Introduction. Overview. Publishing Overview. Rendition Engine Overview

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1 Understanding how IBM FileNet Rendition Engine renders documents to PDF and HTML Discover how the IBM FileNet Rendition Engine makes use of authoring applications, plugins, and a printer driver to render documents to PDF and HTML. By Kristoffer Gjevre Abstract: This article discusses the IBM FileNet Rendition Engine and describe how documents are rendered to PDF and HTML. It looks at the different rendering plugins, how they work, and how they are configured. You will benefit from a better understanding of the internal workings of the Rendition Engine if you are installing, configuring, or administrating the Rendition Engine, as well as if you are writing custom ECM code that makes use of the publishing features in the Content Engine API to render documents to PDF or HTML with the Rendition Engine. About the author: Kristoffer Gjevre is a software developer in the IBM Enterprise Content Management group based in Costa Mesa, California. He has over 25 years of experience in ECM software development and has for many years been involved with the IBM FileNet Rendition Engine and it's integration with the IBM FileNet Content Engine through the publishing feature. He has written and given many presentations on the Rendition Engine and publishing features. Reach out to him at kgjevre@us.ibm.com

2 Introduction The IBM FileNet Rendition Engine is a software that is installed on a Microsoft Windows server that is responsible for transforming documents into another format, such as to PDF or HTML, which is done as a part of the IBM FileNet P8 publishing functionality. Note: FileNet P8 publishing also supports publishing of DITA documents which uses the DITA Open Toolkit as a rendition engine, instead of the FileNet Rendition Engine. The Rendition Engine software is based on the Liquent product LIQUENT InSight Rendering (IR), which has had the following names in the past; Liquent Xtent, Liquent Vista Component Services (VCS), Liquent RenderPerfect (RP), and Liquent Enterprise Services (LES). Overview To publish a document a user can browse to the location of a document with Workplace and select the Publish action on the document, which will present the Publish Document Wizard where the publish options are selected. When the Publish Document Wizard is completed a publish request is created by the IBM FileNet Content Engine and queued in the object store where the document resides. The publish request will then be processed asynchronously by the publishing framework, and if it is a transformation publish request to PDF or HTML, then the Rendition Engine will be used to do the conversion of the source document to PDF or HTML. When the conversion is complete, a publication document will be created in the object store with the content of the PDF or HTML file. Publishing Overview Publishing a document with the IBM FileNet Content Engine creates a copy of the document which can have a different document subclass, different folder location, different security settings, and a different file format (such as PDF or HTML). The published document can be dependent on the original document, causing the published document to be automatically deleted when the original document is deleted. These behaviors are defined in a publish template that is used when the document is published. When publishing to the PDF or HTML formats the publish template will specify a publish style template that determines the target format, and in the PDF case it also specifies other options such as security and watermark. Documents can be specified to be published in custom events, and through the use of a custom event subscription, a document can for example be published each time it is checked in. If the document has been published once it can be republished, using the republish options in the publish template that was used when the document was published. Rendition Engine Overview When a document is published to PDF or HTML the Content Engine will use the Rendition Engine to transform the document to the specified format. When the Content Engine's publishing framework selects a publish request from the publishing queue for

3 processing, it will retrieve the source document to a temporary location and create a job ticket with instructions for the Rendition Engine to act on. The Rendition Engine will use the information in the job ticket to transfer the source document to the VistaTempDir folder on the Rendition Engine server. Then it will transform the document to the specified target format, and do any post processing of the target file, such as setting security or watermark on a PDF file. Next it will transfer the target file to the Content Engine server's temporary location, and notify the Content Engine that the job ticket processing is done. The Content Engine will then complete the processing of the publish request by creating a publication document with the content of the target file. Rendering The rendering process is what transforms the source document into the desired format of the publication document. The Rendition Engine uses three different methods to render documents to the supported output formats. For some document formats it will use the authoring application of the document to render it, and it does this in different ways for rendering to PDF and HTML. For other source document formats it does not rely on the authoring application, but instead will use a library that can read and render the document. For each supported input document format a plugin is specified which identifies the rendering method and authoring application, if one is needed. This mapping is configured in the Liquent software's Domain Manager administration tool where the different content types (file extensions) are mapped to the plugins. This mapping can be seen in Figure 1. The supported input document formats are documented on the Supported publishing MIME types page.

