cara v3 - generis · major extensions to the ability to both customize cara (create new or modify...
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Set your users free
CARA v3.5 Sept 2013
Major new features
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What is CARA
CARA is an ergonomically designed, fast, web user interface and business rules engine, currently released for the following platforms: • Documentum (alternative to Webtop or D2) • Oracle WebCenter • Alfresco It is designed to facilitate the creation, review, approval and management of documents. This document outlines the major new features that are part of CARA v3.5 (Sept 2013).
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Summary – v3.5 Major New Features
Major extensions to the ability to both customize CARA (create new or modify existing functionality) and to integrate in easy steps with external systems CARA Hub
Use CARA to set the initial permissions automatically but allow users to manually modify them afterwards – combination of existing automatic and manual settings Permissions behavior
Configure actions, move freely between any (non-consecutive) states, define conditional transition behavior, validation rules, PDF rendition generation, version handling, & more Lifecycle Configuration
Make selection of standard and custom widgets easier by providing a thumbnail-based selection for users, including the new HTML widgets Widgets Gallery
Full management of registered table data from within CARA (add, modify, delete rows) Registered Tables
Copy sets of configurations across rule keys to reduce the time to define multiple sets of similar rules Copy configuration
Generate PDF renditions – replace CTS, ADTS or other tools Generate thumbnails – replace Documentum Thumbnail Server CARA Rendering Services
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Summary – v3.5 Major New Features
Configure different emails for different notification events (outside workflows, which were already separate per event) – e.g. when a document is viewed, or edited Notification extensions
Define recipients for workflows and for notifications based on attribute values e.g. <department_name>_managers Dynamic recipients
Extended to allow concatenation and splitting (e.g. split a string at a certain character and map to repeating values of another field) Properties mapping
Extended existing support (email importing) to add the ability to generate an EML containing URLs / attached documents, ready to complete and send Full Lotus Email support
Extended conditional visibility, editability and similar handling to grid controls in a properties form Grid – conditional handling
More CARA Structures functionality added to Virtual Documents e.g. automatic checkout, snapshots and more Virtual documents enhanced
Add scripts to be executed on workflow steps, to perform system actions before or after user actions Workflows – add scripts
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CARA Rendering Services
PDF Rendering Run the PDF rendering service on multiple / separate servers to spread the load. Render the following file formats to PDF including embedding fonts: • DOC • DOCX • RTF • XLS • XLSX • PDF • TXT • JPG • GIF • PNG • BMP • EML • MSG • PPT • PPTX • TIF • CGM
Thumbnails Create multiple sized thumbnails (one each for the CARA preview, CARA thumbnail widget and mouse-over of the thumbnail widget) of the following formats: • DOC • DOCX • RTF • XLS • XLSX • PDF • TXT • JPG • GIF • PNG • BMP • EML • MSG • PPT • PPTX • TIF • CGM
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CARA Hub - Integrations
Integrate third party applications into panes, additional windows, widgets… through easy configuration rather than hard-coding. Available integrations out of the box (or add your own): • Viewing / annotating tools e.g. Brava,
ViewONE Pro • PleaseReview • Siebel CTMS • Liquent LES publishing • ISI Publishing • Coming: Extedo publishing
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Lifecycle Configurations
Configure which states can move to which others,
configure custom scripts or actions on a status change,
and also the notifications
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Widgets Gallery
Choose widgets from a new Gallery of thumbnails of the widgets, including
both custom and standard widgets
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Copy Configurations
Copy one set of configurations
Apply them to another part of your rule set
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Workflow Extensions
Script some system actions for when a workflow is issued, completed or
rejected
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Popular Existing Features
Dimensions & SnapLists Build your own tree view - choose any properties and browse documents in a different way (Dimensions) or create a tree from complex queries for users to navigate.
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.