ComarchOSSUserDoc - DMS v. 5-25

COMARCH OSS SUITE
DMS – 5-25-0
User Reference
©2023 Comarch SA
All rights reserved
DMS
DOCUMENT DESCRIPTION
Prepared for Company name
Version 1.2
Last modified 2023-04-06
Authors Multiple authors
Company COMARCH
Number of pages 83
Status of the document Confidential
Last modified Status Software Version

COMARCH OSS SUITE 2
2023-04-06 Confidential 5-25-0
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REVISION
Version Date Modified by Comment
Monika
1.0 2023-04-05 Document creation
Rutkowska
Kamila
1.1 2023-04-06 Document proofreading
Niedźwiedź
Monika
1.2 2023-04-06 Document update after proofreading
Rutkowska

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TABLE OF CONTENTS
Document Description .............................................................................................................................................. 2
Revision .................................................................................................................................................................... 3
Table of contents ...................................................................................................................................................... 4
Copyright Notice ....................................................................................................................................................... 6
Abbreviations ............................................................................................................................................................ 7
Notation Conventions ............................................................................................................................................... 8
1 Preface .................................................................................................................................................................. 9
2 Document Management System – Introduction .................................................................................................. 10
3 How to open the Comarch OSS Console ............................................................................................................ 11
4 Global Attachment Manager ................................................................................................................................ 13
4.1 How to open Global Attachment Manager .................................................................................................. 13
4.2 Global Attachment Manager – Overview .................................................................................................... 15
4.2.1 Global Attachment Manager – Search section ................................................................................... 16
4.2.1.1 Global Attachment Manager – Simple search mode ................................................................. 16
4.2.1.2 Global Attachment Manager – Advanced search mode ............................................................ 17
4.2.2 Global Attachment Manager – Toolbar .............................................................................................. 21
4.2.3 Global Attachment Manager – Folders and Attachments................................................................... 24
4.3 Working in Global Attachment Manager ..................................................................................................... 25
4.3.1 How to add an Attachment ................................................................................................................. 25
4.3.1.1 How to add an Attachment in Global Attachment Manager ....................................................... 25
4.3.1.2 How to add a new Attachment to an object ............................................................................... 29
4.3.2 How to link objects to Attachments and directories ............................................................................ 33
4.3.2.1 How to link Attachments to an object type ................................................................................. 36
4.3.2.2 How to unlink an object from an Attachment ............................................................................. 39
4.3.3 Main operations on Attachments ........................................................................................................ 41
4.3.3.1 How to edit an Attachment ......................................................................................................... 42
4.3.3.2 How to delete an Attachment ..................................................................................................... 45
4.3.3.3 How to add a new version of an Attachment ............................................................................. 46
4.3.3.3.1 How to compare versions of an Attachment ...................................................................... 50
4.3.3.4 How to download an Attachment ............................................................................................... 52
4.3.3.5 How to add restrictions ............................................................................................................... 56
4.3.3.6 How to create a link to an Attachment ....................................................................................... 58
4.3.3.7 How to move an Attachment to directory ................................................................................... 59
4.3.4 Managing folders ................................................................................................................................ 61
4.3.4.1 How to create a new directory.................................................................................................... 62
4.3.4.2 Other operations on folders ........................................................................................................ 65
4.4 Information View ......................................................................................................................................... 67

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4.4.1 Information View – Main Attachment information ............................................................................... 69

4.4.2 Information View – Objects linked to an Attachment .......................................................................... 70
4.4.3 Information View – Search field .......................................................................................................... 72
4.4.4 Information View – Single linked attachment ..................................................................................... 73
4.5 Type Management view .............................................................................................................................. 74
4.5.1 How to add a new Attachment type .................................................................................................... 75
4.5.2 How to edit an Attachment type .......................................................................................................... 77
4.5.3 How to delete an Attachment type ...................................................................................................... 78
List of Figures ......................................................................................................................................................... 80
List of Tables .......................................................................................................................................................... 83

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COPYRIGHT NOTICE
Comarch OSS Suite Documentation
Copyright © 2023 COMARCH
All rights reserved.
No part of this document may be copied, distributed, transmitted, transcribed, stored in a retrieval system, or
translated into any human or computer language without the prior written permission of COMARCH.
The manufacturer has made every effort to ensure that the instructions contained in the documents are
adequate and free of errors and omissions. The manufacturer’s liability for any errors in the documents is limited
to the correction of the errors. The manufacturer reserves rights to change the documents without notice. Some
parts of the documents may not follow the current version of the software. Please refer to release notes of the
installed software version to find out about new features of the software, error corrections and specific
installation instructions.
The documents have been prepared to be used by professional and properly trained personnel, and the
customer assumes full responsibility when using them. The manufacturer welcomes customer comments as part
of the process of continual development and improvement of the documentation in the best way possible from
the user’s viewpoint. Please submit your comments to the nearest Comarch representative.

