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Expere Engine and Tools
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Overview
About the Expere Integrated Enterprise
Expere Document Engine
Expere Knowledge Base (Data Model)
Precedence/Organization Hierarchy
Transactions
Packages
Lines of Business and Lifecycle Phases
Document Autoselection
Contact Information
Change Log
Compliance Requirements
Product Documentation
Change Log Entries
Expere System Requirements
Expere Engine and Content (Tools)
Windows Environment Software Requirements
Windows Environment Hardware Requirements
Java Environment Software Requirements
Java Environment Hardware Requirements
Expere Testing and Integration Tools
Expere Authoring Tools
Expere Developer Guide
Getting Started
Accessing the Expere API
Authorization and Authentication
Error Handling and Messaging
Installation and Deployment
Implementation Strategies
Transaction Persistence (Saving Transaction Data)
Document Output Formats (DocumentFormat)
Document Representations (DocumentSet and DocSet)
PackageDoc (PKGD)
Ancillary Outputs (Post-Processing)
Barcodes
Implementing Barcodes as an Ancillary Output Option
Implementing Barcodes with Custom Data (Package Rules)
Barcode Object Reference
Barcode Types (Fonts) and Patterns
Barcode Size Test Copy
Using Cover Pages
Using First Page Only Barcodes
Barcode 2D Configuration Options
Watermarks
Encryption
Signature Points
Requirement Editor Tool - Accessing the Assembly Log File
Processing a Transaction with AutoSelection
Processing a Transaction without AutoSelection
API Scenarios
One-Step Scenario: SelectAndGenerate
Two-Step Scenario: Select and Generate methods
ExpereAPI Service
AddDocuments
AddDocumentsRequest
AddDocumentsResponse
AddOrganization
AddOrganizationRequest
AddOrganizationResponse
AssembleDocuments
AssembleDocumentsRequest
AssembleDocumentsResponse
AssembleDocumentSet
AssembleDocumentSetRequest
AssembleDocumentSetResponse
AutoSelect
AutoSelectRequest
AutoSelectResponse
ClearCache
ClearCacheRequest
ClearCacheResponse
Compile
CompileRequest
CompileResponse
CompileAll
CompileAllRequest
CompileAllResponse
CreateTransaction
CreateTransactionRequest
CreateTransactionResponse
DeleteOrganization
DeleteOrganizationRequest
DeleteOrganizationResponse
DeleteTransaction
DeleteTransactionRequest
DeleteTransactionResponse
Echo
Generate
GenerateRequest
GenerateResponse
GenerateAndSave
GenerateAndSaveRequest
GenerateAndSaveResponse
GetDocDataRequirements
GetDocDataRequirementsRequest
GetDocDataRequirementsResponse
GetDocSetDataRequirements
GetDocSetDataRequirementsRequest
GetDocSetDataRequirementsResponse
GetDocumentSet
GetDocumentSetRequest
GetDocumentSetResponse
GetPackageDataRequirements
GetPackageDataRequirementsRequest
GetPackageDataRequirementsResponse
GetResolvedDocuments
GetResolvedDocumentsRequest
GetResolvedDocumentsResponse
GetResolvedPackage
GetResolvedPackageRequest
GetResolvedPackageResponse
GetServiceInfo
GetServiceInfoRequest
GetServiceInfoResponse
GetTransaction
GetTransactionRequest
GetTransactionResponse
ListAllDocuments
ListAllDocumentsRequest
ListAllDocumentsResponse
ListAllOrganizations
ListAllOrganizationsRequest
ListAllOrganizationsResponse
ListDocuments
ListDocumentsRequest
ListDocumentsResponse
ListLinesOfBusiness
ListLinesOfBusinessRequest
ListLinesOfBusinessResponse
ListOrganizations
ListOrganizationsRequest
ListOrganizationsResponse
ListPackages
ListPackagesRequest
ListPackagesResponse
ListPhases
ListPhasesRequest
ListPhasesResponse
ListPolicies
ListPoliciesRequest
ListPoliciesResponse
PostProcess
PostProcessRequest
PostProcessResponse
RemoveDocuments
RemoveDocumentsRequest
RemoveDocumentsResponse
ResolveDocData
ResolveDocDataRequest
ResolveDocDataResponse
ResolvePkgData
ResolvePkgDataRequest
ResolvePkgDataResponse
Select
SelectRequest
SelectResponse
SelectAndGenerate
SelectAndGenerateRequest
SelectAndGenerateResponse
SelectAndGenerateTestDocuments
SelectAndGenerateTestDocumentsRequest
