Global services enable basic functions in CM, such as using predefined properties. They are also prerequisites for executing applications such as the XML Forms Builder.
Unlike the repository services, you do not need to activate global services for individual repositories. They are applicable to all repository types that are managed by the repository framework.
Global services are also used by other components such as Collaboration.
The following table gives an overview of the global services in Content Management.
Overview of Global Services in the Standard Delivery
Global Service | Description | Preconfigured and Active |
---|---|---|
Used for logging changes to documents, folders, and links. |
No. Configure and activate as required. |
|
Responsible for marking Knowledge Management and Collaboration (KMC) archiving objects for archiving and for the archiving itself. It also takes care of the archiving approval process and the sending of the archiving-related notifications. The service is responsible for the read-only state of the objects waiting to be archived, thus preventing the objects from further modifications. The configuration of the service defines the currently active archiving store, the used archiving retention period management system and, if implemented, the pre-processing and post-processing systems that are to be used for the archiving process. |
No. Configure and activate as required |
|
Allows crawlers to collect resources that are located in internal or external repositories. The crawler service is also a prerequisite for other services. If you use Web repository managers, you need crawlers to allow these repositories to be indexed. |
Yes. Configuration of your own crawlers and crawler profiles is possible. |
|
Allows the use of caches |
Yes |
|
You need this service if you want to automatically transfer content between repositories inside or outside your CM environment. It is based on the Information and Content Exchange (ICE) protocol standard. |
Yes |
|
Delivers information on the status of the technical components of Knowledge Management in a cluster environment. |
Yes |
|
Presents a user's workflow items, notifications about subscribed documents, and feedback messages in the Universal Worklist. |
Yes |
|
You need this service if you want to apply information retrieval and classification techniques such as indexing and classification to your documents and folders. |
Yes |
|
Delivers the information needed to log on to external repositories (for example, a WebDAV repository with authentication). |
Activated. Manual configuration needed for cluster installations. |
|
Required for determining the MIME type of documents and for displaying the appropriate document icons in the folder view. It associates file name extensions and icons with MIME types. |
Yes |
|
Required for creating and sending notifications about resource-related events, for example, when subscribed resources have been changed, or when a document has been rejected in an approval workflow. |
Yes |
|
Manages dependencies between resource types and actions to be performed. |
Yes |
|
Performs format and layout transformations of documents. |
Yes |
|
Required for defining properties and metadata for folders and documents. |
Yes. Configuration of your own properties is possible. |
|
Allows you to group predefined properties in an ordered fashion and insert the groups into structures. |
Activated. Configuration of your own property structures is possible. |
|
Used for the reporting functions |
Yes |
|
Used for creating and managing resource types. |
Yes. Configuration of your own resource types is possible. |
|
Required for automatically performing recurring tasks at predefined intervals, such as checking for subscribed resources that have been changed. |
Activated. Manual configuration of scheduler tasks needed for cluster installations. |
|
Provides a task queue that is used by CM applications and services in a load-balancing environment to manage and distribute tasks. |
Yes |
|
Enables the creation of new documents based on templates. |
Activated, but path specifications are variable. |
|
Generates URLs for invoking applications and for accessing various kinds of resources. |
Yes |
|
Maps URIs to GUIDs (Globally Unique Identifiers). It ensures that resources and pertinent metadata can be correctly retrieved even if their URIs change, for example, when documents are moved to another folder. |
Yes |
|
Used for virus checks. |
Activated, but some configuration required. |
Some other global services are used, but they are activated by default and do not require further configuration. They are therefore not visible in the ConfigurationiView. For a list of such services, see Internal Services .
To call up the overview for global services, choose Content Management → Global Services in the Configuration iView.
Since the tasks performed by the different global services are quite varied, their configuration does not follow a common pattern. Some services cannot be configured. You can only activate or deactivate them. However, other services require you to specify configuration parameters.
After configuring some global services, you have to maintain the corresponding service permissions .
As is the case for repository managers, you can deactivate all global services if errors occur. To do this, remove the check in the Active checkbox in the configuration of the relevant global services. You can reactivate the service(s) when you have corrected the errors.