Using Communications Manager B&OM

Using Communications Manager B&OM for the first time involves the following steps:

  1. Install Communications Manager Interactive.

    See the Tungsten Communications Manager Installation Guide.

  2. Create a Document Pack Template in Communication Manager Designer.

    See the Communication Manager Designer Help.

  3. Define slot and correspondence types to associate with the Document Pack Template.

    See Define slot and correspondence types.

  4. Configure contact data and organizational metadata.

    See Define contact data and organizational metadata.

  5. Create and apply application, correspondence, or communication rules.

    See Create application, correspondence, and communication rules.

  6. Create a request XML and store it in the watch folder.

    See Create requests.

  7. Configure the standard processes.

    See About standard processes and Configure standard processes.

  8. Start the standard processes step by step from Communications Manager Studio or using Windows Service Host.
  9. Retrieve the produced print file from the output folder.

When you continue to use Communications Manager B&OM, you may add new content by creating additional Document Pack Templates, correspondence types, and slot types. Additionally, you may also define channels to create different distribution methods for the output, or to implement archiving (see Define channels).