CLM as Document Model enables customers to manage all their CLM content in Vault CRM using document types.

• Presentation – A binder for a CLM presentation containing one or more Slide documents
• Slide – An individual document in a CLM presentation. These can be different media types. Requires a distribution package containing all the appropriate source files and a viewable rendition of the document.
• Shared Resource – A common HTML5 asset used in multiple HTML5 slides. Requires a distribution package containing all the appropriate source files and assets of the resource.

Distribution Packages

A distribution package is a compressed file (.zip) containing all the appropriate source files for the slide. Content creators must create distribution packages for and upload them directly to Slide and Shared Resource documents. The recommended maximum file size for a distribution package is 2 GB. See Packaging Custom CLM Content for more information and best practices for content packaging.

Viewable Renditions

A viewable rendition is an image of the slide or shared resource as it should display for end users in the browser.

Viewable renditions for Slide and Shared Resource documents are automatically generated after the source files are uploaded.

Related Documents for Slides

Shared resources and sub-presentations can be added to Slide documents as related documents. The following conditions apply:

• A Slide document can only have one Related Shared Resource and one Related Sub Presentation
• The Related Shared Resource must be a Shared Resource document and is only available for HTML5 Slide documents
• The Related Sub Presentation must be a Presentation binder

CRM Content Lifecycle

The Presentation, Slide, and Shared Resource Document Types are controlled by the CRM Content Lifecycle, which defines the states in the approval process for CLM content that indicate whether a presentation is available for use. Available states include:

• Draft – Content is not published
• Staged – Content is published and available for content testers and reviewers
• Approved – Content is published and available for end users
• Expired – Content is withdrawn and unavailable for end users
• Superseded – A previously Approved version has been replaced by a newer Approved version and is unavailable for end users

The CRM Content Lifecycle uses the following roles to determine a user’s visibility to a document:

• Content Administrator – Users can create, edit, approve, and expire content in Vault CRM
• Media Consumer – Users can sync Approved content in Vault CRM on the mobile devices and present the content in calls

Publishing Documents to the CDN

The Distribution Package Rendition for Slide documents and Shared Resource documents is published to the CDN to allow end users to download the content on their mobile devices. The distribution package is automatically published when moving a document to the Staged and Approved states. The CDN Processing Status field indicates if the distribution package has been successfully published. If the automatic publishing fails or when uploading a new version of a document, content admin users can also manually publish or withdraw the distribution package.

To configure this feature:

1. Ensure the following features are configured:
   • Application Profiles
   • Using Non-Blocking Sync
2. Designate users as CLM Testing users:
   • Navigate to Admin > Users & Groups > Vault Users
   • Edit the appropriate user__sys records
   • Select the Enable CLM Testing Features check box
   • Select Save
3. Ensure content admin users are assigned to the Content Administrator role for Presentation, Slide, and Shared Resource documents via Dynamic Access Control. See About Dynamic Access Control for Documents in the Vault Platform Help for more information.
4. Ensure content admin users have Create Binder Permission for the Presentation document type, and Create Document Permission for the Slide and Shared Resource document types. See How to Set Permissions for Creating Binders and How to Edit Document Types in the Vault Platform Help for more information.
5. Assign the CLM End User Permission Set to the appropriate security profiles, which includes:

