CARA User interface & configuration layer for Documentum, Alfresco and Oracle WebCenter
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CARA
User interface &
configuration layer for
Documentum, Alfresco and
Oracle WebCenter
Set your users free
What is CARA
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
info@generiscorp.com www.generiscorp.com +1-877-244-2022
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 No configuration, customization only –
business requirements – very short project longer projects, higher validation and
lifecycle and major cost saving overall project costs
Content transfer via proprietary applet OR Applet only (UCF) – many issues and java-
completely java-free dependencies
Connect to multiple other systems Only via customization
Works on Documentum 5.3 through 6.7 – Each version of Documentum requires
no changes with new backend versions 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 ---
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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, Initial release will not contain virtual document editing, document distribution etc
workflows 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 Data Migration required to move to D2 - custom objects for lifecycle - integrated applications
apps do not have to change 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?*)
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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.
DESKTOP INSIDE THE
BROWSER
Stores repository launch MULTIPLE WINDOWS
icons, drag links to
documents and more Open a window to
different repositories or
multiple windows to the
same one
DESKTOP FEATURES
Works like Windows
with Start menu and
application icons
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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.
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
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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.
1. Search in folder
2. Quick search across repository (configure
which attributes are searched including fulltext)
4. ADVANCED SEARCH
Each group of users can
have a search screen
3. DASHBOARDS
configured to the documents
they search for most
Create, save and run any
frequently
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
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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 buil d
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
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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
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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
Choose from pre-
a web service – integration of third party systems into the UI existing or your own
without any coding to the UI. custom-built widgets
– all displayed at
once and containing
right-click options
info@generiscorp.com www.generiscorp.com +1-877-244-2022Thumbnails
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 Widgets
panel including larger
thumbnails on mouse-over
View thumbnails in
the main view
info@generiscorp.com www.generiscorp.com +1-877-244-2022Carousel / Coverflow
Define and display
documents in a carousel
which displays a thumbnail
info@generiscorp.com www.generiscorp.com +1-877-244-2022Highly 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.
info@generiscorp.com www.generiscorp.com +1-877-244-2022View 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.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Status Manager
Report on status across multiple document(s) / folder(s), including ability
to promote / demote multiple documents at a time, and export to Excel:
Grouped by status
Modify the columns
to be shown
info@generiscorp.com www.generiscorp.com +1-877-244-2022Workflows: rich reporting
Report on workflows across multiple documents or across multiple users
info@generiscorp.com www.generiscorp.com +1-877-244-2022Virtual 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.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Annotations Report
No need to open 10 documents to see all the individual notes – just pull
up the CARA Annotations Report
info@generiscorp.com www.generiscorp.com +1-877-244-2022Universal 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: info@generiscorp.com www.generiscorp.com +1-877-244-2022
Summary – v3.3 Major New Features
On login, select your user experience – from the full WebDesktop through the single-
User Experience Selection page explorer, to My WidgetSpace and the Portal
This unique view gives the users a widget-based desktop showing, in a single view,
My WidgetSpace document lists from their Favorites, Recent Items, Workflow Inboxes and more – finding
and interacting with documents has never been easier or quicker.
Voice recognition now allows text input into fields without having to use your keyboard to
Voice Recognition enter it. Perfect for mobile or hands-free usage.
In addition to the System Lock and User Log functionality, CARA now provides graphical
User Activity Monitoring output of User Activity over time.
Preview with Properties Open both the properties and content in a single click.
For those who need quick and easy interaction with the repository, the existing mobile
Mobile App extension support (via browsers) is now supplemented with a mobile-specific app.
Importing emails is streamlined to allow both import as custom document types, as well
Email integration extension as extraction of both attachments and also email attributes and content into repository
attributes and content.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Summary – v3.3 Major New Features
Documentum Facets Full support for Documentum Search Facets, including configuration and display
Import Landing Zone An improved permanent drag and drop zone for import from the Desktop or Outlook
Russian and Portuguese have been added to the existing languages (English, French,
Additional Languages German, Spanish, Chinese, Japanese and Polish).
