8/11/2019 65088881 What is Filenet P8

1/34

What is Filenet P8?

The FileNet P8 family of products includes back-end services, development tools, and

applications that

address enterprise content and process management requirements. This section presents

informationabout features and product capabilities. The rchitecture section includes an architectural

overvie! of the FileNet P8 platform components.

What is document?

"ost users think of a document as a file they create !ith an application such as #ord. The

user stores the document in the document management system so that a history of changes to the

document is maintained and the document can be easily found and edited. $sers !ho designenterprise

content management applications and those !ho manage them !ill need to understand ho!documents

can be leveraged to support a variety of application needs. document might be used tomaintain a

traditional electronic file as !ell as other types of data, such as an %"& document or content that

ismanaged in an e'ternal repository. (ocuments)

* +ave system properties that the system manages automatically, such as (ate reated.

* an have custom properties for storing business-related metadata about the document.* re secured.

* an have content that can be inde'ed for searching.

* an point to content that is outside of the obect store e'ternal content/.an have no content metadata only/.* an be versioned to maintain a history of the content over time.

* an be filed in folders.

* an have a lifecycle.* an participate in business processes as !orkflo! attachments.

* an generate server events !hen they are created, modified, or deleted. These events are then

usedto customi0e behavior.

* an be rendered to different formats, such as P(F and +T"&.

* an be published to a #eb site.

* an be annotated.* an be audited.

What is Folder?

folder is a container that is used to group other obects. Folders are the primary mechanism

through !hich users access documents. $sers typically think of folders as a place !here

8/11/2019 65088881 What is Filenet P8

2/34

documents are

stored1, ho!ever, filing documents in multiple folders does not create e'tra copies of those

documents, butrather creates a logical association bet!een the folder and the document. Folders)

* +ave system properties that the system manages automatically, such as (ate reated.

* an have custom properties for storing business-related metadata.* re secured.

* re hierarchical, in the sense that a folder can have subfolders.

* an contain documents and custom obects.* an generate server events !hen they are created, modified, or deleted. These events are then

used

to customi0e behavior.

* an be annotated.

What is Annotation?

n annotation obect, illustrated at right, represents

incidental information that can be attached to an obect for thepurpose of annotating or footnoting that obect. 2ou can associate

annotations !ith custom obects, documents, and folders.

nnotations)* re independently securable. (efault security is provided by

the class and by the annotated obect. n annotation can

optionally have a security policy assigned to it.* an have subclasses.

* an have 0ero or more associated content elements, and the

content need not have the same format as its annotatedobect.* re uniquely associated !ith a single document version, and

thus are not versioned !hen a document version is updated.

* an be modified and deleted independently of the annotated obect.* an be searched for and retrieved !ith an ad hoc query.

* an subscribe to server-side events that fire !hen an action such as creating an annotation/

occurs.* an participate in a link relationship.

* an be audited.

What is CustomeObject?

custom obect is used to store and manage data that does not have content and thusdoesn3t support versioning/ or a lifecycle. For e'ample, a customer might be represented in the

obect store

as a custom obect because there is no requirement for content. ustom obects)* +ave system properties that the system manages automatically, such as (ate reated.

8/11/2019 65088881 What is Filenet P8

3/34

* an have custom properties for storing business-related metadata.

* re secured.

* an participate in business processes as !orkflo! attachments.* an generate server events !hen they are created, modified, or deleted. These events are then

used

to customi0e behavior.

What is Properties ?

ontent 4ngine obect properties can be used to reference obects that reside in any obect stores

!ithin the same FileNet P8 domain.Properties have a type, !hich can be 5inary, 5oolean, 6tring, (ateTime, 7nteger, Float, 7(, and

bect.

bect-valued properties are useful for defining relationships bet!een obects. The ustomerproperty

sho!n in the loan e'ample in the previous section illustrates ho! both the &oan and the &oanpplication can point to the same ustomer obect. The properties that are associated !ith

obects can have a single value or multiple values. For e'ample, you might define a multi-valuedproperty named Telephone Numbers in !hich multiple telephone numbers, such as home and

cell phone numbers, are stored. 2ou can then search for obects by creating a search e'pression

that searches for more than one value for the same property.Properties can also be configured to have default values that are set !hen a ne! obect is created.

7n

addition, the system can be configured to restrict the values for the property to a choice list. choice list is a list of possible values that the user can select from !hen assigning a value to the

property.

What is Event and Subscription?

4vents provide a mechanism for initiating actions that are invoked !hen obects are created andmodified in, and deleted from, an obect store. For e'ample, creating a document in an obect

store triggers a create event, !hich launches a !orkflo! that approves the ne! document and

posts the approved content to a #eb site.

subscription is the association of a particular event trigger !ith an event action. 7n the previous

e'ample, create is the event trigger and the event action is the !orkflo! launch. "any different

subscriptions might be associated !ith a particular event trigger. The follo!ing diagramillustrates ho! several events might be triggered !hen a ne! loan application document is

created in an obect store.

what is Lie C!cles?

8/11/2019 65088881 What is Filenet P8

4/34

dministrators can use document lifecycles to define a sequential set of states that a document

!ill go through over its lifetime, as !ell as the actions that are triggered !hen it transitions from

one state to another. user or application can 9promote: or 9demote: an obect to move itfor!ard and back!ard in its lifecycle.

&ife ycle ctions are promote or (emote. nd life cycle states are ;. (raft .Publish and ?. lose

What is Search?

ontent 4ngine supports property and content-based searching. @ey capabilities of searchinclude the

follo!ing)

* single search can span multiple obect stores in different databases.* #orkplace users can search for documents, folders, and custom obects. 6earches can be

designed tospecify multiple folders, including a common folder name used in multiple obect stores.

* ontent-based searching using 75" FileNet P8 ontent 6earch 4ngine supports e'tensivecontent

search capabilities that account for misspelled !ords, typographical errors, phonetic searching,

!ordstem searching, synonym e'pansion, and !ildcard searching.

* ontent searches return matches on properties and content.

6earch results can optionally be displayed in a 9document summary: format, !hich includes abrief te't summary e'tracted from result documents.