   Object	Object Permission	Object Types	Fields	Field Permission
   brand__v	R	n/a	created_by__v created_date__v deleted_in_source__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v product_family__v product_type__v source_status__v source_vault_id__v status__v vexternal_id__v	Read
   call2_key_message__v	CRE	n/a	clm_id__v modified_date__v presentation_id__v	Read
   			clm_presentation_name__v key_message_name__v presentation_binder__v reaction__v share_channel__v slide_document__v	Edit
   content_preference__v	CRED	clm_presentation_label__v clm_presentation_favorite__v	modified_date__v	Read
   			preference_document__v presentation_v presentation_mobile_id__v presentation_vexternal_id__v label__v mobile_id__v object_type__v ownerid__v	Edit
   directory__v	CRE	clm__v	created_by__v modified_by__v modified_date__v	Read
   			display_order__v external_id__v level__v name__v object_type__v ownerid__v parent_directory__v	Edit
   indication__v	R	n/a	created_by__v created_date__v deleted_in_source__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v source_status__v source_vault_id__v status__v	Read
   keyword__v	R	n/a	modified_date__v name__v	Read
   message__v	R	n/a	modified_date__v ownerid__v	Read
   multichannel_activity_line__v	CRE	clm__v	modified_date__v	Read
   			presentation_binder__v slide_document__v datetime__v duration__v event_type__v key_message_v mobile_id__v multichannel_activity__v name__v object_type__v vexternal_id__v view_order__v	Edit
   multichannel_activity__v	CRE	clm__v	modified_date__v name__v	Read
   			media_preview__v mobile_id__v object_type__v start_datetime__v training__v call__v saved_for_later__v	Edit
   multichannel_settings__v	R	n/a	access_clm_from_online_call__v allow_insecure_local_file_access__v application_profile__v clm_content_search__v clm_explicit_opt_in__v clm_filter_fields__v clm_laser_pointer__v clm_opt_out_behavior__v content_document_batch_size__v content_note_batch_size__v created_by__v created_date__v custom_presentation_management__v default_directory__v enable_binders_docs__v enable_clm_from_orders__v enhanced_sub_presentations__v external_id__v global_id__sys hide_clm_thumbnails_in_all_dir_view__v id modified_by__v modified_date__v legacy_crm_id__v link__sys media_search__v medical_inquiry_overlay__v name__v remote_meeting_default_record_type__v security_profile__v select_clm_call_record_type__v setupownerid__v status__v swipe_sensitivity__v track_clm_media_preview__v	Read
   product_family__v	R	n/a	abbreviation__v created_by__v created_date__v deleted_in_source__v generic_name__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v product_category__v scientific_name__v source_status__v source_vault_id__v status__v therapeutic_area__v	Read
   vmobile_object_configuration__v	R	tablet__v	document_query_modifier__v modified_date__v	Read
   website__v	R	n/a	modified_date__v name__v url__v	Read

6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Ensure VMOCs for the following objects are active:
   • documents
   • Where Clause – WHERE TONAME(type__v) CONTAINS ('presentation__v', 'slide__v', 'shared_resource__v') AND TONAME(lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(status__v) CONTAINS ('staged__v', 'approved__v')
   • Enable Enhanced Sync – Yes
   • Document Query Modifier – All Versions
   • Application Profile – The Application Profile you created for content admin users
   • binder_node__sys
   • Where Clause – WHERE TONAME(binder__sysr.type__v) = 'presentation__v' AND TONAME(binder__sysr.lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(document__sysr.type__v) CONTAINS ('presentation__v', 'slide__v') AND TONAME(document__sysr.lifecycle__v) = 'crm_content_lifecycle__v' AND type__sys = 'document__sys'
   • Enable Enhanced Sync – Yes
   • Application Profile – The Application Profile you created for content admin users
   • relationships
   • Where Clause – WHERE TONAME(source__vr.type__v) = 'slide__v' AND TONAME(source__vr.lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(source__vr.status__v) CONTAINS ('staged__v', 'approved__v') AND source__vr.binder__v = false AND relationship_type__v CONTAINS ('related_shared_resource__v', 'related_sub_presentation__v')
   • Enable Enhanced Sync – Yes
   • Application Profile – The Application Profile you created for content admin users
   • brand__v
   • content_preference__v
   • Where Clause – WHERE ownerid__v = @@USER_ID@@
   • directory__v
   • indication__v
   • keyword__v
   • message__v
   • Where Clause – WHERE language__vr.admin_key__sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en') AND category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')
   • multichannel_settings__v
   • Where Clause – WHERE application_profile__v = @@USER_APP_PROFILE_ID@@ OR (application_profile__v = null AND security_profile__v = null)
   • product_family__v
   • website__v
8. Navigate to Business Admin > Objects > Multichannel Settings.
9. Create a Multichannel Settings record with the following information:
   • Application Profile – The Application Profile you created for content admin users
   • Enable CLM Binders and Documents – Yes