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ABBREVIATIONS
The following abbreviations apply throughout this document:
Abbreviation Full form
CSV Comma Separated Values
BOM Bill of Material
BPM Business Process Management
DMS Document Management System
OCR Optical Character Recognition
DWDM Dense Wavelength Division Multiplexing
GUI Graphical User Interface
IP Internet Protocol
JSON JavaScript Object Notation
MO Managed Object
MPLS Multiprotocol Label Switching
NP&D Network Planning & Design

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NOTATION CONVENTIONS
The following typographic conventions apply throughout this document:
Style Description
Important paragraphs are distinguished by exclamation marks.
Cross-references to other documents are distinguished by the graphic symbol

presented on the left.
Tips for the users are distinguished by the icon presented on the left.
Objects All names of objects start with a capital letter, e.g. Address, Location.
'quotation marks' All attribute values are marked by quotation marks, e.g. ‘PATH_1’.
Names of other documents, commands, windows, tabs and other information that
Bold you must use literally appear in bold, e.g. Framework Console Operations,
Layers.
Names of buttons appear in Courier New in square brackets and in bold, e.g.
[BUTTON]
[FINISH].
Italics Names of object attributes appear in italics, e.g. Name, Identifier.
References to other specific parts of the document appear as blue, bold and
Blue bold underlined
underlined text, e.g. Blue bold underlined .

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1 Preface
Please note that the screenshots in this document are provided for illustrative purposes only and
should not be treated as an exact representation of the Console Graphical User Interface. It may
differ depending on the software version and installed components. Additionally, the user may not
have access to some functionalities or modules because of the lack of appropriate privileges.
This document describes the out-of-the-box version of the product and does not include project-
specific features or customisations.
Recommended reading
To read and understand this document, one must have basic knowledge about the Comarch
OSS system, its basic concepts, data model introduction, generic views and functionalities. For
introduction to the Comarch OSS system please refer to ComarchOSSUserDoc_Web_Console.

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2 Document Management System – Introduction

Document Management System (DMS) is a solution to manage documents (files), called Attachments, stored in
the system. Attachments can be stored directly in the Comarch OSS or can be placed in an external database
and linked to the Comarch OSS DMS.
The solution is used to organise all Attachments and to connect them with inventory objects e.g. devices or
business processes. A document can be added to the system in a manual operation by the user or in an
automated way using the OCR functionality.
DMS also provides a history of Attachments, so the user is able to track and compare any changes made in the
document.

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3 How to open the Comarch OSS Console

NOTE: supported browsers
For the Comarch OSS Console to work properly, you must use one of the supported web
browsers. These include the latest version of:
• Google Chrome (recommended)
• Mozilla Firefox
• Opera
• Microsoft Edge
• other Chromium-based browsers.
1. Enter an appropriate URL or IP address in an Internet browser.

2. When the log-in page appears, fill in the username and password.
3. Click [Log in].
Figure 1 Opening the Web Console
4. Once the username and password are entered correctly, the Home page is displayed.

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Figure 2 Home page
TIP: working in several browser tabs

When working with the Console, you can switch from one view to another and use several views
at the same time. If you do not want to close the view that you are currently working with, open
new views in separate browser tabs (right-click a link or a button and select the Open link in new
tab option).
By using Go backwards one page and Go forwards one page options you might lose your work
(e.g. search results).
Recommended reading
To learn more about the Console and its basic capabilities, see
ComarchOSSUserDoc_Web_Console.

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4 Global Attachment Manager

Global Attachment Manager enables managing Attachments within the Comarch OSS Console. It displays all
directories and Attachments. Most of the operations on documents can be performed in this view.
The main chapters in this section are:
• How to open Global Attachment Manager

• Global Attachment Manager – Overview
• Working in Global Attachment Manager
• Information View
• Type Management View
4.1 How to open Global Attachment Manager

For details on logging into the Console, see How to open the Comarch OSS Console.
To open Global Attachment Manager from the Home page
1. Click Resource Inventory.

2. In the DMS section, select Global Attachment Manager.
Figure 3 Opening Global Attachment Manager from the Home page
To open Global Attachment Manager from the navigation panel

DMS
1. Select Resource Inventory.

2. Click the DMS category to expand it.
Figure 4 Opening Global Attachment Manager from the navigation panel (1)
3. Select Global Attachment Manager.

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Figure 5 Opening Global Attachment Manager from the navigation panel (2)
4.2 Global Attachment Manager – Overview

Global Attachment Manager consists of three sections:
1. Search section
2. Toolbar
3. Folders and attachments

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Figure 6 Global Attachment Manager – Overview
4.2.1 Global Attachment Manager – Search section

The search section allows the user to search for Attachment with one of two modes:
• Simple search mode

• Advanced search mode.
4.2.1.1 Global Attachment Manager – Simple search mode

1. In the search field, enter one of the following:
• part or full name of a file or directory

• full name of at least one tag related to the file.
2. Click [Search].