* 6earch results can be ranked by relevancy.

* 6earching makes use of the utonomy multilingual features.* 5ulk operations can be performed on search results in 4nterprise "anager, !here theoperations can

be scripted, or selected from a set of predefined operations such as delete, cancel checkout, file,

unfile, and change security.* 6earches can be created and stored for easy e'ecution of common queries.

* 6earch templates provide a simple user interface for entering search criteria.

* 6hortcuts to searches can be saved so it is easy to find them later.* 6earches can be e'panded to retrieve documents, folders, and custom obects in the same

search

specification.

What is "ersionin#?

2ou can create different versions of content to maintain a history of changes and to control

!hich users can change the content at a given time. The set of versions for a single document is

called a version series.ontent 4ngine supports a t!o-level versioning scheme, in !hich a document version is either a

8/11/2019 65088881 What is Filenet P8

5/34

maor or minor version. "inor versions typically denote an 9in-progress: document, !hereas a

maor version typically denotes a completed document. 7n addition to version numbers, the

system maintains a state property indicating the current state of each version of the document, asfollo!s)

* 7n Process A !ork in progress version. nly one version of a version series can be in this

state.* =eservation A document currently checked out for modification. nly the latest version of a

version series can be in this state.

* =eleased A document released as a maor version. nly one maor version of a version seriescan

be in this state.

* 6uperseded A version superseded by another version. "any versions in the version series can

besuperseded.

What is FE$ %File&et Enterprise $ana#er'?

4nterprise "anager is a "icrosoft "anagement onsole ""/ based tool that administratorsuse to

manage ontent 4ngine. 4nterprise "anager provides a graphical, !i0ard-based user interface to

performthe follo!ing tasks)

* reate and manage obect stores and file stores

* reate and manage classes and properties* reate and manage security policies and default security for obect authori0ation

* reate and manage lifecycle policies

* reate and manage event subscriptions* 7mport and e'port obects and metadata definitions as %"&* 6earch and perform bulk updates on search results

* onfigure %"& classification

* Perform document management tasks for e'ample, checkin and checkout/* onfigure trace logging

P8 Core Components

FileNet P8 core components) ;. ontent 4ngine 4/ . Process

4ngine P4/

Content En#ine

ontent 4ngine is designed to handle the heavy demands of a large enterprise. 7t is capable ofmanaging enterprise-!ide !orkflo! obects, custom obects, and documents by offering

po!erful and easy-to-use administration tools. $sing these tools, an administrator can create and

manage the classes, properties, storage, and metadata that form the foundation of an 4nterpriseontent "anagement system.

8/11/2019 65088881 What is Filenet P8

6/34

(e! architectural aspects include)bect-oriented, e'tensible metadata model A 4nables

ontent 4ngine to provide comple' andfle'ible data representation1 and a rich event frame!ork provides the means to trigger an action

in

response to activities performed against ontent 4ngine obects.Application Pro#rammin# *nteraces %AP*s'A Provide an e'tensible platform for

development

and cross-repository queries, and lets administrators configure systems programmatically. BavaP7 provides a rich set of Bava classes !hich map to obect store obects, such as (ocument,

Folder, or Property (escription1 a #eb 6ervice P7 allo!s customers to author applications in a

platform and language independent manner by e'posing the obect model in a small number ofgeneric methods suitable for deployment in a #eb environment1 a .N4T P7 !hich is

functionally

equivalent to the Bava P7/ provides for development of applications using the .N4T platform.

+,EE-compliant application serverA ffers reliability, scalability, and high availability

features, as !ell as support for a !ide range of operating system platforms, application servers,and

database technologies.

ScalableA an be deployed to suit the demands of the enterprise. s the enterpriseCs needs

change, you can reconfigure the system by replacing, adding, or removing servers or applications

!ithout bringing the system do!n. 2ou can add members to #eb server farms and ontent4ngine

server farms at any time.

.nicode-basedA $nicode is a universal character encoding standard that enables ontent4ngine

to be targeted to multiple platforms, languages, and countries !ithout re-engineering, and it

allo!sdata to be transported through many different systems !ithout corruption.

Process En#ineProcess 4ngine provides soft!are services for managing all aspects of business

processes also called !orkflo!s/, such as process e'ecution, process routing, rulesmanagement, process simulation and modeling, and !orkflo! analysis. Process 4ngine

components allo! you to create, modify, and manage !orkflo!s implemented by applications,

enterprise users, or e'ternal users such as partners and customers/.

The preceding diagram includes the follo!ing services and management components)

* Process 6ervice A The core of the business process management system. 7t provides !orkflo!

services on behalf of Process 4ngine.* 4-mail Notification A 4nables automatic transmission of e-mail to users !hen specified

processrelated events occur1 e-mail notification can also be used to track !orkflo!s.* =ules onnectivity Frame!ork A Provides a frame!ork for rules integration. process

designer or

business analyst creates business rules using rules soft!are acquired from another vendor and

associates the rules !ith the steps of a !orkflo!. #hen a running !orkflo! encounters a rule,Process

8/11/2019 65088881 What is Filenet P8

7/34

4ngine sends a request to the =ules &istener to e'ecute a rule set. =ules &istener e'ecutes the

rules

in the rule set and returns the results to Process 4ngine. The rules engine provider mustimplement a

specific P7 in order to integrate !ith Process 4ngine.

* Process Task "anager A Provides administrative tools for configuring and managing process-related

services on the Process 4ngine server.

* Process naly0er A Provides analysis capabilities to determine cycle times, find bottlenecks,and

generate reports and charts to analy0e the processes deployed in the Process 4ngine system.

* Process 6imulator A llo!s you to simulate processes or perform 9!hat-if: scenarios !ith

hypothetical or historical data.#orkflo! database A ontains Process 4ngine configuration information as !ell as running

instances of !orkflo!s.

* omponent 7ntegrator A Provides an e'tensible integration frame!ork that allo!s you to easily

create connectors. Bava and B"6 adaptors are ready for you to use !ithout modification.* Process #eb 6ervices A Provides a #eb services P7 to Process 4ngine.

