Mobile Workdesk Jumpstart 05 November, 2013 Gi Lee Principal Solutions Engineer Zia Consulting

Agenda Introduction Overview Architecture Configuration Jumpstart

Introduction Gi Lee Solutions Engineer & Team Lead Technical Architect

Overview What is Mobile Workdesk? Why Mobile Workdesk? Sales Enablement Contract Management …

Mobile Workdesk Server Centralized Administration & Configuration Configuration vs. Coding Provides: Role Management Search Templates Contextual / Personalized Views

Mobile Workdesk App “Shell” Mobile Application CMIS 1.0 Compliant Client Does not require Mobile Workdesk Server

MWD.app w/o MWD Server Simple Browse Simple Search

MWD.app + MWD Server Role and Use-Case Based: Browse Content Processing and Virtual Folders Content Searching

Mobile Workdesk Server Sales Customers Claims Mobile Workdesk Server Personalization Business Roles Business Users

Architecture

Architecture

Jumpstart Mobile Workdesk Server Configuration Static Configuration Role-Based Configuration

Static Configuration One configuration for all users Same browse location Same virtual folders Same search templates Simple to configure

Static Configuration Configuration = 1 file <mwd.war>/WEB-INF/app-context.xml No database configuration needed No roles Workdesk is not needed to configure

Browse Identify a startup folder Configure app-context.xml Deploy changes

Browse app-context.xml <bean id="browseHandler” class="com.wewebu.mwd.service.browse.BrowseHandler”> <property name="categoryId" value="browse.id" /> <property name="uploadDocTypeId” value="cmis:document" /> <property name="startupFolder" value="/sites/sales/documentLibrary" /> <property name="repositoryId" value=“${REPO_ID}" /> </bean>

Search Identify search templates Create search template XML(s) Add strings to oecmcustomlocalize_XX .properties Configure app-context.xml Deploy changes

Search Displays ALL search template XML files located at <mwd.war>/WEB-INF/<conf_name>/ owsearchtemplates app-context.xml <bean id="searchHandler" class="com.wewebu.mwd… .SearchServiceHandler"> <property name="categoryId" value="search.id" /> </bean>

Virtual Folders Identify virtual views Create Virtual View XML Add strings to oecmcustomlocalize_XX .properties Configure app-context.xml Deploy changes

Virtual Folders app-context.xml <bean name="vfHandler” class="com.wewebu.mwd….VirtualStructureHandler”> <property name="categoryId" value="virtualStruct.id" /> <property name="virtualFolderNames"> <list> <value>cold_call_list.xml</value> … snip … <value>virtualfolder_publisherjournal.xml</value> </list> </property> </bean>

Static Configuration Review Simple Spring-bean configuration Only allows for one configuration

Role-Based Configuration Multiple configurations for multiple business roles and/or use cases Different startup folders Different virtual views Different searches Right-content for the right people

Role-Based Configuration <mwd.war>/WEB-INF/app-context.xml DB Role Manager Workdesk is needed for configuration Role Management – reuse OR separate

Browse Sales Role XYZ Project X

Browse – Part 1 app-context.xml <bean id="browseHandler” class="com.wewebu.mwd.service.browse.BrowseHandler”> <property name="categoryId" value="browse.id" /> <property name="uploadDocTypeId” value="cmis:document" /> <property name="startupFolder" value="/sites" /> <property name="repositoryId" value=“${REPO_ID}" /> </bean>

Browse – Part 2

Browse - Role-Based Configuration Part 3 Startup Folder Format: /<CMIS_REPOSITORY_ID/path/to/folder /bf704e69-acd5-4a92-b592-a212cfca5c5b/Sites/sales/documentLibrary Default Configuration: OW_Authenticated

Search Sales Role XYZ Project X

Search – Role-Based Configuration app-context.xml – No Changes <bean id="searchHandler" class="com.wewebu….search.SearchServiceHandler”> <property name="categoryId” value="search.id" /> </bean>

Search

Virtual Folders Sales Role XYZ Project X

Virtual Folders app-context.xml <bean name="vfHandler” class="com.wewebu.mwd….VirtualStructureHandler"> <property name="categoryId" value="virtualStruct.id" /> <property name="virtualFolderNames"> <list> <value>virtualfolder_contracts.xml</value> <value>virtualfolder_publisherjournal.xml</value> </list> </property> </bean>

Virtual Folders

Role-Based Configuration Review Minimal Spring-bean configuration Role-based configuration via Workdesk UI Provide Efficient Access to Content Right-content for the right people

Questions? gi.lee@ziaconsulting.com