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Building

a

EMC

Documentum
®

®

Composer

ersion

V

6

.

5

SP2

Documentum

Application

P

/

N

300

-

009

-

T

utorial

464

A01

EMC

Corporation

Corporate

Headquarters:

Hopkinton,

MA

01748

-

9103

1

-

508

-

435

-

1000

www

.

EMC

.

com

Copyright

©

2009

EMC

Corporation

.All

rights

reserv

ed

.

Published

June

2009

EMC

believ

es

the

information

in

this

publication

is

accurate

as

of

its

publication

date

.The

information

is

subject

to

change

THE

without

notice

.

INFORMA

TION

IN

THIS

PUBLICA

TION

IS

PROVIDED

AS

IS

.

EMC

TION CORPORA

MAKES

NO

REPRESENT

A

TIONS

OR

ARRANTIES

W

OF

ANY

KIND

WITH

RESPECT

TO

THE

INFORMA

TION

IN

THIS

PUBLICA

TION,

AND

SPECIFICALL

Y

Use,

DISCLAIMS

IMPLIED

and

W

of

ARRANTIES

copying,

distribution

any

EMC

OF

MERCHANT

softw

are

in

ABILITY

described

this

OR

FITNESS

FOR

A

ARTICULAR

P

PURPOSE

.

publication

requires

an

applicable

softw

are

license

.

For

the

most

up

-

to

-

date

listing

of

EMC

product

names,

see

EMC

Corporation

rademarks

T

on

EMC

.

com

.

All

other

trademarks

used

herein

are

the

property

of

their

respectiv

e

owners

.

T

able

of

Contents

ChapterCreating

the

insurance

claims

 

application.

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Prerequisites

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.5

Configuring

the

connection

broker

in

dfc

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properties

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.5

Creating

the

Composer

project

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.6

Creating

the

type

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.7

Creating

the

installation

parameters

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Creating

the

alias

set

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.13

Creating

the

permission

sets

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.15

Creating

the

lifecycle

 

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.17

T

Installing

the

our

esting

y

project

to

a

repository

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Documentum

application

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in

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W

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ebtop

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.22

.20

Building

a

Documentum

application

tutorial3

able

T

of

Contents

4Building

a

Documentum

application

tutorial

application

Creating

the

insurance

This

tutorial

describes

how

to

build

a

sample

Documentum

claims

application

in

Composer

,

install

it

to

a

y

repository

create

and

,

ou

will

when

use

the

custom

going

artifacts

the

within

W

tutorial:

ebtop

through

.The

following

list

describes

the

artifacts

that

•A

custom

type,

insurance

_

claim,

represents

an

insurance

claim

form

.

•A

lifecycle,

claim

_

lifecycle,

contains

the

states

that

support

a

typical

insurance

claim

process

.

 

Objects

of

type

insurance

_

claim

are

attached

to

this

lifecycle

.

•T

w

o

permission

set

templates,

claim

processors

and

claim

adjudicators,

that

define

users

who

   

_

 

_

 

can

process

and

approv

e

the

insurance

claims

that

are

attached

to

the

claim

_

lifecycle

lifecycle

.

•An

alias

set,

claim

_

aliasset,

is

used

in

conjunction

with

the

tw

o

permission

sets,

so

that

the

specify

o

application

does

parameters,

hav

to

not

for

e

processing

define

specific

the

_

alias

parameter

users

during

at

and

adjudication

time

design

•T

w

installation

the

v

alues

the

aliases

in

set

installation

time

.

_

.

parameter

,

allow

y

ou

Prerequisites

tutorial,

This

tutorial

is

make

tested

sure

y

and

ou

hav

v

e

erified

only

in

the

a

completed

6

ersion

following

v

.

5

tasks:

SP2

environment

.Before

beginning

the

to

•Obtain

access

to

a

Documentum

6

.

5

repository

.

•Obtain

access

to

a

ebtop

W

installation

that

is

connected

to

the

Documentum

6

.

5

repository

.

•Install

Composer

6

.

5

SP2

on

y

our

system

.

•Configure

the

connection

broker

in

dfc

.

properties

for

y

our

Composer

installation

.

Configuring

the

connection

broker

in

dfc

properties .

T

the

Repository

Configuring

configure

the

the

ou

access

y

connection

handled

need

is

to

by

specify

the

broker

connection

broker:

Documentum

the

IP

address

for

connection

the

broker

.Before

.

first

time,

connect

broker

o

y

ou

start

Composer

for

Building

a

Documentum

application

tutorial5

Creating

the

insurance

claims

application

.Edit 1

the

dfc

.

properties

file

in

the

<Composer

_

root>\plugins\com

.

emc

.

ide

.

external

.

dfc

_

1

.

00\documentum

.

config

directory

and

specify

the

host

or

IP

address

for

the

dfc

.

docbroker

.

host[0]

property

.For

example:

 

dfc

.

docbroker

.

host[0]

=

123

.

45

.

6

.

789

.Sav 2

e

y

our

changes

.

Creating

the

Composer

project

 

A

Composer

project

contains

a

logical

set

of

artifacts

that

function

together

to

fulfill

a

business

need

.

Y

ou

must

create

a

project

before

creating

the

artifacts

.

T

o

create

the

Composer

project:

   

.Start

Composer 1

and

select

a

w

orkspace

.