* #orkflo! auto-launch A 4vent-driven component that launches !orkflo!s in the Process4ngine

system. 2ou can configure this component to launch a specific !orkflo! in response to specific

events. For e'ample, filing a document in a folder might launch a revie! process in the Process4ngine system.

* (irectory 6ervices A (irectory service functionality is accessed through the ontent 4ngine

server.

ontent 4ngine supports several &(P providers and single-sign-on 66/ functionality. Thispassthrough approach simplifies directory services configuration by centrali0ing it for both

ontent 4ngine and Process 4ngine.

Application En#inepplication 4ngine is the FileNet P8 component that hosts the #orkplace

#eb application, #orkplace ava applets, and application development tools. 7t is the

presentation layer for both process and content. pplication 4ngine protects user credentialspassed bet!een #orkplace and ontent 4ngine and, if configured, provides 66& security.

The services and applications included in pplication 4ngine are)

* #orkplace A n end-user #eb application that provides access to the document managementcapabilities and is tightly integrated !ith the business process management capabilities of

FileNet P8.#orkplace also supports e'tended FileNet P8 capabilities such as forms

management, recordsmanagement, and portals.

Wor/place 01#orkplace %T is an optional FileNet P8 component similar to pplication4ngine/ that hosts the #orkplace %T #eb application, providing access to the process and

content functionality of FileNet P8. 2ou can install #orkplace %T in addition to or in place of

pplication 4ngine. #orkplace %T protects user credentials passed bet!een #orkplace %T and

ontent 4ngine and, if configured, provides 66& security.

8/11/2019 65088881 What is Filenet P8

8/34

2endition En#ine

=endition 4ngine converts documents from a variety of formats, such as those produced by

ffice programs #ord, 4'cel, Po!erPoint/ to P(F and +T"& formats. "ultiple =endition

4ngines can be configured to support large numbers of conversion requests.

n application requests that a document be published by submitting a publish request through

one of the FileNet P8 P7s. publish request might simply create a copy of the document in ane! folder, !ith ne! security attributes, or it might also transform the document content to

another format +T"& or P(F/. The publish request is queued in the ontent 4ngine server.

The publishing background task dequeues the publish request and calls the appropriate

publishing event handler. 7f a format conversion is a part of the publish request, then the handlersends the document to the =endition 4ngine server to perform the necessary transformation.

P8 Installation involves these steps:

1. Install & configure CE::

a) Install Content Engineb) Install FileNet Enterprise Managerc) Install Content Engine software updatesd) Install ECM Centera SD librar! filese) Configure Content Engine instancesi) Delete e"isting data sources as neededii) #rant per$issions to t%e Configuration Manager useriii) Configure instances using t%e grap%ical user interfacei) Configure instances using t%e co$$and line interfacef) Install t%e latest Content Searc% Engine Client files on Content Engine ser'ersg) Install t%e latest (rocess Engine Client files on Content Engine ser'ers%) Deplo! Content Engine instancesi) Install i'oli Storage Manager client and add nati'e *(I librar! pat%s +,ebSp%ere)

-) Install i'oli Storage Manager client and add nati'e *(I librar! pat%s +,ebogic)/) Install i'oli Storage Manager client and add nati'e *(I librar! pat%s +0oss)l) Co$plete Content Engine post2deplo!$ent steps$) Establis% t%e FileNet (3 do$ain and #lobal Configuration Data +#CD)n) Create t%e data sources for an ob-ect storeo) Create t%e initial ob-ect storep) erif! t%e Content Engine installation

4. Install and configure Content Searc% Engine::a) Install Content Searc% Engineb) Configure Content Searc% Enginec) Create a Content Searc% Engine collections director!d) Configure Content Engine for content2based retrie'ale) erif! t%e Content Searc% Engine installation

5) Install and configure (rocess Engine::

8/11/2019 65088881 What is Filenet P8

9/34

a) Install (rocess Engineb) Install (rocess Engine software updatesc) Install t%e latest Content Engine Client files on (rocess Engine ser'ersd) Configure (rocess as/ Managere) Co$plete post2installation (rocess Engine configuration

6) Install and configure *pplication Engine::a) Install *pplication Engineb) Install *pplication Engine Software 7pdatesc) Install Content Engine Client file updatesd) Install (rocess Engine Client file updatese) Configure *pplication Enginef) Deplo! *pplication Engine +c%oice of ur ser'er)

8) Configuration and startup tas/s::a) Set *pplication Engine bootstrap preferencesb) Create a (rocess Engine isolated regionc) Create a (rocess Engine Connection (oint

d) Configure t%e (rocess Engine connection point for *pplication Enginee) Set up Content Engine and client transport SS securit!f) Set up *pplication Engine SS securit!

g) (erfor$ additional configuration tas/s .

Create Object Store in File&et usin# FE$

;/ "ust ) reate D( database in separate table space D&5& database/

/ 6teps ) reate the oracle user, configure the % and Non-% data source for that user under

#6 , and test the connection

?/ Then move on to F4" and create obect store by supplying correct data source name. This is

applicable to D( too.

E/ 7f the bect store creation !i0ard fails, make sure you request (5 to drop clean that table

space and then try.

G/ make sure you create a folder called ars on 4 server and drop the correct version dbc driverfile and update the #6 env.

8/11/2019 65088881 What is Filenet P8

10/34

File&et *nterview 3uestions

*nterview 3uestions depends on ur proile4 the area on which u have wor/ed on555551here

are ew basic 6ustions4 which * #ot in last 7 rs o *nterviews )-'

;. #hat is 4"H. +o! 4 n 4 or 4 n P4 communicate !ith each othersH?. #hich protocol got used !hile communicationH

E. #hih version of FileNt u have usedH

G. (iff b! >.E and ?.IH

J. (iff b! ustom bect, n Flder and (ocumentH8. (escibe #ork 7tem, #orkflo! definitions, Kueue, =oster and #orkFlo!H

L. (ocument Mersioning meansH 6uperseedd means..H

;I. ther than this, they can ask for 4P4 P7sH;;. 7f you have !orked on Process (esigner, then +o! to create !orkFlo!s, +o! to route them,

!here to put security, !here to add attachment etc..........

