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Glossary for FileNet P8 Platform and FileNet Image Manager
 

Glossary for FileNet P8 Platform and FileNet Image Manager

This glossary contains terms applicable to these products:

  • FileNet P8 Platform, which includes Application Engine, Content Engine, Process Engine, and various optional components.
  • FileNet Image Manager, which includes FileNet Web Services Client/Open Client, Content Services, Image Services, Process Engine, and various optional components.

Some terms are applicable to both products while others are product-specific.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


A

Access Control Entry (ACE)

An entry in an access control list (ACL). An ACE contains a set of access rights for a particular grantee, which could be a machine, a user, or a group, and whether the right is allowed or denied. P8 ACEs also contain information about their source, whether directly applied, inherited, or from a security template.

Access Control List (ACL)

A list of access control entries (ACEs) applied to an object (class, document, folder, event, or any other securable object). ACLs are displayed on the Security tab of an object's property sheet.

access level

See level.

access rights

The security settings that control access to the objects in an object store or workflow.

ACE

See Access Control Entry.

ACL

See Access Control List.

Active Directory

One of the directory services supported by FileNet P8. The Active Directory resides on a Windows 2000 domain controller, provides authentication services, and stores the users and groups that can access the FileNet P8 installation.

adaptor

An interface that communicates events from the Process Engine to external entities such as Java objects or (FileNet P8 Platform only) JMS messaging systems. Adaptors are part of the Component Integrator.

alias ID

Identification that enables users to perform queries across object stores. The Content Engine uses alias IDs to identify classes and properties that are semantically the same.

AND-join

A step in the workflow that acts as a collector for an AND-split step. An AND-split step results in the workflow simultaneously following multiple routes; the AND-join step subsequently brings the workflow back into a single path. An AND-join is also referred to as (and designated in the Process Designer UI as) a collector step.

AND-split

A step in the workflow where there are multiple outgoing routes that the workflow can take simultaneously. In the Process Designer UI, the outgoing routing for an AND-split step is set to "all true conditions." An AND-split step must have a corresponding AND-join step (collector step).

annotation

Unstructured information (such as notes, comments, or messages) about a folder or document.

Application Engine

One of the FileNet P8 Platform components. The Application Engine hosts the websites that interact with object stores and the Process Engine.

application integration

Working with libraries and object stores from desktop applications such as Microsoft Word or PowerPoint.

application security template

A type of security template that can be applied by custom applications.

association property

A property in a class that describes an association to another class.

asynchronous

An event that does not occur at predetermined or regular intervals. When using asynchronous event actions in subscriptions, the subscription processor continues processing events without waiting for the results of an action. The action cannot be in the same transaction as the originating activity. See also synchronous.

attachment

A link to information (such as a document in an object store or library) a participant uses to complete a step in a workflow.

attribute

A characteristic of a property. For example, data type is an attribute of a property template.

authentication

The process of verifying a user name and password at logon time.

authentication provider

Any of the FileNet-supported LDAP-compliant directory services that provide authentication for the FileNet P8 domain. The authentication provider is identified during FileNet P8 installation.

authorization

The process of determining and enforcing the access rights for an authenticated user.

automatic workflow

A WCM workflow that starts in response to a trigger. A trigger consists of a folder, a trigger event, and a user or group. A trigger occurs when the user performs the action defined by the event, such as creating a page and editing a component.

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B

bootstrap properties

Initialization values for the Application Engine software.

branch

A set of parallel steps in a workflow. You can add branches to an existing branch and merge branches. A workflow step is a node in a branch.

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C

category

An alternative way of organizing your WCM assets, pages, and documents, regardless of the physical folders that hold them in the WCM site. You can nest and chain categories to provide alternative views of site contents.

CBR

See Content-Based Retrieval.

check in

An action taken on a checked-out document. Checking in a document completes the creation of a new version and concludes the checkout.

check out

An action taken on a versionable object (such as a document) that creates a reservation and makes the content available to the user for editing. No other user can modify a checked-out document. See also Reservation version status

child work item

Within a running Process Designer-based workflow, a child work item is created for each participant in a multi-participant step and for each route taken simultaneously from an AND-split step. Within a running Composer-based workflow, a child work item is created via a StaticSplit system instruction.

choice list

A list of predefined property values. A choice list presents a list of valid choices, such as a list of states or zip codes.

class

A definition of the properties and actions for a particular kind of object. All objects in a class are identical in form and behavior, but may contain different property values and content.

class inheritance

Feature that allows a subclass to derive (inherit) all of the properties of a superclass (its parent in a class hierarchy).

classification

A process for automatically acquiring document properties from the document content (or another source).

clear text

A string of characters sent over a network in readable form. They may be encoded for the sake of compression, for instance using Base64 encoding, but can easily be decoded.

clone

An identical copy of the latest approved version of a component, with a new unique component ID (GUID).

collector step

See AND-join.

COM

See Component Object Model.

component

A WCM building block. Components include pages, layouts, assets, text components, component references, and documents.

component folder

The highest organizational level per component type in a WCM site. A component folder can contain components of its own type (with the exception of the Site folder that may contain several component types), and folders for further organization of the components. For example, the /Layout folder can contain folders to sort layouts of various types.

