DMS Integration

Document management system (DMS) integration values appear in drop-down lists on the Document Attributes page and are designated when you assign a document to an assembly. Data Administration enables you to add and modify drop-down list values, and to set the status of a value to active or inactive.

When you select a value under DMS Integration, a page shows a table of all values that have been defined. You can sort these values by column. The default view is sorted in ascending, alphanumeric order.

Note: The proper data administration access privileges are required to view and modify DMS integration values.

For documents assigned to SharePoint in Ennov InSight , you cannot change the Label or Status attributes and can only bind to the file version. SharePoint supports minor and major file versions, but does not support labels and statuses.

For Veeva documents, binding to a label is supported only when the label is set to CURRENT. Veeva does not use labels. When the label is set to CURRENT, the latest version of the document is used.

DMS Integration Values

Data Administration lets you to add and modify DMS values and attributes for: bind to label name, bind to status, and rendition identifier.

You can create and maintain the following DMS values:

Bind to Label Name Attributes

To define a bind to label name value, enter values for the following attributes:

Bind to Status Attributes

To define a bind to status value, enter values for the following attributes:

Rendition Identifier Attributes

To define a rendition identifier value, enter values for the following attributes:

Maintaining DMS Integration Values

Add a DMS Integration Value

You can add and modify DMS integration values, and set the status of a value to active or inactive, in Data Administration.

1. Choose Go To > Data Administration.
2. Under DMS Integration, click the link for which you want to add a value: — Bind to Label Values

   — Bind to Status Values — Rendition Identifier Values

3. Click the Create icon.
4. Type the bind to label name, bind to status name, or rendition identifier name.
5. Save.

   If you are adding a bind to label value or a bind to status value, do not perform the remaining steps in this procedure. If you are adding a rendition identifier value, perform the remaining steps.

6. Click the rendition identifier name of the rendition identifier that you are creating.
7. Under Rendition Identifier Values, click the Create icon.
8. For Rendition Identifier Value, type the value.

   Note: For Veeva, the value must match exactly an internal rendition name that Veeva generated from a rendition type that a Veeva administrator entered.

   Note: For Documentum, the value must match the page_modifier attribute.

9. Click the server type.

   Note: For each rendition name, for each server type only one rendition identifier value can be active at a time.

10. Save.

Modify a Bind to Label or Bind to Status Value

1. Choose Go To > Data Administration.
2. Under DMS Integration, click the link for the kind of value that you want to modify:

   Option	Action
   Bind to Label Values	Modifies the label values.
   Bind to Status Values	Modifies the status values.

3. Click the bind to label name or bind to status name.
4. Do either of the following:

Modify a Rendition Identifier Value

Data Administration lets you to add and modify DMS values and attributes for: bind to label name, bind to status, and rendition identifier.

To modify a rendition identifier value:

1. Choose Go To > Data Administration.
2. Under DMS Integration, click Rendition Identifier Values.
3. Click the rendition identifier name.
4. Do one of the following:

How Rendition Identifier Values Are Used

You can specify the rendition identifier value for a non-default rendition to be used for publishing jobs. You can set this value in Publishing Settings Library Templates (PLT) and Assembly Specific Publishing Settings Libraries (APL). On the Publishing Settings tab, the Default Rendition Identifier option lists the rendition identifier values configured in Data Administration. See Publishing Settings in Liquent InSight Publisher.

Rendition Identifiers are also used for Registration Attachment entities. When the value is set on the Registration Attachment Attributes page, it enables the use of the existed rendition file in DMS, instead of the source file, during the submission creation via the XEVMPD Submission wizard.

Note: It is recommended that you do not use the same rendition identifier for two different document formats for Documentum rendition.

Create Publishing Settings

In the selected Publishing Settings Library, you can create or modify the Publishing Settings to adjust printer output settings and XML definitions.

This procedure applies to both the Publishing Settings Library Template (PLT) and Assembly Specific Publishing Settings Library (APL).

1. On the Publishing Settings Library window, select Publishing Settings .
2. Click Create: .
3. On the Create Publishing Settings page, use the drop-down lists to choose the following required settings:

   — Printer

   — Paper Size and Type

   — Tab Paper Size and Type

   — Preview Location (Click Browse to locate and select the location.)

4. Complete the remaining fields as needed:

— XML Definitions

— Default Rendition Identifier

— Missing Rendition Identifier Handling

— In-Process Rendition Location (Click Browse to locate and select the location.)

— TOC Destination Not Found Text

— Cross-Reference Destination Not Found Text

— Expand Bookmarks to Level

— PDF Version for Published Output

— Optimize Fonts in Paper Output

Note: Ennov InSight includes functionality to specify the rendition identifier to allow for a non-default Documentum or

Veeva rendition to be used for publishing jobs. This value can be set in Publishing Settings Library Templates (PLT) and

Assembly Specific Publishing Settings Libraries (APL). On the Publishing Settings tab, the option Default Rendition Identifier lists the values configured using the DMS Integration Rendition Identifier Values in Data Administration. See Maintaining a DMS Integration Value.

5. To save the new Publishing Settings, Save. To discard the changes, Cancel.

Rendition Identifier Values Attributes

You can use the attributes to associate a Region to your Country on the view Country details page. Required information is indicated by an asterisk (*).

Create Veeva Rendition Types and Obtain Veeva Rendition Names

In Veeva, an administrator creates rendition types for document renditions. If the rendition type is for a custom, nonstandard rendition, the administrator can add the rendition type to a document. The administrator can also add a standard rendition type to a document type, if the standard rendition type is not by default added to all standard document types.

To create a rendition type and obtain the rendition name that will use:

1. In the Veeva vault, if the rightmost item on the bar is Admin, click Admin.
2. On the bar, click Configuration.
3. On menu on the left, under DOCUMENT SETUP, click Rendition Types.
4. In the top-right area of the Rendition Types page, click Create.
5. On the Create Rendition Type page, for Rendition Type type parexel.

   Note: Rendering requires the rendition type parexel in the Veeva Vault repository that Rendering connects to.

   Rendering uses this rendition type to reference the standard rendition.

6. Click Save.
7. To obtain the rendition name that Veeva generates from the rendition type, call Veeva Support.

Note: Veeva generates a unique rendition name from each rendition type. The rendition identifier values that you create in Rendering Administration must match the rendition names that Veeva generates.

Note the following:

— Editing a rendition type does not change the generated rendition name.

— Deleting a rendition type does not delete the generated rendition name.

— Recreating a deleted rendition type creates a new rendition name, not the name generated from the rendition type before the rendition type was deleted. If you recreate a deleted rendition type, call Veeva Support to get the new rendition name.

Add the Rendition Type to All Documents

To enable Ennov InSight Rendering users to access Veeva Vault documents that were in their Vault before your Veeva administrator created the Ennov InSight . Service user, assign the Ennov InSight rendition type to every document type in the vault.

1. If the rightmost item on the bar is Admin, click Admin.
2. On the bar, click Configuration.
3. On menu on the left, under DOCUMENT SETUP, click Document Types.
4. Assign the Ennov rendition type and give the Ennov InSight Service account Create Document Permission to every document type in the vault. For each document:
   1. On the Document Types page, navigate to and point to the document type.
   2. Click the arrow to the right of the document type, and click Edit Details.
   3. On the Edit Details page, for Rendition Types click Ennov.
   4. Click the Security link.
   5. For Create Document Permission , click the arrow and add Ennov InSight Service. f) Click Save.

Note: If you add a document type after performing the preceding procedure, remember to add the Ennov rendition type to the new document type.