4 Figure 1: Mapping of Content Types in the Domain Manager Rendering to PDF For all rendering to PDF on the Rendition Engine, the Liquent software will print the document to the Liquent PDF Creator printer, which creates the PDF file. The Liquent PDF Creator printer is a software printer that is configured with the Amyuni PDF Converter printer driver software. Rendering Microsoft Office Documents to PDF To render Microsoft Office documents (such as Word, Excel, PowerPoint, Visio, or Project) to PDF, the Liquent software will open the document in the authoring application and direct the the authoring application to print the document to the Liquent PDF Creator printer. If for example a Word document is to be rendered to PDF, then the Word application will be used to open the document and print it to a PDF file. This therefore requires that the authoring applications for the Microsoft Office document formats that are to be supported must be installed and configured on the Rendition Engine server.

5 The Rendition Engine documentation contains the custom configuration instructions that Liquent specifies for the authoring applications, which includes that the applications should run without user intervention and several option settings. Please see the documentation for the details. As seen in Figure 1 the file extensions doc and docx are mapped to the MS Word (Microsoft Word) plugin. Many of the plugins have various configuration options that can be customized from the Domain Manager by selecting the Content Types node in the Configuration tab, right-clicking the item, and selecting Properties. Figure 2: Word plugin options Some of the plugins have more options than others, and in particular the Word plugin has a lot of options that can be changed. However, the default settings work in most cases and only in special cases should it be necessary to modify any of the options.

6 Figure 3: Rendering Options for Word plugin As can be seen from Figure 3 there are options to enable the Liquent software to render documents that are password protected and encrypted, but note that these settings are not per document, but rather per document format (i.e. in this case the setting would be for all documents submitted for rendering with the file extension doc because that was the mapping item that was opened from the list of items as illustrated in Figure 2.

7 Figure 4: Bookmark Options for the Word plugin As seen in Figure 4, rendering to PDF is by default set up to generate bookmarks from The Table Of Contents, but there are additional options that may be of interest. Note: There are plugins with different options for the the rest of the Microsoft Office document formats, including the Excel plugin, PowerPoint plugin, Visio plugin, and the Project plugin. Explore those as needed. Rendering AutoCAD files to PDF Rendering AutoCAD files to PDF requires that the AutoCAD application is installed and configured on the Rendition Engine. The Liquent software will open the AutoCAD document with the application and printed it to the Liquent PDF Creator printer. By default, the content of the Layout tab in AutoCAD is rendered. However, if this content is outside the paper space, for example, if the content is an external reference or a hyperlink, the content might not be rendered perfectly. If the Layout tab is empty but the Model tab has content, that content is rendered. If the Layout and Model tabs are empty, an error is generated.

8 Figure 5: AutoCAD plugin rendering options As can be seen from Figure 5 the AutoCAD plugin has a lot less options then for example the Word plugin. Also there are no bookmark options as that would not be relevant. Rendering HTM and HTML files to PDF To render HTM and HTML files to PDF an authoring application is not used, but instead a viewing application, i.e. the Microsoft Internet Explorer application. The same principle applies in that the Liquent software opens the file in the application and prints it to the Liquent PDF Creator printer. In this case there are no rendering or bookmark options to modify.

9 Figure 6: Internet Explorer plugin options Rendering TXT files to PDF Text files are not rendered with any authoring application, instead the Text plugin opens the file, formats it and prints it to the Liquent PDF Creator printer. The Liquent software formats each page and lays out the document text when it creates a rendition of a text file. The rendering options that are set determine the look of the PDF file because text files contain no formatting information for printing.

10 Figure 7: Text plugin options Rendering Image Files to PDF For rendering image files to PDF the Liquent software provides three options. Two of these options does not use an authoring application to render the files to PDF, but instead use imaging libraries that are included with the Liquent software. These are the Imaging plugin and the TiffX plugin. The Imaging plugin is by default mapped to the bmp, gif, jpeg, jpg file extensions, while the TiffX plugin is by default mapped to the tif and tiff file extensions. These plugins has identical rendering options, but they are set differently presumably optimized for the type of image they are mapped to.