Fell free to askpost more if you have any....

What is 9PF?

FileNet 5PF provides a configurable frame!ork for rapid development of 5P" application.

5PF #eb pplication, an a' based application provides a user friendly interface to thebusiness users.

long !ith the pre defined screens and functionality, FileNet 5PF provides a frame!ork todevelop and customi0e the application to meet business requirement.

FileNet 5PF has t!o components)

;. 5PF #eb pplication) (eployed on a B

8/11/2019 65088881 What is Filenet P8

11/34

75" launched #orkplace %T to compete !ith documentum and lfresco, !ho has similar !eb

interfaces.

#hile most of the functionalities of #orkplace %T are similar to the #orkplace, it cannot be

considered as product upgrade as #orkplace %T is built using Bava 6erver Faces B6F/

technology.

#orkplace %T has better folder structure and nicer !ay to organi0e favorites.

#orkplace %T does not provide a development environment for customi0ation1 ho!ever,

#orkplace continues to provide the #orkplace pplication Toolkit and related development

tools for #orkplace customi0ation.

Some imp ino abt Content +ava AP*

; Annottaion can be added to :ocuments4 Custom Objects and Folder2eturn the value o head propert!

referentialontainment=elationship.get+ead/1

2etreive the annotation o a particular document

obect6tore.getbectOnnotationsO,documentPath/1

Promote document rom

8/11/2019 65088881 What is Filenet P8

12/34

:ierence between File&et 75@ and 5@

a/ FileNet >.E is a " based application. FileNet ?.E is ava based application.

b/ The =outers in FileNet >.E is replaced by onnection points in FileNet ?.E. Therefore, the

routers are no longer started and stopped as a service.

c/ The Process 4ngine ?.E does not have direct communication !ith the &(P unlike >.E

environment.

d/ ll the &(P communication is via the ontent 4ngine in FileNet ?.E.

e/ FileNet ?.E global configuration is stored on a (atabase unlike the FileNet >.E !here it isstored on a encrypted file 9sysinit.dat:

f/ FileNet >.E relied heavily on passing username and pass!ords for authentication to both the

4 and P4. (ue to the architectural changes to the 4 ?.E, a much greater set of authenticationoptions are no! available. The t!o authentication standards that are no! supported include the

Bava uthentication and uthori0ation 6ervice B6/ and its #eb 6ervices counterpart #6-

6ecurity/.

Few *mp thin#s beore creatin# wor/low

Precaution while creatin# wor/low

;. Try to use submap in !orkflo! as much as possible....

. 7f a component step is used at multiple locations in !orkflo! then separate queue should be

defined for processing of !ork items from that queue.This is to optimi0e processing time for

!ork items.

?. try to put general description on each step to make !orkflo! more descriptive.E. Try to more business logic should be handled in !orkflo! definition instead of code.

G. Try to use more out of the bo' functionality, if feasible.

J. l!ays check sequence of routing condition like first true condition then ne't

*mportant Filenet 1ools

There are different tools are available in the FileNet to perform different activities.Below I have listed some of the important tools availablein the FileNet.

1. FileNet Enterprise Manager2. Process esigner

8/11/2019 65088881 What is Filenet P8

13/34

!. Process Tas" Manager#. Process $dministrator%. Process &onfig'ration &onsole(. Process Trac"er

FileNet Enterprise Manageris the config'ration and administration tool for&ontent Engine. FileNet Enterprise Manager is a Microsoft )indows application b'ilt'sing the .NET $PI and comm'nicates with the &ontent Engine 'sing the )eb servicesinterface.

FileNet Enterprise Manager s'pports the following actions*

&onfig'ring all aspects of the domain and 'nderl+ing ob,ect stores. efining c'stom metadata- s'ch as classes- properties- templates- s'bscriptions-

and event actions. $ssigning man+ aspects of sec'rit+ access rights. earching for and administering instances of doc'ments- folders- and c'stom

ob,ects. E/porting and Importing the metadata from one environment to another

environment.

The Process Designeris a graphical tool provides the general process designcapabilities where 'sers define or 'pdate their process flows. $ wor"flow definitiondescribes all

The Process Administratortool lets an administrative 'ser 0'er+ the s+stem forprocess instances and view the c'rrent state of those instances. Process $dministratorprovides a wide variet+ of options so we can search ver+ precisel+. Process$dministrator s'pports following actions on the wor" in progress wor"flow items

&omplete a step and send it on to the ne/t step. Modif+ wor"flow field val'es. $ssign 'sers to or remove 'sers from a wor"flow gro'p. elete an entire wor"flow or one or more wor" items.

The Process Trackertool can be la'nched to view the c'rrent and historical state ofan individ'al process instance. Process Trac"er provides the stat's of a wor"flow that isc'rrentl+ r'nning in a graphical view. From the Process Trac"er graphic view window-we can tell what steps have been completed in the wor"flow- when the+ were completed-

and which steps are c'rrentl+ active.The Process Configuration Consoletool defines the rosters- 0'e'es- event logs-and vario's other s+stemrelated components. This is 'sed to register the components.From the tool- +o' import service definitions for the component. o' m'st create acomponent 0'e'e for each imported class and ma"e the component 0'e'e operationsavailable to 'se d'ring a wor"flow design.

8/11/2019 65088881 What is Filenet P8

14/34

The Process Task Managertool that is deplo+ed with the $pplication Engine thatcan be 'sed to start and stop the vario's server components- incl'ding the server itself.This is 'sed to start- stop- and administer &omponent Managers. The component m'stbe registered with a omponent Manager. Each &omponent Manager coordinates one ormore components which are responsible for delivering events from the Process Engine

to an e/ternal entit+ s'ch as a )eb service or a messaging s+stem.This can be verified'nder the 3e0'ired 4ibraries tab for the &omponent Manager.

File&et P8 Architecture

+i ll, Today !e are going to discuss about the FileNet P8 rchitecture. FileNet platform

contains > servers !e can call them as engines.;. pplication 4ngine

. Process 4ngine

part from that there are different tools available like apture, =ecords "anager and !orkplaceto perform different activities. The FileNet platform can be integrated !ith different

repositories like 7mage 6ervices, ontent services and other third party repositories using the

ontent Federation 6ervices.

