IBM BPM, V8.0.1, All platforms > Create processes in IBM Process Designer > Create user interfaces for business processes > Building Heritage Coaches > Adding documents and reports to Heritage Coaches

Choose the type of documents to attach to a Heritage Coach

Before attaching documents to a Heritage Coach, you need to establish the type of documents that you want to display and upload using the Document Attachment control.

The Document Attachment control works with IBM BPM documents or documents stored in an Enterprise Content Management (ECM) repository. IBM BPM documents are any documents that your users can access by browsing their file system or via a URL. To use the Document Attachment control to access documents from an ECM repository, you can configure the control to work with IBM Content Integrator Enterprise Edition, enabling users to access documents from FileNet P8 Content Manager and IBM Content Manager.

Before you can access documents from an ECM repository using the Document Attachment control, IBM Content Integrator SOA web services must be deployed on an application server. The IBM Content Integrator Information Center provides information about the WAR file that you can use for deployment and instructions for configuring the WAR file. See Deploying > Deploying SOA Web Services in the IBM Content Integrator Information Center.


Procedure

The following steps describe how to establish which type of documents you want to display and upload using the Document Attachment control:

  1. Open the service that contains the Heritage Coach that you want to work with, and then click the Coaches tab.

  2. Drag a Document Attachment control from the palette onto the design area.
  3. While the Document Attachment control is selected, click the Document Attachment option in the properties if not already selected.

  4. In the Behavior section, select a Connection Type from the drop-down list:

    • IBM BPM documents
    • IBM Content Integrator

  5. If you selected IBM Content Integrator for the Connection Type:

    1. Click the Connection option in the properties.
    2. Provide the following information:

      Input required for connection properties
      Property Description
      IBM Content Integrator (ICI) Web Service URL

      Select the environment variable that contains the root URL of the deployed application (SOA web services). The name of this environment variable is the name of the target IBM Content Integrator server configuration. See Adding a server configuration for information on defining an IBM Content Integrator server configuration.

      Repository ID

      Select the environment variable that contains the name of the IBM Content Integrator connector that you want to use to access the ECM repository. The name of this environment variable is the name of the target IBM Content Integrator server configuration with a _connectorName suffix.

      For example, if your server configuration is named iciService, the connector name will be contained in an environment variable named iciService_connectorName. See Adding a server configuration for information on defining an IBM Content Integrator server configuration.

      User name User name required to log in to the ECM repository.
      Password Password required to log in to ECM repository.


What to do next

Configure the control to display and upload documents for your connection type. By configuring the control, you can attach documents to the Heritage Coach for which you configured the connection type.

Adding documents and reports to Heritage Coaches


Related tasks:
Attaching IBM BPM documents to a Coach