SelectAndGenerateTestDocumentsResponse
SelectGenerateAndSave
SelectGenerateAndSaveRequest
SelectGenerateAndSaveResponse
UpdateTransaction
UpdateTransactionRequest
UpdateTransactionResponse
ExpereAPI Service - Integration Validation Operations
CreateValidationWorksheet
CreateValidationWorksheetRequest
CreateValidationWorksheetResponse
DeleteValidationTransaction
DeleteValidationTransactionRequest
DeleteValidationTransactionResponse
GetValidationTransaction
GetValidationTransactionRequest
GetValidationTransactionResponse
ListValidationTransactions
ListValidationTransactionsRequest
ListValidationTransactionsResponse
UpdateValidationComments
UpdateValidationCommentsRequest
UpdateValidationCommentsResponse
UpdateValidationDictionaryDefinitions
UpdateValidationDictionaryDefinitionsRequest
UpdateValidationDictionaryDefinitionsResponse
UploadValidationTransaction
UploadValidationTransactionRequest
UploadValidationTransactionResponse
XpathCompare
XpathCompareRequest
XpathCompareResponse
Data Types
ArrayOfAncillaryOutputOption
ArrayOfDatabase
ArrayOfDocCustomDataItem
ArrayOfDocument
ArrayOfExpereMessage
ArrayOfExpereObject
ArrayOfLibrary
ArrayOfLineOfBusiness
ArrayOfOrganization
ArrayOfPackage
ArrayOfPackageDoc
ArrayOfPDF
ArrayOfPolicy
ArrayOfSBAAgent
ArrayOfTransaction
AncillaryOutputOption
AncillaryOutputType
AncillaryOutputTypeEnum
Barcode
BarcodeType
BarcodeTypeEnum
BaselineTransaction
BeginningOrEndEnum
CommentInformation
CustomerTransaction
Data
Database
DocCustomDataItem
DocDescriptor
DocInstance
DocSet
DocSetSummary
Document
DocumentFormatType
DocumentFormatTypeEnum
DocumentRef
DocumentRefs
DocumentSet
DocumentType
DocumentTypeEnum
DocWorkOrder
DynamicPdfRender
DynamicPdfRenderEnum
ExecuteMode
ExecuteModeEnum
ExpereBoolean
ExpereFloat
ExpereInteger
ExpereMessage
ExpereObject
ExternalPDFDocuments
FillableCheckbox
FillableFieldSet
FillableText
InstanceFormattingMetadata
InstanceSigningInstructionsType
InstanceSigningInstructionsTypeEnum
Library
LineOfBusiness
LOBPhase
Oppsa
Options
Organization
Package
PackageDoc
Packet
PacketCustomDataItem
PacketCustomDataItems
PacketType
PacketTypes
Passwords
PDF
Permissions
Phase
Phases
Policy
ProvidedDocument
ProvidedDocuments
RequirementLevel
RequirementLevelEnum
ResponseDocType
ResponseDocTypeEnum
SBAAgent
SetEncryption
SignaturePoint
SignaturePoints
SignaturePointSet
Signer
TermType
Transaction
Watermark
WatermarkLocation
WatermarkLocationEnum
XpathCompare
Appendix A: Font Scaling Adjustments Stylesheet Details
Expere .NET Implementation Guide
Database Information
Installation Steps
SQL Server DSL Installer Requirement
Pre-Installation
Installing an Expere Data Model
Prerequisites
Introduction
Checklist
SQL Server Configuration Requirements
Automated Installation of the Expere Data Model
Prerequisites
Procedure (SQL Server)
Procedure (Oracle)
Microsoft .NET Installation
Prerequisites
Installation Steps
Expere .NET Configuration Tool
Using the Expere .NET Configuration Tool
Post-installation management
AuthorizationService – IIS 6.0
AuthorizationService – IIS 7.0
Expere Document Engine Configuration
Background Information
Application Properties
Logging
Caching
Caching Notes
Document Rendering Configuration
Overview
Basic Requirements
Rendering Configuration Stylesheet
Renderers
Log4j Configuration
Configuring Fonts
Overview
Configuring Fonts
Using a TrueType Font in xTemplates
Using a TrueType Font in a Dynamic Document
Adding a TrueType Font
Configuring a key store
Expere Testing System Installation Instructions
Prerequisites
Application Configuration
Using the Testing System with Apache Tomcat
Installation
Expere Testing System Configuration
Organization ID
To configure the Organization ID
Assembly Format
To configure the Assembly Format
Certification Signatures
To configure the Certification Signatures option
Login Screen Configuration
Document Cache Settings
Upper Limit
To configure the Upper Limit setting
Lower Limit
