Field Advisory

Whats New in DOCUMENTUM D2 4.1

Abstract
This Whats New document is intended to communicate the
added features, new certifications, and changes that were
introduced in the Documentum D2 4.1 Release. It is intended for
internal use but the information herein may be shared with
customers and prospects under an NDA.
April 2013

Whats New in Documentum D2 4.1

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Copyright 2013 EMC Corporation. All Rights Reserved.

EMC believes the information in this publication is accurate as
of its publication date. The information is subject to change
without notice.
The information in this publication is provided as is. EMC
Corporation makes no representations or warranties of any kind
with respect to the information in this publication, and
specifically disclaims implied warranties of merchantability or
fitness for a particular purpose.
Use, copying, and distribution of any EMC software described in
this publication requires an applicable software license.
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Corporation Trademarks on EMC.com.

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Table of Contents
Product Overview .................................................................................................... 4
Overview of Documentum D2 4.1 ............................................................................. 5
Documentum D2 4.1 Enhancements ........................................................................ 6
Usability ............................................................................................................................. 6
Collaboration ................................................................................................................... 10
Interoperability................................................................................................................. 13
Extensibility ..................................................................................................................... 15
Enterprise Readiness ........................................................................................................ 17

Language Packs .................................................................................................... 19

References ............................................................................................................ 19

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Product Overview
Documentum D2 is the advanced, configurable content-centric application client for
Documentum ECM. D2 offers a highly intuitive and personalizable user experience
that can accommodate individual preferences and working styles of different users
while assuring compliance with organizational policies and standards. D2 makes
knowledge workers more productive, reduces training costs, and accelerates user
adoption of ECM applications.
Documentum D2 takes the complexity out of ECM with a powerful configuration
framework for creating purpose-built content solutions without the need to develop
time-consuming customizations. This unique approach enables organizations to
respond more rapidly to changing business needs and accelerate time-to-value for
ECM deployments.
This offering includes:

Documentum D2: Provides advanced content management for the power user
and enables business analysts to rapidly match their ECM solution functionality
to changing business needs. Benefits include:
o For ECM users, Documentum D2 delivers ECM without its complexity,
reducing training and making them more productive.
o The business analyst can be much more responsive to the needs of the
business and accelerate time-to-value through the power of configuration.
o Content administrators achieve greater consistency of ECM rules and
policies with wider user adoption and simplified information management
and compliance.
Features include:
o Configurable and personalized user experience
o Widget-based portal-like approach to the user interface
o Intelligent thumbnail previews and instantaneous viewing of content
o Instant application deployment of highly configured rules and content
policies
o Configurable metadata and creation dialogs
o Advanced Workflow, lifecycle and auditing capabilities all configurable for
the content or user type
o Automated features for controlled content, such as property inheritance,
auto-naming, auto-numbering, and auto-linking
o Simplified creation of relations and virtual documents

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o Simple and advanced search with configurable search screens and

custom search forms

Documentum D2 +Pack consists of add-on utilities that may be added to a

Documentum D2 implementation to provide:
o Microsoft Office Integration: Synchronization of properties between Microsoft Office
documents and Documentum metadata. For Outlook email messages, Documentum
D2 +Pack captures metadata such as To, From, and Subject.
o Configurable PDF document generation: Augments PDF documents with cover
pages, table of contents, watermarks, signature pages, header, footer and security
settings.
o Recycle Bin: Manages the cancellation and deletion of documents by using a
standard recycle bin approach. (Requires D2 3.1)

Overview of Documentum D2 4.1

Documentum D2 4.1 delivers increased productivity with a combination of user
experience and extensibility improvements and new features for collaboration and
administration. The focus for the release is:

Usability New widget based UI extended to cover a broader set of advanced

document management and content control capabilities, and run-time user
preferences

Integration/Interoperability Syncplicity Connector, IRM, Brava, BPM

Collaboration Threaded discussions, virtual document editing, native

annotations

Extensibility Event model, enhanced external widgets, enhanced bi-directional

widget communication, D2FS API, server-side plugins, menu editor for custom
menus and actions

Enterprise Readiness Delegated and distributed administration, system

administration widgets, client-side filtering for large folders and groups,
performance improvements, Documentum 7 compatibility

D2 versions 3.1 and 4.1 can continue to coexist in the same environment. Customers
are entitled to both versions and can deploy whichever interface best suits their
business requirements. Starting with D2 4.1, D2 3.1 will be a separate download.
Some product features that were previously available in D2 3.1 are now available in
D2 4.1 with a new cross-browser widget-based user interface. In the following
section, these features are marked with a
bullet. Net new features are marked
with a
bullet.