Component Integrator

Native FileNet functionality that makes it possible to interact with an external entity, such as a Java object or (FileNet P8 Platform only) JMS messaging system, from a workflow step.

Component Object Model (COM)

A Microsoft specification for how developers create components and build applications from these components. A component is a binary package of code that is compiled, linked, and ready-to-use. At runtime, the component connects with other components to form an application.

component queue

A queue holding work items that can be completed by an external entity that interacts with the workflow via the Component Integrator.

component reference

A placeholder for content in WCM. Component references point to other components such as text components, assets, sections, or pages. You can type component references for assets, sections, images, images with sizes, pages, and text.

component reference tag

A WCM markup tag used to invoke a component reference; for example, {% @my_component_reference %}. A component reference tag only works in layouts.

component tag

A WCM tag used to invoke WCM components such as assets, pages, and documents; for example, {@ /Site/my_asset.jpg# %}. A component tag works in layouts, text components, and text-type assets.

conditional routing

See route.

containment name

The internal name used to reference a WCM component from a component tag. The containment name is used to create filenames when WCM deploys pages and assets to a web server.

content

The data portion of a document, as opposed to the properties that identify and describe the document.

Content Cache Service

The Content Engine service that allows content caching of documents recently accessed from databases or file stores on remote servers. The Content Cache Service resides on the server it supports. See also content cache store.

content cache store

Storage area that holds temporary copies of files retrieved from remote file stores, as well as content retrieved from local or remote database stores.

Content Engine

The FileNet P8 Platform component that provides an object-oriented repository for managing content and other business-related data, collectively referred to as objects.

Content Engine operations

Programmatic step processors that act on objects stored in an object store as part of a workflow. For example, an operation can publish a document or change the document's security.

content store

A physical storage area--either a file store, database store, or content cache store--for content. While file stores and database stores provide permanent storage areas, a content cache store provides disk space for temporary copies of content retrieved from file stores and database stores. See also file store, database store, and content cache store.

Content-Based Retrieval (CBR)

The process of searching for documents based on their content in addition to or instead of searching on properties.

content-less document

A document with properties but no content that is typically used to track a physical item such as a video tape.

control center

The main WCM content creation and site management tool. The Control Center consists of panels that list the components named by the panel, and allows the user to create new components and modify existing ones, administer the WCM site, and respond to workflows.

CS

See FileNet Content Services.

current version

The latest checked-in version in a document's version series. Only the current version, determined by the IsCurrentVersion property, can be checked out or promoted.

custom object

A generic business object that can be stored in a folder. Unlike document objects, a custom object cannot have versions, lifecycles, or content.

custom property

A user-defined property, as opposed to a system-defined property. You can assign custom properties to a class.

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D

data field

A user-defined workflow field.

data type

A property attribute that defines the kind of data the property represents. Supported data types are string, integer, object, float, date/time, Boolean, binary, and ID.

database schema

The definition of an object store. The Content Engine sets up the database schema in tables, columns, and indexes within the object store's database. You can view the schema using the software that supports your database engine. For example, if you're using MS SQL Server, you can view the database schema using SQL Server Enterprise Manager.

database server

The computer that hosts the database engine (MS SQL Server or Oracle) and the database tables populated with an object store's metadata.

database store

A content store that retains document content in a database engine, either MS SQL Server or Oracle. The database store also retains all objects contained in the object store, like class definition, property definition, containment, storage policy, and queue events.

deadline

An optional, time-based scheduling constraint that requires a step or workflow to be completed within a certain amount of time. For a step, the deadline is relative to the time the step was routed to the participant. For a workflow, the deadline is relative to the time the workflow was launched.

A value of 0 indicates the absence of a deadline.

default ACE

An editable ACE whose source type is Default. Permissions placed on an instance by the Default Instance Security ACL of its class, as well as permissions placed on a subclass by its parent class are labeled "Default" by the Enterprise Manager's security editor. If you edit a Default ACE, it becomes a Direct ACE.

default security

The security assigned to an object by pre-defined settings.

definition

The value you assign to the component reference when you create it. The definition value may be None (empty), a component, or a choice list with a number of component options from which users can choose. The definition value is the default and is available to all pages using the component reference.

demote lifecycle state

An action taken on a document that moves the object back to its previous lifecycle state. See also lifecycle policy.

demote version

An action that changes a major version with the status Released into a minor version with the status In Process. This action also changes the status of the previous major version from Superseded to Released.

dependencies

A reference to another WCM component; for example, a page that references an image. Deleting a component that another component depends upon causes a rendering error and a broken link.

deploy

To post WCM pages and assets to a target web site. You can deploy a page or asset to a target file server or database. Once deployed, you can view them using a web browser.

designer

One of several components that authorized users can run to create reusable, generally available searches, workflow definitions, workflow subscriptions, and templates for searching, publishing, and document entry. Site preferences control access to the designers.

desktop form template document class

Available if eForms integration has been configured. Used when adding a desktop form template (with the .itp file extension--a legacy format) to an object store. See also document class and form template.

detailed view

Format for document lists in Workplace in which document properties are listed in columns.

DFS

See Distributed File System.

direct ACE

An editable ACE whose source type is Direct. Permissions placed directly on an object are labeled "Direct" by the Enterprise Manager's security editor. If you edit a Default ACE, it becomes a Direct ACE.

directly applied ACEs

The access rights acquired from a document class and subsequent edits made by a user or application. Directly applied access rights have precedence over those indirectly applied.

directly applied property

A property that is assigned to a subclass, but not to its superclass.

