Sourcing information with CMIS¶
Introduction¶
TechnologyOne ECM has introduced a new method for document and index integration. Content Management Interoperability Services (CMIS) is an OASIS standard for document management integrations.
CMIS is the replacement for the TechnologyOne ECM Connect web services. CMIS is a well documented standard, and this documentation relates to the TechnologyOne ECM implementation of that standard.
Release History¶
2023A¶
- Expose some extra document fields to the document set fields collection to allow for reduced CMIS calls.
- Updated documentation.
- Minor bug fixes/improvements.
2022B¶
- Added the external document key field to the Document Set type. This is the “cmis:mailMessageId” in the document set properties.
- Minor bug fixes/improvements.
2021B¶
- Change events for document sets will now return only the document sets available to the repository. These can now optionally be filtered by indexes.
- Improved document set retrieval when relationships are excluded.
- Improved error handling when registering documents.
- Minor bug fixes/improvements.
2021A¶
- Added the capability to use OAuth Authentication.
- Allow files that can be opened in a browser to be either viewed inline or downloaded.
- Change events for Index Entries will now return only the Index Entries available to the repository.
- Minor bug fixes/improvements.
2020B¶
- Added the ability to Create document –> index relationships in bulk.
- Added the ability to Create index –> index relationships in bulk.
- Improved error handling when using 3rd party libraries (DotCMIS, etc).
- Display most recent changes first in Release History.
- Updated sample application to include release changes.
- Updated DotCMIS sample to .net v4.0.
- Change history filters can now be applied when using 3rd party libraries (DotCMIS, etc).
- Minor bug fixes/improvements.
2020A¶
- Added the ability to retrieve a rendition directly from the document set.
- Updated the properties of the document object to display user descriptions for the Registration User, Revision User, Responsible User and Closed User. The corresponding User ID field MUST exist on at least one Quick Add Profile for the description to display a value.
- Improved the retrieval of document sets from the Index entry object, adding the ability to retrieve document sets at the current level only. This only affects index entries on an index with multiple levels.
- Enhanced the active user object to allow the retrieval of active groups.
- Updated the properties of the active user object to display whether the object is a user or group.
- Updated the properties of the active user object to display preferred name, job title and department.
- Updated the properties of the Quick Add Profile to display mandatory indexes and fields.
- Updated the properties of the Quick Add Profile to display default indexes and field values.
- Updated the properties of Indexes to display the View name and whether the index is locked or has IES enabled.
- Updated the CMIS configuration screen to only display active, non-legacy indexes.
- Minor bug fixes/improvements.
2019B¶
- Corrected CMIS registered flag type to boolean (this will require a code change).
- Corrected other CMIS entity properties, permissions and capabilities.
- Minor bug fixes/improvements.
2019A¶
- Implement the removal of index to index relationships
- Updated DotCMIS.dll in sample application for TechnologyOne’s implementation of item types
- Minor bug fixes/improvements
2018B¶
- Implement document to document relationships
- Apply document QAP defaults correctly on document creation
- Minor bug fixes/improvements
2018A¶
- Allow users to be queried (only active users, not groups)
- Allow customer business name to be explicitly set
- Minor bug fixes/improvements
2017A¶
- Document object properties now reference id values instead of directly referencing lookup values (performance)
- Fix bug in temporary file cleanup process
- Fix pagination of query service for document set type
- Allow customer index entry details to be updated
- Standardise null datetime values
- Fix configuration screen error
- Caching adjustments
- Add cmis:abbreviation property to classes
- Misc documentation updates
- Add sample app to EcmPartner
- Add version count to document set objects and allow the property to be queried
- Adjust the default temporary file expiry (now 1 day instead 30 seconds)
- Add the original md5 hash value to each document object
- Ensure consistency of DateTime values in cloud environments
- Allow DotCMIS values to be added manually via sample application
- Allow document sets to be marked as checked out (status update only)
- Allow checked out documents to be checked in
- Expose field details and allow for them to be queried
- Expose index to index linking functionality
- Allow documents to be queried directly (bypass document sets)
2016B¶
- Ensured that the temporary file timeout always referenced the new configuration setting and not the legacy system variable.
- Removed potential null reference exception when displaying error messages.
- Temporary files created during the document chunking process are no longer deleted when an exception occurs.
- Added new messages to ensure that users are aware that indexes should be associated with a repository.
- Fixed minor UI issues in the configuration screen
- Fixed performance issue when uploading very large files (1GB+)
- Added additional error messages when querying
- Fixed a bug where a forbidden error was thrown during the process of linking an index entry to a document set
- Allowed for a content stream to be retrieved and updated via a document set
- Fixed an Oracle issue for class reads
2016AX¶
- Improved query functionality
- Security fix
- Call type and callsite number bug resolved
- Caching error loop fix implemented
- Index entry link removal via Workbench fixed
- Improved support for notes
- Significant increase in performance when retrieving document sets via an index entry
- Added version endpoint
- Fixed index entry children maxitems bug
- Marked queryable properties on type definitions
2016A¶
- Initial implementation of CMIS query for index entries and document sets (search)
- Multiple repositories
- Dynamic impersonation
- Index entry navigation
- Allow for manual clearing of caches
- CMIS configuration screen
- Move functionality
- Lock documents
- Find document sets related to an index entry