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Figure 7 Global Attachment Manager – simple search mode
In the table below, the system displays a list of Attachments that match the query.
Figure 8 Global Attachment Manager – simple search mode results
To clear the results of the search, click the [Clear] button.
Figure 9 Global Attachment Manager – resetting simple search settings
4.2.1.2 Global Attachment Manager – Advanced search mode

To switch to the advanced search mode, tick the Advanced Options checkbox.

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Figure 10 Global Attachment Manager – enabling advanced search mode
The advanced search mode is divided into the following areas:
• Name and tag

• Type.
NOTE: searching by Passport parameters

Please note that searching by Passport parameters is a project-specific feature.
Figure 11 Global Attachment Manager – advanced search mode
• In the Name and tag area you can:

1. Search by name – when you start typing, the system dynamically displays a list of suggestions
matching the provided string.
2. Search by tags or by file name – you can decide whether your search results should match:
• both file name and tags – the slider button is inactive and indicates Name and tag.
• any file name or any tags – the slider button is active and indicates Name or tag.

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3. Search by tags – when you start typing, the system dynamically displays a list of suggestions matching
the provided string. You can select multiple tags.
4. Search by tags – you can decide whether your search results should match:
• all the selected tags – the slider button is inactive and indicates Match all.
• any of the selected tags – the slider button is active and indicates Match any.
5. Search with OCR files – you can decide whether to search with OCR files. If the Attachment has an
OCR tag, it means that it was created as a result of an OCR operation.
Figure 12 Global Attachment Manager – advanced search mode – Name and tag area
• In the Type area:

1. From the drop-down list select Type Name.

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Figure 13 Global Attachment Manager advanced search mode – Type area (1)
2. Decide to search by:
• Name and tag and Type parameters. This is the default option. The slider button is inactive and
indicates Other parameters and type name.
• Name and tag or Type parameters. The slider button is active and indicates Other parameters or
type name.
Figure 14 Global Attachment Manager advanced search mode – Type area (2)
Click [Clear] to remove all the applied filters and reset the list of Attachments and folders.

DMS
Figure 15 Global Attachment Manager – resetting advanced search settings
4.2.2 Global Attachment Manager – Toolbar

With no objects selected on the list, the toolbar consists of two buttons: [Show on] and [Create] with the
following actions:
[Attach file] Enables adding a new Attachment.

[Create]
[Create directory] Enables creating a new folder.
[Show on] [Redirect to folder: /folder's name/] Redirects to the selected folder.
Figure 16 Global Attachment Manager – toolbar

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When a folder is selected, the following actions are available:
[Assign] [Contact] Opens the Create Interest wizard where you can create and
assign a Contact to the selected folder.
[Create] [Automatic Tagging] Opens the Select rule group dialog where an automatic
tagging can be performed on all the files in the folder.
[Delete] Allows deleting the folder.
[Edit] [Edit directory] Allows editing the folder.
[Move directory] Allows moving the folder to a different directory.
[Add Instance Enables imposing an additional restriction concerning access

Restrictions] to the selected folder.
[Copy directory link

to clipboard] Allows copying the direct link to clipboard.
[Other]
[Download] Enables downloading the selected object.
[Link] Allows linking the selected folder to objects.
[Contact Management] Opens Contact Management in the context of the selected

folder.
[Show on]
[Inventory View] Opens Inventory View in the context of the selected object.

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Figure 17 Global Attachment Manager – toolbar with a folder selected
When an Attachment is selected, the following actions are available:
[Assign] [Contact] Opens the Create Interest wizard where you can create and
assign a Contact to the selected Attachment.
[Create] [Automatic Tagging] Opens the Select rule group dialog where an automatic tagging
can be performed on the single selected Attachment.
[Delete] Allows deleting the Attachment.

[Edit]
[Edit attachment] Allows editing the Attachment.
[Add Instance Enables imposing an additional restriction concerning access to

Restrictions] the selected Attachment.
[Copy download link

to clipboard] Allows copying the direct link to clipboard.
[Other]
[Download] Enables downloading the selected Attachment.
[Download MD5 Enables downloading the selected Attachment in the MD5

checksum file] Checksum format.

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[Link] Allows linking the selected Attachment to objects.
[Move attachment to
directory] Allows moving the selected Attachment to a different directory.
[Contact Opens Contact Management in the context of the selected

Management] Attachment.
[Show on] [Inventory View] Opens Inventory View in the context of the selected Attachment.
[Show Information Opens Information View in the context of the selected

View] Attachment.
Figure 18 Global Attachment Manager – toolbar with an Attachment selected
4.2.3 Global Attachment Manager – Folders and Attachments

Folders and Attachments are displayed in the form of a table with a default number of columns.
NOTE: Order of the list

Please note that the list starts from the folders, files can be visible in the following pages on the
list.