Distributed File System (DFS)

A file system used to store content across multiple servers. DFS gives Content Engine users access to shared directories across a network.

document

An object saved in an object store or library. Documents have properties and security, and may additionally have content, versions, lifecycles, and subscriptions.

For FileNet P8 Platform, searches, publishing templates, workflow definitions, preferences files, and most documents added by Workplace and WCM users are stored as versionable documents.

For FileNet Image Manager, Content Services (CS) documents and the searches saved in CS libraries can have versions; Image Services (IS) documents do not have versions.

For WCM, a document is a component added to the Site folder from Application Integration or Workplace. WCM treats a document as an asset.

document class

A category for documents in an object store or library. Every document belongs to a document class such as Purchase Orders. The document class determines the document's versioning (where applicable), properties, storage location, security, and lifecycle.

document classification action

A root class that allows developers to create classifiers to examine and automatically map the contents of documents of a specific MIME type to a target document class.

document policy

Available if eForms integration has been configured. Maps form template fields to document class properties.

domain

See FileNet P8 domain.

domain controller

In a Windows 2000 network, the machine that manages user access to machines and shared resources in the domain.

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E

EAI

See Enterprise Application Integration.

eBusiness Framework

Infrastructure and platform software for building eBusiness B2B (Business to Business), B2C (Business to Customer), and B2E (Business to Employee) applications.

eForms

Available if eForms integration has been configured. Allows you to add intelligent form documents to your FileNet P8 system. Includes eForms Designer, a browser fill environment, and form step processors.

Enterprise Application Integration (EAI)

A FileNet P8 Platform optional component, EAI technologies (called connectors) serve as the common interface between dissimilar applications using the same data and processes.

Enterprise Manager

A Microsoft Management Console (MMC)-based tool that provides access to most of the Content Engine's administrative functionality.

entry template

A wizard that steps a user through adding a document, folder, or custom object. An entry template, which is created using the Entry Template Designer, can provide default values for the destination folder, properties, and security. The entry template may hide some pages in the add wizard, and the template may launch a workflow when the new item is added.

event

A system-level action that has occurred during the processing of a workflow. For example, an event occurs when a workflow is created or when a step processor begins processing a work item.

event action

A script, COM object, or workflow the Content Engine runs, as defined in a subscription.

event log

A database table that contains information about certain system-level events related to work item processing.

event logging

An optional feature used to log the occurrence of certain system-level events related to work item processing. For example, log a message when a work item is created or when a step processor begins processing a work item.

exception state

A lifecycle property that determines whether a document can be promoted or demoted from one lifecycle state to another. See also reset and lifecycle policy.

export manifest

A temporary container for references to all the objects to export. It is represented as the Export Manifest node in an object store in the Enterprise Manager tree view.

exposed fields

System and data fields in a roster, queue, or event log that have been made available for searches and sorting. Use exposed fields in a search filter, when defining an index, and when logging information to the event log.

expression

A set of symbols combined to represent a single value. For example, a + b = c.

external document

See content-less document, custom object.

external reference

A document with content consisting of a URL or a UNC path (a link to another location).

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F

file store

A permanent storage area managed by the Content Engine server. A file store retains document content in a Distributed File System (DFS) or a Windows NTFS file system. You can manage a file store through the Content Engine Enterprise Manager.

File Store Service

The Content Engine service that manages file stores. The File Store Service determines when a file store can accept changes to objects stored in the file stores located on the server where the service resides.

FileNet Content Services

(FileNet Image Manager only)

Server software and utilities for document management and version control. Also referred to as Content Services or CS.

FileNet Image Services

Server software and utilities for imaging, document storage and retrieval. Also referred to as Image Services or IS.

FileNet Open Client

(FileNet Image Manager only)

A FileNet application that provides web browser-based access to Content Services and Image Services libraries. Open Client uses Microsoft's .NET technology.

FileNet P8 domain

The collection of servers and Content Engine services that have been installed for a single instance of the Content Engine. This collection is listed in a GCD-maintained sysinit.dat file. Content Engine services are restricted to operating on the one or more object stores that are created in a single FileNet P8 domain. Each Content Engine server will belong to both a FileNet P8 domain and a Windows domain.

FileNet Web Content Manager (WCM)

An extension of the FileNet P8 Platform that provides web-publishing capabilities.

FileNet Web Services

(FileNet Image Manager only)

A FileNet application that provides web browser-based access to Content Services and Image Services libraries. FileNet Web Services runs on Microsoft Internet Information Services (IIS)-based web servers.

filter conditions

Restrictions placed on a search, for example to identify specific workflows.

folder

A container for documents and subfolders.

folder class

A template for folders.

form data

Available if eForms integration has been configured. The data from a filled-out form. Can be saved to an object store. See also content and form template.

form data document class

Available if eForms integration has been configured. Special document class used when specifying how form data is to be saved. See also document class and form data.

form data entry template

Available if eForms integration has been configured. An entry template that specifies how form data will be added to an object store. See also entry template and form data.

form policy specification document class

Available if eForms integration has been configured. Special document class used with document and workflow policies. See also document class, document policy and workflow policy.

form proxy custom object class

Available if eForms integration has been configured. Special custom object class used to link form data to form template policies. See also form template policy, form data, and document class.

form template

Available if eForms integration has been configured. Contains the framework, the intelligence, and the graphic elements of a form. See also document class, document policy, and workflow policy.

form template document class

Available if eForms integration has been configured. A special document class that defines form templates for document policies and workflow policies. See also document class, document policy, and workflow policy.

form template policy

Available if eForms integration has been configured. The policy maps data from a form template to document properties or workflow data fields. See the two types of policy: document policy and workflow policy.

frozen version

A document version whose custom properties cannot be edited.

full-text indexing

Method used to create and maintain an index catalog of text-based content stored in an object store's database.