To configure this feature:

1. Ensure the following features are configured:
   • Application Profiles
   • Using the My Setup Tab
   • Using Non-Blocking Sync
2. Ensure end users are assigned to the Media Consumer role for Presentation, Slide, and Shared Resource documents via Dynamic Access Control. See About Dynamic Access Control for Documents in the Vault Platform Help for more information.
3. Assign the CLM End User Permission Set to the appropriate security profiles, which includes:

   Object	Object Permission	Object Types	Fields	Field Permission
   brand__v	R	n/a	created_by__v created_date__v deleted_in_source__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v product_family__v product_type__v source_status__v source_vault_id__v status__v vexternal_id__v	Read
   call2_key_message__v	CRE	n/a	clm_id__v modified_date__v presentation_id__v	Read
   			clm_presentation_name__v key_message_name__v presentation_binder__v reaction__v share_channel__v slide_document__v	Edit
   content_preference__v	CRED	clm_presentation_label__v clm_presentation_favorite__v	modified_date__v	Read
   			preference_document__v presentation_v presentation_mobile_id__v presentation_vexternal_id__v label__v mobile_id__v object_type__v ownerid__v	Edit
   directory__v	CRE	clm__v	created_by__v modified_by__v modified_date__v	Read
   			display_order__v external_id__v level__v name__v object_type__v ownerid__v parent_directory__v	Edit
   indication__v	R	n/a	created_by__v created_date__v deleted_in_source__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v source_status__v source_vault_id__v status__v	Read
   keyword__v	R	n/a	modified_date__v name__v	Read
   message__v	R	n/a	modified_date__v ownerid__v	Read
   multichannel_activity_line__v	CRE	clm__v	modified_date__v	Read
   			presentation_binder__v slide_document__v datetime__v duration__v event_type__v key_message_v external_id__v mobile_id__v multichannel_activity__v object_type__v view_order__v name__v	Edit
   multichannel_activity__v	CRE	clm__v	modified_date__v name__v	Read
   			media_preview__v mobile_id__v object_type__v start_datetime__v training__v call__v saved_for_later__v	Edit
   multichannel_settings__v	R	n/a	access_clm_from_online_call__v allow_insecure_local_file_access__v application_profile__v clm_content_search__v clm_explicit_opt_in__v clm_filter_fields__v clm_laser_pointer__v clm_opt_out_behavior__v content_document_batch_size__v content_note_batch_size__v created_by__v created_date__v custom_presentation_management__v default_directory__v enable_binders_docs__v enable_clm_from_orders__v enhanced_sub_presentations__v external_id__v global_id__sys hide_clm_thumbnails_in_all_dir_view__v id modified_by__v modified_date__v legacy_crm_id__v link__sys media_search__v medical_inquiry_overlay__v name__v remote_meeting_default_record_type__v security_profile__v select_clm_call_record_type__v setupownerid__v status__v swipe_sensitivity__v track_clm_media_preview__v	Read
   product_family__v	R	n/a	abbreviation__v created_by__v created_date__v deleted_in_source__v generic_name__v global_id__sys id link__sys modified_by__v modified_date__v name__v original_source_id__v product_category__v scientific_name__v source_status__v source_vault_id__v status__v therapeutic_area__v	Read
   vmobile_object_configuration__v	R	tablet__v	document_query_modifier__v modified_date__v	Read
   website__v	R	n/a	modified_date__v name__v url__v	Read

