CARA user interface for Documentum, Alfresco, Oracle WebCenter

Set your users free
CARA
User interface &
configuration layer for
Documentum, Alfresco and
Oracle WebCenter

info@generiscorp.com www.generiscorp.com +1-877-244-2022
 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
What is CARA

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
business requirements – very short project
lifecycle and major cost saving
No configuration, customization only –
longer projects, higher validation and
overall project costs
Content transfer via proprietary applet OR
completely java-free
Applet only (UCF) – many issues and java-
dependencies
Connect to multiple other systems Only via customization
Works on Documentum 5.3 through 6.7 –
no changes with new backend versions
Each version of Documentum requires
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 ---

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,
workflows etc)
Initial release will not contain virtual document editing, document distribution 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
apps do not have to change
Data Migration required to move to D2 - custom objects for lifecycle - integrated applications
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?*)

DESKTOP FEATURES
Works like Windows
with Start menu and
application icons
MULTIPLE WINDOWS
Open a window to
different repositories or
multiple windows to the
same one
DESKTOP INSIDE THE
BROWSER
Stores repository launch
icons, drag links to
documents and more
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.

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
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.

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.
4. ADVANCED SEARCH
Each group of users can
have a search screen
configured to the documents
they search for most
frequently
3. DASHBOARDS
Create, save and run any
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
1. Search in folder
2. Quick search across repository (configure
which attributes are searched including fulltext)

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 build
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

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

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
a web service – integration of third party systems into the UI
without any coding to the UI.
Choose from pre-
existing or your own
custom-built widgets
– all displayed at
once and containing
right-click options

Thumbnails
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 main view
View thumbnails in the Widgets
panel including larger
thumbnails on mouse-over

Carousel / Coverflow
Define and display
documents in a carousel
which displays a thumbnail

Highly 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.

View 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.

Modify the columns
to be shown
Grouped by status
Status Manager
Report on status across multiple document(s) / folder(s), including ability
to promote / demote multiple documents at a time, and export to Excel:

Workflows: rich reporting
Report on workflows across multiple documents or across multiple users

Virtual 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.

Annotations Report
No need to open 10 documents to see all the individual notes – just pull
up the CARA Annotations Report

Universal 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:

Summary – v3.3 Major New Features
This unique view gives the users a widget-based desktop showing, in a single
view, document lists from their Favorites, Recent Items, Workflow Inboxes and more –
finding and interacting with documents has never been easier or quicker.
My WidgetSpace
Voice recognition now allows text input into fields without having to use your keyboard to
enter it. Perfect for mobile or hands-free usage.Voice Recognition
In addition to the System Lock and User Log functionality, CARA now provides graphical
output of User Activity over time.User Activity Monitoring
Open both the properties and content in a single click.Preview with Properties
For those who need quick and easy interaction with the repository, the existing mobile
support (via browsers) is now supplemented with a mobile-specific app.Mobile App extension
Importing emails is streamlined to allow both import as custom document types, as well
as extraction of both attachments and also email attributes and content into repository
attributes and content.
Email integration extension
On login, select your user experience – from the full WebDesktop through the single-
page explorer, to My WidgetSpace and the PortalUser Experience Selection

An improved permanent drag and drop zone for import from the Desktop or OutlookImport Landing Zone
Russian and Portuguese have been added to the existing languages
(English, French, German, Spanish, Chinese, Japanese and Polish).Additional Languages
Display document thumbnails and information on a carousel / coverflowCarousel (Coverflow) Display
Full support for Documentum Search Facets, including configuration and displayDocumentum Facets
CARA now offers the full range of subscriptions available in Documentum but
configurable using the CARA ruleset. Includes subscribing other users.Extended Subscriptions

