What s new in Livelink ECM edocs DM

Transcription

1 What s new in Livelink ECM edocs DM Wednesday, November 19 th, 2007 Shawna Singletary edocs DM Product Manager Open Text Corporation

2 Office 2007 Integration With Office 2007 we are introducing the DM Ribbon Allows for quick interaction with DM from a convenient tab It is available in Word, Excel and PowerPoint No MS Office 2007 ODMA integration New Document Information feature Slide 2

3 New - Document Information Quick access to Document information from within MS Word, Excel, PowerPoint Slide 3

4 Microsoft Word Integration Open from DM Save As - Save As - Save As DM Version - Save with Options Insert - Picture - DM Footer - Text from File Slide 4

5 Office Menu Active Integration allows for the ability to Open and Save documents from the main Office menu Passive integration will not have the DM Save As options in this menu Slide 5

6 Insert Footer Office 2007 offers an easily configurable Insert Footer dialog Slide 6

7 Merging Documents Mail Merge - Uses the Office mail merge wizard once documents are chosen Compare and Merge - Native and DM documents - Only DM documents - Does not save as an attachment to the original document Slide 7

8 Excel 2007 Microsoft Excel 2007 contains the same basic options as Word except: - Copy as DM Link and Paste as DM Link Slide 8

9 Outlook 2007 Save As New Version from the Simple Interface Slide 9

10 Save Attachments Save Attachments Separately Slide 10

11 Outlook 2007 Save to Hummingbird DM - Can be accessed from the Office menu when viewing message lists in Outlook - Can also be accessed in an opened via the Save button Slide 11

12 Outlook 2007 Insert from Hummingbird DM - The icon is located on the Insert tab from a new mail message, reply or forward Slide 12

13 New Save User Interface Slide 13

14 New Save User Interface The new Save UI is configurable via the SaveUIConfig.xml file The file can be found at - XP: c:\documents and settings\user\application data\hummingbird\dm\settings - Vista:C:\Users\<user>\AppData\Roaming\Hummingbi rd\dm\settings Slide 14

15 edocs DM 5.2 Slide 15

16 edocs DM Updated Platforms New Integrated Applications - Microsoft Office Adobe Acrobat 8 - AutoCAD 2006, Corel Presentations 12.0 and X3 - Corel Quattro Pro 12.0 and X3 - Corel WordPerfect 12.0 and X3 - WorkShare Professional 4.x Applications - Novell GroupWise 7 - Lotus Notes Mail 7 - Microsoft Outlook 2007 Clients - Microsoft Windows Vista DM Indexer - Indexer file format updates to coincide with the updated office suite support Slide 16

17 edocs DM 5.2 -Miscellaneous Enhancements COM Automation for - MS PowerPoint 2003, MS Project 2003, MS Visio MS Word 2007, MS Excel 2007, MS PowerPoint 2007, MS Visio 2007 Saveas DM Version - Users can save Documents returned in s as new versions to already profiled documents Configure Location for Drag & Drop - Save file to login library - link to folder - Save file to current library - link to folder - Save file to folder library Slide 17

18 edocs DM 5.2 -Miscellaneous Enhancements Capture Full Address - Gives the capability to configure for the capturing of a full address: Name that Appears in the Header [ address@nowhere.ending]. Ability to dump cache to an XML file - Allows for the dumping of client workstation cache files to be written to an XML file when refreshed Tab Order - Tab order for profile forms can be set using DM Designer Slide 18

19 edocs DM 5.2 -Miscellaneous Enhancements Edit Search Criteria Enhancement - Edit the search criteria from a single right mouse click Configure Personal Profile defaults for Paper Profiles Slide 19

20 DM Extension for Lotus Notes DM Node in Lotus Notes Tree View Drag & Drop from Notes folders to DM folders Save Options - Save message body - Save attachments - Save attachments separately Save attachments as new version of existing document. Duplicate check Support for Lotus Notes 6.5 and 7 is saved in Lotus Notes DXL format. Slide 20

21 DM Extension for Lotus Notes -New with DM 5.2 Import (Profile) Lotus Notes document types - Calendar Entries - To Do s - Journal Entries - Contacts - Custom Notes documents from an integrated Notes database Unique Notes Form import & Control - Verify if the Notes form is already saved in DM - If No, import and relate - If Yes, relate to the existing form Enhanced Configuration - User profile settings controlled by the Domino Administrator replacing the Client Deployment Settings - Force administrator settings for handling or allow user to override. s may be versioned Small Footprint Option - No left pane tree view - Replaces the DM Generic integration Slide 21

22 DM Extension for Outlook New File and Send as a separate action within the MS Outlook toolbar - Will allow users to selectively save s to DM New Display icons for DM in the Outlook tree Slide 22

23 Differences Between 5105 DVDP and 5.2 DV 5105 has both Dynamic Views and Dynamic Profiling while 5.2 only has Dynamic Views. Profiling has been enhanced with a new Save interface 5105 used a DVDP Configuration Utility installed on the administrator workstation while 5.2 uses the DM Webtop for Dynamic Views configuration and administration Additional security enhancements have been added to the 5.2 DV including security at any subscription level 5.2 supports multiple Dynamic Views Slide 23

24 Differences Between 5105 DVDP and 5.2 DV 5.2 supports a multilingual environment at all levels 5.2 allows for grouping at each level for shorter display lists in the All Node DM 5105 DVDP tables must be manually created and set up through scripts run against the database, in 5.2 it is built into Library Generation 5105 clients must install DV and DP separately from the main deployment package and 5.2 can be installed with the client s deployment package 5.2 subscription levels can start with the child level Slide 24

25 End User View Slide 25

26 API Enhancements The DM API is based on the Component Object Model (COM), developers using the DM API use COM-enabled languages, such as Visual Basic, Visual C++, and ASP, to create their applications. The 5.2 release will include Primary Interop Assemblies (PIA S) to support development in the.net development languages. Slide 26

27 Thank You