I need help creating a Live Report for all missing documents.

PaulKellyGLC · 2025-05-14T14:29:13+00:00

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I have a requirement to report on all missing documents within a specific document type across all created employee workspaces. How would I create a custom report in xECM 23.4?

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appuq

Your First would be to create or understand a Live Report

The CS system has an LR library, and one can use that, or if you are database savvy, you can use a tool for that. What I would do is copy one of those and change it to your queries

Web Reports- You can add functionality to an LR, beautify it, schedule it, and so on.

Your specific questions

Employee Workspaces-DTree Object subtypes of 848 with a particular configuration. You can find that by perusing the workspaces object. When you find your Employee File Type, look at the UR L it will have something like ?func=otsapxecm.ReferenceTypeEdit&ID_CFG=14&enable=true. The number 14 will not be true for your system, but rest assured, this gives you a way to join DTREE on subtype 848 to your particular workspace type.If your BO is connected to an external provider that also will point to the configuration, something like (?func=xecmpf.BOTypeConfiguration&id_cfg=5)
Now that you have all your workspaces, all one needs to look at is based on the ownerid of the workspaces if there are Documents(subtype=144) because each workspace you found "owns" those documents.

PS: There are thousands of queries similar to what you want. Also, a Document Type is a regular Classification in Content Server, so the ground rule for XECM is you need to have a Classification, a Category is optional. Still, it comes in handy for naming and metadata, a Folder where it goes, and a template it has to use. So theoretically, you could find all objects with that classification and subtype=848, but I would go through the DTREE and OTSAPXECM tables. Also, the schema for this is free if you execute an NDA.

The solution you are seeking can be worked out by studying these relations inside this document thats my sincere hope :)

https://knowledge.opentext.com/knowledge/llisapi.dll/properties/82706748

appuq

I looked at adding a WR, and I found a curious one called

Missing and Outdated documents

Perhaps this is what you can use to do your stuff?

From what it says, if you give it a workspace id it will come up with what you want

something to explore or ask OT support how this is to be run…

[/*
Title: Sample csv report view for displaying Missing and Outdated documents

This report can run by an HR, Manager or Employee by passing the Workspace Id(s) as input to the Webreport.
The output of the report will be the list of Missing and Outdated Document Types to which the user has permission to access.

Sample output:
Workspace ID,Name,Missing,Outdated
4687,4687 Jada Baker,Passport,
4687,4687 Jada Baker,Employment Contract,
4687,4687 Jada Baker,,Driver License