To configure the Lower Limit setting
Storage Limit
To configure the Storage Limit setting
Displaying file names in the Document Viewer
Configuring authorization for the Expere Testing System
Configuring RTF for the Expere Testing System
ExpereTestingSystem.properties
Expere Data Dictionary Viewer Installation
Prerequisites
Instructions
Appendix A: Deleting an Expere Data Model
Procedure
Appendix B: User Name/Password Install Checklist
Data Model user name and password checklist
Appendix C: Data Model error screens
Missing Installation information screen
Expere Load Tools screen
Missing Expere Data Model Owner
Missing Connection Information
Missing Information
Appendix D: Alternative Data Model Installation Methods
Extracting the Expere Data Model scripts to install manually from the command line
Running Scripts
SQL Plus (Oracle interface)
Running Scripts in SQL Server
Missing Information
Expere Testing System
How to Use This Document
Who Should Use This Document
Expere Testing System Considerations
Session Timeout
Precedence / Organization Hierarchy
Accessing Expere Testing System
Login Screen
Expere Testing System Browser
Directory Structure
Baselines
Documents
Results
Targets
Transactions
Browser Features
Directories
Documents
Buttons
DataSet List
Edit Screen
Version Information
Clearing Data
Autoselection & Assembly
Using Autoselection & Assembly
Autoselection
Using Autoselection
Document Group Creator
Creating a Document Group (GRP)
Updating a Document Group
Assembly
Using Assembly
Assembly Options
Viewing SMART Doc ™ files
Advanced File Controls
Creating a directory within the Expere Testing System
Removing a document/file from the DataSet list
Downloading one or more files selected as a zip file
Creating a Transaction
Adding an Instance of a Collection
Removing Instances of a Collection
Expanding/Collapsing Instances of a Collection
Store Session Data
Saving Stored Session Data
Editing Transaction Data
Viewing the Transaction Data
Clearing Stored Session Data
Transaction Print Preview
Pasting a Transaction
Assembling a Document
Compare Files
Comparing Files
Document Viewer Compared File Differences
Viewing Compare Results
Printing the Compared Results
Ensuring proper printing of color
Comparator Configuration Settings
Fonts Directory
Compare Files Color Schemes
Color Hex Codes
Ignore Footers
Multi Assembly
Assembling documents for a group of transactions
Fully Assembled XML
Fully Assembled XML (No Rules, No Data Items)
Common Procedures
Assembling a Document
Saving a Transaction
Saving a Target or Baseline Document
Comparing Files
Compare Files Buttons
Saving a Compare File
Appendix A: Use Case Scenarios
Unit test an assembly rule change for a document
Unit testing Autoselection rules
Appendix B: Expere Testing System FAQ
Appendix C: Clearing the Cache After Content Updates
Expere Data Dictionary Viewer
Expere Knowledge Base
Concepts
Understanding Precedence
Default Data
Policy Data
Expere Knowledge Base Content Types
Static
Dynamic
Packages
Expere Data Dictionary Viewer Features
Graphical User Interface Overview
Open Dictionary
Opening a Data Dictionary
Compare Dictionary
Using the Compare Dictionary feature
Report Files
Precedence Structure Tab
All Configurations
AutoSelection Option Button
Org Precedence Button
Precedence Data
Documents
AutoSelection
Data Requirements
Authoring Configuration
Organization Export Options
Document Export Options
Document Requirements – Authoring Configuration
Features
Find
Export Grid
Autoselection
Autoselection Records
Schema
Attributes
Attribute fields
Searching the Attributes Tab
Exporting the Attributes Tab (Grid)
Document Details
Attribute fields
Search Attributes
Scenarios
Expere Data Integration Validation
Installation
Installation Procedure
Post-installation management
AuthorizationService – IIS 6.0
AuthorizationService – IIS 7.0
Upgrading from a previous version of the Data Integration Validation Tool
