
We define a dossier search which will find the top-level folder of the dossier by providing a specific folder class and search criteria like Customer Number.
You: Search functionality is provided out of the box. To open a dossier, we first need to search for it and then open it in the provided view to work on it. The only functionality we have to add is setting the root of the folder tree to the top level folder of a dossier.
We will use the feature extension point of ICN to provide a customized browse feature pane.
Client: Next, we want a view to show the dossier similar to the screenshot above. You: This Action will trigger a custom midtier service, which will create the subfolder structure of the dossier. We will reuse this dialog to add the top level folder of the dossier. You: We will extend the upper toolbar and add a Create Dossier Action button, which opens a customized Add-Content-Item-Dialog, a standard ICN widget for adding items to a repository.
All dossiers must have the same folder substructure.
Client: First, we want a function to create a dossier for a new customer. What basic functionality and views does your client need for the dossier management solution? So the question is, what do we need beyond ICN’s standard functionality? This dialog is following: OK, now you have made your client curious and they will ask you to give an idea, how this could be accomplished. How would you respond? Something like, well, that is a challenge and I gotta ask my service colleagues ?! - Ha, no - hopefully something like “Sure, we can!” A folder substructure to organize the dossier’s documents. Properties like customer name, customer number, company. Technically the top level folder “John Smith” represents the dossier. The picture above shows the dossier of customer John Smith. The basic idea of a dossier is to get a structured view of the documents in your repository according to a primary order principle like, all documents of a customer or all documents of an employee etc. The client asks if ICN can cope with that requirement and asks you to provide a user interface similar to the following – What would you respond? And the client responds: Well, that’s really nice, but our end users are used to work with special views on the documents of our customers, that we call customer dossiers. Imaging you go to a client and make a presentation about IBM Content Navigator, telling them great stories about an excellent cutting-edge user interface experience. Imagine you have to build a Dossier Management solution (in German word: Aktenverwaltung) – Can you do this with ICN? – Yes, you can! – If you don’t know how or you just want to see a compelling sample of how easy and fast ICN can be extended and adapted to get a new custom solution, keep reading…. It is also a framework which enables you to customize and extend standard functionality. IBM Content Navigator (ICN) is a ready to use state-of-the art user interface for enterprise content management (ECM) solutions.
He holds a Master Degree in Computer Science of the University of Ulm. Rainer has been with IBM for three years and previously worked for IBM FileNet Business Partners for seven years.
#DOSSIER EXAMPLE SOFTWARE#
He has ten years of software engineering experience in the ECM field including consulting, design, development, installation and integration with strong focus in client development for ECM systems. Rainer Mueller-Maechler is a Senior IT Specialist with IBM Software Group in Zurich, Switzerland.