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G

generic class

A class with no special behavior built in. The administrator can customize, save, and query a generic class.

Global Configuration Database (GCD)

The Content Engine component that stores global data that defines the FileNet P8 domain. The GCD uses the SYSINIT file as the actual database. Data stored in a GCD includes information about: object stores, file stores, content cache stores, object store services, file store services, content cache services. The GCD also stores and manages the security descriptors for all accounts provided by the authentication provider.

global property

A property template that has not been assigned to a class.

Global Unique IDentifier (GUID)

A Microsoft identifier that is compatible with DCE Unique Universal Identifiers (UUIDs). The Content Engine assigns a unique GUID to every object in the system. Usually, no other object in the world can have the same GUID.

group

A set of accounts that can represent individual users, computers, and, depending on the authentication provider, other groups.

guest

An optional account for anonymous sign-ins (logons).

GUID

See Global Unique IDentifier.

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H

hierarchical choice list

A grouping of choice list values usually presented as cascading menu options.

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I

in process version status

The status of the most recently checked-in minor version. Older minor versions have the status Superseded.

Inbox

A folder that contains work assigned to a specific user. The web application determines user access to the Inbox:

Workplace users access the Inbox from the Tasks page.

FileNet Web Services users access the Inbox as a folder in Personal Work Manager.

FileNet Open Client users access the Inbox from the Process page.

index content

To store the text-based content of documents in a database for content-based retrievals (CBR), when enabled by the file store property Indexed.

inheritable depth

The maximum number of levels through which a permission can be inherited. There are three possible settings: "This object only", "This object and immediate children", and "This object and all children".

inherited ACE

A non-editable ACE whose source type is Inherited. Permissions placed on the object by a security parent are labeled "Inherited" by the Enterprise Manager's security editor.

initiating attachment

An attachment whose value is determined at launch time.

initiator

A user or group that starts an automatic WCM workflow by performing a trigger event on a component.

instance

A particular occurrence of an object. For example, a document is an instance of the document class.

IS

See FileNet Image Services.

isolated region

A logical subdivision of the workflow database. Work cannot be shared across or moved between isolated regions. Use isolated regions to separate groups of users as appropriate for the organization.

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K

keyword

The leading argument used in property tags to set the specific component from which WCM invokes the property; for example, {% thisPage.Title %}, where thisPage is the keyword.

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L

launch

To begin the process specified in a workflow definition.

launch processor

A step processor designed specifically to complete the launch step of a workflow.

launch step

The first step in a workflow. In Process Designer, the launch step is automatically placed on the main workflow map and cannot be deleted or copied.

layout

A component that defines the presentation layer of the page or section. A layout contains WCM tags for component references, render functions, macro functions, and other WCM components to embed content and logic. In addition, a layout contains markup tags appropriate to the format used by the site. Layouts can be any text format that a browser can interpret: any valid DOM, HTML, Postscript, WML, or SGML. Layouts can have a version for each active format in the site.

LDAP

See Lightweight Directory Access Protocol.

level

A predefined collection of rights which simplify applying and administering individual rights. For example, the Major Versioning level for documents includes those rights required to allow the user to perform the various tasks required to create a major version of a document.

lifecycle

Stages a document passes through in its lifetime (such as draft and review). Lifecycle and current stage are document properties.

lifecycle action

A script or COM object executed when a document changes state as defined in a lifecycle policy.

lifecycle policy

Definition of the document's states. The policy also identifies the lifecycle action that executes in response to the state changes.

Lightweight Directory Access Protocol (LDAP)

A client-server protocol used to connect to a repository of information. Both the Content Engine and the Process Engine use LDAP in certain authentication scenarios.

link

As a verb, to establish a relationship between a workflow definition and a document or document class. Linking a document class to a workflow definition enables a user to launch the workflow from any document belonging to that class. Linking a document to a workflow definition enables a user to launch the workflow from that document.

As a noun, a relationship between a workflow definition and a document or document class.

Local Locator File

The file, named llf.txt, containing the full network pathname of the SYSINIT file residing on the master GCD server.

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M

macro function

User-definable WCM instructions and tags that simplify execution of a series of instructions. For example, a macro function can return a complete HTML image tag if the macro function is called with the name of an asset.

magazine view

Format for document lists in Workplace in which properties appear in a phrase (such as, " Created by on ").

major version

A document that has been released. Typically, a major version's security makes the document available to a wide range of users.

map

See workflow map.

mapping file

An XML file stored in the Site folder that specifies instructions needed to deploy files from WCM to another database.

master GCD server

The Windows 2000 server that hosts the Global Configuration Database (GCD).

maximum instructions per transaction

The number of system instructions per transaction that the InstructionSheetInterpreter (ISI) process will execute before temporarily storing the work item in the InstructionSheetInterpreter queue.

maximum operations per transaction

The number of database operations per transaction that the InstructionSheetInterpreter (ISI) process will execute before temporarily storing the work item in the InstructionSheetInterpreter queue.

metadata

Data that describes other data. The Content Engine stores metadata, which describes classes and properties, in the object store's database.

