes email notification support. After two failed attempts to file emails, an email is
sent to the Administrator containing information on the failed emails to include the actual
errors, Outlook folder, User, etc.
 eDOCS DM Integration Quick Switch
A tool to quickly enable or disable DM application integration.
 Plus many more…………..

eDOCS DM 10
Supported Platforms
Client Operating Systems
 Windows 7 – 32 bit
 Windows 7 – 64 bit
 Windows 8,8.1 – 32 bit
 Windows 8,8.1 – 64 bit
 The DM Extensions will be a 32 bit application running on the 64
bit platform

Server Operating Systems / Databases
Windows Server 2008 R2 (64 bit)

Windows Server 2012 R2 (64 Bit)
 The DM Server will be a 32 bit application running on the 64 bit
server
Microsoft SQL Server 2005, 2008, 2008 R2, 2012, 2014
 SQL 2005 has limited support
Oracle 10g R2, 11g R2
Citrix, Microsoft Windows Terminal Server – Remote
Desktop Services
 Open Text will support customers who run DM products on
supported operating systems, irrespective of whether they are
running in a virtual environment or not.

Microsoft Office Suites
Microsoft Office 365

 Downloadable apps only

 Using Visual Studio Tools for Office (VSTO)
 Includes support for multiple file types
 32 bit and 64 bit versions
Microsoft Office 2010, 2010-SP1

 Using Visual Studio Tools for Office (VSTO)
 32 bit and 64 bit versions

 Using COM

Other Office Suites & Applications
 Lotus Suite 9.8, 9.7
 Corel WordPerfect Office X5, X3
 Adobe Acrobat 10, 11
 Dragon Naturally Speaking 12
 Freedom Scientific JAWS 13
 Lotus Notes 8.5.3, 9
 Novell GroupWise 7.0, 8.0
 ODMA for other third party applications
 Firefox 31
 Safari 5.x
 Google Chrome


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eDOCS DM 10 Technical Product

September 29, 2014

 New Profile Forms and Rendering Options

OpenText Confidential. ©2014 All Rights Reserved. 2

OpenText Confidential. ©2014 All Rights Reserved. 3

OpenText Confidential. ©2014 All Rights Reserved. 4

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 There are too many enhancements in this release to call

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 A Unique Forms Rendering approach driven by a “Less is

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OpenText Confidential. ©2014 All Rights Reserved. 10

 Non-Mandatory fields are

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 Your eDOCS DM 5.x

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 We include new simplified

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 When the user

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 Document Properties in  Personal Defaults

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 The user will now be

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 The user will be able to

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 The DM Profile forms have  In DM Designer select

OpenText Confidential. ©2014 All Rights Reserved. 19

 Reimagined and redesigned, managing content is easy

OpenText Confidential. ©2014 All Rights Reserved. 21

 Update look and feel, no

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 Library Generator will now add the following columns to

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 The DM Administrator can

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 Note: If you are adding a

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 Contributing content is one part of a DM system.

OpenText Confidential. ©2014 All Rights Reserved. 33

 A new single click action

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 The default Outlook

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 The profile form email

OpenText Confidential. ©2014 All Rights Reserved. 38

 DM 5.3.1 or Prior  DM 10 Implementation

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 Two DM Webtop’s will be

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 Classic Webtop  New DM 10 Webtop

OpenText Confidential. ©2014 All Rights Reserved. 46

 DM Dynamic View Support