CARA user interface for Documentum, Alfresco, Oracle WebCenter

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CARAUser interface & configuration layer for Documentum, Alfresco and Oracle WebCenter

[email protected] www.generiscorp.com +1-877-244-2022

User interface for Documentum, Alfresco and Oracle WebCenter, featuring

Very fast performance Major usability advantages over standard UIs Many additional features vs standard UIs e.g.

Dimensions for navigating Dashboards Widgets panels Portal My WidgetSpace

Used by some of world’s largest companies and government agencies since 2002, e.g. Walt Disney, QVC Television, Pfizer, Bristol-Myers Squibb, State of North Carolina, General Reinsurance and Sargento Foods

What is CARA


CARA vs Webtop

CARA Webtop

Fast, with no screen refreshes Screen refreshes after most actions, slow

Multi-tasking, multi-window One thing at a time

Full set of configurations to build out business requirements – very short project lifecycle and major cost saving

No configuration, customization only – longer projects, higher validation and overall project costs

Content transfer via proprietary applet OR completely java-free

Applet only (UCF) – many issues and java-dependencies

Connect to multiple other systems Only via customization

Works on Documentum 5.3 through 6.7 – no changes with new backend versions

Each version of Documentum requires upgrade to Webtop and any customizations

Certified on all browsers Only certified on some versions of Internet Explorer

Mobile app, Portal, My WidgetSpace ---

Dimensions, widgets ---


CARA vs D2CARA v3.3 D2 v4

Configurable Customization - fully customizable by customers Not customizable by customers

Full functioning UI including all core Webtop functionality and more (enhanced virtual docs, workflows etc)

Initial release will not contain virtual document editing, document distribution etc

My WidgetSpace view - User Experience Selection ---

Carousel / coverflow ---

Voice Recognition ---

Multi-window including drag and drop Single window only

Display unlimited widgets at a time Only single Widget at a time

Define / Build your own DQL, Web Service or xCP Widgets Limited set of hard-coded widgets, cannot extend

No data migration required to move to CARA - standard Documentum lifecycles. Integrated apps do not have to change

Data Migration required to move to D2 - custom objects for lifecycle - integrated applications also have to be rebuilt as a result

Works on Documentum 5.3 - 6.7 Works on Documentum 6.5 - 6.7

Works on Alfresco ---

Works on Oracle WebCenter ---

Built-in Portal capability --- Future*

Mobile App --- Future*

Integrated with Documentum xCP --- Future (Q1 2013?*)

Integrated with Documentum Records Management / RPS --- Future (Q3 2013?*)

Provides full collaboration functionality --- Future (Q3 2013?*)

Full configuration layer - all the same as D2 and more Configuration layer is missing feature parity with CARA (detailed comparison available on request)

Contains patented features including Dimensions, Dashboards and more No similar features

Reporting, Configurable REST Services, Project Spaces/Rooms, Data tables --- Future (Q1 2014?*)

Advanced Workflow --- Future (Q3 2013?*)

Advanced Publishing --- Future (Q3 2013?*)

Import Rendition --- Future (Q3 2013?*)

Bulk Import --- Future (Q3 2013?*)


DESKTOP FEATURES

Works like Windows with Start menu and application icons

MULTIPLE WINDOWS

Open a window to different repositories or multiple windows to the same one

DESKTOP INSIDE THE BROWSER

Stores repository launch icons, drag links to documents and more

CARA User Interface

CARA is an ergonomically designed, fast, web user interface to connect individually or simultaneously to multiple content management systems. Currently released for Documentum, Oracle WebCenter and Alfresco. It is designed to facilitate the creation, review, approval and management of documents. CARA is underpinned by the Generis DocConfigurator product which allows rapid setup and configuration of the repository to requirements.


User can Add widgets from a library:• Favorites• Recent Items• Intray / Outtray• Search results• Checked Out Items• Home Cabinet• Dashboard widget (report)• Build-your-own widget including web

service connection to another system

My WidgetSpace:Your standard view reimagined

Move away from folders – enter the world of a set of different persistent collections of documents at your fingertips in the My WidgetSpace window. Work on your Favorites, Recent Items, Search results, In-Tray and more in a single view.


Searching made easy – 6 ways

CARA 6 ways of searching – from Quick Searches through Dashboards and our Advanced Search to the unique Dimensions search/navigation hybrid and also SnapLists.

4. ADVANCED SEARCH

Each group of users can have a search screen configured to the documents they search for most frequently

3. DASHBOARDS

Create, save and run any reports using DQL or the Search, with ability to export the results to Excel and even create and export / print graphs. Dashboards even support user-driven value substitution

5. DIMENSIONS – see the next slides6. SNAPLISTS – see the next slides

1. Search in folder2. Quick search across repository (configure which attributes are searched including fulltext)


Dimensions

Of all the search and navigation features in CARA, the Dimensions are the most used by clients. The Dimensions are a unique hybrid of searching and navigating, allowing each user to specify up to 5 levels of attributes to use in order to build a dynamic tree that allows navigation in the same way as a folder – avoiding the need to run multiple searches.

