Table Of Content® ®
EMC Documentum
Content Transformation Services
Transformation Suite
Version 7.3
Administration Guide
EMC Corporation
Corporate Headquarters:
Hopkinton, MA 01748-9103
1-508-435-1000
www.EMC.com
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Table of Contents
Preface ................................................................................................................................ 11
Chapter 1 Content Transformation Services Overview ................................................ 13
Content Transformation Services ....................................................................... 13
CTS Documents................................................................................................ 14
How CTS Documents works ......................................................................... 14
How CTS Documents creates PDF renditions ............................................. 14
How CTS Documents creates HTML renditions.......................................... 15
Installed components.................................................................................... 16
CTS Documents plug-ins............................................................................... 16
CTS Media ....................................................................................................... 17
Installed components.................................................................................... 17
CTS Media plug-ins ...................................................................................... 18
CTS Audio-Video ............................................................................................. 19
Installed components.................................................................................... 19
CTS Audio-Video plug-ins ............................................................................ 19
XML Transformation Services............................................................................ 19
How XML Transformation Services works ..................................................... 20
How XML Transformation Services creates PDF renditions ......................... 20
How XML Transformation Services creates HTML renditions...................... 21
How XML Transformation Services creates CHM renditions ....................... 22
XML Transformation Services plug-in ............................................................ 23
Installed components.................................................................................... 23
Content Transformation Services transformations............................................... 24
Automated transformations .......................................................................... 24
Generating thumbnails ............................................................................. 26
Generating storyboards............................................................................. 26
Generating low-resolution renditions......................................................... 26
Extracting media properties ...................................................................... 27
Extracting XMP metadata.......................................................................... 27
User transformations .................................................................................... 27
User transformation profles...................................................................... 29
Chapter 2 Administering and Confguring Content Transformation Services
through Documentum Administrator ........................................................... 31
Starting and stopping the Content Transformation Services
Administration Agent....................................................................................... 32
Chapter 3 Confguration and Administration Tasks and Tips ...................................... 35
General confguration and administration tasks.................................................. 35
Starting and stopping Content Transformation Services .................................. 35
Adding or removing repositories using Content Transformation
Services confgurator .................................................................................... 36
Confguring separate Content Transformation Services instances to
handle real-time and asynchronous requests .................................................. 36
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Integrating a Streaming Server with Content Transformation Services.............. 37
Prerequisites ............................................................................................ 37
Setting up a Streaming Server.................................................................... 37
Setting up streaming storage areas............................................................. 38
Setting default_storage for the format objects ............................................. 38
Finding fle format names ..................................................................... 39
Windows Media formats....................................................................... 39
Real Media formats............................................................................... 39
Darwin formats .................................................................................... 40
Flash formats ....................................................................................... 40
Ensuring Streaming Server access to storage areas ...................................... 40
Creating mount points or VirtualDirectory................................................. 40
Setting the storage area’s base_url attribute ................................................ 41
Testing the Streaming Server ..................................................................... 42
Real Helix on Windows......................................................................... 42
Defning fle formats and DOS extensions ...................................................... 43
Confguring Inbox notifcations ..................................................................... 44
Inbox notifcation behavior........................................................................ 45
Changing the Content Transformation Services user ....................................... 46
Confguring multiple domains for Content Transformation Services
products ...................................................................................................... 46
Changing the administrator password ........................................................... 47
Using the Content Transformation Services Reporting Tool ............................. 48
Enabling and disabling the Content Transformation Services
Reporting Tool ......................................................................................... 48
Viewing the Content Transformation Services Reporting Tool report ............ 49
Managing the transformation queue .............................................................. 50
Viewing transformation requests in the queue............................................ 50
Changing a queue item’s priority ............................................................... 51
Viewing details of a queue item................................................................. 51
Deleting a pending queue item.................................................................. 52
Confguring additional queue management felds....................................... 53
Confguring the queue pre-processor mechanism ........................................... 53
Controlling how quickly programs time out ................................................... 54
Caching Content Transformation Services capabilities on startup..................... 54
Setting logging appenders............................................................................. 55
