OpenText Cordys 10.6 documentation : Getting Started with Document Creation

Getting Started with Document Creation

This topic describes the first few steps of creating a document.
Note

Object Template is deprecated in Cordys BOP 4.1. Use WS-AppServer Custom class instead. For more details about the deprecated feature, see the Deprecated Features section in Cordys BOP 4.1 Release Notes.

Before you begin this task:
You must have created a workspace and must have the role of Developer.

Process Platform offers different ways in which you can create documents. Newly created documents are stored in the workspace. You can choose either to place the documents directly under the project or to group them in folders in a folder structure.

This topic helps you to get started with document creation. However, it does not contain detailed end-to-end information pertaining to the creation of any specific document type, because each document has its own requirements. To know the details, refer to the procedure pertaining to that specific document.

Note:
While creating documents, ensure that you provide unique names to all the documents so that they are distinct. Even provide distinct names to folders that contain these documents. Do no repeat the name of a folder or document, even if creating it in a separate project. This is to avoid any kind of conflict pertaining to the location, during publish or use at run time. For information about making folders and documents distinct, see topic on using Qualified Names.

  1. Select one of the following starting points:

    Starting Point

    Alternative Procedures for each Starting Point

    Cordys User Start Page (CUSP) > > <Applications>

    Click (New Process Platform Document). The New Process Platform Document window box appears, displaying all the documents.

     

    1. Click ( Workspace Documents). The Workspace Documents window appears.
    2. On the toolbar, click next to and select Other. The New Process Platform Document window appears, displaying all the documents.
     

    1. Click ( Workspace Documents). The Workspace Documents window appears.
    2. Right-click Project or Folder and select New > Other. The New Process Platform Document window appears, displaying all the documents.

    Existing Document

    1. Open an existing document.
    2.On its toolbar, click (Quick Access Menu) > New. The list of documents appears.
     

    1. Open an existing document.
    2. On its toolbar, click . A new blank document of the same type appears.

    Note:
    For each fresh session of Process Platform, you will be prompted to select a Workspace on the Organize Workspaces window, before you proceed with any other activity. This is an intermediate step. To bypass this step, select the Don't ask me again option on the Organize Workspaces window.

  2. Select the document you want to create from the New Process Platform Document window. The following table lists all the available documents.

    Icon

    Document Name

    Purpose

    Action Template

    To create an action template that represents the draft of an action which can be reused.

    Application Connector

    To create a custom application connector.

    Business Calendar

    To create a business calendar.

    Business Context Model

    To model a business context.

    Business Event Response

    To create a Business Event Response that keeps track of multiple events and compares those event parameters and outcomes against a set of business rules; and takes appropriate action if the Event falls within the predefined criteria.

    Business Identifier

    To define and use Business Identifiers.

    Business Measure

    To create a Business Measure that helps measuring an aspect of a business process or any external data.

    Business Partner

    To create a business partner.

    Business Partner Category

    To create a business partner category.

    Business Process Category

    To create a business process category.

    Business Process Model

    To design, debug, and run business process models.

    Cascading Style Sheet

    To create the cascading style sheets.

    Calendar Exceptions

    To create business calendar exceptions.

    Case Model

    To design and run case models.

    Composite Control

    To create a composite control that can be used in XForms.

    Condition Template

    To create a condition template that represents the draft of a condition, which can be used as it is or can be modified and used.

    Content Map

    To create a common repository to maintain pairs of source and target values.

    Data Transformation

    To create a document that represents the transformation between the source and target data models.

    Database Metadata

    To abstract database contents and create its metadata.

    Data Quality Plan

    To create a data quality plan that helps to manage the quality of data.

    Data Quality Service

    To create a data quality plugin that helps to configure a data quality plan.

    Decision Table

    To create a decision table that contains one or more rules acting on a business object.

    Dispatch Algorithm

    To create a custom dispatch algorithm that determines to whom the message is delivered.

    Email Model

    To Create Email model on a business object.

    External Registry

    To add UDDI Registry to a Process Platform system.

    External User Interface

    To create interfaces for external web pages.

    HyperText Markup Language

    To create HTML files. Clicking this icon will open a text editor. You can create the required HTML code or copy an existing code in the editor. For help on the coding, refer to HyperText Markup Language.

    Java Archive Definition

    To create a Java Archive (.JAR) by compiling the Java sources (.java) available in the project

    Java Class Metadata

    To create a metadata of the existing Java Archive (.JAR) or Java classes (.class) on which Web services can be generated

    Java source

    To create Java sources.

    Javascript source

    To create Javascript sources. Clicking this icon will open a text editor. You can create the required Javascript code or copy an existing code in the editor. For help on the coding, refer to Javascript source

    Javascript Message Bundle

    To create Javascript Message Bundles.

    KPI

    To create KPI for monitoring and capturing process or external data source related information and triggering business actions and outbound events as specified.

    MDM Hub Data Store

    To create MDM hub data store

    MDM Model

    To create an MDM model containing hub and spoke data stores

    MDM Sequence Generator

    To generate a sequence identifier for a data entity. This ID uniquely identifies the business object

    MDM Sniffer

    To create a sniffer that tracks the changes in the data store

    MDM Spoke Data Store

    To create MDM spoke data stores

    MDM State Model

    To create an MDM State model

    MDM Subscription Handler

    To create an MDM subscription handler

    Organization Model

    To create organization models.

    Organization Unit

    To create organization units.

    Organization Unit Type

    To create organization unit types.

    Process Monitoring Object

    To create Process Monitoring Object; a set of associated attributes from a business process and the related contextual web services, which need to be monitored as a logical group.

    Role

    To create a role.

    Rule

    To create a rule that defines the business logic of a business object.

    Rule Group

    To create a rule group to organize functionally similar rules for better management.

    Schedule

    To create schedules that can trigger time-based events or processes.

    User Interface

    To create interfaces for your applications.

    Value Chain Model

    To create and model a value chain.

    Web Library Definition

    To transform a HTML file as a web document and use it in Process Platform.

    Web Service Source

    To create Web service source and plug-in the Web service sources to the Web Service Source Generation Wizard.

    Web service

    To create a container that holds generated Web service operations and their Web service interface.

    Work List

    To create a work list that acts as a container of tasks processed in a work flow, case, or any other composite application.

    WS-AppServer Package

    To create a WS-AppServer package that contains Java classes generated on database tables, custom classes, methods, attributes, schemas, and Web service operations.

    XML

    To create an XML document in Process Platform.

    XML Schema

    To create an XML schema of a document in Process Platform.

    XML Store Definition

    To store XML documents as run-time objects in XML Store.

The associated editor for the document appears.

Note:
You may notice the following variation in the way the documents are created:

  • You may need to create the document first using the associated editor and then save it.
  • You may need to save the document first and later open it and work on it.

When you try to save a document, you will be prompted to select a location to store that document. You may select an existing project or folder or create a new project or folder and save the document. As mentioned earlier, in some cases you need to save a document first and later proceed with working on it.

To distinguish the contents of one folder from another at run time, you can set Qualified Name (QN) for folders. The QN will attribute a unique name to the project contents. At run time, when you install the packaged application, this QN will prevent content overwrite. For more details, see the topic Using the Qualified Name.

For the exact procedure relevant to the document you want to create, refer to the task associated with that document (follow the hyperlink in the table).

The document is created and you can view it in Workspace Documents either in Explorer view or My Recent Documents view.

 

Related tasks

Validating a Document
Publishing a Document to an Organization
Reusing Application Artifacts
Modifying an Existing Document
Locating an Existing Document in the Workspace