Metadata Explorer

A design tool you can load from the Properties tab of most Enterprise Manager property sheets. The Metadata Explorer presents a hierarchy of classes and properties that lets you view the entire architecture of the Content Engine.

Microsoft Management Console (MMC)

A general-purpose management display framework for hosting snap-in administration tools including the Enterprise Manager.

milestone

A designated point in a workflow, used to track the progress of the workflow. Each milestone is defined to occur before or after a specified step. When the running workflow reaches a milestone, the message defined for that milestone is written to a log file. Milestone history can be viewed in the step processor or the Tracker application.

MIME

See Multipurpose Internet Mail Extension.

minor version

A document version that has not been released. Typically, a minor version's security makes the document available only to the authors and reviewers.

MMC

See Microsoft Management Console.

Multipurpose Internet Mail Extension (MIME)

An industry standard format for content, especially Internet mail. The Content Engine provides a document property called "MIME type." The value for MIME type identifies a document type (such as text, XML, or application).

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N

node

An object in the tree view that serves as a container to hold related objects. A node appears with an icon and name that identifies the type of objects the node contains.

non-exposed fields

System and data fields that are part of a work item but are not available for searches and sorting.

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O

object

The programmatic definition of an entity such as a folder or document. An object has properties, methods, and events (which trigger actions).

Object Instance Identifier (OIID)

A globally unique identifier used to identify and locate an object saved in an object store.

object store

A set of services provided by the Content Engine to access and manage documents and other objects. An object store resides in a FileNet P8 domain, which can contain many object stores.

object store host

Any machine on which the Object Store Service has been installed. There can be many object store hosts in a FileNet P8 domain. Identifying an object store host is one of the requirements when joining a new server into a FileNet P8 domain.

Object Store Service

A Content Engine service that creates and manages folders, document classes, content storage, storage policies, choice lists, and properties associated with object stores. It also manages transactions with the database engine to catalog its objects.

OIID

See Object Instance Identifier.

operation

A queue property used to exchange data between work items and a function in an application that accesses the queue, such as a step processor or automated process. Via its parameters, an operation can require input from and/or provide output to a work item.

owner

A user designated in the "Owner" property of an object. Certain extended security access rights are granted to the owner, even beyond full control.

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P

page

A top-level WCM component that defines a deployable web page. You create and manage pages from the Site panel. The page name and folder location in the WCM site determine the URL for the document when deployed to a target web site.

parent class

See superclass.

participant

A user or group assigned to process work at one or more steps in a workflow.

permanent component reference

A component reference that is linked to a layout but not included in the value of the layout. Permanent component references appear in the Page editor, but WCM does not render their value as page content. Use permanent component references to edit metadata component references, developer notes, and so on.

persistence

A property attribute. Persistent values are saved to a relational database and can be retrieved during queries. User-defined properties are usually persistent.

Personal Work Manager

(FileNet Image Manager only)

An out-of-the-box application used to locate and open work.

PJAC

See Process Java Applets and Connectivity.

policies

See security policy and lifecycle policy.

Pooled Process Manager (PPM)

The Process Service software module that provides the link between the Process router and VWJs processes. (VWJs is a Process Engine process that handles incoming requests.)

Process Administrator

A program used to locate, edit, and manage running workflows.

Process Analyzer

A FileNet functional expansion (optional component) that supports monitoring and analyzing business processes.

Process Configuration Console

A program used to configure the workflow database and environment.

Process Designer

A program used to create or modify workflow definitions.

Process Engine

The FileNet P8 Platform and FileNet Image Manager component that is responsible for workflow execution and management.

Process Java Applets and Connectivity (PJAC)

(FileNet Image Manager only)

The FileNet Image Manager component that enables FileNet Web Services, FileNet Open Client, and custom applications to interface with the Process Engine.

Process Service

Back-end Process Engine software and utilities that provide workflow functionality.

Process Simulator

A FileNet P8 Platform functional expansion (optional component) that simulates workflows by performing "what-if" scenarios, providing business analysts with important information that helps streamline business processes.

Process Task Manager

A program used to manage the Process Service, the Pooled Process Manager (PPM), and the Process Router.

processor

A Java function that accepts arguments as input and operates on the value of the component to which it is connected when it is rendered or to subcomponents being assembled into the component for rendering.

prog ID

Program identifier. A property that specifies the COM object whose code executes when the event occurs.

promote lifecycle

An action taken on a document that moves it forward to its next lifecycle state. See also lifecycle policy.

promote version

An action that changes a minor version into a major version and sets its status to Released. Promotion sets the previous major version's status to Superseded.

property

Descriptive information associated with an object. All objects have properties you can view or modify using a property sheet. Properties have values; for example, a Customer Name property might have the value "John Smith." See also property template, custom property, or property tag.

