What's New at 2018 INVISION 2018 FM PACKAGE - PenBay Solutions

What’s New at 2018
INVISION 2018 FM PACKAGE

What’s new at 2018

Overview: The InVision 2018 FM Package includes a number of new applications, lots of new
features/capabilities, and a complete overhaul of the overall system design which focuses on usability
and performance enhancements. The following outlines a handful of these highlights, as well as
considerations and pre-requisites for upgrading from previous versions.

New Applications:
Explorer
Overview: The brand new Explorer application has been built with an eye towards usability and
performance, and offers a highly configurable / highly flexible application template for you to leverage
for all your information access needs. Using this template, you can configure as many floor aware
applications as you like and make them available to different groups through security configuration.

Intuitive design was one of the primary drivers of this new application, and it shows! It’s now easier than
ever to find what you need, access related records, drilldown inside buildings, and share information
records with your colleagues. For use in the field, the app responds to both phone and tablet form
factors in a way that feels natural, and makes it easy to perform work through a centralized Actions
button. Explorer can be used to share view-only access to data, or have editing enabled for certain
datasets by authorized users. The Configuration Assistant makes it easy to update viewing/editing along
with many other app settings.

The new Explorer gives you the perfect
container to make information available to a
wide range of users, and enables features like:

       Configurable Search, Identify, View
       Beautifully reformatted Details View
       Centralized Actions and Sharing
       Responsive layout reformatting
       Enhanced Related Info Display
       Ability to enable/disable Editing

Tech Requirements: This application requires Foundation 2018 to be installed. You can
register and configure external Map Services, or use the ones which ship with InVision.

Getting started: The Explorer template ships with the 2018 package, along with a number of “Starter
App” examples to get you up and running quickly. To get started, log into the ivAdmin Application and
take a look at the Campus Viewer, Space Audit, and Asset Inventory sample apps, or choose to create
your own new app from scratch.

What’s new at 2018

Space Manager
Overview: The brand new Space Manager application is focused on delivering a modern web-based
experience to address the core needs of today’s space management community. This application has
been re-designed from the ground up to streamline common tasks, and thanks to a complete
technology refresh is 15-20x faster than previous generations. Space Manager provides an intuitive
interface to quickly search, filter, and sort your data, and then begin a number of key workflows such as
space assignments or facility data updates.

As users get into the Details view, they can see related information records and actions in one
consolidated place, helping to quickly access and manage facility data, links, assignments, shared
allocations, as well as filter and select spaces. With a quick toggle, users can switch to an expanded
mode to see even more information about their facility records, and choose to edit, report, or share
with others.

Taking advantage of InVision’s new permissions model, editing permissions can be controlled across
multiple features to update information, both on individual records as well as bulk updates for large
datasets. Users can also perform space assignments, which can be constrained to single or multi-space
assignment mode based on organizational policy.

This new Space Manager application will help
you do your job faster and more efficiently
than ever before, and includes a number of
new features which includes:

       New Search/Sort/Filter
       Shared Space Allocation
       User Defined Viewbys
       Updated Filter-based Reporting
       Image Display support
       New Printing Capability

Tech Requirements: This application requires Foundation 2018 to be installed, as well an updated
version of the InVision database. If you plan to use Bulk Editing, then ArcGIS Server 10.4+ is also
required.

Getting started: Space Manager is a core application which ships with the 2018 package. To get started,
log into the ivAdmin Application and choose which roles you would like to make this business
application available to.

What’s new at 2018

Space Planner
Overview: The brand new Space Planner application has been designed specifically for space planners,
providing flexible tools to quickly help you answer very complex questions about space and occupancy.
This application has been developed from the ground up to streamline common planning tasks, and
thanks to a complete technology refresh is 15-20x faster than previous generations.

The first thing planners will notice is the quick access to information through search, filter, and sort UI
components to help you quickly find space that meets your criteria. Users can filter for space that meets
a composite set of criteria, and then see where that space is on the map to validate which records to
pursue. One click into Details view, and users can explore a depth of information both visually as well as
tabularly.

This application is configured to provide the key summary metrics you need at first glance, and then a
simple way to drill into the rest of the details and related information to answer complex questions.
Users can see KPI metrics at the Building level along with key stack plan values for all floors, and then
drill down into a candidate floor to explore restack options. Once there, users can create interactive
selection sets, setup their own view-bys, and choose to share, report, or print their work as needed.

Instead of endless email attachments for
sharing space scenario information,
InVision has developed a quick Filter &
Share capability. This lets you quickly
narrow down the spaces that meet your
criteria, symbolize them how you want to,
and then send a single link which provides
a live view of those records… letting
stakeholders see all the details and
optimize the planning dialog.

