IBM® Information Management software
IBM Document Manager
A better way to track, manage and IBM Document Manager allows you
Highlights distribute business documents to bring greater efficiency to your
When you’re on a deadline, the last knowledge workers. It also supports
Facilitates collaboration among thing you want to do is scramble for deep application integration with
globally dispersed users through the latest information. Documents and common office applications,
on demand document access the business content within are relationship management for related
extremely valuable to any organization. documents, as well as life-cycle and
Offers scalable, secure, robust However, what is equally important is records management of documents,
and rules-based document life- the ability to efficiently control and from creation to disposition or
cycle-management capabilities manage documents. The ability to destruction, or both. Additional
quickly search and locate these capabilities include version and rendition
Supports engineering content documents, as well as immediately management, as well as auditing and
(drawings, specifications, understand where a document might compound-document support, to help
contracts and correspondence) be in its approval process, is critical to you more effectively develop and
that are inherently complex the success of your company. IBM distribute critical business information.
and involve input from multiple Document Manager is the right tool to
constituents help track, share and distribute the Through its rich functionality, IBM
mission-critical documents you need Document Manager supports
Delivers integrated records- to do your job. collaborative document creation and
management capabilities with management across groups of globally
IBM Records Manager across IBM can help you regain control over dispersed users with interconnected
multiple business and your business documents, as well as roles, such as document creation,
engineering applications address your compound-document reviewing, editing and approval. By
requirements, through IBM Document doing so, the solution can help you
Provides a highly customizable Manager. A comprehensive document- enhance productivity by ensuring that
user interface for dynamically management solution, IBM Document accurate and up-to-date documents
deploying client updates to Manager allows users to create, are available on demand, across
the desktop manage and control documents your organization.
through familiar applications, while
Integrates with IBM information- leveraging IBM Content Manager as
management and collaboration the underlying repository, providing
software enterprise scalability and reliability.
Rich integration capabilities Manager is designed to manage the documents can be declared and
A core component of the IBM content- relationships among all of these classified, for example, manually,
management portfolio, IBM Document components, including their individual automatically or by life-cycle state.
Manager integrates with IBM information- versions, to support information While document retention becomes
management and collaboration consistency as compound documents transparent to the user, you can be
software, including IBM Content are shared across your enterprise. confident that documents are secure,
Manager and IBM Records Manager. By leveraging the underlying data- and your organization can more
modeling capabilities of IBM Content efficiently address the demands of
In addition, it is designed to support Manager, IBM Document Manager government and industry
application integration by giving users, supports structural and referential regulatory requirements.
groups or both access to IBM integrity, enabling you to preserve
Document Manager commands from particular components of the Easy-to-use interface
familiar desktop application menus and document that are needed by Using the IBM Document Manager
toolbars. This integration also includes other documents. desktop client, you can dynamically
bidirectional property exchange from configure integrated functions available
applications, such as Microsoft® Word, Comprehensive life-cycle management in office applications to grant users and
and metadata in the IBM Content Whether it is through the browser- groups access to varying degrees of
Manager repository. By leveraging this based IBM Desktop Client or through document-management functionality.
comprehensive mix of products, you standard office applications, IBM The administrative client, IBM
can create a powerful solution to Document Manager allows you to Document Manager designer, is an
manage documents, security dynamically configure your organiza- object-oriented interface that can
and relationships. tion’s document life-cycle rules. You dynamically grant — without program-
can then oversee the document ming — access to client capabilities or
IBM Document Manager eases the approval, release and revision pro- functionality provided by any of the IBM
management of typical workloads, cesses, granting access to authorized Document Manager services or com-
especially compound documents users and groups at specified stages. ponents. For example, an administrator
that have multiple, interrelated Integrated with IBM Records Manager, can insert a number of IBM Document
components. A standard operating- IBM Document Manager is designed to Manager commands, such as
procedure manual, for example, might provide the capability to declare and CHECKIN, CHECKOUT or MANUALLY
comprise a word-processing file that classify documents as records through DECLARE RECORD, into an existing
details procedures, an embedded common desktop and engineering desktop application. This means users
spreadsheet that defines the applications, such as Microsoft Office, can leverage familiar applications with
scheduling, and a computer-aided AutoCAD, IBM Lotus Notes® and IBM Document Manager and directly
design (CAD) drawing that displays Microsoft Outlook. The records- access documents stored in IBM
equipment detail. IBM Document management integration supports Content Manager. Through IBM
multiple options or modes by which Document Designer, you can define
IBM Content Manager item types,
classes and life-cycle processes, and
configure system settings for the print/
plot, rendition and automation services.