Enabling performance and throughput logging .............................................. 56
Processing requests for local content .............................................................. 56
Confguring Content Transformation Services for BOCS or ACS ...................... 56
Confguring queue management for BOCS installations .................................. 58
Load balancing servers ................................................................................. 58
Confguring Content Transformation Services Load Balancer ...................... 59
Confguring the Server for SSL Mode............................................................. 60
Automating thumbnail or proxy creation for custom formats .......................... 61
Performing bulk transformation requests for documents ................................. 61
Improving the performance of Content Transformation Services...................... 62
Content Transformation Services clean up job................................................. 63
Job confguration options .......................................................................... 64
Content Transformation Services job Log4j confguration ............................ 64
Changing the hostname of the Content Transformation Services
server machine ............................................................................................. 65
Resolving issues with email content containing double byte characters ............ 65
PDF compliance not working ........................................................................ 66
Confguring WebServices in a single sign-on environment .............................. 66
Confguration tasks specifc to CTS Documents .................................................. 66
Creating thumbnails and storyboards for MSG assets ..................................... 66
Confguring the Doc10 plug-in ...................................................................... 67
Confguring Doc4 Plug-in for Dynamic XFA PDF Forms ................................. 70
4 EMC Documentum Content Transformation Services Transformation Suite Version 7.3 Administration Guide
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Controlling the size of PDF renditions............................................................ 70
PDF customization ....................................................................................... 71
TRANSFORMATION ............................................................................... 71
SETTINGS ........................................................................................... 71
MSWORDSETTINGS........................................................................ 72
TOC ................................................................................................ 72
HEADER ......................................................................................... 74
FOOTER .......................................................................................... 75
MARKUP......................................................................................... 76
HYPERLINKS .................................................................................. 78
NOTES ............................................................................................ 79
PDFSETTINGS ................................................................................. 80
PAGE............................................................................................... 81
BOOKMARKS.................................................................................. 82
FONTEMBEDDING ......................................................................... 83
OPENSETTINGS .............................................................................. 84
PAGECONTENTSCALING............................................................... 85
OPTIMIZE ....................................................................................... 87
PDFVERSION .................................................................................. 87
JPEGIMAGECOMPRESS .................................................................. 87
SECURITY ....................................................................................... 88
MSEXCELSETTINGS........................................................................ 90
EXCELPDFSETTINGS ...................................................................... 90
EXCELBOOKMARKS....................................................................... 90
MSPPTSETTINGS ............................................................................ 91
PPTPDFSETTINGS........................................................................... 91
METADATAELEMENTS................................................................... 91
METADATAELEMENT .................................................................... 91
Generating a specifc number of storyboard renditions.................................... 92
Adding a signature page ............................................................................... 93
Creating PDF renditions and enabling thumbnail and storyboard
renditions on import .................................................................................... 93
Rich media enabling formats ..................................................................... 93
Creating a PDF rendition on import........................................................... 94
Registering formats to enable thumbnails and storyboards.......................... 96
Customizing printing and rendition output.................................................... 97
Saving PDF Text fles ................................................................................ 97
Storing PDF metadata ............................................................................... 98
Confguring for rendition replacement....................................................... 99
Confguring change tracking ......................................................................... 99
Transferring document attributes................................................................. 100
Transferring document attributes to PDF and embedding
metadata................................................................................................ 100
Viewing the attributes in the PDF rendition.............................................. 102
Confguring HTML renditions in fuid layout............................................... 102
Confguration tasks specifc to CTS Media........................................................ 102
Confguring the PowerPoint2 plug-in........................................................... 102
Managing PowerPoint registration............................................................... 104
Confguring a primary CTS Media instance.............................................. 105
Confguring a secondary CTS Media instance........................................... 106
Selecting a colorspace ................................................................................. 106
Generating the background color for thumbnails from transparent
PDF fles .................................................................................................... 107
Improving the quality of JPEG image fles converted from SVG
format........................................................................................................ 108
Confguring the Image3 plug-in................................................................... 108
ICC profles............................................................................................ 108
COM Server parameters.......................................................................... 109
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Pixel cache parameters............................................................................ 109
Timeout confguration ............................................................................ 109