File&et Application En#ine Architecture

Today 7 !ill discuss about the pplication 4ngine architecture in the FileNet. The pplication

4ngine represents the out-of-the-bo' user interface for the FileNet P8 platform. #orkplace is theuser interface for the FileNet P8 and it provides the folder based vie! of an FileNet P8 contentrepository along !ith various components like inbo', public queue and step processors. 5ased on

the roles users can access the admin tools like Process dministrator, Process onfiugration

onsole and developer tools like Process (esigner.

http://4.bp.blogspot.com/_Zp58arrvVKw/TKIyj3YiTUI/AAAAAAAACHY/CkJL5_n4MpQ/s1600/P8+Architecture.jpg

8/11/2019 65088881 What is Filenet P8

15/34

"aor components of the pplication 4ngine is application server, Bava P7 and omponent

7ntegrator. urrently FileNet P8 is supporting the belo! application servers.

;. #ebsphere. B5oss

+ava AP*is used to communicate !ith ontent 4ngine and Process 4ngine. #orkplace can be

customi0ed by using the #T#eb pplication Toolkit/.

Component *nte#ratoris used to integrate the custom components to the Process 4ngine. The

component can be a ar file, !eb service or B"6. omponent "anager is process engine

component but hosted and managed on the application engine. 5y default 75" is providing thecustom component for 4 perations for performing the basic ontent 4ngine operations like

copy, delete and moving documents etc.The pplication 4ngine also supports the integration

!ith "icrosoftCs ffice and #eb(M.

Filenet Process En#ine Architecture

Toda+ we will disc'ss abo't the FileNet Process Engine architect're. Process Engine is'sed to manage the wor"flows among people and s+stems for content and processes. Its'pports s'pports process standards- s'ch as B'siness Process Modeling Notation5BPMN6 for modeling and the 7M4 Process efinition 4ang'age 57P46 for definitionand e/ec'tionProcess esigner tool is 'sed to design and develop the wor"flow. Thereare tools available to anal+8e and sim'late the wor"flow. )e can integrate the thirdpart+ r'les engine with the wor"flow to associate with the steps.

http://3.bp.blogspot.com/_Zp58arrvVKw/TKgIm098MfI/AAAAAAAACIs/auCYFRXREYg/s1600/Application+Engine+Architecture.gif

8/11/2019 65088881 What is Filenet P8

16/34

Process Serviceis core of the b'siness process management s+stem. It provideswor"flow services on behalf of the Process Engine.Process Task Manageris an admin tool to config're and manage processrelated

services on the Process Engine server.Email NotificationEnables a'tomatic transmission of email to 'sers when specifiedprocessrelated events occ'r. Email notification can also be 'sed to trac" wor"flows.

There are three different $PIs are available to develop the process engine applications.1. 9ava $PI2. PE) 5Process Engine )eb ervices6!. Process Engine 3ET ervices $PI

Process Engine Java AP!IBM FileNet B'siness Process Manager contains a f'llfeat'red 9ava $PI set that allows for vario's interactions with the PE server. This $PIset ma+ be familiar to a lot of IBM FileNet e/perienced programmers from the eProcessversions thro'gh IBM FileNet P: #./. This $PI set provides access to define- administer-and control r'ntime wor"flow processing. It can also be 'sed to b'ild c'stom tepProcessors and )or" Performers.The PE 9ava $PI 'ses the &E 9ava $PI fora'thentication. $'thenticationrelated calls can be done with E9B or )I transports-tho'gh the 'se of the )eb services transport is the normal config'ration.Process Engine "e# Services!Process Engine )eb ervices 5PE)6 provides a)4based interface to comm'nicate with PE. PE) is a f'nctional s'bset of the PE9ava $PI. Beca'se there is no native PE .NET $PI- PE) is ideal for developmentwith .NET. imilar to the &E)- PE) is also compliant with )eb ervicesInteroperabilit+ ;rgani8ation 5)I6 Basic Profile 1.< and )ec'rit+.Process Engine $EST services!

$ new feat're introd'ced in IBM FileNet P: #.% is the PE 3ET ervice. The PE 3ETervice provides access to the PE b+ following the 3epresentational tate Transfer53ET6 architect're st+le. PE ob,ects are e/posed as 3ET reso'rces which areaccessible b+ standard =TTP methods. This $PI is ideal for $,a/based )ebapplications that need to tal" to PE.

http://4.bp.blogspot.com/_Zp58arrvVKw/TKVfNTMfmUI/AAAAAAAACIk/Havo4uCG6WI/s1600/Process+Engine+Architecture.gif

8/11/2019 65088881 What is Filenet P8

17/34

File&et Content En#ine Architecture

=i- Toda+ I am going to e/plain the architect're of the FileNet &ontent Engine. &ontentEngine serves as1. Main content management

2. ec'rit+ management!. torage management engine for the famil+ of IBM FileNet P: prod'cts.

)e can install and implement IBM FileNet &ontent Manager as a standalone prod'ct.The &ontent Engine is written in 9ava as a 92EE application. evelopers can 'se the9ava $PI - Net $PI or )eb services to develop the applications based on the &ontentEngine. In the FileNet P: v!./ we can 'se the &;M $PI to develop applications 'sing&ontent Engine. &;M $PI is 'sef'l for developers who came from >B bac"gro'nd. This&;M $PIs et is now s'pported as a compatibilit+ la+er in P: #./- allowing man+ &;Mbased c'stom applications that are written in P: !./ to contin'e f'nctioning in P: #./with a few config'ration changes.

In the &ontent Engine- doc'ment is a mi/ of content as well as the metada 5+o' ma+ callit as doc'ment properties6. o' are also classified this as st'rct'red 5metadata6 and'nstr'ct'red 5content6 data. In the &ontent Engine all the str'ctered data will be save tothe 3BM and the str'ct'red data will be saved to a filestore. $ file store can be ashared drive- database or tape drive. The file store can be config'red 'sing FilenetEnterprise Manager 5FEM6.