11 Figure 8: Imaging plugin rendering options Figure 9: TiffX plugin rendering options The third option is to use the MS Doc Imaging plugin which requires that the Microsoft Office Document Imaging (MODI) feature is installed, which is the default imaging handler for TIF files in Microsoft Office. This feature was removed from Microsoft Office 2010, so to use MODI with Microsoft Office 2010, Microsoft has offered a

12 downloadable workaround. However, this workaround only works with Microsoft Office bit, not with the 64-bit edition. Furthermore, Liquent has removed the MS Doc Imaging plugin from the LIQUENT InSight Rendering 4.0 release, so for that and future releases the best option is to use the TiffX plugin that is already mapped to the tif and tiff file extensions by default. Rendering to HTML Rendering to HTML on the Rendition Engine is done with the authoring applications ability to save the document as a HTML file, and is limited to formats that the main Microsoft Office applications supports. Rendering Microsoft Office Documents to HTML To render Microsoft Office Documents to HTML the Liquent software is using the main Microsoft Office (Word, Excel, and PowerPoint) application's Save As Web Page functionality, and it is therefore limited to the capabilities of this feature in the applications. According to Microsoft documentation, the resulting HTML may look best if viewed with Microsoft Internet Explorer. Rendering RTF files to HTML The Publishing code is passing rich text files (RTF) to the Rendition Engine as DOC content type files, such that they are rendered with the Word application with the Save As Web Page functionality. The basis for this is similar to how RTF files will by default be opened in the Word application instead of in the WordPad application after Word is installed on the Windows machine. There is no plugin for the WordPad application so installation of the Word application is needed to render RTF files. Performance Transforming documents from one format to another by rendering them to a printer with the authoring application has the advantage of typically very good fidelity, but the downside is that starting authoring applications and printing documents is not the most performance oriented way to do this. Compounding this is that the rendering process itself is single threaded because printing on Windows to a file is a single threaded action. Liquent has not found a way around this, and enforce the single threaded setting in the Liquent software (see the Concurrent=1 setting for the render service in Domain Manager > Configuration tab > Domain > Repositories > REServer(com) > Services). This means that it is better to scale the Rendition Engine horizontally (with for example multiple Vms ). Note that other work done by the Liquent software, such as retrieving source documents and distributing the result files are multithreaded. Conclusion This article has given and overview of publishing and the Rendition Engine, and described the various methods the Rendition Engine is using to render various input document formats into the desired output formats. Inspecting and setting various options for the plugins were discussed, and the importance of installing and configuring the

13 authoring applications to run cleanly, without problems, and without dialogs or prompt that require user intervention such that rendering can run uninterrupted. Resources Learn Read the IBM Redbook IBM FileNet Content Manager Implementation Best Practices and Recommendations for additional insight on using IBM Content Manager and how the Rendition Engine fits into the architecture. Visit the Product Documentation for FileNet P8 Platform page to get complete P8 platform documentation for Publishing with the Rendition Engine and other aspects. Study the IBM FileNet Rendition Engine installation and upgrade documentation to prepare for and installing the Rendition Engine. In particular relevant to this article is the section Installing and configuring authoring applications because when the authoring application is used to render the document it must be installed on the Rendition Engine server and configured according to the specified requirements. Also of interest is the Supported publishing MIME types page that lists authoring application and plugins that the Liquent software use for rendering the supported formats into PDF or HTML. Make sure to review the Known limitations of FileNet Rendition Engine. Get products and technologies Enterprise Content Management is your starting point for information about IBM ECM offerings. In the Library area, you can find links to many white papers, product briefs, analyst reports, and other product information. For Rendition Engine specific information visit the FileNet Rendition Engine product page. Discuss There are various ECM-related developerworks forums, including several subforums related specifically to IBM FileNet products. In particular, check out the IBM FileNet Content Manager which would be the place to ask Rendition Engine questions. These forums are primarily community-driven and are not a substitute for formal product support mechanisms.

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