cara v3.3 new features

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CARA v3.3 Major new features

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What is CARA

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 docbase to requirements. This document outlines the major new features that are being released in CARA v3.3 in August 2012


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


Summary – v3.3 Major New Features

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

CARA learns which are your favorite features and functions and places them on a personal shortcut pane for quick access Adaptive User Learning

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

Using configuration, you can now add any custom action / screen / menu to CARA, and display screens ranging from CARA through HTML and JSP to applets, while executing any server methods, RESTful web service, API scripts or DQL on completion.

Configurable Customizations


Adaptive User Learning

CARA “learns” from user’s most-used functions and adds shortcuts to those

functions into a “My Favorite Actions” pane


Languages and Oracle WebCenter

Languages CARA v3.2 had localization in these languages: • English • French • German • Spanish • Chinese • Japanese • Polish CARA v3.3 adds these localizations: • Russian • Portuguese

Oracle WebCenter CARA has added the Oracle WebCenter Content platform to the list of supported content management systems. The full range of CARA functionality and the DocConfigurator configuration layer is available now on top of this platform – together with the tight integration that WebCenter provides with other products in the Oracle family.


Configurable Customization

Define custom actions to be called from custom menus,

display HTML, CARA screens, JSP pages or an applet, and execute server

methods, RESTful web services, API scripts or DQL

on completion


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

Widgets that users can add and interact with include: • 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


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).

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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

Image of CARA app superimposed

on stock photo of iPhone


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


Documentum Search Facets

Run the search, and then refine the results using the

facets displayed

Configure the ability to use Facets in the CARA User

Capabilities and define the attributes to be used in facets using the CARA

View Configuration


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


Carousel / Coverflow

Define and display documents in a carousel

which displays a thumbnail


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


Popular Existing Features

Dimensions Build your own tree view - choose any properties and browse documents in a different way.

Widgets Extensible panel showing widgets – choose from core set (e.g. properties, renditions) or create your own, linking in any web service as a widget .

Dashboards Add any query to the dashboard, and results can be shown as tables, charts, or graphs, exported to Excel, or embedded as widgets in the main view.

User Preferences All settings that users choose (column displays and widths, dimensions tree-view, filters, cabinet restrictions and so on) are saved so that the user can log in from another machine and will have the same preference choices applied.

Document Views Define different views for different user groups / usage scenarios – completely personalized view and set of features.

Configuration Configure every aspect of the user interface as well as building business rules such as dynamic security and folder paths, data dictionaries and taxonomies, numbering, and more. Achieve all this without coding, cutting down the cost and effort of customizations.

cara v3.3 new features

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