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Copyright © 1995-2007 Open Text Inc. All rights reserved.
What’s new in Livelink ECM – eDOCS DM
Wednesday, November 19th, 2007
Shawna SingletaryeDOCS DM Product Manager
Open Text Corporation
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Slide 2Copyright © 1995-2007 Open Text Inc. All rights reserved.
Office 2007 Integration
§ With Office 2007 we are introducing the DM Ribbon § Allows for quick interaction with DM from a
convenient tab § It is available in Word, Excel and PowerPoint§ No MS Office 2007 ODMA integration§ New Document Information feature
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Slide 3Copyright © 1995-2007 Open Text Inc. All rights reserved.
New - Document Information
§ Quick access to Document information from within MS Word, Excel, PowerPoint
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Slide 4Copyright © 1995-2007 Open Text Inc. All rights reserved.
Microsoft Word Integration
§ Open from DM§ Save As
- Save As- Save As DM Version- Save with Options
§ Insert- Picture- DM Footer- Text from File
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Slide 5Copyright © 1995-2007 Open Text Inc. All rights reserved.
Office Menu
§ Active Integration allows for the ability to Open and Save documents from the main Office menu
§ Passive integration will not have the DM Save As options in this menu
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Slide 6Copyright © 1995-2007 Open Text Inc. All rights reserved.
Insert Footer
§ Office 2007 offers an easily configurable Insert Footer dialog
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Slide 7Copyright © 1995-2007 Open Text Inc. All rights reserved.
Merging Documents
§ Mail Merge- Uses the Office mail merge
wizard once documents are chosen
§ Compare and Merge- Native and DM documents- Only DM documents - Does not save as an
attachment to the original document
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Slide 8Copyright © 1995-2007 Open Text Inc. All rights reserved.
Excel 2007
§ Microsoft Excel 2007 contains the same basic options as Word except:- Copy as DM Link and Paste as DM Link
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Slide 9Copyright © 1995-2007 Open Text Inc. All rights reserved.
Outlook 2007
§ Save As New Version from the Simple Interface
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Slide 10Copyright © 1995-2007 Open Text Inc. All rights reserved.
Save Attachments
Save Attachments Separately
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Slide 11Copyright © 1995-2007 Open Text Inc. All rights reserved.
Outlook 2007
§ Save to Hummingbird DM- Can be accessed from the Office menu when viewing
message lists in Outlook- Can also be accessed in an opened email via the Save
button
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Slide 12Copyright © 1995-2007 Open Text Inc. All rights reserved.
Outlook 2007
§ Insert from Hummingbird DM- The icon is located on the Insert tab from a new mail
message, reply or forward
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Slide 13Copyright © 1995-2007 Open Text Inc. All rights reserved.
New Save User Interface
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Slide 14Copyright © 1995-2007 Open Text Inc. All rights reserved.
New Save User Interface
§ The new Save UI is configurable via the SaveUIConfig.xml file
§ The file can be found at - XP: c:\documents and settings\user\application
data\Hummingbird\DM\Settings- Vista:C:\Users\<user>\AppData\Roaming\Hummingbi
rd\DM\Settings
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Slide 15Copyright © 1995-2007 Open Text Inc. All rights reserved.
eDOCS DM 5.2eDOCS DM 5.2
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Slide 16Copyright © 1995-2007 Open Text Inc. All rights reserved.
eDOCS DM 5.2 - Updated Platforms
§ New Integrated Applications- Microsoft Office 2007- Adobe Acrobat 8- AutoCAD 2006, 2007- Corel Presentations 12.0
and X3- Corel Quattro Pro 12.0
and X3- Corel WordPerfect 12.0
and X3- WorkShare Professional
4.x
§ Email Applications- Novell GroupWise 7- Lotus Notes Mail 7- Microsoft Outlook 2007
§ Clients - Microsoft Windows Vista
§ DM Indexer- Indexer file format
updates to coincide with the updated office suite support
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Slide 17Copyright © 1995-2007 Open Text Inc. All rights reserved.
eDOCS DM 5.2 - Miscellaneous Enhancements
§ COM Automation for- MS PowerPoint 2003, MS Project 2003, MS Visio 2003- MS Word 2007, MS Excel 2007, MS PowerPoint 2007, MS
Visio 2007
§ Saveas DM Version- Users can save Documents returned in emails as new
versions to already profiled documents
§ Configure Location for Drag & Drop - Save file to login library - link to folder - Save file to current library - link to folder - Save file to folder library
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Slide 18Copyright © 1995-2007 Open Text Inc. All rights reserved.
eDOCS DM 5.2 - Miscellaneous Enhancements
§ Capture Full E-mail Address- Gives the capability to configure for the capturing
of a full email address: “Name that Appears in the Header [[email protected]]”.