.Start 2

a

new

project

by

clicking

the

File

>

New

>

Project

.

.

.

menu

item

.The

New

Project

wizard

 

appears

.

3

.Select

Documentum

Project

>

Documentum

Project

and

click

Next

.

Documentum Project > Documentum Project and click Next . 4 .In the Project Name field, type

4

.In

the

Project

Name

field,

type

moments

to

create

the

project

.

InsuranceApp

and

click

Finish

.Composer

will

take

a

few

6Building

a

Documentum

application

tutorial

Creating

the

insurance

claims

application

5

.If

y

ou

are

perspectiv

e

prompted

to

switch

that

to

enables

features

the

are

Documentum

Artifacts

perspectiv

e,

click

Y

es

.This

useful

in

creating

Documentum

applications

.Y

our

new

project

appears

in

the

Documentum

Navigator

view

of

Composer

.

 
 

Creating

the

type

 

When

the

project

is

created,

y

ou

can

now

add

artifacts

to

it

.The

insurance

claim

type

represents

the

insurance

claim

forms

that

get

submitted

by

health

care

offices

.Documents

of

this

type

need

to

be

processed

and

review

ed

before

being

paid

out

by

the

insurance

provider

.

T

o

create

the

type:

.In 1

select

the

New

.

Documentum

>

Other

.

.

.The

Navigator

New

view

,

right

-

click

wizard

appears

.

the

InsuranceApp

>

Artifacts

>

T

ypes

folder

and

.Select 2

Documentum

Artifact

>

T

ype

from

the

list

and

click

Next

.

.In 3

the

Artifact

name

field,

type

insurance

_

claim

and

click

Finish

.

.On 4

the

General

tab,

click

Select

.

.

.

for

the

Supertype

field,

select

dm

_

document

from

the

list,

and

click

OK

.

Building

a

Documentum

application

tutorial7

Creating

the

insurance

claims

application

Creating the insurance claims application 6 5 .In .On the the Attributes — Structure status section,

6

5

.In

.On

the

the

Attributes

Structure

status

section,

tab,

click

New

and

the

select

newattribute1

v

alues

for

the

from

the

specify

following

fields:

•Name

•Data

type

STRING

•Length

20

list

8Building

a

on

the

left

.

Documentum

application

tutorial

Creating

the

insurance

claims

application

Creating the insurance claims application 7 .Expand alue V the T status attribute able node and

7

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alue

V

the

T

status

attribute

able

node

and

appear

click

on

Mapping

sections

the

on

alue

V

mapping

right

side

.

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Conditional

Assistance

and

alue V mapping right side . .The Conditional Assistance and .Clickonthe FixedList radiobuttonandtype 9 8 .In

.ClickontheFixedListradiobuttonandtype 9

8

.In

the

Conditional

Assistance

section,

click

on

New

.

.

.

.

Submitted,Processing,Adjudication,Paid,Denied

for

the

alues

V

field

.This

list

populates

a

drop

down

menu

where

the

user

can

select

the

status

during

the

creation

of

an

insurance

claim

document

in

W

ebtop

.

Building

a

Documentum

application

tutorial9

Creating

the

insurance

claims

application

Creating the insurance claims application 10 11 .Select the List is complete for the status the

10

11

.Select

the

List

is

complete

for

the

status

the

list

New

to

button

attribute

.

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in

the

the

four

according

newattribute2

checkbox

and

click

OK

.

information

more

times

and

specify

below:

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•Name

type

date

_

of

_

service

TIME

newattribute3

•Name

physician

name

_

•Data

type

STRING

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50

newattribute4

 

•Name

patient

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name

•Data

type

STRING

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50

newattribute5

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procedure

code

_

This

prev

ents

any

custom

input

to

be

entered

attribute

properties

for

each

new

attribute

item

 

•Data

type

INTEGER —

 

12

.In

the

Display

configuration

list

section

of

the

Display

tab,

click

New

.

.

.

.The

Display

 

Configuration

window

appears

.This

window

lets

y

ou

configure

a

new

view

in

ebtop

W

so

the

custom

attributes

are

display

ed

when

an

insurance

_

claim

object’

s

properties

are

view

ed

.

Configuration 13

.In

the

Label

field,

type

Insuranceclaimattributes

.This

will

be

the

name

 

of

the

tab

as

display

ed

in

ebtop

W

.

10Building

Documentum a

application

tutorial

Creating

the

insurance

claims

application

.This field Label ype T the for claim Insurance type section, Display Interface Application the
.This
field
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ype
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the
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claim
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type
section,
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Interface
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16
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then
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click
and
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code,
_
procedure
name,
_
name,physician
_
service,patient
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of
_
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list
the
in
attributes
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of
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created
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y
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only
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list
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box
check
only
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the 14
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text

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display

ed

in

the

drop

down

menu

when

selecting

a

type

for

a

new

document

in

ebtop

W

.

menu when selecting a type for a new document in ebtop W . 17 .Sav e

17

.Sav

e

the

type

.

Building

a

Documentum

application

tutorial1

1

Creating

the

insurance

claims

application

 

18

.Check

the

Problems

tab

to

see

if

there

are

any

errors

 

with

the

type

.If

there

are

errors,

make

sure

 

y

ou

hav

e

completed

all

of

the

necessary

steps

abov

e

.