The content engine 'ses the director+ services to a'thenticate the 'sers. $ll the 'sersand roles are defined in the director+ services. Based on these roles and 'sers contentengine a'thori8e the 'sers to a partic'lar doc'ment or ob,ect. ec'rit+ privileges can bedefined at a class level or at ob,ect level based on the re0'irement.

http://2.bp.blogspot.com/_Zp58arrvVKw/TKS_wOpibcI/AAAAAAAACIg/ReKmi9UamVs/s1600/Content+Engine+Architecture.gif

8/11/2019 65088881 What is Filenet P8

18/34

ny #eb service call first route to the #eb services listener and later it !ill route to the 4B5

&istener !hich is stateless, !hich demarcates the transaction and authentication boundaries intothe server.

What is File&et 1echnolo#!?

Answer)

FileNet is an 4nterprise ontent "anagement 4"/ solution product suite from 75".

4nterprises uses FileNet to manage their content and business processes.

FileNet P8 platform, the latest version of FileNet system, provides a frame!ork for developingcustom enterprise systems, offering much functionality out of the bo' and capable of being

customi0ed to manage a specific business process.

FileNet 4nterprise ontent "anagement 4"/ product suite includes)

Content $ana#ement Products)

1. File&et Content $ana#er %CE'A 4 is the core content management solution for theFileNet P8 platform.

4. File&et *ma#e Services %*S'A 76 is used to store and manage documents.

9usiness Process $ana#ement Products)

1. File&et 9P$- 5P" manages !orkflo!s to reduce cycle times and to improveproductivity by streamlining and improving comple' processes. 5P" componentincludes Process 4ngine, Process naly0er and Process 6imulator.

EBample)

n insurance company receives address change requests from it policy holders though a signed

form mailed to one central location. The requirement is to digitali0e the request came thoughpaper form, process it quickly, send the response to customer and keep the digital images for say

J years/ for regulatory reasons.

FileNet technology provides a platform and out of bo' products !hich help automating this kindof processes quickly. fter manual prepping of mails received in mailroom, CFile&et CaptureCallo!s scanning paper documents. nce scanned, digital images documents/ can be stored in

CFile&et Content En#ine %CE'C and a !orkflo! is launched in CFile&et Process En#ine %PE'C.

The !ork of address change is no! assigned to an employee located in different part of the!orld. The employee gets the !ork request in CFile&et 9usiness Process Framewor/ %9PF'C

!eb applicationCs user in-basket. The employee checks the request assign to him and performs

the address change activity on the customer policy. fter performing the address change !ork,

8/11/2019 65088881 What is Filenet P8

19/34

communication is sent back to customer and digital documents are moved to CFile&et 2ecord$ana#erC for archival.

What is document liec!cle?

Answer)

(ocument lifecycle in FileNet P8 is a sequence of states like (raft, =evie!, Publish, close etc/

that a document !ill go though over its lifetime, as !ell as the action that are triggered !hen

document move from one state to another.

user or application can move the doc for!ard or back!ard in itCs lifecycle.

:oes File&et component CE4 PE4 AE support server clusterin#? What /ind o clusterin# is

supported b! File&et P8?

Answer)

FileNet P8 platform supports symmetric, 6ymmetric, N ;, and N to " clusters. This includes

FileNet ontent 4ngine, Process 4ngine and pplication 4ngine.

symmetric clusters include both active and passive servers. i.e. 7n case of symmetric ;-to-;cluster, there is one active and another passive server. This is simplest form of clustering.

6ymmetric clusters include all the active servers. 7n 6ymmetric clusters different servers run

different services but in case of fail over, multiple services are be moved on to one server.

Please note) #hile FileNet 4, P4, 4 supports activeactive clustering, FileNet 76 supportsonly activepassive clustering.

Which protocol is used b! File&et P8 Process En#ine %PE' to connect to Content En#ine

%CE' or Application En#ine %AE'?

Answer)

**OP is used by P4 to communicate !ith 4 and 4.

77P means C*nternet *nter-O29 ProtocolC

=5 means CObject 2e6uest 9ro/erC

s 4 is installed on 4, it uses direct P7 calls to communicate !ith 4.

*n how man! databases does File&et Content En#ine %CE' stores data?

Answer)

8/11/2019 65088881 What is Filenet P8

20/34

FileNet ontent 4ngine 4/ has t!o or more databases)

;. Dlobal onfiguration (atabase D(/ database FND((5/

8/11/2019 65088881 What is Filenet P8

21/34

9. Add-on eature) n add-on feature is a module that contains custom

metadata and data that support e'tensions to core ontent 4ngine features.. $ar/in# set) marking set provides a !ay to define a level of security on

obects in addition to the normal FileNet P8 security model. 5y using

markings, access to obects can be controlled based on specific property

values. To kno! more about C"arking 6etC visit article FileNet P8 "arking6ets.

What is File Store and File Store Polic!?

Answer)

File 6tore is the physical folder !here FileNet stores documents. "ultiple File 6tores can be

created to store documents at t!o different places. This type of setup is called File Store Farm.

File 6tore Policy allo!s distribution of documents in File 6tore Farm

What is the use o Content En#ine 3uer! 9uilder?

Answer)

4 Kuery 5uilder allo!s FileNet users to ind Content En#ine objectsand to carr! out bul/

operationon them. Kuery 5uilder is part of FileNet 4nterprise "anager F4"/ soft!are comes

!ith FileNet ontent 4ngine installable.

The basic functionality of Kuery 5uilder includes)

;. Find obects using property values as search criteria.. reate and save search templates that !ill prompt for criteria !hen launched.

?. &aunch search templates that are provided !ith each ontent 4ngine and 4nterprise

"anager installation.E. reate, save, and run 6K& queries.

The Kuery 5uilder searches can be combined !ith bulk operations that include the follo!ing

actions, available on the Kuery 5uilderCs ctions tab)

;. (elete obects.

8/11/2019 65088881 What is Filenet P8

22/34

J. 4dit security by adding or removing users and groups along !ith allo! and deny

permissions.

What is the si#niicance o Folders in File&et P8?

