Getting started
Before you begin using the Team Collaboration Manager (TCM) web application
Before you collaborate using the TCM application, do the following:
- Obtain an account on the FileNet P8 domain. Contact your FileNet administrator if you do not have a user name and password.
- Obtain email addresses for other collaboration partners you want to include in your teamspaces if their email addresses are not available in the enterprise LDAP system. (You must enter an email address for users you add to your teamspaces if the system does not provide a default.)
- Make sure that your email address is correct in the enterprise LDAP system if you want to receive email notifications from the TCM application. See Preferences for information on how to verify and edit your email, once you have signed in to the system.
- Obtain sufficient security to create new folders in the Teamspaces folder (in the Collaboration object store) if you will be creating new teamspaces. Contact your FileNet administrator if necessary.
- Ensure that the TCM administrator (or another administrator) has configured and enabled content-based retrieval (CBR) for the Collaboration object store. See Configuring CBR to support searching in TCM for instructions.
Following are general guidelines for working with the TCM application:
- Make sure that your web browser is not configured to block pop-up messages from the TCM server. The TCM application uses pop-ups to display informational messages and to prompt you for input. (Most pop-up blockers allow you to specify sites that are permitted to display pop-ups. Check your browser or pop-up blocker tool documentation for specific instructions.)
- Although the TCM application is browser-based, you should not use the Back and Forward browser commands as you navigate from one screen to another. Doing so may display outdated information, or cause errors.
- Using the Refresh command from the browser can cause errors in the displayed information. Use the Refresh link at the top of the TCM application screen.
- Use the Help link in the upper right-hand area of a screen to display information on how to perform the actions available for that screen.
How TCM interacts with other FileNet components
The TCM application integrates with other components of a FileNet P8 system. Documents and all other collaboration objects reside in a special object store on the Content Engine.
The FileNet TCM application also integrates with other FileNet P8
functional expansions, including Web Content Manager and Records Manager.
TCM roles and security
The TCM application uses the concept of security roles to control what a user can and cannot do within the application. Within a teamspace, a user is assigned a specific role. That role determines what activities the user can participate in, and controls what objects they can create or modify.
- If you are an end-user of the TCM application, consult your TCM administrator for information on the security roles configured for your enterprise and how to use them. Your administrator may have configured a set of roles designed for use in your organization.
- If you are the administrator for the TCM installation, refer to Security and roles to configure the roles for your organization. Before you employ the TCM application in a production environment or where sensitive data may be exchanged, be sure to review the sections on Security. Then create your own security roles for the different types of users that you anticipate. Because roles are available to every teamspace, you will want to make them as general as possible.
Roles determine what you and other users can and cannot do within the TCM application and within a specific teamspace. Note, however, that a teamspace role cannot grant a user any permission that they do not have for the Content Engine. In other words, if a user is restricted from doing something by Content Engine security, they will have the same restriction within a TCM teamspace even if they are given a role that grants permission to perform the action.
User assistance
For assistance while using the application, click the Help link at the top of the screen to display context-sensitive information for the item you are working with.
For information on TCM concepts, see Overview of the Team Collaboration Manager (TCM) Web Application.
To get started using the TCM application see TCM Home tab .
For general information on the FileNet P8 Platform, select the Help Directory link in the upper right-hand corner of any help page.