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com
Designing TaskSpace
Applications
Arvindh Sabapathy Eric Bouck

Director, Software Engineering Senior Product Manager
EMC EMC
This watermark does not appear in the registered version - http://www.clicktoconvert.com
Agenda
> TaskSpace Applications

> TaskSpace Architecture
> Application Scenario
> Building the Application
© 2007 EMC Corporation

Taskspace Applications
> Taskspace is a platform to build UI for Process

Based Applications such as:
– Loan Origination, Accounts Payable, New Accounts, …
> Confluence of Process and Content
– Can handle Image/Fixed Content effectively
> Primary End User Interface for Documentum BPMS
> Enables the deployment of BPMS as a Shared
Service across the Enterprise
– Centralized Deployment
– Business Specific Application

TaskSpace Philosophy
> Develop applications through composition of

configurable components
– Components based on Documentum Forms
> Targeted towards process participants
– Supports Process Managers and Administrators
> Focused to solve a specific problem domain
– Process Oriented Content Rich Applications
– Component Templates support the problem domain
> Role Based
– Supports different experience for different roles
> Hierarchical – Specific applications from generic

> Component and Application definition is declarative

– Configuration not customization
> Platform can be extended by
– Implementing specific interfaces
• Forms Adaptors, Automated Methods, Activity
Templates
– Implementing new component types*

> Component and Application definition is declarative

– Configuration not customization
> Platform can be extended by
– Implementing specific interfaces
• Forms Adaptors, Automated Methods, Activity
Templates
– Implementing new component types*
Minimize Time to Value

Develop & Deploy Apps in 6 Weeks not 6 Months

E1
Key TCM Products
End Users Configuration / Administration

process initiators fill out forms designers model processes
customer service search / process tasks build application
supervisors manage work queues administrators monitor system
process owners report
TaskSpace Forms Process

Builder Builder
Input Integration
Captiva
Input Process
Accel Integrator
Process Document
Engine Image
Services

Slide 7
E1 need to shrink down...change graphics?

EMC, 10/24/2007
E2
Key TCM Products


Builder Builder
Streamlined UI
Input Integration
• high-volume task processing
and search-oriented interface
• integrated viewing Captiva Process
Input
• highly configurableAccel Integrator
Process Document
Engine Image
Services

Slide 8

EMC, 10/24/2007
E3
Key TCM Products


Builder Builder
Configuration, not Coding

Input Integration
• visual layout and styling
• additional template types: searches,
Captiva tasks, task lists, documents, folders, etc.
Process
Input
Accel • design both TaskSpace UIIntegrator
and e-Forms
Process Document
Engine Image
Services

Slide 9

EMC, 10/24/2007
E4
Key TCM Products


Builder Builder
Processes at the Core

Input • rich visual process design Integration
• high performance execution
• configured activities replace code
Captiva
Input Process
Accel Integrator
Process Document
Engine Image
Services

Slide 10

EMC, 10/24/2007
E5
Key TCM Products


Builder Builder
Input Integration
Efficient Image Viewing
• TIFF / PDF page serving

Captiva
Input • page pre-fetching
Process
Integrator
Accel
• predictive caching
Document
Process
Engine Image • annotation
Services

Slide 11

EMC, 10/24/2007
TaskSpace Architecture
TaskSpace Application
Components
App
Processes Tabs
Config Search Folder Task Tasklist Document
TaskSpace
Application Navigation Default Default
Config Framework Application Components, Tabs,
Framework Open Items, Tabs Config Processes
WDK
Image Presets &
Forms Library
Viewer Admin BPM Config Other Custom
Engine Svcs
Control Svcs
DFC

TaskSpace Architecture
> TaskSpace is a WDK based application with forms

based UI
> TaskSpace Application Definition is declarative
> Packaged in a DocApp of same name as application
> DocApp can package other essential entities
– Types, ACL Templates, …
> Application configuration facility built in to TaskSpace

MailManager Application Scenario
> Application to route incoming mail to the right people
Sales
? Accounting
Other

Creating the Mail Manager Application
> Create a New Taskspace Application

> Create Object Types
> Create Directory Structure
> Create Work Queues
> Create Process and Components
> Create and Configure Tabs and Roles
> Test Application

Create Application
> Application New Mail Manager

> Child of TaskSpace Application
> Inherits all the components of TaskSpace
> DocApp New Mail Manager Created in Docbase
– Contains Application Definition