Tech requirements: This application requires Foundation 2018 to be installed, as well an updated
version of the InVision database.

Getting started: Space Planner is a core application which ships with the 2018 package. To get started,
log into the ivAdmin Application and choose which roles you would like to make this business
application available to.

What’s new at 2018

The new InVision Home
Overview: InVision Home has gone through a complete overhaul, and now focuses more on the things
that matter to you. In addition to applications, you can now access any resource Links your organization
has set up, in addition to KPI Cards! KPI Cards are a new way of seeing the records that may need your
attention when you log in, as well as Enterprise KPI Cards which show organizational KPI rollups.

The new Home also brings your default Theme
settings to the user interface, so you get a more
attractive and consistent representation of
items. Each thematic section of Home lets you
collapse the panel if you wish to hide it, or
expand it to see more. You’ll also notice that
it’s easier to get back to Home now, as all the
end user applications can have a unified Home
icon enabled in the App bar.

Tech Requirements: This application requires
Foundation 2018 to be installed.

Getting started: InVision Administrators can choose to create Home Links which will show up for users
in the Links section, as well as publish Shared KPI Cards which authenticated users can see. To
understand the KPI Card publishing process watch the tutorial, or refer to the Admin Guide.

Features:

KPI Cards
Overview: Business users have a need to monitor information which
matters to them, so they can quickly focus their daily work as soon as they
log in. At 2018, users can create and manage KPI cards which help them
immediately see a live rollup of their data, and then launch an application to
focus on addressing those records. At 2018 this includes a ‘My KPI Cards’
capability, in addition to enterprise-wide ‘Shared KPI Cards’ which can be
authored by Admins.

Pre-requisites: This feature is available in Home, and uses Saved Filters
authored in Space Manager or Space Planner. This requires Foundation
2018 to be installed.

Getting Started: To get started watch the KPI Card tutorial when you visit Home, or refer to the Getting
Started with the InVisionFM Package guide.

What’s new at 2018

Saved Filters
Overview: With the introduction of Space Planner & Space Manager,
InVision allows users to create interactive composite filters for different
business data, providing a means for users to focus in on records which
meet criteria important to them. Rather than make users re-create these
filters every time they log in, they can now Save a Filter and choose to
activate it, update it, or even create a KPI Card in Home for it. These Saved
Filters are a powerful way to quickly focus in on data that meets complex
criteria, and then quickly report, edit, share, or export that data.

Pre-requisites: This feature is accessed through Space Manager and/or
Space Planner, and requires Foundation 2018 to be installed along with an
updated version of the InVision database.

Getting Started: To get started with this feature you can watch the Tutorial available in the Saved Filter
menu, or refer to the Getting Started with the InVisionFM Package guide.

Data Export
Overview: InVision has advanced tools to filter your data, but often times users
need to export that filtered subset to a spreadsheet for additional ad-hoc
analysis. At 2018 users can now directly export filtered datasets from Space
Manager and Space Planner, which are available in Excel format for quick use.
This is another quick way to focus in on data which meets some particular
criteria, and then export for use in a project somewhere else.

Pre-requisites: This feature is access through Space Manager and Space Planner,
and requires Foundation 2018 to be installed along with an updated version of
the InVision database.

Getting Started: To get started with this feature, please refer to the Getting
Started with the InVisionFM Package guide.

What’s new at 2018

Shared Space Allocations
Overview: For organizations that support space sharing between departments,
InVision now provides the ability to track Percentage Based Allocations for
spaces. This capability lets users track the individual percentage allocation for
each department use, associated budget code, and provides logic to manage
total allocation to 100 percent. Space Managers and Planners can filter their
space to see over-allocated or under-allocated space by type, and then drill in to
manage the details. This capability follows the new InVision permission model,
which means department admins can only edit their own allocation records
associated with space, while organization space managers can manage all. This
valuable allocation data can provide direct input to Space Chargeback or Indirect
Cost Recovery workflows, and can also be reported on directly.

Pre-requisites: This feature is access through Space Manager, and requires Foundation 2018 to be
installed along with an updated version of the InVision database.

Getting Started: To get started with this feature, please refer to the Getting Started with the InVisionFM
Package guide.

Link Management
Overview: InVision ties together information from many places, and often there
is a need to provide Links to external content for users viewing a record in an
application. The new Link Management capability supports this in two distinct
ways:

       It lets users with permission add Links to individual records, which are
        accessible anytime they view that record.
       It lets users set up dynamic Link Templates which are accessible
        anytime they view that Type of record, and can pass parameters to
        external systems. An example would be setting up a link template so
        anytime you view any Space record, there’s a link to an external scheduling system.

