cara - generis for documentum sharepoint alfresc… · set your users free cara user interface...

Set your users free

CARA User 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 D2

CARA 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 slides

6. SNAPLISTS – see the next slides

1. Search in folder

2. 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 Portal User Experience Selection



An improved permanent drag and drop zone for import from the Desktop or Outlook Import 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 / coverflow Carousel (Coverflow) Display

Full support for Documentum Search Facets, including configuration and display Documentum 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 Actions

enhancements

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 updated Configuration 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 red Display 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 conditions Relations 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 user Remember last values

Use an existing document as a source of attribute values when creating a new document New 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 protocols Single 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 sheet Properties – 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 updates Autovalues

Define custom queries and have them displayed as navigable trees for users SnapLists

Many additional functions added to the User Capabilities so functional availability by

group covers many more features User Capabilities

Use Webtop DRL links to access documents in CARA. Also many additional URL

combinations and formats supported as quick links Links

Support for conditional processing in Properties and Custom Actions based on user,

group, attribute value, folder path, or permissions Conditional processing


Voice Recognition

Voice 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 Monitoring CARA 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).

0

10

20

30

40

50

60

12:00:00AM

1:55:12AM

3:50:24AM

5:45:36AM

7:40:48AM

9:36:00AM

11:31:12AM

1:26:24PM

3:21:36PM

5:16:48PM

7:12:00PM

9:07:12PM

11:02:24PM

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 extensions

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.

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 extensions

In 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