Create Object Types
> mm_mail_doc
– mail_type (Purchase Order, Invoice)
– sender
– date_postmarked
– date_queued
– date_processed
> mm_mail_folder

Create Directory Structure

Create Work Queues
> Queue Policy

– mm_mail_queue_policy
> Queue Category
– mm_mail_queue_policy
> Queues
– mm_acct_queue
– mm_sales_queue
– mm_other_queue

Create Process
> Process Data Model

– Package – Variables
• mm_mail_doc • mail_type
• date_queued
• date_postmarked

Create Document View Template
> Display Document Metadata and Image

Create Task List Template
> Display list of tasks to the user

> Need to Display Attributes for each task
– Mail Type
– Sender
– Priority

Create Work Queue Template
> Displays the list of tasks in a Queue

> Need to Display Attributes for each task
– Mail Type
– Sender
– Priority
> Need to support search for tasks based on sender

Create Task Template
> User sees this when she opens a task

> Need to Display Mail Document
> Need to display actions to be performed on the task

Create Search Template
> Enables users to search for documents based on

– Displays the list of tasks in a Queue
> Need to support search for documents based on Mail
Type and Sender
> Need to Display Attributes for each mail document
– Mail Type
– Sender
– Date Postmarked
– Date Queued
– Date Processed

Create Task Template
> User sees this when she opens a task

> Need to Display Mail Document
> Need to display actions to be performed on the task

Create Process Initiation Template
> Used to launch process

> Enables users to set process variables

Create Folder Contents Template
> Used to view folders containing mail

> Need to Display Attributes for each mail document
– Mail Type
– Sender
– Date Postmarked
– Date Queued
– Date Processed
> Need to support search for documents based on Mail
Type and Sender

Add Components to Application
> Need to Add Components to TaskSpace to

configure their usage
> Components are automatically added to DocApp
> Components in an application are available to all its
child applications

Create Tabs
> Process Mail

> Search Mail
> In Process Mail
> Archived Mail
> Mail Folders

Create Role
> Mail Processor
> Users
– sales_processor
– acct_processor
– other_processor
> Assign Users to Queues

Load Sample Data

Run the Application
> Start Process

> Process Mail
> Search for Mail

Summary
> TaskSpace Applications are created by composing

configurable components
> Configuration and Administration interfaces are
included in TaskSpace
> Build role based process applications with little or no
programming
> Resources
– EMC Documentum TaskSpace Sample Application
Tutorial

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This watermark does not appear in the registered version - http://www.clicktoconvert.

Arvindh Sabapathy Eric Bouck

> TaskSpace Applications

© 2007 EMC Corporation

> Taskspace is a platform to build UI for Process

© 2007 EMC Corporation

> Develop applications through composition of

© 2007 EMC Corporation

> Component and Application definition is declarative

© 2007 EMC Corporation

> Component and Application definition is declarative

Minimize Time to Value

© 2007 EMC Corporation

Key TCM Products

End Users Configuration / Administration

TaskSpace Forms Process

© 2007 EMC Corporation

E1 need to shrink down...change graphics?

Key TCM Products

End Users Configuration / Administration

TaskSpace Forms Process

© 2007 EMC Corporation

E2 need to shrink down...change graphics?

Key TCM Products

End Users Configuration / Administration

TaskSpace Forms Process

Configuration, not Coding

© 2007 EMC Corporation

E3 need to shrink down...change graphics?

Key TCM Products

End Users Configuration / Administration

TaskSpace Forms Process

Processes at the Core

© 2007 EMC Corporation

E4 need to shrink down...change graphics?

Key TCM Products

End Users Configuration / Administration

TaskSpace Forms Process

• TIFF / PDF page serving

© 2007 EMC Corporation

E5 need to shrink down...change graphics?

© 2007 EMC Corporation

> TaskSpace is a WDK based application with forms

© 2007 EMC Corporation

MailManager Application Scenario

> Application to route incoming mail to the right people

© 2007 EMC Corporation

Creating the Mail Manager Application

> Create a New Taskspace Application

© 2007 EMC Corporation

> Application New Mail Manager

© 2007 EMC Corporation

Create Object Types

© 2007 EMC Corporation

Create Directory Structure

© 2007 EMC Corporation

Create Work Queues

> Queue Policy

© 2007 EMC Corporation

> Process Data Model

© 2007 EMC Corporation

Create Document View Template

> Display Document Metadata and Image