1. Mobile Workdesk Jumpstart
05 November, 2013 Gi Lee Principal Solutions Engineer Zia Consulting

2. Agenda
Introduction
Overview
Architecture
Configuration Jumpstart

3. Introduction
Gi Lee Solutions Engineer & Team Lead Technical Architect

4. Overview What is Mobile Workdesk? Why Mobile Workdesk?
Sales Enablement
Contract Management …

5. Mobile Workdesk Server
Centralized Administration & Configuration
Configuration vs. Coding
Provides:
Role Management
Search Templates
Contextual / Personalized Views

6. Mobile Workdesk App “Shell” Mobile Application
CMIS 1.0 Compliant Client
Does not require Mobile Workdesk Server

7. MWD.app w/o MWD Server
Simple Browse
Simple Search

8. MWD.app + MWD Server Role and Use-Case Based: Browse
Content Processing and Virtual Folders
Content Searching

9. Mobile Workdesk Server
Sales
Customers
Claims
Mobile Workdesk
Server
Personalization
Business Roles
Business
Users

10. Architecture

11. Architecture

12. Jumpstart Mobile Workdesk Server Configuration Static Configuration
Role-Based Configuration

13. Static Configuration One configuration for all users
Same browse location
Same virtual folders
Same search templates
Simple to configure

14. Static Configuration Configuration = 1 file
<mwd.war>/WEB-INF/app-context.xml
No database configuration needed
No roles
Workdesk is not needed to configure

15. Browse Identify a startup folder Configure app-context.xml
Deploy changes

16. Browse
app-context.xml <bean id="browseHandler” class="com.wewebu.mwd.service.browse.BrowseHandler”> <property name="categoryId" value="browse.id" /> <property name="uploadDocTypeId” value="cmis:document" /> <property name="startupFolder" value="/sites/sales/documentLibrary" /> <property name="repositoryId" value=“${REPO_ID}" /> </bean>

17. Search Identify search templates Create search template XML(s)
Add strings to oecmcustomlocalize_XX .properties
Configure app-context.xml
Deploy changes

18. Search Displays ALL search template XML files located at
<mwd.war>/WEB-INF/<conf_name>/
owsearchtemplates
app-context.xml
<bean id="searchHandler" class="com.wewebu.mwd… .SearchServiceHandler">
<property name="categoryId"
value="search.id" />
</bean>

19. Virtual Folders Identify virtual views Create Virtual View XML
Add strings to oecmcustomlocalize_XX .properties
Configure app-context.xml
Deploy changes

20. Virtual Folders
app-context.xml <bean name="vfHandler” class="com.wewebu.mwd….VirtualStructureHandler”> <property name="categoryId" value="virtualStruct.id" /> <property name="virtualFolderNames"> <list> <value>cold_call_list.xml</value> … snip … <value>virtualfolder_publisherjournal.xml</value> </list> </property> </bean>

21. Static Configuration Review
Simple Spring-bean configuration
Only allows for one configuration

22. Role-Based Configuration
Multiple configurations for multiple business roles and/or use cases
Different startup folders
Different virtual views
Different searches
Right-content for the right people

23. Role-Based Configuration
<mwd.war>/WEB-INF/app-context.xml
DB Role Manager
Workdesk is needed for configuration
Role Management – reuse OR separate

24. Browse
Sales
Role XYZ
Project X

25. Browse – Part 1
app-context.xml <bean id="browseHandler” class="com.wewebu.mwd.service.browse.BrowseHandler”> <property name="categoryId" value="browse.id" /> <property name="uploadDocTypeId” value="cmis:document" /> <property name="startupFolder" value="/sites" /> <property name="repositoryId" value=“${REPO_ID}" /> </bean>

26. Browse – Part 2

27. Browse - Role-Based Configuration Part 3
Startup Folder Format:
/<CMIS_REPOSITORY_ID/path/to/folder
/bf704e69-acd5-4a92-b592-a212cfca5c5b/Sites/sales/documentLibrary
Default Configuration: OW_Authenticated

28. Search
Sales
Role XYZ
Project X

29. Search – Role-Based Configuration
app-context.xml – No Changes
<bean id="searchHandler"
class="com.wewebu….search.SearchServiceHandler”>
<property name="categoryId”
value="search.id" />
</bean>

30. Search

31. Virtual Folders
Sales
Role XYZ
Project X

32. Virtual Folders
app-context.xml <bean name="vfHandler” class="com.wewebu.mwd….VirtualStructureHandler"> <property name="categoryId" value="virtualStruct.id" /> <property name="virtualFolderNames"> <list> <value>virtualfolder_contracts.xml</value> <value>virtualfolder_publisherjournal.xml</value> </list> </property> </bean>

33. Virtual Folders

34. Role-Based Configuration Review
Minimal Spring-bean configuration
Role-based configuration via Workdesk UI
Provide Efficient Access to Content
Right-content for the right people

35. Questions?