Launching an older instance of the Data Integration Validation Tool
Launching the Data Integration Validation Tool
Using the Data Integration Validation Tool
Main page (Expere Validation)
Running the Validation
Updating Dictionary Definitions
Select an Organization
Select the Line of Business
Import a Baseline Transaction
Print the Worksheet
Select the Test Transaction
Perform the Validation
Additional Functionality
Delete button
Revalidation
Pairing different transactions
Content Update Testing
Validation Results
Validation Results page
Features
Transaction Name
Customer Transaction Name
Datapoint X-Path
Validation Results
Data Failure Reason
Customer Comments
Global Checkbox
All Datapoints Reports
Printing
Saving
Comments Reports
Printing
Saving
Discrepancies With No Comments Report
Printing
Saving
Close
Glossary
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Add title as index term
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AddDocuments
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AddDocumentsRequest
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AddDocumentsResponse
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AddOrganization
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AddOrganizationRequest
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AddOrganizationResponse
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Ancillary Outputs
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AncillaryOutput
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AncillaryOutputOption
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AncillaryOutputType
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AncillaryOutputTypeEnum
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ArrayOfAncillaryOutputOption
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ArrayOfDatabase
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ArrayOfDocCustomDataItem
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ArrayOfDocument
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ArrayOfExpereMessage
[1]
ArrayOfExpereObject
[1]
ArrayOfLibrary
[1]
ArrayOfLineOfBusiness
[1]
ArrayOfOrganization
[1]
ArrayOfPackage
[1]
ArrayOfPackageDoc
[1]
ArrayOfPDF
[1]
ArrayOfPolicy
[1]
ArrayOfSBAAgent
[1]
ArrayOfTransaction
[1]
AssembleDocuments
[1]
AssembleDocumentSet
[1]
AssembleDocumentSetRequest
[1]
AssembleDocumentSetResponse
[1]
AssembleDocumentsRequest
[1]
AssembleDocumentsResponse
[1]
Autoselect
[1]
[2]
Autoselection
[1]
AutoSelectRequest
[1]
AutoSelectResponse
[1]
Barcode
[1]
[2]
[3]
[4]
[5]
[6]
[7]
Barcode 2D
[1]
[2]
BarcodeType
[1]
BarcodeTypeEnum
[1]
barcoding
[1]
BaselineTransaction
[1]
BeginningOrEndEnum
[1]
ClearCache
[1]
ClearCacheRequest
[1]
ClearCacheResponse
[1]
CommentInformation
[1]
Compile
[1]
CompileAll
[1]
CompileAllRequest
[1]
CompileAllResponse
[1]
CompileRequest
[1]
CompileResponse
[1]
Configuration Options
[1]
CreateTransaction
[1]
CreateTransactionRequest
[1]
CreateTransactionResponse
[1]
CreateValidationWorksheet
[1]
CreateValidationWorksheetRequest
[1]
CreateValidationWorksheetResponse
[1]
CustomerTransaction
[1]
Data
[1]
Data Model
[1]
Data Types
[1]
Database
[1]
DeleteOrganization
[1]
DeleteOrganizationRequest
[1]
DeleteOrganizationResponse
[1]
DeleteTransaction
[1]
DeleteTransactionRequest
[1]
DeleteTransactionResponse
[1]
DeleteValidationTransaction
[1]
DeleteValidationTransactionRequest
[1]
DeleteValidationTransactionResponse
[1]
DocCustomDataItem
[1]
DocDescriptor
[1]
DocInstance
[1]
DocSet
[1]
[2]
DocSetSummary
[1]
Document
[1]
Document Assembly
[1]
DocumentFormatType
[1]
DocumentFormatTypeEnum
[1]
DocumentRef
[1]
DocumentRefs
[1]
DocumentSet
[1]
[2]
DocumentType
[1]
DocumentTypeEnum
[1]
DocWorkOrder
[1]
DynamicPdfRender
[1]
DynamicPdfRenderEnum
[1]
Echo
[1]
encryption
[1]
Engine
[1]
ExecuteMode
[1]
ExecuteModeEnum
[1]
Expere Document Engine
[1]
Expere IE
[1]
ExpereAPI
[1]
[2]
ExpereBoolean
[1]
ExpereFloat
[1]
ExpereInteger
[1]
ExpereMessage
[1]