DIMENSIONS

Pick your attributes, then navigate as if it were a regular folder


SnapLists

You may want to navigate by complex scenarios – for example, “documents I authored which are set to expire, grouped by month of expiration”. For those cases where a simple search or the CARA Dimensions are not sufficient, there are SnapLists.

SNAPLISTS

Navigate by complex queries as if there were regular folders


Widgets

Other user interfaces allow you to see information related to a document, one pane at a time. The CARA widgets panel displays as many widgets as you want, populating them all from a single click on a document. In addition, no other application allows you to build your own widgets, displaying any information you want about a document (audit trail information, security settings, list of annotations – literally anything available in the repository.

Need information pulled from another system? For example supplier address and phone numbers from an external database? Simply build a widget calling that information via a web service – integration of third party systems into the UI without any coding to the UI.

Choose from pre-existing or your own custom-built widgets – all displayed at once and containing right-click options


Thumbnails

For managing data that is rich media (images, video) it is possible to display the document pane in listview or thumbnails mode, including a larger thumbnails on mouse-over, or with a carousel or flip-card.

View thumbnails in the main view

View thumbnails in the Widgets panel including larger

thumbnails on mouse-over


Carousel / Coverflow

Define and display documents in a carousel

which displays a thumbnail


Highly configurable

CARA leverages the Generis DocConfigurator product to allow companies to build their own applications, using dozens of area of configurability: everything from major items such as properties screens, automatic folders, languages, data dictionaries, taxonomies, dynamic no-maintenance security, audit and eSignature, Trash Can, UI display, through to the small things like changing the icons for folders.


View Management

Allow each group of users to have an entirely personalized view of the repository: everything from their Widgets, Dimensions, Search screens, double-click rules, New Document shortcut buttons, filters, columns and more.


Modify the columns to be shown

Grouped by status

Status Manager

Report on status across multiple document(s) / folder(s), including ability to promote / demote multiple documents at a time, and export to Excel:


Workflows: rich reporting

Report on workflows across multiple documents or across multiple users


Virtual Documents: reinvented

Turn virtual documents into a painless, multi-user tool. No more user checkout / checkin, it is all done on the server. Added features include context information (same document in different virtual documents has different metadata), publishing integrations and granular security.


Annotations Report

No need to open 10 documents to see all the individual notes – just pull up the CARA Annotations Report


Universal viewing

CARA integrates two universal viewing tools, ViewONE Pro from Daeja (www.daeja.com) and Brava! from Informative Graphics, for viewing 300+ formats in a common viewer (no local installation required). The tools allows annotations, watermarking and streaming of content as well as redaction:


Summary – v3.3 Major New Features

This unique view gives the users a widget-based desktop showing, in a single view, document lists from their Favorites, Recent Items, Workflow Inboxes and more – finding and interacting with documents has never been easier or quicker.

My WidgetSpace

Voice recognition now allows text input into fields without having to use your keyboard to enter it. Perfect for mobile or hands-free usage.Voice Recognition

In addition to the System Lock and User Log functionality, CARA now provides graphical output of User Activity over time.User Activity Monitoring

Open both the properties and content in a single click.Preview with Properties

For those who need quick and easy interaction with the repository, the existing mobile support (via browsers) is now supplemented with a mobile-specific app.Mobile App extension

Importing emails is streamlined to allow both import as custom document types, as well as extraction of both attachments and also email attributes and content into repository attributes and content.

Email integration extension

On login, select your user experience – from the full WebDesktop through the single-page explorer, to My WidgetSpace and the PortalUser Experience Selection



An improved permanent drag and drop zone for import from the Desktop or OutlookImport Landing Zone

Russian and Portuguese have been added to the existing languages (English, French, German, Spanish, Chinese, Japanese and Polish).Additional Languages

Display document thumbnails and information on a carousel / coverflowCarousel (Coverflow) Display

Full support for Documentum Search Facets, including configuration and displayDocumentum Facets

CARA now offers the full range of subscriptions available in Documentum but configurable using the CARA ruleset. Includes subscribing other users.Extended Subscriptions



Custom Actions previously supported JSP, DQL, API, Documentum Server Method and RESTful web services. New in Custom Actions is any JavaScript action

Custom Actionsenhancements

Add any custom JavaScript processing to the Document Save operation (including workflow completion)Document Save Processing

Single click Export of configuration and Import into a new docbase. Configurations can be versioned and are compared using MD5 checksum so incrementally updatedConfiguration transfer

Use any DQL condition to display the row formatting / icon differently – e.g. in a folder list, all “My Documents” listed in green, “Expiring in next 30 days” in redDisplay formatting

Add a custom HTML page (e.g. with icons providing quick links to any windows / features) as the “Desktop” experience background or as a banner in other experiences