Tailoring a solution to your needs • IBM Document Manager Lifecycle • IBM Document Manager Print/Plot
The core component of the system is Services, a rules-based application, Services enable users to print high-
the IBM Document Manager server. gives administrators the flexibility quality output from multiple file types,
The server can communicate with the to determine the level of control with the capability to select a single
IBM Document Manager desktop and to exercise over the creation, file, several files or an entire folder to
with the document-management envi- modification and distribution of print and queue the print job to the
ronment that includes a content important documents. By building selected output device. Multithreaded
repository, such as IBM Content the company’s business rules into the processing enables the print/plot
Manager or IBM FileNet Content system, the administrator can specify manager services to process multiple
Services (versions 5.3 and 5.4). It who can initiate a change, edit a queues concurrently. Services include
doesn’t matter if they’re on the same document or approve final changes. engineering-related plot capabilities.
server, on different servers in the same Some of these rules can also trigger • IBM Document Manager Cache
building or on different servers on dif- automatic actions when a document Manager is designed to help reduce
ferent continents. To the user, the entire moves from one stage in its lifecycle heavy resource utilization that can
IBM Document Manager system to the next, such as distributing a occur in client/server applications.
appears as an extension of the desk- Portable Document Format (PDF) IBM Document Manager Desktop
top. To the IT manager, its three-tiered rendition or archiving it to IBM leverages the use of cache files
structure supports a scalable system, Content Manager, based on rules through IBM Document Manager
the components of which can be defined in IBM Records Manager. Cache Manager, a configurable
deployed as needed and distributed • IBM Document Manager Rendition service that contains user and group
across multiple servers or clients. Service enables you to publish, configuration information covering
distribute and manage the renditions menus, action dialogs and folders.
The robust services of IBM Document of retention records of important This service can be configured to
Manager are designed to provide you documents. Supported file formats update user configuration information
with the capability to dynamically auto- include PDF as well as tagged image on a schedule specified by the
mate business processes. For file format (TIFF). administrator, to deploy updates to
example: • IBM Document Manager Notification the desktop in the background while
Service supports greater productivity maximizing performance.
• IBM Document Manager Automation among your users by delivering the
Services is a rules-based service capability to automatically send e-
designed to allow for unattended mail alerts to individuals or groups.
actions to be executed on documents Messages can contain property
stored in the system. Actions can be as information, such as author names,
simple as delete, archive or transition, creation dates, file types, copies,
or as sophisticated as triggering document links or notice (for example,
external applications, like a drawing that new procedure drawings are
program or a records management available).
program.
Extending content- • Supporting document life-cycle
management solutions management by allowing the
With the business landscape growing administrator to configure document
increasingly competitive, the efficient life-cycle rules based on a simple,
management of your business object-oriented point-and-click © Copyright IBM Corporation 2007
documents is critical to the success interface. IBM Corporation
of your organization. Integrating IBM Software Group
• Providing a scalable and extensible
Route 100
Document Manager into your day-to- platform that integrates across Somers, NY 10589
day business processes and U.S.A.
existing business applications and
applications can make it easier for Produced in the United States of America
works with IBM Content Manager
04-07
your knowledge workers to manage and IBM Records Manager, as well as All Rights Reserved
documents and collaborate with one Lotus Instant Messaging and Domino Domino, IBM, the IBM logo, Lotus, and Lotus
another, delivering productivity Notes are trademarks of International Business
Document Manager.
Machines Corporation in the United States,
and efficiency gains across other countries or both.
your organization. For more information Microsoft, Windows and Windows NT are
trademarks of Microsoft Corporation in the
To find out more about IBM
United States, other countries, or both.
IBM Document Manager helps you Document Manager, contact your
Other company, product, or service names
manage and control documents by: IBM representative or IBM Business may be trademarks or service marks of others.
Partner, or visit:
• Supporting integrated records-
management capabilities with [Link]/software/data/cm/docmgr
automated document-retention rules
that are transparent to users, along
with the option to manually declare
and classify documents by users
and groups through standard office
and CAD applications.
IBM Document Manager at a glance
Software requirements
Server operating system
• Microsoft Windows XP Professional SP1
• Microsoft Windows XP Professional
• Microsoft Windows 2003 Server
• Microsoft Windows 2000 Advanced Server (SP)4
• Microsoft Windows 2000 Server (SP) 4
• Microsoft Windows 2000 Professional SP
Web browser support
• Microsoft Internet Explorer 7 on Windows XP and Windows Vista
• Microsoft Internet Explorer 5.0, or later
Repository
• IBM Content Manager for Multiplatforms, Version 8.3
• IBM Content Manager Enterprise Edition, Version 8.3
• Microsoft Windows XP
• Microsoft Windows 2003
• Microsoft Windows 2000
Integrated records management is supported when IBM Document Manager is used with IBM Content
Manager, Version 8.3; IBM Records Manager, Version 4.1.1, or later; and IBM Records Manager Enabler,
Version 8.3, or later.
IMD11902-USEN-00
