BSL Administration Console – This tool provides the ability to configure many of the functional areas of the BSL. The Libraries that are configured on your PC will appear when you click the “+ Business Support Libraries”. Once the Library is expanded, you can double click on the library and the logon window will appear. Logon with your BSL id and password.
On the right hand side of the window you will see the FileNet Library information. Library Name: Should display the name of the library you logged into. System: is the FileNet Library. Host: Name of the server the library is running on. Version: Version of the FileNet library. Active User: is the user you log in as. Active Group: is the group you are logged in under.
Global Library Settings Library is a vault: Displays a True or False answer. SMTP host: This is the server that the system uses to send e-mail. Rendered documents: This setting is used to determine what file extension receives the security from the “rendered/publish” tab. This will be covered in more detail later in the guide.
Global Passwords This is where you will identify users as a global user. For example, “rulemanager” is a user id that the business rules use to log in and perform work. The global users are: rulemanager, tvapublish, and workflow. More can be added if needed by clicking on the “Add User” button and filling in the information. You must create a user with the CS Explore, before setting them up as a global user.
On the left hand side of the window you will see the FileNet Libraries. Expand one of the libraries and, depending on your roll as administrator, you should see the following plug-inâ€™s: Business rule engine Custom objects Document classes Document properties Gatekeeper Publish queues Security
Business rule engine Plug-In: Business rule module â€“ The business rule module is a way used to manage and group business rules. This does not mean that they can only be used for that particular area. It is simply a way used to group or manage rules.
When the rules are expanded, you see four tabs on the right hand side. Properties Tab: Name: This is the name of the rule. Description: This is a brief description of the rule’s function. Enabled: When this is checked the rule is enabled and available for use. The rule will not work if the box isn’t checked. Always execute: When this is checked the rule will “Always execute” all the time on every class. If set to “Always execute” the rule does not have to be mapped to individual classes. Version: This is used to identify what version of a rule you are running. Signature: This is a system-generated signature for the rule. Created: This displays the date, time and developer that created the rule. Changed: This displays the date, time and developer that changed the rule. Edited: This displays the date, time and developer that edited the rule.
Mappings Tab: This is a list of the document classes that the rule is mapped to.
Code: This is the code of the business rule.
Settings & Data: This tab contains information that the rule needs to complete its work. For example, this allows the same rule to be used by different organizations simply by placing the organization name in the data field.
Document classes: The “document classes” plug-in is reading the class information from the FileNet library. The first thing that you should do is create a document class using the FileNet CS Explorer tool. After the class is created it will appear under this tab. When you click on the document class for the first time, you will see a “No class template exists for this document class”. Click on “Create class template” button. This will set the class up so you can configure it.
After the class has been created you will see three plug-ins: Uniqueness, Permissions, and Settings. Uniqueness – These are the properties that make a document unique. On the left side are the “Available Properties”, and on the right side are the properties that are selected. The arrow in the middle allows the selection of properties.
Permissions – This is the security the document will get assigned. The Authored/Native tab is assigned to native documents like: MS Word (.doc), MS Excel (.xls), and AutoCAD (.dwg). When you click the “Add” button, a window appears with the list of groups and users. Select the group/user you wish to assign. Then choose the “Access” that group/user needs for that document. Click “Ok”. To remove a group/user, highlight the name and click the “Remove” button. To clear all security settings click the “Clear” button.
The Rendered/Published tab is the security set for rendered/published documents. Formats that can not be changed are as follows: .pdf, .tif, and .cal.
Settings & Defaults: Storage Category – This is where your document is stored. All BSL will be set to “document”, which means it will be stored on magnetic. The vault has some documents stored on optical State – This will set a custom property named “state” to a default setting. Send-to-Vault – This is only a default. When this is the check comes up in the “send to vault” box. If it is false it does not have a check. This can be overridden in the add wizard. Render folder – This is the folder that the gatekeeper monitors to move documents from the BSL or WIP to the vault. Render folder – This is the folder that render 5.1 monitors to move things to be rendered. If you are publishing documents, this does not need to be set. Render Options – This is only used for drawings, depending on the format you want your drawing rendered. The choices are .pdf, .cal, .tif, .dwf. The format=pdf should be entered into this field. Publish folder – This is the folder the publish application monitors. It is usually set to /TVAPublish. Publish which document – This setting determines which documents get sent to the vault. The choices are None, Authored, Rendered, or both. Can change Permissions – This allows the user to see the permissions tab in the add wizards.
Published Versions – This is where you set how many versions of the published document you want to keep in the BSL.
Document Properties Plug-In – This is the view of the properties associated with the particular document class. You can not change the properties, only view them.
Mapped Business Rules Plug-In – This is where you map the business rules for the selected document class. On the lower half of the screen is a list of the available business rules that can be mapped. The top part of the screen contains the rules that are already mapped. The arrows between the top and bottom are used to move rules from the bottom to the top. The arrows on the side of the window are used to order them. The business rules are executed in the order they are list on this screen. NOTE: The business rules that are “always execute” are executed before the mapped rules are executed. Click the apply button when complete.