Home screen – custom HTML Desktop / Banner

Configure relation type availability based on any DQL conditionsRelations configuration

My WidgetSpace now allows users to add particular folders, SnapLists, banners with Quick Links (HTML page) and more

My WidgetSpace enhancements



Manage template availability and lifecycle separately from documents – filter templates based on DQL (e.g. status) and maintain separate lifecycle from document instances of the same type

Template Management

Ability to have the last-used values for properties and searching remembered and pre-populated individually for each userRemember last values

Use an existing document as a source of attribute values when creating a new documentNew document based on

existing

Added to My WidgetSpace view, and now also supporting Brava, ViewONE Pro, standard browser view and Snowbound – as well as annotations for all the above and PDF Annotation Services as well as DocAnnotator

Preview Panel

Support for multiple Single Sign On protocolsSingle Sign On

All functionality in CARA available without a Java Applet – removing the need for JRE on the machine.No Java Applet required

Reduce the time for importing sets of repeating attributes by importing into a multi-attribute grid from an Excel sheetProperties – grid import



Add multiple features from CARA Structures (enhanced virtual documents) to the regular Virtual Document manager window

Virtual Document enhancements

Manage jobs & methods in CARA as well as users, groups and roles. Report on and dump types and attributes easily. App server configuration in a single XML file. In-CARA configurations extended with many additional business rules items

Admin / configuration extensions

Add date support and also “like” comparisons. Job to recalculate autovalues on documents after configuration updatesAutovalues

Define custom queries and have them displayed as navigable trees for usersSnapLists

Many additional functions added to the User Capabilities so functional availability by group covers many more featuresUser Capabilities

Use Webtop DRL links to access documents in CARA. Also many additional URL combinations and formats supported as quick linksLinks

Support for conditional processing in Properties and Custom Actions based on user, group, attribute value, folder path, or permissionsConditional processing


Voice RecognitionVoice recognition now allows text input into fields without having to use your keyboard to enter it. Perfect for mobile or hands-free usage.

Simply click the microphone at the end of a text field and speak. The built-in spell-check on the browser will help correct errors.

Note: this feature is not available in all browsers


User Activity MonitoringCARA v3.2 introduced the User Activity log, As well as the ability to lock the system (prevent logins, e.g. during system maintenance windows, while leaving the system up and running).

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CARA: Maximum Number of Active Users from 01 February 2012 to 28 February 2012

CARA v3.3 introduces advanced period user activity monitoring, outputting the results to Excel:


Mobile App extensionsFor those who need quick and easy interaction with the repository, the existing mobile support (via browsers) is now supplemented with a mobile-specific app.

CARA v3.2 offered full support for mobile phones and tablets via browsers, including the ability to access the slimmed-down CARA Portal via such devices, and an HTML download alternative to the standard Java Applet for Apple devices where applets are not supported.

CARA v3.3 adds a specific phone app that allows you to:• search the repository• view content• view and edit properties• complete workflow activities• receive notifications when content

you have “subscribed” to has been altered

• download content to the device to view offline.

The app supports the following devices:

- Apple - Android - (Windows 8 / Blackberry planned)


Email integration extensionsIn standard platforms, import of emails is restricted to importing as a specific document type, which means that a customer’s custom attributes are not available. In addition, the extraction of attributes is hard-coded. CARA extends this to allow mapping of email attributes to repository attributes, including extracting email content.

Once the emails are imported into CARA (via drag and drop), you can either access the attachments by viewing the email and opening the attachments from there, or by using the new Extract feature to extract attachments and automatically link them to the email as a Related Object.


Preview with Properties

One menu opens properties and content preview side by side


Import Landing Zone

Select your folder and then drag and drop from

Windows Explorer or Outlook into the Import

Landing Zone

Then optionally use the pop-up to classify your documents in the New

Document wizard that you configured


Other Features

Configure attribute

inheritance from folder objects Extend context

details to hold Classification values for pre-populating to documents

Create an object not linked to the

Classification

Compatibility with Java 1.7

Job to auto-complete tasks

Ability to configure a URL

directly to the content

Window management:

Show Desktop / Show Windows

Side by Side

Job to extend document validity

(e.g. on SOPs)


Other Features

Job to remove inactive users from groups

Thumbnail widget – larger pop-up thumbnail on mouse over

Export a virtual document structure

including all metadata to Excel

Validate document

uniqueness on import, and either reject, version or

move to a duplicates folder

Configure limit on number /

maximum file size of

documents imported in one

action Ability for users to reset their

View Settings to the default

Job to rename users and delete tasks associated

with inactive users

Enhanced rendition queue

configuration

Contact us for a demo or free evaluation in-house or on our cloud

http://www.generiscorp.com

[email protected]

++1-877-244-2022

CARA user interface for Documentum, Alfresco, Oracle WebCenter

Technology

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