Custom Actions previously supported JSP, DQL, API, Documentum Server Method and
RESTful web services. New in Custom Actions is any JavaScript action
Custom Actions
enhancements
Add any custom JavaScript processing to the Document Save operation (including
workflow completion)Document Save Processing
Single click Export of configuration and Import into a new docbase. Configurations can
be versioned and are compared using MD5 checksum so incrementally updatedConfiguration transfer
Use any DQL condition to display the row formatting / icon differently – e.g. in a folder
list, all “My Documents” listed in green, “Expiring in next 30 days” in redDisplay formatting
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
Home screen – custom
HTML Desktop / Banner
Configure relation type availability based on any DQL conditionsRelations configuration
My WidgetSpace now allows users to add particular folders, SnapLists, banners with
Quick Links (HTML page) and more
My WidgetSpace
enhancements

Manage template availability and lifecycle separately from documents – filter templates
based on DQL (e.g. status) and maintain separate lifecycle from document instances of
the same type
Template Management
Ability to have the last-used values for properties and searching remembered and pre-
populated individually for each userRemember last values
Use an existing document as a source of attribute values when creating a new document
New document based on
existing
Added to My WidgetSpace view, and now also supporting Brava, ViewONE
Pro, standard browser view and Snowbound – as well as annotations for all the above
and PDF Annotation Services as well as DocAnnotator
Preview Panel
Support for multiple Single Sign On protocolsSingle Sign On
All functionality in CARA available without a Java Applet – removing the need for JRE on
the machine.No Java Applet required
Reduce the time for importing sets of repeating attributes by importing into a multi-
attribute grid from an Excel sheetProperties – grid import

Add multiple features from CARA Structures (enhanced virtual documents) to the regular
Virtual Document manager window
Virtual Document
enhancements
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-
CARA configurations extended with many additional business rules items
Admin / configuration
extensions
Add date support and also “like” comparisons. Job to recalculate autovalues on
documents after configuration updatesAutovalues
Define custom queries and have them displayed as navigable trees for usersSnapLists
Many additional functions added to the User Capabilities so functional availability by
group covers many more featuresUser Capabilities
Use Webtop DRL links to access documents in CARA. Also many additional URL
combinations and formats supported as quick linksLinks
Support for conditional processing in Properties and Custom Actions based on
user, group, attribute value, folder path, or permissionsConditional processing

Voice 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

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).
0
10
20
30
40
50
60
12:00:00
AM
1:55:12
AM
3:50:24
AM
5:45:36
AM
7:40:48
AM
9:36:00
AM
11:31:12
AM
1:26:24
PM
3:21:36
PM
5:16:48
PM
7:12:00
PM
9:07:12
PM
11:02:24
PM
CARA: Maximum Number of Active Users from 01 February 2012 to 28
February 2012
CARA v3.3 introduces advanced period user activity
monitoring, outputting the results to Excel:

Mobile App extensions
For those who need quick and easy
interaction with the repository, the
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.
The app supports the following devices:
- Apple - Android - (Windows 8 / Blackberry planned)

Email 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.

Preview with Properties
One menu opens
properties and content
preview side by side

Import 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

Other Features
Configure
attribute
inheritance from
folder objects Extend context
details to hold
Classification
values for pre-
populating to
documents
Create an object
not linked to the
Classification
Compatibility
with Java 1.7
Job to auto-
complete tasks
Ability to
configure a URL
directly to the
content
Window
management:
Show Desktop /
Show Windows
Side by Side
Job to extend
document validity
(e.g. on SOPs)

Other Features
Job to remove
inactive users
from groups
Thumbnail widget
– larger pop-up
thumbnail on
mouse over
Export a virtual
document
structure
including all
metadata to Excel
Validate
document
uniqueness on
import, and either
reject, version or
move to a
duplicates folder
Configure limit on
number /
maximum file size
of documents
imported in one
action Ability for users
to reset their
View Settings to
the default
Job to rename
users and delete
tasks associated
with inactive
users
Enhanced
rendition queue
configuration

Contact us for a
demo or free
evaluation in-house
or on our cloud
http://www.generiscorp.com
info@generiscorp.com
++1-877-244-2022

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