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Figure 19 Global Attachment Manager – Folders and Attachments
4.3 Working in Global Attachment Manager

This chapter describes how to perform operations available in Global Attachment Manager.
In the following sections, you can find:
• How to add an Attachment

• How to link objects to Attachments and directories
• Main operations on Attachments
• Managing folders
NOTE: passport attributes

Please note that, as a project-specific feature, some wizards may include a second step with
passport attributes.
4.3.1 How to add an Attachment

There are two ways to add a new Attachment:
• independently in Global Attachment Manager

• directly to an object.
4.3.1.1 How to add an Attachment in Global Attachment Manager

1. Select [Create] > [Attach file].

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Figure 20 Adding an Attachment in Global Attachment Manager
The Attach file wizard is displayed.
2. Choose the File source. There are two options:

a) Attach file – enables the user to choose a file from the local directory.
b) Give link to file – enables the user to use an URL address from of a website.
3. Depending on the method chosen in the previous step:
a) Drag and drop or select the files you want to attach. You can attach up to 1.96 GB. To remove a file from
the list of files you can click the [X] button.
b) Fill in File link, File name and File extension fields.
4. Fill in the remaining attributes (the mandatory ones are marked with an asterisk).
Attribute Description
Upload Checkbox indicating whether the uploaded file already exists.

already
existing files
Tags The tags for the attached file. You can select them from the drop-down list.

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Attribute Description
Directory * The directory of the Attachment. The default directory is 'HOME', but you can provide a path to
a specific folder to which you want to upload the file.
Type * The type of the Attachment. The default value is 'DEFAULT'. You can select a different Type
from the dropdown list.
Description The description of the Attachment.
Automatic Checkbox indicating whether to perform an OCR operation on the file. Once selected, an
Tagging additional field Rule group is displayed. Based on the rule group selected, the text file resulting
from OCR will be automatically searched to define tags.
Table 1 Attach file wizard – attributes
5. Click [Accept].

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Figure 21 Adding an Attachment – Attach file wizard
The Attachment is added to the list. The confirmation message is displayed.

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Figure 22 Adding an Attachment – confirmation message
4.3.1.2 How to add a new Attachment to an object

1. Select an object in Inventory View.
2. Select [Show on] > [Attachment Manager].

DMS
Figure 23 Opening Attachment Manager from Inventory View
Attachment Manager for the select object is opened. The view is similar to Global Attachment Manager, but
there are two additional buttons:
• [Link] – enables the user to link the selected object with one of the Attachments already stored in Global
Attachment Manager. For more information, see How to link objects to Attachments and directories.
• [Refresh] – refreshes the view.

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Figure 24 Attachment Manager – additional options
3. Select [Create] > [Attach file].
Figure 25 Attaching a new file to an object
The Attach file wizard is displayed. It is the same as described in How to add an Attachment in Global
Attachment Manager.
4. Complete the wizard.

5. Click [Accept].

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Figure 26 Attaching a new file to an object – wizard

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A confirmation message is displayed and the Attachment is added to the list.
Figure 27 Attaching a new file to an object – confirmation message
4.3.2 How to link objects to Attachments and directories

1. Open Attachment Manager in the context of an object you want to link (for more information, see How to
add a new Attachment to an object).
2. Click [Create] > [Link].
Figure 28 Linking objects to Attachments and directories
The Link attachments and directories to the object wizard is displayed.
3. You can click to expand a folder or to collapse it. Use the search bar or filters to narrow down the
list.

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Figure 29 Linking objects to Attachments and directories – wizard (1)
4. Tick the checkbox next to the Attachment or directory you want to link. You can select more than one option.
5. Click [Link].

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Figure 30 Linking objects to Attachments and directories – wizard (2)
The Attachment is added to the list. The confirmation message is displayed.
Figure 31 Linking objects to Attachments and directories – confirmation message

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4.3.2.1 How to link Attachments to an object type

In Global Attachment Manager find the file that you want to link with an object (you can use a simple or an
advanced search).
1. Click the icon.

2. From the drop-down list select [Other].
3. Click [Link].
Figure 32 Attachment Manager – linking Attachments to objects (1)
4. Select an object type from the list.

5. Click [Search]

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6. The Advanced Search for the selected object type opens. Find the object that you want to link with the
selected Attachment.
7. Click [Add].

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A confirmation is displayed.

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4.3.2.2 How to unlink an object from an Attachment

Open Attachment Manager in the context of an object you want to unlink (for more information see How to add
a new Attachment to an object.
1. Select an Attachment.
2. Click [Other] > [Unlink].

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Figure 36 Unlinking an object from an Attachment
3. The Unlink attachment dialog is displayed. Click [Unlink].
Figure 37 Unlinking an object from an Attachment – confirmation dialog
The Attachment is removed from the list.