Confguration tasks specifc to CTS Audio-Video.............................................. 110
Confguring Content Server required for large video fles.............................. 110
Creating different default preview formats on import of video fles ............... 111
Confguration tasks specifc to XML Transformation Services ............................ 111
Confguring flters ...................................................................................... 111
Adding product names to the product flter ............................................. 112
Confguring other DITA flters................................................................. 113
Using inclusion mode for DITA flters ..................................................... 116
Confguring other DocBook flters ........................................................... 116
Confguring XTS with custom style sheets.................................................... 118
Confguring XTS to transform XML content ................................................. 120
Confguring a custom XSLT processor.......................................................... 121
Chapter 4 Profles and Profle Modifcation ............................................................... 125
Understanding Profles ................................................................................... 125
What are profles ........................................................................................ 125
System profles ....................................................................................... 125
Register Profle................................................................................... 126
Register profle for xCP clients (register_xcp.xml) ............................. 127
Register profle for D2 (register_d2.xml)........................................... 127
Register profle for Legacy clients (register_legacy.xml) .................... 127
Register profle for specifc clients.................................................... 127
Enabling and disabling clients on a per-repository basis.................... 127
User profles........................................................................................... 128
Enabling a user profle in a rich media enabled client ............................ 129
Chaining and sequencing profles ........................................................ 129
Command-line fles .................................................................................... 130
Content Transformation Services DTD ......................................................... 130
Modifying Transformation Profles .................................................................. 133
Getting started ........................................................................................... 133
Locating the profles ............................................................................... 133
Understanding the modifcation procedure .............................................. 134
Disabling processing on import ................................................................... 134
Disabling a process for all imported fles .................................................. 135
Disabling all processing for specifc fle formats........................................ 136
Disabling a process for a specifc fle format ............................................. 137
Changing dimensions of image renditions.................................................... 137
Chaining and sequencing profles ................................................................ 138
Chaining................................................................................................ 139
Understanding the structure of a chained transformation...................... 139
Creating a chained transformation....................................................... 141
Sequencing ............................................................................................ 143
Understanding the structure of a sequenced transformation .................. 143
Creating a sequenced transformation................................................... 145
Adding a rendition description to imported fles .......................................... 148
Changing the order that plug-ins are invoked............................................... 149
Modifying profles for different object types ................................................. 150
Using custom object types ....................................................................... 150
Confguring the PowerPoint slide object on import ................................... 151
Confguring formats in PowerPoint assembler .............................................. 152
Modifying the XMP plug-in ........................................................................ 154
Extracting XMP metadata to custom attributes ........................................ 154
Embedding XMP metadata from custom attributes to the content ............. 154
Modifying audio and video renditions ......................................................... 155
Creating a PDF rendition with Bates stamping on import .............................. 155
6 EMC Documentum Content Transformation Services Transformation Suite Version 7.3 Administration Guide
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Testing a modifed profle............................................................................ 157
Using DQL in Profles ..................................................................................... 158
The dql attribute value syntax ..................................................................... 158
DQL guidelines .......................................................................................... 158
DQL query examples .................................................................................. 158
Querying the r_object_id attribute ............................................................... 159
Troubleshooting ............................................................................................. 160
Why are there no XML profles appearing in my profle folders? ................... 160
Why is my modifed user profle not appearing in the interface?.................... 160
How do I "uncomment” text in XML fles? ................................................... 160
Modifed profles did not load successfully .................................................. 162
Using a profle description bigger than 192 bytes .......................................... 162
Restart the Content Transformation Services product if profles are
modifed .................................................................................................... 163
Profles Installed with Content Transformation Services products ...................... 163
CTS Documents profles.............................................................................. 163
CTS Media profles ..................................................................................... 169
CTS Audio-Video profles ........................................................................... 173
XML Transformation Services transformation profles................................... 174
Plug-ins Installed with Content Transformation Services................................... 175
Chapter 5 Creating a Content Transformation Services WebServices
Activity ...................................................................................................... 177
Chapter 6 Troubleshooting ........................................................................................ 181
Troubleshooting tips for Content Transformation Services products................... 181
Storing the intermediate output of chain profle to docbase ........................... 181
Preserving temporary or intermediate fles to debug a problem ..................... 182