property map

A property available through the Workflow tab on the properties sheet for an event subscription. This identifies the workflow data fields designated as launch step parameters in the workflow definition.

property sheet

An Enterprise Manager dialog box made up of tabbed pages, also called property pages, that make available such things as the object's descriptive information, properties, and security settings.

property tag

A WCM tag used to invoke the value of component properties. A property tag allows you to access the value of all fields that the Component editor displays, as well as the system properties of the component. For example, a component property can be the component title or name, Show/Hide status of a page, or URL of an asset. Property tags can be used in layouts, text components, and text-type assets.

property template

A template for creating one or more custom properties that can be assigned to one or more classes.

publish

To create a read-only copy of a document in an object store. Publishing makes the publication document available to a different audience and may translate the content to a different format.

publish template

A publish template determines the properties, format (such as HTML), and storage location of the publication document. The template determines whether the publication document is replaced or versioned when it is republished.

Publishing Designer

An application used to define publish templates.

publishing HTML plug-in

A rendition engine that translates documents into HTML according to the rules in a publishing style template.

publishing PDF plug-in

A rendition engine that translates documents into PDF according to the rules in a publishing style template.

publishing style template

A set of translation and formatting rules applied when a document is published.

Publishing Style Template Manager

The application used to define publishing style templates.

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Q

queue

A workflow database table that holds work items. There are four types of queues: user queues, work queues, component queues, and system queues.

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R

realm

The collection of all user accounts and group memberships available to the FileNet P8 domain. Realms are created, maintained, and authenticated by the authentication provider and are thereafter read and utilized by a FileNet P8 domain.

referential integrity

WCM rules that preserve relationships between pages when you deploy or un-deploy the pages. If a page is linked to another page, WCM deploys the pages together. If a page is not referentially correct due to linking to a missing component or insufficient access rights, deployment fails.

released version status

The most recently checked-in major version. A major version is typically an approved document of record. Only a major version can have the status Released, and a version series can have only one released version. Older major versions have the status Superseded.

render

To collect all WCM page components and present them in a viewable or deployable format. WCM can render a page so you can preview it, view it in in-place editor, or deploy it to a file server.

reservation version status

The status that indicates a checked out, but not yet checked in, version of a document.

reset

An action taken on a document that returns the document to its original lifecycle state. See also lifecycle policy.

response

A reply that a user selects from a predetermined list when processing a work item. Responses can determine the route that work will subsequently follow.

restore

To make a previous major version of a WCM component the current version.

result set

A visible subset of items, such as workflows or documents, returned by a search. The user can set the size of the result set.

rights

Rights are security permissions at the lowest, most granular level. Objects include the rights appropriate to them. For example, document classes include the "create instance" right, whereas folder classes include a "file in folder" right. Rights can be either allowed or denied. Individual rights are grouped together, or "mapped", into levels for easier and more meaningful application while using the Enterprise Manager's security editor. For example, the View Content level on a document includes both the View Content and View Properties rights.

root class

A class whose parent class is identified as "None" on its property sheet. The Enterprise Manager's root classes are the document class and those left-most classes exposed under the Other Classes node (such as the Annotation, Choice List, and Folder nodes). You can subclass and modify most root classes when you configure an object store.

root folder

The top-most node in a tree view. In the Enterprise Manager, an object store's Root Folder holds content, which consists of folders, documents, and custom objects.

roster

See workflow roster.

route

A path between two steps in a workflow definition.

router

A process that routes requests from an Application Engine to the selected VWService and isolated region on a Process Engine.

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S

scenario

A distinct, plausible projection of how a business process described in a workflow definition might occur. The purpose of scenario planning is not to predict the future, but rather to show how different forces can impact the process and produce various outcomes.

schema

See database schema.

script

A set of commands in a scripting language (such as VBScript or Jscript). Content Engine users add scripts to common functions to customize and enhance their applications.

Search Designer

Java applet used to create stored searches and search templates.

search template

An executable file created in Search Designer that is executed from either the Workplace Search or Browse page. Execution usually prompts the Workplace user to enter or change values and then displays a list of the documents that meet the search criteria.

section

A WCM component with a layout that provides user-editable content fields. You can use sections to create reusable structures within a page or another section.

security

The rules that allow and limit access to computers and data.

security editor

The Enterprise Manager's security interface that allows viewing and editing of an object's security. The security editor is embedded into property pages titled "Security", "Default Instance Security", and "Template Security".

security parent

A folder configured to propagate permissions to documents contained in the folder.

security policy

A set of security templates, which provide a way to apply default security settings as you add objects.

security template

A set of security settings that can be applied to a document, folder, or custom object. Security templates are components of security policies. For documents, the versioning security templates supply permissions for each version status. Applications can apply application security templates.

server ID

A number that is automatically assigned to a Process Engine. Within a VWService, server IDs start at 0 and increment by 1.

shared folder

A directory or folder to which network users can connect. File stores must be located in a shared folder.

simple search

An ad-hoc search created by a Workplace user for one-time execution. Execution displays a list of the documents that meet the user's search criteria.

simulation

The execution of a scenario. A mimicking of the operation of a real system, such as a claims processing application, in a computer.

Simulation Animator

A program used to view a workflow simulation graphically.

Simulation Console

A program used to manage scenarios and simulations.

