CARA

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

CARA: Web Desktop

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 icons, drag links to documents and more MULTIPLE WINDOWS 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 5 ways

CARA offers no less than 5 ways of searching from Quick Searches through Dashboards and our Advanced Search to the unique Dimensions search/navigation hybrid.

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 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 slide

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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 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

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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 a web service integration of third party systems into the UI without any coding to the UI.

Choose from preexisting or your own custom-built widgets all displayed at once and containing right-click options

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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 Widgets panel including larger thumbnails on mouse-over

View thumbnails in the main view

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Carousel / Coverflow

Define and display documents in a carousel which displays a thumbnail

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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.

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View Management

Allow each group of users to have an entirely personalized view of the repository: everything from their Widgets, Dimensions, Search screens, doubleclick rules, New Document shortcut buttons, filters, columns and more.

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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:

Grouped by status

Modify the columns to be shown

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Workflows: rich reporting

Report on workflows across multiple documents or across multiple users

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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.

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

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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:

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Summary v3.3 Major New Features

User Experience Selection My WidgetSpace Voice Recognition
On login, select your user experience from the full WebDesktop through the singlepage explorer, to My WidgetSpace and the Portal

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.

Voice recognition now allows text input into fields without having to use your keyboard to enter it. Perfect for mobile or hands-free usage.

User Activity Monitoring Preview with Properties

Mobile App extension Email integration extension

In addition to the System Lock and User Log functionality, CARA now provides graphical output of User Activity over time.

Open both the properties and content in a single click.

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.

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.

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Summary v3.3 Major New Features

Documentum Facets Import Landing Zone Adaptive User Learning Additional Languages
Carousel (Coverflow) Display Extended Subscriptions
Full support for Documentum Search Facets, including configuration and display

An improved permanent drag and drop zone for import from the Desktop or Outlook

CARA learns which are your favorite features and functions and places them on a personal shortcut pane for quick access

Russian and Portuguese have been added to the existing languages (English, French, German, Spanish, Chinese, Japanese and Polish).

Display document thumbnails and information on a carousel / coverflow

CARA now offers the full range of subscriptions available in Documentum but configurable using the CARA ruleset. Includes subscribing other users.

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Adaptive User Learning

CARA learns from users most-used functions and adds shortcuts to those functions into a My Favorite Actions pane

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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

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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

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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 mobilespecific 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

Image of CARA app superimposed on stock photo of iPhone

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Email integration extensions

In standard platforms, import of emails is restricted to importing as a specific document type, which means that a customers 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.

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Preview with Properties

One menu opens properties and content preview side by side

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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

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Other Features
Configure attribute inheritance from folder objects Create an object not linked to the Classification Compatibility with Java 1.7 Window management: Show Desktop / Show Windows Side by Side Job to extend document validity (e.g. on SOPs)

Extend context details to hold Classification values for prepopulating to documents

Job to autocomplete tasks Ability to configure a URL directly to the content

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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

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

Validate document uniqueness on import, and either reject, version or move to a duplicates folder

Enhanced rendition queue configuration

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Contact us for a demo or free evaluation in-house or on our cloud

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