Error events and log fles............................................................................. 182
A transformation request fails ..................................................................... 183
A profle error occurs.................................................................................. 183
Cannot add a rendition to a particular format............................................... 184
If Content Transformation Services server cannot communicate to
the repository............................................................................................. 184
Content Transformation Services fails to function ......................................... 185
Content Transformation Services Administration Agent gives
AGENT_INACCESSIBLE message............................................................... 185
Content Transformation Services fails to transform any document
to PDF (using Tools->Transform) that is imported to a web cabinet
as WebPublisher admin user ....................................................................... 186
Content Transformation Services is not responsive after a set of
transformations .......................................................................................... 186
Manual re-confguration of Content Transformation Services
instance if the repository is deleted .............................................................. 187
Profle modifcations................................................................................... 188
Rendition failures due to expired login tickets .............................................. 189
Content Transformation Services Queue Item Cleanup —
Pre-Processing delay................................................................................... 189
After restarting Content Server, Content Transformation Services
throws a "server communication failure” exception ...................................... 189
Users with version permission get Inbox notifcation on legacy
transformations .......................................................................................... 190
Transparency in PNG renditions lost for Illustrator fles ................................ 190
Preserving ICC profles during transformations............................................ 190
Text wrapping problems with large double byte characters ........................... 191
Embedding metadata for date datatype other than default ............................ 191
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Troubleshooting storyboard issues generated by the
PDFStoryboard plug-in............................................................................... 191
Resolving issues with email content containing double byte
characters................................................................................................... 191
Performance degradation due to add_rendition_properties settings............... 191
Appendix A Formats supported by CTS Documents .................................................... 193
Appendix B Formats supported by CTS Media ............................................................. 197
Appendix C Formats supported by CTS Audio-Video ................................................... 201
Appendix D Formats supported by XTS ........................................................................ 205
Appendix E Audio and Video Codecs ........................................................................... 207
8 EMC Documentum Content Transformation Services Transformation Suite Version 7.3 Administration Guide
Table of Contents
List of Figures
Figure 1. Processing a request for a PDF rendition in CTS Documents.................................... 15
Figure 2. Processing a request for an HTML rendition in CTS Documents Server .................... 16
Figure 3. Typical CTS Documents installation....................................................................... 16
Figure 4. Typical CTS Media installation .............................................................................. 18
Figure 5. Typical CTS Audio-Video installation .................................................................... 19
Figure 6. XML Transformation Services processing a request for a PDF rendition ................... 21
Figure 7. XML Transformation Services processing a request for an HTML rendition.............. 22
Figure 8. XML Transformation Services processing a request for a CHM rendition.................. 23
Figure 9. Typical XML Transformation Services installation................................................... 24
Figure 10. The registration process ........................................................................................ 25
Figure 11. The transformation process ................................................................................... 28
Figure 12. Throughput ......................................................................................................... 62
Figure 13. Content Transformation Services resource usage .................................................... 63
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Table of Contents
List of Tables
Table 1. Sample extracted media properties for Content Transformation Services .................. 27
Table 2. Documentum format mapping .............................................................................. 44
Table 3. Inbox notifcation behavior for admin and regular users ......................................... 45
Table 4. Formats Supported by the Doc10 Plug-in ............................................................... 70
Table 5. Documentum format mappings for Content Transformation Services ...................... 94
Table 6. Attribute mapping arguments ............................................................................. 101
Table 7. Pixel cache parameters for Image3 plug-in ........................................................... 109
Table 8. CTS Documents profles...................................................................................... 163
Table 9. CTS Media profles ............................................................................................. 170
Table 10. CTS Audio-Video profles ................................................................................... 173
Table 11. XML Transformation Services user profles .......................................................... 175
Table 12. Plug-ins installed with Content Transformation Services products ......................... 175
Table 13. Process Variables ................................................................................................ 178
Table 14. Process Data Parameters ..................................................................................... 179
Table 15. Document Transformations Supported for Source and Target Formats ................... 193
Table 16. Capabilities Supported for Document Formats ..................................................... 194
Table 17. Media Transformations Supported for Source and Target Formats ......................... 197
Table 18. Capabilities for Supported Media Image Formats ................................................. 198
Table 19. Audio and Video Transformations Supported for Source and Target
Formats ......................................................................................................... 201
Table 20. Capabilities Supported for Audio and Video Formats ........................................... 203
Table 21. XTS Transformations Supported for Source and Target Formats............................. 205
Table 22. Audio and Video Codecs Supported for Input Formats ......................................... 207
Table 23. Audio and Video Codecs Supported for Output Formats ...................................... 209
10 EMC Documentum Content Transformation Services Transformation Suite Version 7.3 Administration Guide