Carousel (Coverflow) Display Display document thumbnails and information on a carousel / coverflow
CARA now offers the full range of subscriptions available in Documentum but
Extended Subscriptions configurable using the CARA ruleset. Includes subscribing other users.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Summary – v3.4 Major New Features
My WidgetSpace My WidgetSpace now allows users to add particular folders, SnapLists, banners with
Quick Links (HTML page) and more
enhancements
Custom Actions Custom Actions previously supported JSP, DQL, API, Documentum Server Method and
RESTful web services. New in Custom Actions is any JavaScript action
enhancements
Add any custom JavaScript processing to the Document Save operation (including
Document Save Processing workflow completion)
Single click Export of configuration and Import into a new docbase. Configurations can
Configuration transfer be versioned and are compared using MD5 checksum so incrementally updated
Use any DQL condition to display the row formatting / icon differently – e.g. in a folder
Display formatting list, all “My Documents” listed in green, “Expiring in next 30 days” in red
Home screen – custom 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
HTML Desktop / Banner
Relations configuration Configure relation type availability based on any DQL conditions
info@generiscorp.com www.generiscorp.com +1-877-244-2022Summary – v3.4 Major New Features
Reduce the time for importing sets of repeating attributes by importing into a multi-
Properties – grid import attribute grid from an Excel sheet
Manage template availability and lifecycle separately from documents – filter templates
Template Management based on DQL (e.g. status) and maintain separate lifecycle from document instances of
the same type
Ability to have the last-used values for properties and searching remembered and pre-
Remember last values populated individually for each user
New document based on Use an existing document as a source of attribute values when creating a new document
existing
Added to My WidgetSpace view, and now also supporting Brava, ViewONE Pro,
Preview Panel standard browser view and Snowbound – as well as annotations for all the above and
PDF Annotation Services as well as DocAnnotator
Single Sign On Support for multiple Single Sign On protocols
All functionality in CARA available without a Java Applet – removing the need for JRE on
No Java Applet required the machine.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Summary – v3.4 Major New Features
Support for conditional processing in Properties and Custom Actions based on user,
Conditional processing group, attribute value, folder path, or permissions
Virtual Document Add multiple features from CARA Structures (enhanced virtual documents) to the regular
Virtual Document manager window
enhancements
Admin / configuration 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-
extensions CARA configurations extended with many additional business rules items
Add date support and also “like” comparisons. Job to recalculate autovalues on
Autovalues documents after configuration updates
SnapLists Define custom queries and have them displayed as navigable trees for users
Many additional functions added to the User Capabilities so functional availability by
User Capabilities group covers many more features
Use Webtop DRL links to access documents in CARA. Also many additional URL
Links combinations and formats supported as quick links
info@generiscorp.com www.generiscorp.com +1-877-244-2022Voice 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 info@generiscorp.com www.generiscorp.com +1-877-244-2022
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).
CARA v3.3 introduces advanced period user activity
monitoring, outputting the results to Excel:
CARA: Maximum Number of Active Users from 01 February 2012 to 28
February 2012
60
50
40
30
20
10
0
12:00:00 1:55:12 3:50:24 5:45:36 7:40:48 9:36:00 11:31:12 1:26:24 3:21:36 5:16:48 7:12:00 9:07:12 11:02:24
AM AM AM AM AM AM AM PM PM PM PM PM PM
info@generiscorp.com www.generiscorp.com +1-877-244-2022Mobile App extensions
For those who need quick and easy The app supports the following devices:
interaction with the repository, the - Apple - Android - (Windows 8 / Blackberry planned)
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.
info@generiscorp.com www.generiscorp.com +1-877-244-2022Email 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. info@generiscorp.com www.generiscorp.com +1-877-244-2022
Preview with Properties
One menu opens
properties and content
preview side by side
info@generiscorp.com www.generiscorp.com +1-877-244-2022Import 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
info@generiscorp.com www.generiscorp.com +1-877-244-2022Other Features
Configure
Create an object
attribute
not linked to the
inheritance from
Classification
folder objects Extend context
details to hold
Classification Compatibility
values for pre- with Java 1.7
populating to
documents
Window
management:
Job to auto-
Show Desktop /
complete tasks
Show Windows
Side by Side
Ability to
Job to extend
configure a URL
document validity
directly to the
(e.g. on SOPs)
content
info@generiscorp.com www.generiscorp.com +1-877-244-2022Other Features
Export a virtual
Job to remove document
inactive users structure
from groups including all Validate
metadata to Excel document
Thumbnail widget
uniqueness on
– larger pop-up
import, and either
thumbnail on
reject, version or
mouse over
move to a
Configure limit on
Job to rename duplicates folder
number /
users and delete
maximum file size
tasks associated
of documents
with inactive
imported in one
users
action Ability for users
Enhanced
to reset their
rendition queue
View Settings to
configuration
the default
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demo or free
evaluation in-house
or on our cloud
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