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Documentum D2 4.1 Enhancements

Usability
Property Validation Fields on Property forms can be configured with clientside validation rules, improving responsiveness and data accuracy.
Inheritance on Update Updates to folder properties will now cascade to
inherited properties in documents. In 4.0, inheritance only occurred at
document creation time.
Enhanced Audit Trail Display: More user-friendly information is now available
in the audit trail, such as a comparison of new/old values. The audit trail is
easier to read and users have more control over what is displayed.
Query Forms: A new widget has been added to embed query forms. This highly
configurable Query Form widget gives users the ability to quickly launch a
search query on specified property values.

Figure 1: Query Form

Drag and Drop: Drag and drop is enabled to import files and emails from the
desktop file system. When dropped on an existing folder or document,
properties are automatically inherited from the target to the new object. The
same property values can be also be applied to all the files included in the
drag operation when importing multiple files. Drag and drop is also enabled to
copy or move folders or files between widgets.
Rendition Management: New UI controls are available for importing, exporting,
and requesting renditions.
Relationship Management: New UI controls are available for creating and
removing content relationships.
Import as New Version: A new version of a document can be imported.
Previously a new version could only be created by editing a document.

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Mass Update: A new UI and menu option is available for updating property
values on multiple objects in a single operation.
Search Enhancements: Search has been enhanced with new dialogs for
Advanced Search and Saved Searches, and with faceted navigation of search
results.

Figure 2: Advanced Search Dialog

Figure 3: Facet Selection

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Figure 4: Faceted Search

Figure 5: Saved Search Dialog

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Workflow Enhancements: Workflow has been enhanced with new UIs for
viewing completed workflows, task delegation, assigning dynamic participants
at the start of a workflow, and sending a document to a distribution list for
quick review and approval. A new workflow reporting widget has been added
to display detailed information about completed and running workflows.

Figure 6: Distribution to Reviewers

Figure 7: Workflow Overview Widget

Figure 8: Task Delegation

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Print control enhancements: Enhanced UIs are available for controlled PDF
print, view, export, and recall with the D2 +Pack.

Figure 9: Print Controls

Collaboration
Threaded Discussions: Users can now attach comments and participate in
threaded discussions on documents. Comments are authored in a popup rich
text editor. A new Comments widget allows users to easily follow the
discussion about a selected document.

Figure 10: Rich Text Editor for Comments

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Figure 11: Comments Widget

Virtual Document Editing: Virtual Documents are a powerful and unique

Documentum feature that allows multiple authors to collaborate on a single
large document. The Virtual Document widget has been enhanced with
toolbars and menus for modifying and managing the components of a virtual
document. Components can be added to a virtual document using Drag and
Drop.

Figure 12: Virtual Document Widget

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Figure 13: Drag and Drop a Child Component

Native Annotations: D2 merges Microsoft Word document annotations

(comments and track changes) from multiple users and manages them in the
repository as related objects (Relations). These annotations are now
supported across browsers and integrated into D2 Client with new menu and
view options.

Figure 14: Native Annotation Menu

Options

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Figure 15: Native Annotations Viewed in Relations Widget

Document Comparison: Compare versions of a Word document.

Interoperability
Syncplicity Connector Files can be shared directly from D2 to Syncplicity,
allowing content to made available to users inside and outside an
organization on multiple devices. Folders may be synched from a menu option
or from a workflow task. An icon is shown on the folder/content to indicate
that the content has been synched. Automatic shares can be set up by an
administrator and limited to specific document types. Shares can also be
manually initiated by authorized users.

Figure 16: Shared Folders

Figure 17: Share to

Syncplicity from D2
Context Menu

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Figure 18: Sharing Configuration

Figure 19: Syncplicity Publishing Rules

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IRM Compatibility D2 can now interpret IRM security bits, requiring the use of
an IRM client for any content that is IRM protected and is being shared
externally with others (e.g. via Syncplicity). Access control of IRM protected
content can be configured in D2 Config. The combination of IRM and
Syncplicity integration ensures that content is protected when it moves out of
the repository.
BPM D2 can now participate in workflows designed with xCP Designer (while
connected to the repository) or Process Builder. Workflows defined in xCP run
on the process engine vs. the Content Server JMS used for Workflow Manager.
This results in less load on Content Server. Workflow functionality in D2
remains limited to capabilities supported by Workflow Manager. For a
comparison of Workflow Manager and xCP workflows, please see Functional
Comparison of EMC Documentum Workflow and xCP on the EMC Support site
(you may need to log in to the support site to enable this link)
Third-Party Integrations: Out of the box integrations are now available for the
following third party components:
o euroscript Documentum Report Generator (eDRG): An EMC certified
add-on for generating custom reports in a variety of formats
o IGC Brava document and image viewer
o Reveille Management Console application performance management
solution