4. Navigate to Business Admin > Objects > VMobile Object Configurations.
5. Ensure VMOCs for the following objects are active:
   • documents
   • Where Clause – WHERE TONAME(type__v) CONTAINS ('presentation__v', 'slide__v', 'shared_resource__v') AND TONAME(lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(status__v) CONTAINS ('approved__v')
   • Enable Enhanced Sync – Yes
   • Document Query Modifier – All Versions
   • Application Profile – The Application Profile you created for CLM end users
   • binder_node__sys
   • Where Clause – WHERE TONAME(binder__sysr.type__v) = 'presentation__v' AND TONAME(binder__sysr.lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(document__sysr.type__v) CONTAINS ('presentation__v', 'slide__v') AND TONAME(document__sysr.lifecycle__v) = 'crm_content_lifecycle__v' AND type__sys = 'document__sys'
   • Enable Enhanced Sync – Yes
   • Application Profile – The Application Profile you created for CLM end users
   • relationships
   • WHERE TONAME(source__vr.type__v) = 'slide__v' AND TONAME(source__vr.lifecycle__v) = 'crm_content_lifecycle__v' AND TONAME(source__vr.status__v) = 'approved__v' AND source__vr.binder__v = false AND relationship_type__v CONTAINS ('related_shared_resource__v', 'related_sub_presentation__v')
   • Enable Enhanced Sync – Yes
   • Application Profile – The Application Profile you created for CLM end users
   • brand__v
   • content_preference__v
   • Where Clause – WHERE ownerid__v = @@USER_ID@@
   • directory__v
   • indication__v
   • keyword__v
   • message__v
   • Where Clause – WHERE language__vr.admin_key__sys CONTAINS (@@USER_LANGUAGE_CODE@@,'en') AND category__v CONTAINS ('RemoteMeeting', 'iPad', 'CONTENT', 'CLM', 'Common', 'EngageLink')
   • multichannel_settings__v
   • Where Clause – WHERE application_profile__v = @@USER_APP_PROFILE_ID@@ OR (application_profile__v = null AND security_profile__v = null)
   • product_family__v
   • website__v
6. Navigate to Business Admin > Objects > Multichannel Settings.
7. Create a Multichannel Settings record with the following information:
   • Application Profile – The Application Profile you created for CLM end users
   • Enable CLM Binders and Documents – Yes

Populating Veeva Messages

1. Populate the CLM_FILTER_FIELDS Veeva Message with a comma-delimited list of Presentation document field names to display as filters, for example, detail_product__v,custom_indication__c,indication__v.
2. Populate the CLM_PRESENTATION_GROUPING Veeva Message with a comma-delimited list of Presentation document field names to group presentations.

Enabling Veeva Settings

1. Navigate to the Business Admin > Objects > Veeva Settings.
2. Select the appropriate veeva_settings__v record.
3. Enable the appropriate settings:

   Veeva Setting	Description
   clm_enable_auto_launch__v	Select this check box to enable presentations to launch directly from the media library and display the first slide.
   clm_highlighter_pen__v	Select this check box to enable the highlighter pen in the CLM media player.
   clm_select_account_preview_mode__v	Select this check box to enable users to select an account and create a call while previewing media in the CLM media player.
   clm_presentation_grouping__v	Populate this text field with the CLM_PRESENTATION_GROUPING Veeva Message to define possible groupings of CLM presentations in the media library.

Enabling Multichannel Settings

1. Navigate to the Business Admin > Objects > Multichannel Settings.
2. Select the appropriate multichannel_settings__v record.
3. Enable the appropriate settings:

   Multichannel Setting	Description
   clm_filter_fields__v	Populate this text field with the CLM_FILTER_FIELDS Veeva Message to define presentation attributes as filters for the media library.
   clm_laser_pointer__v	Select this check box to enable the laser pointer when end users display CLM content.

Additional Configuration

If Viewing and Downloading Files Using the Files Tab is configured, ensure the Sync Configuration Mode Veeva Setting is populated with the value 1 to allow multiple active VMOCs for the same objects.