§ Ability to dump cache to an XML file- Allows for the dumping of client workstation cache
files to be written to an XML file when refreshed § Tab Order
- Tab order for profile forms can be set using DM Designer
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Slide 19Copyright © 1995-2007 Open Text Inc. All rights reserved.
eDOCS DM 5.2 - Miscellaneous Enhancements
§ Edit Search Criteria Enhancement- Edit the search criteria from a single right mouse
click§ Configure Personal Profile defaults for Paper
Profiles
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Slide 20Copyright © 1995-2007 Open Text Inc. All rights reserved.
DM Extension for Lotus Notes
§ DM Node in Lotus Notes Tree View
§ Drag & Drop from Notes E-mail folders to DM folders
§ Save Options- Save message body- Save attachments- Save attachments
separately§ Save attachments as
new version of existing document.
§ Duplicate email check§ Support for Lotus Notes
6.5 and 7§ E-mail is saved in Lotus
Notes DXL format.
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Slide 21Copyright © 1995-2007 Open Text Inc. All rights reserved.
DM Extension for Lotus Notes - New with DM 5.2
§ Import (Profile) Lotus Notes document types- Calendar Entries- To Do’s- Journal Entries- Contacts- Custom Notes documents
from an integrated Notes database
§ Unique Notes Form import & Control- Verify if the Notes form is
already saved in DM- If No, import and relate- If Yes, relate to the existing
form
§ Enhanced Configuration- User profile settings
controlled by the Domino Administrator replacing the Client Deployment Email Settings
- Force administrator settings for email handling or allow user to override.
§ Emails may be versioned§ Small Footprint Option
- No left pane tree view- Replaces the DM Generic
Email integration
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Slide 22Copyright © 1995-2007 Open Text Inc. All rights reserved.
DM Extension for Outlook
§ New File and Send as a separate action within the MS Outlook toolbar- Will allow users to
selectively save emails to DM
§ New Display icons for DM in the Outlook tree
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Slide 23Copyright © 1995-2007 Open Text Inc. All rights reserved.
Differences Between 5105 DVDP and 5.2 DV
§ 5105 has both Dynamic Views and Dynamic Profiling while 5.2 only has Dynamic Views. Profiling has been enhanced with a new Save interface
§ 5105 used a DVDP Configuration Utility installed on the administrator workstation while 5.2 uses the DM Webtop for Dynamic Views configuration and administration
§ Additional security enhancements have been added to the 5.2 DV including security at any subscription level
§ 5.2 supports multiple Dynamic Views
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Slide 24Copyright © 1995-2007 Open Text Inc. All rights reserved.
Differences Between 5105 DVDP and 5.2 DV
§ 5.2 supports a multilingual environment at all levels
§ 5.2 allows for grouping at each level for shorter display lists in the All Node
§ DM 5105 DVDP tables must be manually created and set up through scripts run against the database, in 5.2 it is built into Library Generation
§ 5105 clients must install DV and DP separately from the main deployment package and 5.2 can be installed with the client’s deployment package
§ 5.2 subscription levels can start with the child level
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Slide 25Copyright © 1995-2007 Open Text Inc. All rights reserved.
End User View
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Slide 26Copyright © 1995-2007 Open Text Inc. All rights reserved.
API Enhancements
§ The DM API is based on the Component Object Model (COM), developers using the DM API use COM-enabled languages, such as Visual Basic, Visual C++, and ASP, to create their applications. § The 5.2 release will include Primary Interop
Assemblies (PIA”S) to support development in the .NET development languages.
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Thank You
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