Extensibility
D2 4.1 introduces new extensibility and integration options that take D2 to a greater
level of interoperability with other applications in your environment. There are now
limitless opportunities to extend the functionality available to users within D2, to
display information coming from external data sources and to ensure that D2s
powerful configurations are applied to documents managed and controlled in other
enterprise applications. Customers and partners can take advantage of this
extensibility without sacrificing the products inherent configurability and ease of
deployment. New extensibility options include:
Bi-Directional Communication with External Widgets: External Widgets were
introduced in D2 4.0, but could only receive parameter values from other
widgets. In D2 4.1, External Widgets can now return information to internal
widgets, and can also invoke certain actions directly in the D2 Client. This
capability greatly enhances the value of external widgets for extending the
functionality and user experience in D2. For example, a point on a map widget
can be selected to initiate a search for all documents related to that location.
Unlike client applications that simply allow you to display external data,
External Widgets are first-class additions to the D2 user experience that can
seamlessly interact with your repository content. These widgets can be a
Google Gadget (with thousands to choose from), a Webapp (e.g. a JSP page),
or simply an external Web site.

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Actions and Events: A comprehensive set of JavaScript actions and events are
available to all widgets within the portal. Actions can be invoked by any
internal or external widget, based on the context, to request that a specific
action be performed by any other widget. Widgets can also subscribe to any
event available in the hub and can respond when a subscribed event is
received.. Events can invoke other actions or events or just notify other
widgets that an action has taken place.
For example, when an object (e.g. document or folder) is selected in a widget,
the widget can send D2_ACTION_LOCATE_OBJECT to request that other widgets
locate and display the same object. Similarly, a widget can subscribe to
D2_EVENT_FILTER_CHANGED event to detect when a user has changed a filter.
Actions and events applicable to a widget are selected in D2 Config when the
widget is configured. In this release, only external widgets can be configured
to send actions, but any widget can be configured to respond to events.

Figure 20: Action and Event Configuration

Published API: D2FS is the SOAP-based Web Services API upon which the D2
UI is built. This same set of services can now be used to build alternative UIs,
or invoked from an external application e.g. to ensure that D2 configurations
are applied to repository content being created by the external application.
Plug-Ins: Two types of server side plugins can be used to further enhance the
functionality of D2. Action plugins can define custom actions which can be
invoked from custom menus. Listener plugins can intercept D2 events to
extend or override their functionality.
Menu Editing: Administrators can extend the D2 Client UI with custom menus.
Menus can invoke JavaScript actions or Java classes.

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Figure 21: Menu Configuration

Enterprise Readiness
Distributed and delegated administration for configurations: Access to
configurations in D2 Config can now be filtered by application and by
administrator/user groups. This gives each business unit the ability to
manage the configurations that apply to them, without giving them access to
the entire configuration matrix.
Enhanced Electronic signature support: Additional actions can be configured
to require an electronic signature for property updates, manual lifecycle state
changes, and document distribution acknowledgement.
User preference management: A new user preference widget allows users to
manage certain display preferences, such as the number of items to show in a
paginated list and list font and row size.

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Client-side filtering for large folders and groups: When accessing a large list, a
user is prompted to enter a filter to reduce the list size. The size at which the
prompt appears is configurable.

Figure 22: Client Side Filter

Performance Improvements and Bug Fixes: A number of performance

enhancements and bug fixes were implemented in this release. When used
with Documentum 7, D2 4.1 will also benefit from scalability and performance
improvements in the Content Server.
Admin Node Widgets: A new set of administrative widgets allows
administrators using D2 Client to easily manage their own dictionaries,
taxonomies, users and groups.

Figure 23: Dictionary Admin Widget

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Figure 24: Dictionary Properties Dialog

Language Packs
Documentum D2 4.0 has Language Packs for these languages:

English

French

Italian

German

Spanish

Dutch

Brazilian Portuguese

Simplified Chinese

Japanese

Russian new in D2 4.1

References
For additional information, please refer to the following:
Guide to D2 4.1 Collateral (EMC Internal)
Documentum D2 4.1 - Another Breakthrough for Content Management (ECN)

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