This streamlined link management makes it extremely easy to handle different kinds of simple
integrations with external systems and content, and helps users find what they need quicker.

Pre-requisites: This feature is accessed through Space Manager and Space Planner, and requires
Foundation 2018 to be installed along with an updated version of the InVision database.

Getting Started: To get started with this feature, please refer to the InVision FM Package Getting Started
guide. As an administrator, you can also setup your link templates in Data Admin right out of the box.
Individual App-instance links can still be configured separately for Explorer through its Configuration
Assistant.

What’s new at 2018

Space Standards
Overview: For those organizations that utilize a Space Standard, InVision now
provides out of the box support for Managing, Applying, and Reporting on Space
Standards across your portfolio. Administrative users can manage the Space
Standard lookup table, and fine tune any special designations an organization
may have. Space managers and planners can then begin searching and filtering
space for their work using Standards, as well as create their own viewbys with
these data values. This capability ships with one standard report to show Space
Standard summaries across departments/portfolio, which can be extended or
customized as needed.

Pre-requisites: This feature is accessed through Space Manager and Space
Planner, and requires Foundation 2018 to be installed along with an updated version of the InVision
database.

Getting Started: To get started with this feature, review the Space Standard lookup table in the Lookup
Administrator Application and update values as needed.

User Defined Viewbys
Overview: InVision has always supported published viewbys which let you
render your facility entities by business data values, but at 2018 users can now
create their own viewbys! User defined viewbys are created through a simple
wizard dialog, which lets users pick values for fill and border, select the colors
they want to use, and save it with a name. Anytime a user wants to use that
viewby, it shows up in the list right next to the published ones. This capability
lets users communicate very specific information, and save a viewby for as long,
or as short, as you need it. The wizard will only show data values currently
visible, so it’s especially good for large datasets with lots of categories.

Pre-requisites: This feature is accessed through Space Manager and Space
Planner, and requires Foundation 2018 to be installed along with an updated version of the InVision
database.

Getting Started: Users in Space Planner and Space Manager have access to a default set of user defined
viewby fields. Additional space data fields can be added through the Space Planner and Space Manager
CCA.

What’s new at 2018
Streamlined Editing
Overview: Editing at 2018 has been streamlined to make it easier for Space
Managers to keep their information up to date, and make sure the right editing
tool is available when and where you need it. The new Live Filter capability
helps users quickly identify data that needs to be updated, review recent edits,
and target specific subsets to be bulk edited. The multiple editing tools are
available throughout different workflow stages, and can be focused on one
record, a selection of records you’ve create, or even bulk updates to a large set
of records.

The editing dialogs now leverage a thematic editing experience, which means
it’s easier to find the things you need to update quickly with less scrolling. They
also use hierarchical lookups and responsive type-ahead for picklists, which
make it quicker to find the values you’re looking for when editing. Overall,
finding the things you need to edit, making updates, and moving to the next task have never been
faster.

Pre-requisites: This feature is accessed through Space Manager, so Foundation 2018 needs to be
installed along with an updated version of the InVision database for standard lookups. If you plan to use
Bulk Editing, then ArcGIS Server 10.4+ is also required.

Getting Started: To get started with this feature, log into Space Manager as a user with Editing
permissions.

Sharing
Overview: While sharing a static representation of information will always be
important, the ability to provide live access to information is increasingly
valuable to better decision making. In addition to data exports and pdf prints,
InVision now lets you share what you are working on directly with a colleague
and they can see exactly what you were viewing, only live! This includes sharing
filtered subsets of data you may be considering for a project, or detailed
floorplan layouts symbolized a certain way. Every time you see the new Actions
Button in InVision, you will have an option to share your current view with
others.

Pre-requisites: This requires Foundation 2018 install, as well as Space Planner,
Space Manager, and/or Explorer.

Getting Started: To get started with this feature, log into Space Planner, Space Manager, or an Explorer
App and select the share action from the Actions Menu.

What’s new at 2018
System Focused Features:

Image Support
Overview: Managing Facility information is much more than just entering data,
it’s also about understanding the assets you are managing. New at 2018 is an
API for retrieving images related to any of your data records, and the means to
view a primary image in Space Manager and Space Planner. This capability
provides important context for users to understand the assets they are working
with, and will continue to grow in future releases to support even more types
of media. For existing image content related to Site, Building, Floor, Space, of
Person, InVision 2018 ships with a script to ingest your images into Foundation
and make them available through the API. You can migrate as many images as
you like, though one of those images needs to be specified as ‘primary’ image
for that record.

