major new features - generis: cara · • alfresco it is designed to facilitate the creation,...

CARA 3.6 Major new features

s i m p l y w o r k s

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 v3.6 (June 2014).


Standard right-click menus available on documents listed in widgets Widgets - Menus

Summary – v3.6 Major New Features

• Configurable way to customize (pre-process, post-process, replace) CARA classes

• Custom Actions – execute CaraSecurityLink only when object is modified

• Support for ${filter} in queries

• Post-processing category scripts – set userName as logged in user not session user

• Ability to design and show forms (e.g. to collect variables) before opening URL

• Lifecycle scripts – now support all standard CARA operations

• Custom Actions – use variable values in messages

Customization

Upgraded to handle higher loads and more resilience, with an installer as a Windows

service. CARA Rendering Services

Major overhaul of Dashboards including

• Each dashboard widget becomes a separate tab for more space

• Use scripting to fetch data – allowing use of data inside and outside of Documentum

• Provide results as documents or objects for which you can define right-click menus

• Columns configurable as for views

• Easier definition of variables

Dashboards


Summary – v3.6 Major New Features

Enhancements to Virtual Documents to bring them more in line with CARA Structures Virtual Documents

Integrated support for Kerberos Single Sign-on (previously in a patch release) Kerberos SSO

Better handling of large export sets in terms of renditions to be exported Enhanced Export

Enhancements to performance on login, saving objects and audit trails Performance

Allow import of non-recognized formats, and trigger import directly on dropping into the

Import Landing Zone from Windows Explorer, Outlook or Lotus Notes email. Import Landing Zone

Add, modify and remove attributes from types directly in CARA Type Management

• Search in user selection screen, including drilling down into groups

• View groups within groups and users within groups as a tree User Handling


Dashboards - 1


Dashboards - 2


Dashboards - 3


User / Group selection


Export


Type management


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 .

User Experiences

Give different users a varying set

of functionality and complexity

from very simply (no toolbars,

treeview or other panes) through to

highly functional (multi-window

multi-tasking) and everything in

between.

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.