Answer)

7n FileNet, Folders are used to group other obects including documents and custom obects. s

folders in !indo!s, FileNet folders provide a !ay to bro!se through FileNet obects. FolderCs

helps in organi0ing the documents and other items.

document can be filed to multiple folders. FileNet does create copies of document in this case.7t actually creates a logical association bet!een then folder and the document.

Fe! important facts about folders)

Folders are not versionable1 only documents are. Folders are based on 4 folder class.

ontent of a folders can be copied to another folder e'ist in same obect store.

7t is not mandatory that each document or obects should be filed under a folder.

(ocuments !hich are not part of any folder remain $nfile.

=oot Folder is created along !ith a ne! bect 6tore. This folder is parent folder forall other folders in the bect 6tore.

4ach Folder has its o!n custom security.

Folders can generate server events !hen they are created, modified, or deleted.

=ow to determine i File&et Content En#ine %CE' is runnin# ine?

Answer)

Follo!ing are fe! things one can check to find out if FileNet 4 is running fine)

heck #eb6phere console for CFileNet4ngineC !eb application status. 7t should be in

running state.

Try connecting to 4 using F4". 7f connection is fine 4 is running. 7f 4 is notrunning user !ill get message C$nable to logon to P8 domainC.

Try logon to FileNet #orkplace. 7f user is able to sign in, 4 Q directory services are

running fine. 7f not user !ill get Ccredential e'ceptionC.

Try follo!ing $=&)http)machinename)portnumberFileNet4ngine

ie. http)hqdemo;)LI8IFileNet4ngine

7f C6tartup onte'tC page is displayed, 4 is running fine. 7f 4 is not running, user !ill

get message CThe page cannot be foundC.

http://hqdemo1:9080/FileNet/Enginehttp://hqdemo1:9080/FileNet/Engine

8/11/2019 65088881 What is Filenet P8

23/34

=ow authentication is handled in File&et P8?

Answer)

uthentication is a process of checking if the user entered credentials are correct. FileNet P8

uses t!o different standards for authentication)

5 +ava Authentication and AuthoriDation Service %+AAS' standard

B6 provides a policy-based frame!ork to determine !ho is invoking a Bava application. The

ontent 4ngine 4B5 resides !ithin the B

8/11/2019 65088881 What is Filenet P8

24/34

Note) 6imilar steps can be used to delete other obects in FileNet including folder obects,

custom obects etc.

What are root classes in File&et?

root class is a class !ithout a parent. FileNet obect store has multiple root classes including

(ocument lass, nnotation, hoice &ist, 4vent etc. The RParent lass3 property of these root

classes is RNone3 as sho!n in belo! screen shot/.The root classes are created automatically during obect store creation. nce the root class is

created, subclasses and properties can be added to the obect store.

For e'ample, a document subclass can be added under root class (ocument lass/ by runningthe reate a lass !i0ard from 4nterprise "anager.

4'cept the R(ocument lass3, all other root classes are places under Rther lasses3 in enterprise

8/11/2019 65088881 What is Filenet P8

25/34

"anager as sho!n in belo! screen shot)

*n how man! databases does File&et Process En#ine %PE' stores data?

Answer)

FileNet Process 4ngine P4/ stores data in to one database named "W:9

What is Wor/low 2oster?

Answer)

8/11/2019 65088881 What is Filenet P8

26/34

C#orkflo! =osterC is a database structure that stores information about all !orkflo!s or

!orkitems/ in an isolated region. #orkflo! =oster is part of Process 4ngine M# database.

#orkflo! rosters provide the Process 4ngine !ith an efficient !ay to locate specific !orkflo!s.

#hen !e initiali0e a ne! isolated reason in process engine, a roster called :eault2osteriscreated for that isolated reason. dditional rosters can be created using Process Coni#uration

Console %PCC'to easy administrative tasks.

What is an *solated 2e#ion?

Answer)

n isolated region is a logical subdivision of the !orkflo! database that contains the queues forthe !ork items, event logs, rosters, and other configuration information.

5elo! are fe! facts about isolated region)

FileNet Process 4ngine have 7solated =egions

RProcess onfiguration onsole P/3 is used to create and manage 7solated =egions.

ne P4 can have multiple 7solated =egions.

"ultiple 7solated =egions cannot connect to same ontent 4ngine 4/.

7nitiali0ing ne! 7solated =egion creates default structure as 7nbo', default roster and

event log.

system administrator uses FileNet 4nterprise "anager F4"/ to define the isolated

region. Process 4ngine host, the communication point, a pass!ord, and isolated region

number are required to define isolated region in 4.

Wh! do we need multiple *solated 2e#ionsG?

Answer)

n isolated region is a logical subdivision of the !orkflo! database in FileNet Process 4ngine.

(ifferent units in an organi0ation !ho do not !ant to share !orkflo! data can create

different isolated region.

For e'ample the research department and the finance department in an organi0ation have

t!o all together logically different processes. 7t is recommended to have t!o differentisolated regions for these t!o departments.

"ultiple isolated regions also make it easy to maintain the systems. hanges made into

one region don3t affect the users of another region.

=ow to determine i File&et Process En#ine %PE' is runnin# ine?

8/11/2019 65088881 What is Filenet P8

27/34

Answer)

Follo!ing things can be checked to find out if FileNet P4 is running fine)

Try follo!ing $=&)

http)hqdemo;)>

8/11/2019 65088881 What is Filenet P8

28/34

i.e. For processing an insurance claim, a !ork queue ClaimC can be created and any

employee from claim processing department can pick up the !ork item and process it.

5. Component 3ueues

omponent queue holds !ork items to be processed by component step in !orkflo!. Thecomponents steps are to process a !ork item using an e'ternal component.

6. S!stem 3ueues

7nternally used by Process 4ngine, 6ystem queues are not accessible to the users or

administrators. onductor, (elay, and 7nstruction6heet7nterpreter are fe! of thee'amples of system queues.

=ow to delete a 6ueue in Process En#ine?

Answer)

FileNet doesnCt provide any mechanism to delete a queue1 !hether it is a !ork queue or acomponent queue.

