Prerequisites

Before you begin using Documentum, you must complete these steps:

• Install the Documentum Server (document database) and make sure that it is accessible from the PeopleSoft NT server.

  When accessing Documentum functions by way of a PeopleSoft Documentum-enabled internet page, the application server accessed using the PeopleSoft page must contain the appropriate Documentum runtime libraries and access the Documentum server.

  Note: It is highly recommended that you carefully assess your organization's document management requirements and put in place an overall document management strategy prior to or in conjunction with your PeopleSoft implementation.

• Indicate that Documentum is installed and also define all document installation options (such as Documentum Docbase Name and Document Object Type) using the Installation Options - Documentum page in the Set Up Financials/Supply Chain > Install navigation.

  You can also define these installation option fields by using the Document Product Options page, also in the Set Up Financials/Supply Chain navigation.

• Decide for each individual document-enabled component, what level of access capabilities you will make available.

  With the Documentum Component Options page, you control which components are document-enabled, as well as the document management buttons that the system displays in the individual document-enabled pages within the group.

  For example, let's say that you want users to only view, but not query, ECO documents. By using the Documentum Page Options component, you determine which PeopleSoft pages within components are document-enabled.

• Set search fields based on PeopleSoft criteria.

  To use the Unit, Item ID, and Revision fields on the Query page to narrow searches, you must first select the Use BU/Item/Rev Attributes field on the Document Product Options page. Also, before you enable this feature, you must make modifications to document attributes within Documentum (a modification), to support the addition of business unit, item ID, and item revision.

  Note: The BU/Item/Rev Attributes feature applies only to the use of Documentum with PeopleSoft Engineering.