ExpereObject
[1]
ExternalPDFDocuments
[1]
FillableFieldSet
[1]
FillableText
[1]
Font Scaling Adjustments Stylesheet Details
[1]
Generate
[1]
[2]
GenerateAndSave
[1]
GenerateAndSaveRequest
[1]
GenerateAndSaveResponse
[1]
GenerateRequest
[1]
GenerateResponse
[1]
GetDocDataRequirements
[1]
GetDocDataRequirementsRequest
[1]
GetDocDataRequirementsResponse
[1]
GetDocSetDataRequirements
[1]
GetDocSetDataRequirementsRequest
[1]
GetDocSetDataRequirementsResponse
[1]
GetDocumentSet
[1]
GetDocumentSetRequest
[1]
GetDocumentSetResponse
[1]
GetPackageDataRequirements
[1]
GetPackageDataRequirementsRequest
[1]
GetPackageDataRequirementsResponse
[1]
GetResolvedDocuments
[1]
GetResolvedDocumentsRequest
[1]
GetResolvedDocumentsResponse
[1]
GetResolvedPackage
[1]
GetResolvedPackageRequest
[1]
GetResolvedPackageResponse
[1]
GetServiceInfo
[1]
GetServiceInfoRequest
[1]
GetServiceInfoResponse
[1]
GetTransaction
[1]
GetTransactionRequest
[1]
GetTransactionResponse
[1]
GetValidationTransaction
[1]
GetValidationTransactionRequest
[1]
GetValidationTransactionResponse
[1]
InstanceSigningInstructionsType
[1]
InstanceSigningInstructionsTypeEnum
[1]
Integrated Enterprise
[1]
Integration Validation
[1]
Knowledge Base
[1]
Library
[1]
Lifecyle Phase
[1]
LineOfBusiness
[1]
ListAllDocuments
[1]
ListAllDocumentsRequest
[1]
ListAllDocumentsResponse
[1]
ListAllOrganizations
[1]
ListAllOrganizationsRequest
[1]
ListAllOrganizationsResponse
[1]
ListDocuments
[1]
ListDocumentsRequest
[1]
ListDocumentsResponse
[1]
ListLinesOfBusiness
[1]
ListLinesOfBusinessRequest
[1]
ListLinesOfBusinessResponse
[1]
ListOrganizations
[1]
ListOrganizationsRequest
[1]
ListOrganizationsResponse
[1]
ListPackages
[1]
ListPackagesRequest
[1]
ListPackagesResponse
[1]
ListPhases
[1]
ListPhasesRequest
[1]
ListPhasesResponse
[1]
ListPolicies
[1]
ListPoliciesRequest
[1]
ListPoliciesResponse
[1]
ListValidationTransactions
[1]
ListValidationTransactionsRequest
[1]
ListValidationTransactionsResponse
[1]
LOB
[1]
LOBPhase
[1]
Oppsa
[1]
Options
[1]
Organization
[1]
Organization Hierarchy
[1]
Package
[1]
PackageDoc
[1]
[2]
Packages
[1]
Packet
[1]
PacketCustomDataItem
[1]
PacketCustomDataItems
[1]
PacketType
[1]
PacketTypes
[1]
Passwords
[1]
PDF
[1]
Permissions
[1]
Phase
[1]
Phases
[1]
PKGD
[1]
Policy
[1]
PostProcess
[1]
PostProcessRequest
[1]
PostProcessResponse
[1]
Precedence
[1]
ProvidedDocument
[1]
ProvidedDocuments
[1]
RemoveDocuments
[1]
RemoveDocumentsRequest
[1]
RemoveDocumentsResponse
[1]
RequirementLevel
[1]
RequirementLevelEnum
[1]
ResolveDocData
[1]
ResolveDocDataRequest
[1]
ResolveDocDataResponse
[1]
ResolvePkgData
[1]
ResolvePkgDataRequest
[1]
ResolvePkgDataResponse
[1]
ResponseDocType
[1]
ResponseDocTypeEnum
[1]
SBAAgent
[1]
scenario
[1]
Select
[1]
[2]
SelectAndGenerate
[1]
[2]
SelectAndGenerateRequest
[1]
SelectAndGenerateResponse
[1]
SelectAndGenerateTestDocuments
[1]
SelectAndGenerateTestDocumentsRequest
[1]
SelectAndGenerateTestDocumentsResponse
[1]
SelectGenerateAndSave
[1]
SelectGenerateAndSaveRequest
[1]
SelectGenerateAndSaveResponse
[1]
SelectRequest
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SelectResponse
[1]
SetEncryption
[1]
signature point set
[1]
SignaturePoint
[1]
SignaturePoints
[1]
SignaturePointSet
[1]
signatures
[1]
Signer
[1]
TermType
[1]
transaction
[1]
[2]
[3]
Transaction Persistence
[1]
Transactions
[1]
UpdateTransaction
[1]
UpdateTransactionRequest
[1]
UpdateTransactionResponse
[1]
UpdateValidationComments
[1]
UpdateValidationCommentsRequest
[1]
UpdateValidationCommentsResponse
[1]
UpdateValidationDictionaryDefinitions
[1]
UpdateValidationDictionaryDefinitionsRequest
[1]
UpdateValidationDictionaryDefinitionsResponse
[1]
UploadValidationTransaction
[1]
UploadValidationTransactionRequest
[1]
UploadValidationTransactionResponse
[1]
Use Cover Pages
[1]
Watermark
[1]
[2]
WatermarkLocationEnum
[1]
XpathCompare
[1]
[2]
XpathCompareRequest
[1]
XpathCompareResponse
[1]
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