The only !orkaround is to initiali0e the isolated region in follo!ing !ay)

;. 4'port isolated region configuration data to %"& - $se Process onfiguration onsole

P/ to e'port all components of selected isolated region.. Take a backup of %"& file from the e'port in step ; and carefully edit the %"& file to

remove the nodes of un!anted queue.?. 7mport the %"& file in recently initiali0ed isolated region !ith the option Cover!riteC.

E. Malidate the configuration.

Note: When an isolated region is initialized, it makes changes to the workflow database

structure and the data in workflow database is deleted.

FileNet developer should design and configure the queues very carefully to avoid a situation!here they !ill have to delete a queue.

What happens to the wor/ items when a wor/ 6ueue is deleted rom PE?

Answer)

8/11/2019 65088881 What is Filenet P8

29/34

Process 4ngine !ork queue holds the !ork items. FileNet P8 doesnCt provide any easier !ay to

delete a queue.

Kueues can be deleted by initiali0ing the isolated region. #hen a queue is deleted all the !orkitems in it are also deleted.

What is the use o Process Administrator?

Answer)

FileNet Process dministrator allo!s FileNet administrator to vie! and manage !ork in

progress.

Process dministrator is a Bava pplet based $7 and can be invoked from 75" #orkplaceCsadmin section.

Follo!ing tasks can be performed though Process dministrator)

;. 6earch !orkflo!s, !ork items, !orkflo! events, and !orkflo! statistics.

. 7t allo!s to manage the !orkflo!s and !ork items in follo!ing !ays)o ssign or reassign !ork to a user

o hange !orkflo! attributes, such as data field values and !orkflo! group

members.

o omplete !ork and send it on to the ne't step

o Terminate !ork and send it to the termination step

o (elete !ork, one or more !ork items or an entire !orkflo!

o $nlock !ork based on the current user or queue

?. 7t allo!s opening Process Tracker for the selected !ork item.

Where to ind inormation about the wor/lows or wor/ items which are terminated?

Answer)

The FileNet Process dministrator allo!s administrator to search for events in event lo#s. The

information about the terminated !ork items can be found though Process dministrator bysearch for events.

Please note that P4 queues only hold the information about active !ork items !orkflo!s.

8/11/2019 65088881 What is Filenet P8

30/34

What is Process En#ine Connection Point?

Answer)

onnection point or Process 4ngine onnection Point/ allo!s Process 4ngine P73s to connectto an associated isolated region. The router process in FN >.E !as replaced by connection points

in FN ?.I on!ard releases.

FileNet 4 uses connection points to connect to P4.

onnection points are defined in 4 P7s and persisted in the Dlobal onfiguration (ata D(/

on the ontent 4ngine. The ontent 4ngineCs 4nterprise "anager $7 is used to create andmanage connection points.

P4 onnection Point sample)

PE Server :&S4 Port4 *solated 2e#ion &umber

i5e

h6demo47,HHI4

What is the dierence between Wor/place and Wor/place 01? What are the beneits o

usin# File&et Wor/place 01?

Answer)

75" FileNet #orkplace,a part of FileNet ontent "anager product suite, is an out-of-bo' !ebbased user interface for FileNet P8 Products.

#orkplace %T is the ne't-generation FileNet P8 platform #eb application.

"ost of #orkplace %T feature are same as #orkplace1 ho!ever, the procedures user perform to

complete an activity are different.

#orkplace %T is faster, user friendly and has features like drag and drop to add documents.

75" launched #orkplace %T to compete !ith documentum and lfresco, !ho has similar !ebinterfaces.

#hile most of the functionalities of #orkplace %T are similar to the #orkplace, it cannot beconsidered as product upgrade as #orkplace %T is built using Bava 6erver Faces B6F/

technology.

http://www.filenetp8.com/article_detail.asp?a=2http://www.filenetp8.com/article_detail.asp?a=2http://www.filenetp8.com/article_detail.asp?a=2

8/11/2019 65088881 What is Filenet P8

31/34

#orkplace %T has better folder structure and nicer !ay to organi0e favorites.

#orkplace %T does not provide a development environment for customi0ation1 ho!ever,#orkplace continues to provide the #orkplace pplication Toolkit and related development

tools for #orkplace customi0ation.

Note) 75" has plans to release the #orkplace %T development tool kit in future releases.

FileNet P8 programming obective type questions for FileNet developers. (evelopers can use

these questions for preparation of intervie! as !ell as FileNet certifications.

Note) The boldmarked option is ans!er of the question.

;. +o! many isolated regions can be created in FileNet P4H;. ;I

8/11/2019 65088881 What is Filenet P8

32/34

;. 7nvoke

,5 2eceive

>. =eply?. #aitForondition

8. #hich data type is not supported by #orkflo!sH

;. bect. Time

5 9LO9

L. #hich of the follo!ing method calls retrieves a desired event logH

;. my6ession.get4vent&ogevent&ogName/

,5 m!Session5etchtEventLo#%eventLo#&ame'

>. my6ession.get4vents+istoryevent&ogName/?. my6ession.find4vent&ogevent&ogName/

;I. #hich method should be used to move a !ork item to another user3s inbo'H

5 "WStepElement5do2eassi#n%userid4 alse4 null'K

. M#6esssion.release6ession/?. M#6ession.terminate/

;E. #hich M#6tep4lement method is used to save the changes made to the !ork obect

associated !ith this step element and advances the !ork item to the ne't !orkflo! stepH

;. doomplete/

8/11/2019 65088881 What is Filenet P8

33/34

,5 do:ispatch%'

>. do6ave/

?. doPromote/;G. #hich of the follo!ing method calls retrives a M##orkflo!"ilesteones collectionsH

;. M#Process.fetch#orkflo!"ilestoneslevel/

,5 "WProcess5etch2eachedWor/low$ilestones%level'>. M#Process.fetch#orkflo!"ilestoneslevel/

;J. #hich method unlocks a !ork item associated !ith a step !ithout updating the fields on

the !ork itemH

5 "WStepElement5doAbort%'

. M#6tep4lement.do$nlock/

?. M#6tep4lement.doTerminate/;8. n nnotation obect can be added to !hich obect typeH

;. (ocument only

8/11/2019 65088881 What is Filenet P8

34/34