CARA 3.6 - Generis: CARA

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any plugins. NOTE: this feature may be made into a separate product. ... Custom Actions – execute CaraSecurityLink onl
CARA 3.6

Major new features

What is CARA

CARA is an ergonomically designed, fast, web user interface and business rules engine, currently released for the following platforms: • Documentum (alternative to Webtop or D2) • Oracle WebCenter • Alfresco It is designed to facilitate the creation, review, approval and management of documents. This document outlines the major new features that are part of CARA v3.6 (June 2014).

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Summary – v3.6 Major New Features CARA Rendering Services

CARA Collaboration

Widgets - Menus

Customization

Dashboards

Upgraded to handle higher loads and more resilience, with an installer as a Windows service.

Annotations, collaborative authoring and document comparison without external tools or any plugins. NOTE: this feature may be made into a separate product.

Standard right-click menus available on documents listed in widgets

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Configurable way to customize (pre-process, post-process, replace) CARA classes Custom Actions – execute CaraSecurityLink only when object is modified Support for ${filter} in queries Post-processing category scripts – set userName as logged in user not session user Ability to design and show forms (e.g. to collect variables) before opening URL Lifecycle scripts – now support all standard CARA operations Custom Actions – use variable values in messages

Major overhaul of Dashboards including • Each dashboard widget becomes a separate tab for more space • Use scripting to fetch data – allowing use of data inside and outside of Documentum • Provide results as documents or objects for which you can define right-click menus • Columns configurable as for views • Easier definition of variables

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Summary – v3.6 Major New Features Performance

User Handling

Virtual Documents

Kerberos SSO

Enhanced Export

Import Landing Zone

Type Management

Enhancements to performance on login, saving objects and audit trails

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Search in user selection screen, including drilling down into groups View groups within groups and users within groups as a tree

Enhancements to Virtual Documents to bring them more in line with CARA Structures

Integrated support for Kerberos Single Sign-on (previously in a patch release)

Better handling of large export sets in terms of renditions to be exported

Allow import of non-recognized formats, and trigger import directly on dropping into the Import Landing Zone from Windows Explorer, Outlook or Lotus Notes email.

Add, modify and remove attributes from types directly in CARA

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Dashboards - 1

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Dashboards - 2

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Dashboards - 3

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User / Group selection

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Export

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Type management

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Popular Existing Features Dimensions & SnapLists

Widgets

Document Views

Build your own tree view - choose any properties and browse documents in a different way (Dimensions) or create a tree from complex queries for users to navigate.

Extensible panel showing widgets – choose from core set (e.g. properties, renditions) or create your own, linking in any web service as a widget .

Define different views for different user groups / usage scenarios – completely personalized view and set of features.

User Experiences

User Preferences

Configuration

Give different users a varying set of functionality and complexity from very simply (no toolbars, treeview or other panes) through to highly functional (multi-window multi-tasking) and everything in between.

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.

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.

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