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Figure 38 Unlinking an object from an Attachment – Attachment removed
4.3.3 Main operations on Attachments

Buttons that are displayed next to the Attachment allow the user to manage the current version of it. Their
descriptions are presented in the table below.
Enables downloading the current version of the Attachment.
Enables the user to check the Attachment out and download it. After clicking this icon, the lock icon
is changed to red and the file is locked for editing by other users.
Enables the user to check the Attachment in. After clicking it, the Edit attachment wizard is
displayed (for more information see How to add a new version of an Attachment) and the
Attachment is unlocked for other users.
Indicates that the Attachment is unlocked. All users can edit the file. It is active when check out is
available.
Indicates that the Attachment is locked. The other users cannot manage the file while the button is
active. Hover your mouse over the icon to see a tooltip with the name of the user who locked the
Attachment.
Does OCR for the Attachment and allows setting the Rule group and the Priority for the file.
Indicates that OCR for the Attachment has been done.
Indicates that the extension of the Attachment is not supported by OCR.

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4.3.3.1 How to edit an Attachment

1. Select an Attachment you want to edit.
2. Click [Edit] > [Edit attachment].
Figure 39 Editing an Attachment
3. The Edit attachment wizard is displayed. Modify the displayed attributes.

4. Click [Accept].

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Figure 40 Editing an Attachment – the Edit attachment wizard
The confirmation message is displayed.

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Figure 41 Editing an Attachment – confirmation message
If you did not modify any of the attributes, the following message is displayed.

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Figure 42 Editing an Attachment – warning message
4.3.3.2 How to delete an Attachment

1. Select an Attachment you want to delete.
2. Click [Edit] > [Delete].

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Figure 43 Editing an Attachment
3. The Delete Attachment dialog is displayed. Select [Delete].
Figure 44 Delete Attachment dialog
The Attachment is deleted.
4.3.3.3 How to add a new version of an Attachment
1. Click on the [Check out] icon ( ) next to the Attachment you want to add a new version of.

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Figure 45 Adding a new version of an Attachment
2. The Attachment is available for download from the notification panel.
Figure 46 Downloading a checked out Attachment

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The icon is changed to the check in icon ( ). While the file is checked out, you can edit it on your computer.
3. When you finish editing the file, click the check in icon ( ).
Figure 47 Adding a new version of an Attachment – check in
4. The Edit attachment wizard is displayed. Drag and drop or select the edited file. You can also modify
optional attributes, if necessary.
5. Click [Accept].

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Figure 48 Adding a new version of an Attachment – Edit attachment wizard
NOTE: content change

Please note that you will not be able to complete the wizard if the name of the file is different or
there are no changes in the content of the file.

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The confirmation message is displayed. The new version of Attachment is checked in. The file is set to unlocked
( ) and check out is possible again ( ).
Figure 49 Adding a new version of the Attachment – confirmation
TIP: version overview

You can view all versions of the Attachment in Information View (see Information View – Main
attachment information).
4.3.3.3.1 How to compare versions of an Attachment

Display an Attachment in Information View (for more information see Information View).
1. Click the icon next to the version of an Attachment you want to compare.
2. Select [Compare with revision].

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Figure 50 Comparing versions of Attachments
3. The Compare contents of attachments view is opened. Click the [Compare file] button next to
another version of the Attachment to display the contents in the panel below. The differences are
highlighted.

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Figure 51 Comparing contents of attachments
4.3.3.4 How to download an Attachment

There are three ways to download an Attachment from Global Attachment Manager
• Using the [Download] button
1. Click the [Download] button next to the Attachment you want to download.
2. The file is immediately downloaded to the folder where your browser stores downloaded files.

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Figure 52 Downloading an Attachment – Download button
• Using the toolbar

2. Click [Other] > [Download].

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Figure 53 Downloading an Attachment from toolbar
3. A confirmation message is displayed. You can download the Attachment from the notification panel
using the [Download file] button.
Figure 54 Downloading an Attachment – notification panel
• In the MD5 Checksum format

1. Select a file.
2. Click [Other] > [Download MD5 checksum file].

DMS
Figure 55 Downloading an Attachment in the MD5 Checksum format (1)
3. The file is downloaded directly to the folder where your browser stores the downloaded files.

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Figure 56 Downloading an Attachment in the MD5 Checksum format (2)
4.3.3.5 How to add restrictions

You can impose additional restrictions concerning access to the Attachment. In the Restriction roles window,
you can add roles from a selected profile. As a result, only users with the selected role will have access to the
Attachment.
To add a restriction
2. Click [Other] > [Add Instance Restrictions].

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Figure 57 Adding restrictions
3. The Restriction roles window is opened. Click [Add role].
Figure 58 Adding restrictions – Restriction roles window
4. The Add role wizard is displayed. Select a profile from the drop-down list. You can select more than one.
5. Click [Create].

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Figure 59 Adding restrictions – Add role wizard
The role is added to the list in the Restriction roles window.
4.3.3.6 How to create a link to an Attachment

1. Select an Attachment. You can share more than one Attachment at a time by selecting them with the
checkbox.
2. Click [Other] > [Copy download link to clipboard].
Figure 60 Creating a link to an Attachment
3. A dialog window is displayed. Click the [Copy to clipboard] button.

