Integrating Datacap with P8 Content Manager

1  First, we have to update P8 with a new document class

for the 1040ez.

Click Start -> All Programs -> IBM Filenet P8 Platform ->

Filenet Enterprise Manager Administration Tool.
2  Click Connect to logon to P8.

3   Expand the ECM object store so that you can find the

Document Classes.



 

 

 

 

 

 

 

 

 

 

Right click on Document Class and select New Class

4    The Create New Document

5     Enter a name of Tax Form for the new document class.

6    Locate and select the SSN property from the Property list.
7   Return to Datacap Studio so we can add some additional rules to the
configuration.
Go to the Rulesets pane.
Select the Flex configuration.
Click on the Add Child Object icon.

8    Change the ruleset name to Export to P8.
Change the rule name to Export to P8 – Batch Level

9    Right click on the Export to P8 ruleset and select Add Rule.

10  Change the new rule name to Export to P8 – Document Level

11  For the Batch level rule, change the function name to Logon to P8.
For the Document level rule, change the function name to Upload

Document to P8.



 

 

 

 

 

As you can see, we are going to have one rule, which will be bound

at the batch level, which will create out connection to P8.

We’ll have a second rule, which will be bound at the document level,

which will upload and index the document in P8.

12    Click on the Actions Library tab.
Locate and expand the Filenet P8 functions.

13    Now we’ll update the Logon to P8 action.
Click on the Logon to P8 function.
Click on the FNP8_SetURL action.
Click on the Add to function button.

14    Repeat the previous step for the following actions:
•  FNP8_SetTargetObjectID
•  FNP8_SetClassID
• FNP8_Login



 

 

 

 

 

 

15    Update the parameters for each of the actions as shown by the screen

capture   below.



 

 

 

 

 

16     Update the Upload Document to P8 action by adding the following rules:
• FNP8_SetDocClassID
• FNP8_SetDocTitle
• FNP8_SetProperty
• FNP8_Upload

17     Update the parameters for each of the actions as shown by the screen

capture below.



 

 

Example:



 

 

 

 

 

 

 

 

 

 

18    Click on the diskette icon to Save the new ruleset.
Click on the lock icon to Publish ruleset.

19    Select the Export to P8 – Batch Level rule from the Rulesets pane.
Select the global part of the batch object.
Click on the Add to DCO button.

20  Select the Export to P8 – Document Level rule from the Rulesets pane.
Select the global part of the hierarchy.
Click the Add to DCO button

21  Click the diskette icon to Save the changes.
Click the lock icon to Unlock the hierarchy.

22  Select the Export to P8 ruleset.
Select the Export task.
Click on the Add ruleset to profle button.