Business Documents Overview
Business Document Patterns
To simplify management of business documents, HOPEX allows the end user to select from among the document patterns that can be accessed by his/her profile.
The document pattern predefines:
• the category, see Classification.
• the confidentiality area, see Confidentiality and reading access.
• encryption associated with a document: encryption renders unreadable the content of files physically stored on the disk (.dat files).
For more details on customizing business documents, see Customizing Business Documents in the HOPEX Power Studio documentation.Classification
The document repository can be extensive, it is therefore important to classify business documents in categories.
A category enables classification of documents according to standard subjects such as Audit, Diagram, Control Documentation. Categories are organized hierarchically from these main types.
For more details on category creation, see Creating a Document Category in the HOPEX Customization (Windows) documentation.Confidentiality and reading access
Certain documents may be confidential and their access, even in read-only, is restricted to certain profiles. To do this, you must define reading access area to confidential documents.
The reading access area assembles a group of HOPEX objects. It can be associated with persons or person groups.
This means that users can see HOPEX objects defined at the reading access area level, but also objects associated with child reading access areas. The user cannot access objects defined in a parent reading access area.
Use of reading access areas is only proposed with a HOPEX Power Supervisor license. For more information, see Managing Data Reading Access in the HOPEX Administration - Supervisor guide.
Accessing Business Documents
Access to business documents can vary depending on the solution used. Refer to the corresponding documentation.To access all the repository business documents (EA desktop):
In the HOPEX desktop, click Repository > Documentation > Business Documents.You can access:
• business documents classified by category
• business documents classified by pattern
• the business documents list.
To define other types of objects connected to a business document, see Defining Business Document MetaClasses in the HOPEX Customization (Windows) documentation.
To access business documents from an object (EA desktop):
1. Open the properties dialog box of the object concerned.
2. Click Characteristics.
3. Expand the Attachments section.