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Figure 61 Copying a link to clipboard
If you paste the link to the web browser, the system opens Selected Attachments View in the context of the
selected Attachments.
Figure 62 Creating a link to an Attachment – Selected Attachments View
4.3.3.7 How to move an Attachment to directory

2. Click [Other] > [Move attachment to directory].

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Figure 63 Moving an Attachment to directory
The Move attachment window is opened. You can use the search bars to find the directory you want to move
the Attachment to by the path or by the name. You can find subfolders on the list by clicking on the main folder.
Figure 64 Move attachment window

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3. Click [Move] to move the file or [Copy] to copy it to the selected directory.
Figure 65 Moving an Attachment to directory – available actions
4.3.4 Managing folders

You can organise Attachments into a hierarchical folder structure. The top directory is HOME.
The current directory is displayed above the list of folders and Attachments. Each element in the directory is a
hyperlink you can use to go directly to that folder.

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Figure 66 Current directory
4.3.4.1 How to create a new directory

1. In the main toolbar of Global Attachment Manager, click [Create].
2. From the drop-down list, select [Create directory].

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Figure 67 Creating a new directory
The Create new directory wizard is opened.
3. Provide a Name of the directory. Optionally, you can add Tags that will be related to the folder.
4. Click [Accept].

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Figure 68 Create new directory wizard
A confirmation message is displayed and the folder is added to the list.
Figure 69 Created folder added to the list

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4.3.4.2 Other operations on folders

To display a set of actions available for folders, click a folder on the list. The toolbar is refreshed and displays
context-specific actions.
Figure 70 Operations on folders – toolbar
Folder management actions are described in the table below:
[Assign] [Contact] Opens the Create Interest window where the user can assign a
Contact.
[Automatic Allows the user to set automatic OCR for Attachments in the folder.
[Create]
Tagging] Once selected, the Select rule group wizard is displayed.

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Opens the Delete directory dialog. To remove a directory click

[Delete].
Note: the selected folder is removed together with all its content.
[Delete]
Opens the Edit directory dialog, where you can modify the Name of
the selected folder and optionally update information about Tags.
To save the changes, click [Accept].
[Edit]
[Edit directory]

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Displays the Move directory wizard. Start typing the name of the
directory that you want to move the current directory to and choose
the target folder right one from the list of suggestions. To complete
the process, click [Accept].
[Move directory]
Enables imposing an additional restriction concerning access to the

[Add Instance folder. In the Restriction roles window you can add roles from a
Restrictions] selected profile. As a result, only users with the selected role will
have access to the folder.
Displays a direct link to the selected directory. You can copy the link
[Other] [Copy directory
by clicking [Copy to clipboard]. This process is similar to How
to clipboard]
to create a link to an Attachment.
[Download] Enables downloading the folder.
[Link] Another way of linking the folder to objects.
[Contact Opens Contact Management that enables assigning Contact

Management] Interests for the selected folder.
[Show on]
[Inventory View] Opens Inventory View.
4.4 Information View

Information View for Attachments displays detail information regarding the selected Attachment together with
relations to other objects.
To open Information View
1. Click the icon.

2. Choose [Show on].
3. Select the [Show Information View] option from the list.

DMS
Figure 71 Opening Information View
There are four parts of Information View:
1. Main Attachment information

2. Objects linked to the Attachment
3. Search field
4. Single linked attachment.

DMS
Figure 72 Information View
4.4.1 Information View – Main Attachment information

This section consists of the following elements:
1. Attachment tags.
2. Attachment directory link that redirects to the directory.
3. Table with detailed information about Attachment versions.

DMS
Figure 73 Attachment information section
To open a drop-down list with available actions for the selected file, click the icon.
Figure 74 Information View – available buttons
4.4.2 Information View – Objects linked to an Attachment

In this section all the objects linked to the selected Attachment are displayed.

DMS
Figure 75 Information view – Objects link to an Attachment (1)
When the user clicks the icon, a drop-down list with possible actions is displayed.

DMS
Figure 76 Information view – Objects link to an Attachment (2)
NOTE: available actions

Please note that the list of available actions is type-specific and depends on the chosen object.
4.4.3 Information View – Search field
Search field enables searching for a file or a directory name. To search, type in the phrase and click the
icon.

DMS
Figure 77 Information View – search field
4.4.4 Information View – Single linked attachment

The Single linked attachments section lists all the objects of the Attachment type linked to the parent file.
To display available context menu for linked Attachments, click the icon.
Figure 78 Single linked attachments – available options
For more details, refer to How to link Attachments to the object type.

DMS
4.5 Type Management view

Type management view allows the user to manage types of Attachments. It consists of a table with types in
subsequent rows and types’ attributes that are displayed in the consecutive columns.
To open Type management view
1. From the navigation panel, expand the Resource Inventory category.