Simulation Designer

A program used to create or modify scenarios that simulate running workflows.

single value

A property attribute that restricts the property to only one value.

single-level versioning

A document version series containing only major versions.

site

A collection of pages, assets, and documents with a site root within the WCM folder of an object store. WCM treats a site as a unique entity that you can deploy and manage separately from other sites in the object store.

site preferences

Configuration settings that affect Workplace appearance, behavior, and connectivity. Administrators set site preferences using the Site Preferences application. Non-administrative users may set personal preferences, which override some site preferences.

snapshot

An XML file that represents the latest approved version of the site at the time when the snapshot was taken. You can recreate the original site by uploading the site's snapshot into the same or another object store. The snapshot does not include the version history, content outside the site, or running WCM workflows. If you load the snapshot to the same domain as the original site, the new site maintains the original site security. The snapshot does not include extended WCM classes that existed in the original site.

snapshot interval

Defines how often statistical samples or "snapshots" are taken of the work in progress.

source permission type

Used in the Enterprise Manager's security editor. A value specifying the source of a permission, with four possible values: Direct; Default; Template; Inherited. Client-created permissions are always set to Direct. Template and Inherited permissions are read-only and cannot be removed. Default permissions are editable and removable.

step

A stage in a workflow where a distinct, well-defined action is performed. Each step on a workflow map represents a specific activity or task in the business process described by the map. For example, in insurance claims processing, "verify account number" and "calculate deductible" could be steps. A workflow consists of two or more steps.

step processor

An application that provides the information and resources a participant needs to complete a step in a workflow. When a participant opens a work item at runtime, the step processor displays the necessary instructions, attachments, current field values, response options, or other resources. In a workflow definition, the workflow author specifies the step processor to use for a particular step.

stored search

An executable file created in Search Designer that is executed from the Workplace Browse page. Execution displays a list of the documents that meet the search criteria.

subclass

A class that inherits properties and security from a parent class, also called a superclass.

submap

A workflow map that is called from another map in the same workflow definition.

subscription

A method that sets up the conditions required for an event action to take place and the class, object, instance or workflow the event acts upon.

superclass

A class whose properties are inherited by its subclasses. For example, custom document classes inherit properties from their superclass (the supplied document class).

superseded version status

A major or minor version that is not the most recent.

symmetric encryption

An encryption algorithm that requires the same key for encrypting and decrypting.

synchronous

An event that occurs at regular intervals. When using synchronous event actions in subscriptions, the subscription processor blocks further processing until the action completes and returns. The action runs in the same transaction as the originating activity on the target object. If the action fails, the transaction rolls back. See also asynchronous.

SysAdminG

A predefined user group with special administrative privileges in the Process Engine. In Workplace, SysAdminG can be mapped to a site-defined group. The default mapping is to PEAdministrators.

SYSINIT

The file that defines the FileNet P8 domain. When you configure the GCD during Content Engine setup, the sysinit.dat file is created in a shared folder on the first Windows 2000 Content Engine server. As you add Content Engine servers to the FileNet P8 domain, the initial sysinit.dat is copied to those servers. The Content Engine keeps the various sysinit.dat files synchronized as system changes occur over time.

system field

A system-defined workflow field. You can make a system field visible at a step, use it to determine conditional routing, and expose it (that is, make it available for searches and sorting). A system field value cannot be edited.

system function

The FileNet-provided functions that perform general flow- and logic-control instructions commonly used in workflow processing. The Process Engine software executes all system functions.

system queue

A queue holding work items that are undergoing or waiting for processing by the Process Service software. There are two system queues: Delay and InstructionSheetInterpreter (ISI).

System State

A set of data specific to the Windows 2000 operating systems. For all Windows 2000 systems, the System State includes the registry, the boot files, and the COM+ class registration database. The System State for a Windows 2000 server includes the Certificate Services database if the server offers Certificate Services. A Domain Controller adds the SYSVOL directory and the Active Directory services to the basic System State components.

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T

taskpad

A view in the Enterprise Manager's details pane that provides a set of icons that represent tasks. Clicking a taskpad icon initiates an action or starts a wizard that walks you through an administrative function.

template

A pattern or mold used to create objects or processes. For example, a property template defines a property that can be associated with one or more document classes. See also: application security template, entry template, property template, publish template, publishing style template, search template, security template, versioning security template, WCM template.

template ACE

A non-editable ACE whose source type is Template. Permissions placed on the object by a security policy are labeled "Template" by the Enterprise Manager's security editor.

title

The main identifier for a component. The title is used for locating the component and can be found in: the component panels, when browsing for components, in site navigation created by WCM render functions, and in Workplace and Enterprise Manager.

The title also serves as the basis for the containment name of a page.

toolbox

Set of WCM icons that link to component editors. When you click a tool icon, the corresponding editor opens in a separate window.

tracker

A participant who is designated to monitor the progress of a workflow. If necessary, the tracker can modify various step and workflow properties.

Tracker (application)

A FileNet-provided application used to monitor, manage, and modify the workflows to which you have been assigned as a tracker.

transformation plug-in

The Content Engine software that translates a source document to a format such as HTML as specified by a style template.

tree view

A hierarchical list of objects typically shown in the left pane with a list view in the right pane. Selecting a node in the tree view displays content related to the selected node in the right pane.

