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What is CARA
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 docbase to requirements. This document outlines the major new features that are being released in CARA v3.3 in August 2012
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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 Portal User Experience Selection
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Summary – v3.3 Major New Features
An improved permanent drag and drop zone for import from the Desktop or Outlook Import Landing Zone
CARA learns which are your favorite features and functions and places them on a personal shortcut pane for quick access Adaptive User Learning
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 / coverflow Carousel (Coverflow) Display
Full support for Documentum Search Facets, including configuration and display Documentum Facets
CARA now offers the full range of subscriptions available in Documentum but configurable using the CARA ruleset. Includes subscribing other users. Extended Subscriptions
Using configuration, you can now add any custom action / screen / menu to CARA, and display screens ranging from CARA through HTML and JSP to applets, while executing any server methods, RESTful web service, API scripts or DQL on completion.
Configurable Customizations
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Adaptive User Learning
CARA “learns” from user’s most-used functions and adds shortcuts to those
functions into a “My Favorite Actions” pane
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Languages and Oracle WebCenter
Languages CARA v3.2 had localization in these languages: • English • French • German • Spanish • Chinese • Japanese • Polish CARA v3.3 adds these localizations: • Russian • Portuguese
Oracle WebCenter CARA has added the Oracle WebCenter Content platform to the list of supported content management systems. The full range of CARA functionality and the DocConfigurator configuration layer is available now on top of this platform – together with the tight integration that WebCenter provides with other products in the Oracle family.
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Configurable Customization
Define custom actions to be called from custom menus,
display HTML, CARA screens, JSP pages or an applet, and execute server
methods, RESTful web services, API scripts or DQL
on completion
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My WidgetSpace This unique view gives the users a widget-based desktop showing document lists from their Favorites, Recent Items, Workflow Inboxes and more in a single view – finding and interacting with documents has never been easier or quicker.
Widgets that users can add and interact with include: • 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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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).
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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:
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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 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
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 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.
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Preview with Properties
One menu opens properties and content preview side by side
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Documentum Search Facets
Run the search, and then refine the results using the
facets displayed
Configure the ability to use Facets in the CARA User
Capabilities and define the attributes to be used in facets using the CARA
View Configuration
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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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Carousel / Coverflow
Define and display documents in a carousel
which displays a thumbnail
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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)
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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
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
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Popular Existing Features
Dimensions Build your own tree view - choose any properties and browse documents in a different way.
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 .
Dashboards Add any query to the dashboard, and results can be shown as tables, charts, or graphs, exported to Excel, or embedded as widgets in the main view.
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.