2. Click the DMS subcategory.
3. Select Type Management.
Figure 79 Opening Type Management
Type management view is displayed. It consists of the following parts:
1. Toolbar
2. List of types

DMS
Figure 80 Type management view
You can perform the following operations on types:
• How to add a new Attachment type

• How to editing an Attachment type
• How to delete an Attachment type.
NOTE: setting the default type
Please note that it is possible to set one of the types as default. Click next to the selected type
and from the drop-down list choose [Set as default value].
Figure 81 Type management view – setting the default Attachment type
4.5.1 How to add a new Attachment type

To add a new type of Attachment
1. Click [+ Add new type].

DMS
Figure 82 Type management view – adding a new type
2. The Type management wizard appears. Fill in Type name. Optionally, type in Profile name.
3. To finish creating the new type, click on [Accept].
Figure 83 Type management wizard
4. A confirmation message is displayed. The new type is added to the list.

DMS
Figure 84 Type management view – new Attachment type
4.5.2 How to edit an Attachment type
1. Click the icon in the row that you want to edit.

2. From the drop-down list select [Edit type].

DMS
Figure 85 Type management view – editing type
3. The Edit type wizard has the same layout as the Type management wizard. Update the required attributes.
4. Click [Accept].
Figure 86 Type management view – Edit type wizard
4.5.3 How to delete an Attachment type
1. Click the icon for the type that you want to delete.
2. From the drop-down list choose [Delete type].

DMS
Figure 87 Type management view – deleting a type
3. A confirmation dialog is displayed. Click [Delete].
Figure 88 Deleting a type – confirmation dialog
The selected type is deleted from the table.

DMS
LIST OF FIGURES
Figure 1 Opening the Web Console ....................................................................................................................... 11
Figure 2 Home page ............................................................................................................................................... 12
Figure 3 Opening Global Attachment Manager from the Home page .................................................................... 13
Figure 4 Opening Global Attachment Manager from the navigation panel (1) ....................................................... 14
Figure 5 Opening Global Attachment Manager from the navigation panel (2) ....................................................... 15
Figure 6 Global Attachment Manager – Overview ................................................................................................. 16
Figure 7 Global Attachment Manager – simple search mode ................................................................................ 17
Figure 8 Global Attachment Manager – simple search mode results .................................................................... 17
Figure 9 Global Attachment Manager – resetting simple search settings .............................................................. 17
Figure 10 Global Attachment Manager – enabling advanced search mode .......................................................... 18
Figure 11 Global Attachment Manager – advanced search mode ......................................................................... 18
Figure 12 Global Attachment Manager – advanced search mode – Name and tag area ...................................... 19
Figure 13 Global Attachment Manager advanced search mode – Type area (1) .................................................. 20
Figure 14 Global Attachment Manager advanced search mode – Type area (2) .................................................. 20
Figure 15 Global Attachment Manager – resetting advanced search settings ...................................................... 21
Figure 16 Global Attachment Manager – toolbar ................................................................................................... 21
Figure 17 Global Attachment Manager – toolbar with a folder selected ................................................................ 23
Figure 18 Global Attachment Manager – toolbar with an Attachment selected ..................................................... 24
Figure 19 Global Attachment Manager – Folders and Attachments ...................................................................... 25
Figure 20 Adding an Attachment in Global Attachment Manager .......................................................................... 26
Figure 21 Adding an Attachment – Attach file wizard ............................................................................................ 28
Figure 22 Adding an Attachment – confirmation message .................................................................................... 29
Figure 23 Opening Attachment Manager from Inventory View .............................................................................. 30
Figure 24 Attachment Manager – additional options .............................................................................................. 31
Figure 25 Attaching a new file to an object ............................................................................................................ 31
Figure 26 Attaching a new file to an object – wizard .............................................................................................. 32
Figure 27 Attaching a new file to an object – confirmation message ..................................................................... 33
Figure 28 Linking objects to Attachments and directories ...................................................................................... 33
Figure 29 Linking objects to Attachments and directories – wizard (1) .................................................................. 34

DMS
Figure 30 Linking objects to Attachments and directories – wizard (2) .................................................................. 35
Figure 31 Linking objects to Attachments and directories – confirmation message .............................................. 35
Figure 32 Attachment Manager – linking Attachments to objects (1)..................................................................... 36
Figure 36 Unlinking an object from an Attachment ................................................................................................ 40
Figure 37 Unlinking an object from an Attachment – confirmation dialog .............................................................. 40
Figure 38 Unlinking an object from an Attachment – Attachment removed ........................................................... 41
Figure 39 Editing an Attachment ............................................................................................................................ 42
Figure 40 Editing an Attachment – the Edit attachment wizard ............................................................................. 43
Figure 41 Editing an Attachment – confirmation message ..................................................................................... 44
Figure 42 Editing an Attachment – warning message ............................................................................................ 45
Figure 43 Editing an Attachment ............................................................................................................................ 46
Figure 44 Delete Attachment dialog ....................................................................................................................... 46
Figure 45 Adding a new version of an Attachment................................................................................................. 47
Figure 46 Downloading a checked out Attachment ................................................................................................ 47
Figure 47 Adding a new version of an Attachment – check in ............................................................................... 48
Figure 48 Adding a new version of an Attachment – Edit attachment wizard ........................................................ 49
Figure 49 Adding a new version of the Attachment – confirmation ........................................................................ 50
Figure 50 Comparing versions of Attachments ...................................................................................................... 51
Figure 51 Comparing contents of attachments ...................................................................................................... 52
Figure 52 Downloading an Attachment – Download button ................................................................................... 53
Figure 53 Downloading an Attachment from toolbar .............................................................................................. 54
Figure 54 Downloading an Attachment – notification panel ................................................................................... 54
Figure 55 Downloading an Attachment in the MD5 Checksum format (1) ............................................................. 55
Figure 56 Downloading an Attachment in the MD5 Checksum format (2) ............................................................. 56
Figure 57 Adding restrictions .................................................................................................................................. 57
Figure 58 Adding restrictions – Restriction roles window ....................................................................................... 57
Figure 59 Adding restrictions – Add role wizard ..................................................................................................... 58