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U

unassigned work

Work that does not require completion by a specific participant but can instead be completed by any one of a number of users or by an automated program. The concept is similar to a stack of typing projects to be completed by the workers in a typing pool. At runtime, unassigned work is routed to a specified work queue; a user or program with access to that work queue can open and complete the work contained within.

UNC

See Universal Naming Convention.

un-deploy

To remove a page, asset, or document from the file server or database to which WCM deployed it. WCM automatically un-deploys a page when a user deletes or un-files it from WCM. You can also un-deploy a page manually. See deploy.

unfiled document

A document that is not contained in any folder. Users can search for unfiled documents and file them in folders.

Universal Naming Convention (UNC)

A convention for specifying directories, servers, and other resources on a network, using two slashes // or backslashes \\ to indicate the name of the computer, and one slash to indicate the path or directory levels within the computer, in this format: //computer/directory.

user queue

A queue that holds work items waiting to be completed by a user rather than by an automated process. Each user's queue displays as her or her Inbox.

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V

version

The properties and content associated with an instance of a document in an object store or a Content Services library. A version is created each time a document is checked out, edited, and checked in. A document version can be designated as a major version or a minor version.

version series

All versions of a document. A version series from which one or more versions have been deleted is said to be a sparse version series.

version status

The state of a version. Minor versions have the status In Process, Reservation, or Superseded. Major versions have the status Released, Reservation, or Superseded.

versioning security template

An ACL associated with a particular document version state. Versioning security templates can define ACLs for the four possible version states: Reservation, Released, In Process, or Superseded. A versioning security template is applied through a security policy. See also application security template.

view

A configurable data display. For example, an administrator can select which properties to display in Workplace document lists.

vwlog

A Process Engine-based administration utility that performs maintenance tasks related to the logging and statistics subsystem. You can use vwlog to delete log records within a specified interval, transfer log records from the database to a comma-separated (.CSV) file, or coalesce statistics records within a specified interval.

VWService

A distinct workflow system; work items cannot cross the boundaries of a VWService.

vwtool

A Process Engine system support and administration program used to gather system information and analyze and modify various Process Engine components. It is intended primarily for use by FileNet support staff.

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W

WCM tag

A product-specific markup tag that you add to the values of layouts, text components, and text-type assets to invoke component references and components, add render functions, or get properties of WCM components.

WCM template

The master design for WCM pages, a template defines the look, feel and functionality of a set of pages. A WCM template contains markup tags that control how WCM renders the page and WCM tags that add WCM components to the page.

web client

An application that accesses object stores and workflows through a web connection. Web clients include Workplace, Microsoft Office integration, and WebDAV.

wizard

An interactive utility within an application that guides a user through each step of a particular task, such as creating a new object store.

work class

See workflow definition.

work item

A single unit of work, the smallest component of work to be done in a workflow. It is a collection of both data and references to the system information necessary for processing the data. A work item is transitory; once it has been processed as required, it ceases to exist.

work object

See work item.

work queue

A queue holding work items that can be completed by one of a number of users, rather than by a specific participant, or work items that can be completed by an automated process. The system administrator defines work queues using the Configuration Console.

workflow

Work performed by two or more individuals or resources, serially or in parallel, to accomplish a business process.

workflow author

A person who creates workflow definitions that specify the step-by-step process, participants, attachments, data fields, and routing logic for a business process.

workflow database

Contains the workflow rosters, work queues, and other database tables necessary for work item processing and related activities, such as event logging and statistics collection.

workflow definition

An electronic representation of the activities and resources required to accomplish a business process. It acts as a processing template that the Process Engine uses each time the workflow runs, routing the work to the specified participants, along with data, attachments, and other information they will need to complete the activities.

workflow fields

A collective term for the data fields and system fields associated with a single workflow.

A field is a workflow property, which means that it can be used in one or more steps of a workflow. When the workflow is running, a value set at one step will be available in (and can be changed in) subsequent steps that use the same field. The value of each field in a workflow is limited to the current instance of the workflow; each time the workflow runs, the values in each field can be different.

workflow group

A collection of users who perform a particular job function in a workflow; for example, claims adjustors or supervisors. A workflow group consists of one or more users or groups.

workflow map

A graphical representation of a workflow that shows the sequences of steps needed to complete the business process. A step represents a specific activity; routes between the steps indicate one or more possible processing paths.

workflow policy

Available if eForms integration has been configured. Maps form template fields to workflow step element parameters.

workflow roster

A database table that stores the current location of and other information about all workflows. Workflow rosters provide the Process Engine with an efficient way to locate specific workflows.

workflow subscription

An association between a class or an object and a workflow definition. The subscription can specify which events trigger an automatic launch of the workflow or if a user must launch the workflow manually. For example, an expense approval workflow could launch automatically when a user adds a new expense report to an object store.

Workplace

Out-of-the-box web application for users. This application allows users to add documents and other items to an object store, to browse and search for items, and to run workflows. If allowed by the preference setting, Workplace users can also launch the designer applications.

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X

XML classifier

Content Engine function that identifies a document type by examining the contents of XML documents. The XML classifier applies the script contained in the XML property mapping script to determine property mappings.

XML property mapping script

A script that maps XML values in an incoming document to a target document class.

XSL script

A script written in Extensible Style sheet Language. XML property mapping script objects contain XSL scripts to perform automatic document classification.

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