Create a marking set

Creating a marking set and applying it to a class of objects is a multi-step procedure. Refer to Markings if you need more information about the options mentioned below (and especially about how to set the marking's Constraint Mask and Security).

To create a marking set

  1. Log on as a GCD Administrator.
  2. Right-click Enterprise Manager's Marking Sets node and select New Marking Set from the menu. This launches the Create a Markings Set wizard. At the Welcome screen click Next.
  3. Click OK when you are done creating the marking. Repeat for each marking in the marking set.

    NOTE  Edits to individual markings will not be persisted until you click OK or Apply in the Marking Set window.
  4. Complete the wizard. The marking set you just created shows up in the FileNet P8 domain property sheet's Markings Set tab.
  5. Create a property template. Right-click Enterprise Manager's Property Template node and select New Property Template.
  6. Assign the property template to a class, just like you would any property. Right-click the class (in either the Document Class or the Other Classes node) that should be associated with the marking set and select Add properties to class. This launches the Add Properties to a Class wizard which will let you add a property based on the property template you just created. The new custom property shows up on the right side of Enterprise Manager when you select the class.
  7. Create an object based on the class. For example, if you assigned the marking-enabled property to a document class, run the Create a New Document wizard to create a document based on that document class. (The wizard you use to create the object will not set the marking value for the marking-enabled property. You have to do that in the next step.)
  8. Set the markings on that object:

NOTES