DMS
Figure 60 Creating a link to an Attachment ............................................................................................................ 58
Figure 61 Copying a link to clipboard ..................................................................................................................... 59
Figure 62 Creating a link to an Attachment – Selected Attachments View ............................................................ 59
Figure 63 Moving an Attachment to directory ......................................................................................................... 60
Figure 64 Move attachment window ....................................................................................................................... 60
Figure 65 Moving an Attachment to directory – available actions .......................................................................... 61
Figure 66 Current directory ..................................................................................................................................... 62
Figure 67 Creating a new directory ........................................................................................................................ 63
Figure 68 Create new directory wizard ................................................................................................................... 64
Figure 69 Created folder added to the list .............................................................................................................. 64
Figure 70 Operations on folders – toolbar .............................................................................................................. 65
Figure 71 Opening Information View ...................................................................................................................... 68
Figure 72 Information View ..................................................................................................................................... 69
Figure 73 Attachment information section .............................................................................................................. 70
Figure 74 Information View – available buttons ..................................................................................................... 70
Figure 75 Information view – Objects link to an Attachment (1) ............................................................................. 71
Figure 76 Information view – Objects link to an Attachment (2) ............................................................................. 72
Figure 77 Information View – search field .............................................................................................................. 73
Figure 78 Single linked attachments – available options ....................................................................................... 73
Figure 79 Opening Type Management ................................................................................................................... 74
Figure 80 Type management view ......................................................................................................................... 75
Figure 81 Type management view – setting the default Attachment type ............................................................. 75
Figure 82 Type management view – adding a new type ........................................................................................ 76
Figure 83 Type management wizard ...................................................................................................................... 76
Figure 84 Type management view – new Attachment type ................................................................................... 77
Figure 85 Type management view – editing type................................................................................................... 78
Figure 86 Type management view – Edit type wizard ........................................................................................... 78
Figure 87 Type management view – deleting a type ............................................................................................. 79
Figure 88 Deleting a type – confirmation dialog ..................................................................................................... 79

DMS
LIST OF TABLES
Table 1 Attach file wizard – attributes .................................................................................................................... 27


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4.4.1 Information View – Main Attachment information ............................................................................... 69

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Abbreviation Full form

CSV Comma Separated Values

BOM Bill of Material

BPM Business Process Management

DMS Document Management System

OCR Optical Character Recognition

DWDM Dense Wavelength Division Multiplexing

GUI Graphical User Interface

JSON JavaScript Object Notation

MPLS Multiprotocol Label Switching

NP&D Network Planning & Design

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Important paragraphs are distinguished by exclamation marks.

Cross-references to other documents are distinguished by the graphic symbol

Italics Names of object attributes appear in italics, e.g. Name, Identifier.

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2 Document Management System – Introduction

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3 How to open the Comarch OSS Console

1. Enter an appropriate URL or IP address in an Internet browser.

Figure 1 Opening the Web Console

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Figure 2 Home page

TIP: working in several browser tabs

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4 Global Attachment Manager

The main chapters in this section are:

• How to open Global Attachment Manager

4.1 How to open Global Attachment Manager

To open Global Attachment Manager from the Home page

1. Click Resource Inventory.

Figure 3 Opening Global Attachment Manager from the Home page

To open Global Attachment Manager from the navigation panel

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1. Select Resource Inventory.

3. Select Global Attachment Manager.

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4.2 Global Attachment Manager – Overview

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Figure 6 Global Attachment Manager – Overview

4.2.1 Global Attachment Manager – Search section

• Simple search mode

4.2.1.1 Global Attachment Manager – Simple search mode

• part or full name of a file or directory

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Figure 7 Global Attachment Manager – simple search mode

Figure 8 Global Attachment Manager – simple search mode results

To clear the results of the search, click the [Clear] button.

Figure 9 Global Attachment Manager – resetting simple search settings

4.2.1.2 Global Attachment Manager – Advanced search mode