Pre-requisites: This feature uses a new content API in Foundation, so an InVision 2018 install is required.
Currently Space Planner, Space Manager, and Explorer take advantage of this capability, so they can be
installed and configured as well.

Getting Started: To get started with this feature, please refer to the Getting Started with the InVisionFM
Package guide.

New Permissions Model
Overview: New at 2018 is an updated InVision permissions model, one which
can restrict both access to certain capabilities as well as use organizational
membership to determine where you can apply those capabilities. This
underlying permissions model allows InVision Admins to manage user
membership to security groups through the ivAdmin application, which defines
the capabilities a user has access to once they log in. InVision 2018 ships with
two primary security groups out of the box:

       One for Space Managers which enable them to manage facility data
        across the organization,
       One for Department Admins which restricts their capabilities to their
        own departments facilities data.

For users, this introduces a simple pattern of applying permissions to data which is “mine”, a pattern
that will continue to roll out to different parts of InVision in future releases.

Pre-requisites: This feature is most beneficial currently in Space Manager for restricting editing, so
Foundation 2018 needs to be installed along with an updated version of the InVision database.

What’s new at 2018
Getting Started: To understand how this new Security Model is configured, please refer to the Getting
Started with the InVisionFM Package guide in the Security section.

Backup and Restore
Overview: In the past, backing up and/or restoring an InVision site meant
having to run a complicated command line script directly on the server, and
manually download and manage archives. At 2018 the process for backing up,
restoring, and administering your archive history is made available all through
the ivAdmin application’s web interface. This central capability allows Admins
to more seamlessly backup their InVision site, keep track of archives over time
by storing them in InVision Foundation, as well as validate restores during an
upgrade or rollback process. This new capability also means that backup and
restore work for SAML environments.

Pre-requisites: This feature is accessed through the ivAdmin application at
2018, and requires Foundation 2018 to be installed

Getting Started: Administrative users can access this capability through the ivAdmin application, please
refer to the Maintenance section of InVision Foundation Admin guide for details.

Direct Feedback
Overview: Many of the new features in this release of InVision have been
developed based on user feedback, and we want to make it easier to provide
feedback, share ideas for new features, and even vote on those items on our
roadmap. When you log into Home at 2018, you will see a direct feedback link
which allows users to communicate directly with the InVision product team
through our community Feedback Portal.

Pre-requisites: Requires Foundation 2018 to be installed

Getting Started: To get started, log into InVision Home and click the Feedback
button in the lower right.

What’s new at 2018

Data Quality Reports / Playbook
Overview: The answers InVision provides are only as good as the data you
put in it, so at 2018 there are some brand new tools to help you understand
how well your data quality dimensions align with the business problems
you hope to address. The 2018 package ships with a new Data Playbook
which can help you understand which data elements are critical to which
business problems, including the steps to build up your data to address
those problems, as well as a number of live data quality reports to show
you where there may be issues affecting data quality.

Pre-requisites: This feature requires Foundation 2018 to be installed, and
relies on the 2018 version of the InVision database.

Getting Started: To get started with this feature, please refer to the InVision Data Playbook.

Advanced Keymap Support
Overview: InVision uses location to relate information across your facilities,
and often times that means integrating data from other systems. When
integrating another system that may reference a building or space using a
different ID, InVision now supports using a keymap to relate those records
with core InVision records. This integration capability is used for API level
adapters, and makes it easy for users to get real-time data from external
systems.

Pre-requisites: Requires Foundation 2018 installed, and PenBay delivery
assistance to help set up.

Getting Started: To get started, check out our current library of system adapters and see if yours in on
the list. If it is, or if you’d like us to create a new one, we can use it along with the keymap to bring all
your data into one view.

What’s new at 2018

Announcements

     The IVVF-FM Template will be deprecated in post 2018 release. Sites using this template can
      migrate these capabilities to either Explorer or Space Manager applications. To learn how to
      migrate your existing instances, please reference the 2018 upgrade notes.
     The IV-Viewer Template is being replaced by Explorer after 2018 release. To learn how to
      migrate your existing instances to Explorer, please reference the 2018 upgrade notes.
     The IV-Inspector Template is being replaced by Explorer after 2018 release. To learn how to
      migrate your existing instances to Explorer, please reference the 2018 upgrade notes.
     Move Manager will be retired at the end of 2018 calendar year, and replaced with new feature
      updates to Space Manager. No new development will be taking place in Move Manager in 2018.
     For Advanced Keymap Integration, the 2018 Package includes a supplemental zip archive with
      schema and services for 25Live Integration. This can be leveraged by PenBay delivery personnel
      to configure for advanced customers. Future releases will include this capability in core, along
      with a growing library of adapters for external system APIs.