This is part of the SPX Series
Previous post: SPX Series – SharePoint eXperience – (aka SPX) – Series Introduction
First off – I want to explain that I am, in no shape or form, an SPX “expert”. I’m just a guy who has been using SPX since it was first released. I’m not a coder, so can’t tell you all the cool ways that the web parts can be tweaked, or made to dance. I am able to share with you some of the “lessons learned”, and tips . that I have picked up over time. Some of what I write might be incorrect. Please feel free to let me know if that is the case.
And, where possible, if there are other resources that explain something better than I can, I’ll point you to it.
So without further delay I will launch into today’s SPX post…”A little bit of history“.
In 2007 Microsoft introduced SharePoint 2007.
As well as providing the ability to store content in its own repositories (doclibs, lists), it also provided web sites that could be populated with web parts that allowed users to interact with internal content (lists and SharePoint repositories), as well as external content. This included other LOB enterprise systems (such as SAP, Siebel, etc). There was no native way to connect SharePoint and Documentum though.
- Business Data Catalog: Overview
- Business Data Catalog: Architecture
- Interoperability Scenarios and Technologies for SharePoint Server 2007
A company called Wingspan had also developed technology that provided Web Services connectivity to Documentum. This consists of the Docway Server, and Docway “Portlets”, (and for SharePoint – Webparts), and allowed for single sign-on, cross-docbase browsing, as well as the ability for users to access, create & update content from a Portal.
CSC’s FirstDoc, provides a layer that sits on top of Documentum, and allows for compliance with many of the Pharmaceutical regulatory requirements imposed by the various regulatory authorities (FDA, EMA, MHRA, etc.)
Using Wingspans technology, CSC (or, at the time, FCG), were able to create special webparts that allowed users to interact with their FirstDoc system from a SharePoint Portal. These offered about 85% percent of the functionality provided by the native FirstDoc application.
The first version was released in the 2nd half of 2007, and had the moniker “version 4.3“. This was to keep the version inline with the (then current) version of FirstDoc. It was compatiable with version 5.3 of Documentum.
There were 17 webparts available. These included webparts for browsing cabinets, listing the logged-on users checked-out documents, displaying the Home Cabinet, an inbox webpart, an very handy object-view webpart that could be configured to display one particular folder, or cabinet), an also handy query-view webpart that allowed content to be displayed based on a query, as well as an assortment of other functional webparts, and administration webparts.
Each web part offered a user the ability to further interact with an object via a context menu that showed extra functionality depending on the type of object that was clicked upon.
This first version was an excellent step towards greater flexibility in creating interfaces for users that better matched their daily work style. For the 80% of users who rarely log into FirstDoc, it provided a quick and easy way to get to specific documents. Links to specific documents could be sent via e-mail, and when a user clicked on it, the document would automatically be opened, without having to go through a process of logging into a client and searching for a document.
But there were also several shortcomings. There was the 20% of hard-core users that quickly discovered that there was still a lot of functionality that was not available. Also the SPX interface did not offer the same flexibility that WebTop did. You couldn’t easily change the columns that you wanted displayed, the search functionality when compared to the WebTop search was very limited, and the way of interacting with the documents was different. The context menu was not found in WebTop. Performance was also a bit sluggish especially when using the webparts over a WAN.
To be fair, CSC were also restrained by the limitations of the underlying Docway technology.
(However, Wingspan have been making continual improvements to their technology and CSC have been able to take advantage of this).
CSC listened to the concerns that the hard core users (as well as the administrators) were having. Version 5.0 of SPX was released in the middle of 2008, with Product Alias Search functionality, the ability to limit search results, and also the ability to add multiple documents to a workflow. Version 5.0 was also compatible with Documentum 6.0
Then later that year, version 6.0 was released. This was based on Documentum 6.5, and an upgraded version of Docway(6.1). It had been designed to be backwards compatible (with configuration, it could work with version 4.3 of FirstDoc). This allowed SPX to work over multiple docbases of different versions. As well as this, the Inbox and Query webparts were tweaked so that values could be automatically passed on the URL. Menu selection was made configurable. A quicklink capability was added that allows a link to be configured that will launch FirstDoc functionality, and the ability to View Relationships, and Audit Trail reports was added.
Then, in the later part of 2009, version 6.1 was released with even more functionality – Virtual Documents could now be viewed, multiple files could be imported, a new :”My Views” webpart was available, as well as the ability to view the Workflow Status report. Importing related documents was now, also possible. A version 6.1.1. was also released but this was a correction to a limitation that was previously believed to be uncorrectable.
In 2010, version 6.2 and 6.2.1 were released. The only difference was that 6.2.1 was certified for use with SharePoint 2010. Both versions also used Docway 7.0. And there was a bundle of new features and functionality. These included: the ability to register interest, the availability of the WebTop Search app as a webpart, a single-box search (“Google-like”), Saved Searches, the ability to display custom properties in the web parts, clipboard tools, subscription notifications, as well as other functionality.
CSC are working on the next release of SPX, and it looks like they’ll be adding even more functionality to close the gap between SPX and WebTop.
FirstDoc doesn’t have its own client application – it extends the functionality of the EMC Documentum native client – “WebTop”. EMC has announced that they will be phasing out this out sometime soon. As a result CSC are dedicated to ensuring that SPX is ready to be a replacement.
So – that’s the end of my “A little bit of history” post. If have made mistakes anywhere, please feel free to let me know.
Thanks for all this information!
One more question: which edition of Sharepoint 2010 is required for SPX 6.2.1? Sharepoint 2010 Foundation is enough?
Good to hear from you.
From what I’ve seen SPX 6.2.1 can be used with all versions of SharePoint. (But your choice of SharePoint will depend on your business requirements.)
If you have any more questions, feel free to ask.
thanks for your reply. Actually, I have another question: SPX6 features like dynamic filtering do they work on FirstDoc5?
We would like to use SPX6.2.1, however, we don’t plan to upgrade yet to FD6.
When you mention “dynamic filtering” are you referring to the ability to “filter results column”, or the ability to add a DQL Restrict?
The “Filter Results Column” functionality was something that was actually introduced with DocWay 7.0 (the server-side component that allows SPX to interact with Documentum.) SPX version 6.2 is the first version to use Docway 7.0. SPX 6.2. is based on FirstDoc Enterprise 6.2, and Documentum 6.5 SP3
The “DQL Restrict” option allows you to add a “WHERE” clause that will force SPX to return/display specific results. This was introduced in SPX version 6.0, which is backward compatible to FirstDoc 4.3.
Can we build VDM in SPX and aslo can we browse and add documents to existing VDM in SPX ?
Check out my response on my post “The Wingspan Connection – getting SharePoint & Documentum to talk to each other“