RIGHTNOW A C E

Transcription

1 RIGHTNOW A C E Aras 1 aras.com

2 A C E Document Management & Office Connector Using Aras for Document Management with the Microsoft Office Connector 2014 Aras aras.com

3 Agenda Aras Document Management Aras Office Connector What can Office Connector do? How are customers using Office Connector? Office Connector Roadmap Slide 3

4 Aras Document Management Out of the box, Aras Innovator provides: Document ItemType File handling Standard Life Cycle Change Items (ECN, DCO, ) Standard Workflows Relate Documents to other Items Ability to easily customize all of the above Slide 4

5 File Handling Aras Innovator currently provides two styles of file handling: File Relationships Example: Document Item Properties (of type File) Example: CAD Document Arbitrary number of files per item Flexible, but no notion of intent Specific file placeholders Clear intent, but not as flexible 2014 Aras 5 aras.com

6 Aras Office Connector Easy-to-use Aras document management for Microsoft Office applications Works directly within Office applications to manage: Word, Excel, and PowerPoint documents Outlook s Benefits provided include: Process compliance Productivity improvement Security enforcement No additional charge for Aras Subscribers Available for Aras Innovator 9.3, 9.4, and 10 Slide 6

7 Key Features Flexible Data Model and File Handling Can use any item type with different options for attached files Document Classification Behaviors are driven by Document Type, and are access controlled Template Management Easy to manage and use templates, supporting process compliance Item Linking Link documents to related Aras items like Parts and Projects Manage Files already in Aras Innovator Supports existing documents Property Mapping Bi-directional mapping and imbedding values inside document text Viewable Generation Auto-generate PDFs or other viewable formats Plus support for all basic Aras Doc Management capabilities Slide 7

8 Files already in Aras Innovator Office files already put into Innovator manually can be managed by the Office Connector Requirements for this to work: The ItemType and Classification of the Item containing the file must be a valid configured Document Type The Authoring Tool property controls what type of file will be managed There can be only one Office file of the type specified by Authoring Tool If more than one of the same type Error message If other files ignored by the Office Connector but not removed Once these requirements are met, the user can search for and open the file using the Office Connector Slide 8

9 Flexible Data Model and File Handling File Relationships Any ItemType can be used to hold the files Either style of File handling can be used In either approach, there is the notion of one Native File and one Viewable File per item Item Properties (of type File) Any ItemType Either File Handling Approach 2014 Aras 9 aras.com

10 Flexible Approach for Linked Items Anything in Aras Innovator that links to anything else that has files Anything in Aras Innovator that contains files Linked Item (Part, Project, etc.) Base Item (the Document ) P12345 Any ItemType Any ItemType Relationship or Item Property P12345-DOC1 Native File Viewable File P12345-DOC1-Description.docx P12345-DOC1-Description.pdf Relationship or Item Property Slide 10

11 Customer Example Hydrometer Desired Enhancements Better integration in project deliverables Guide the user in selecting the right template at the right time in the process Guide the user in creating the right links to project, part etc. Manage checkin/checkout through connector Syncing of document item properties

12 Customer Example Freudenberg ST Always have the right document template at the right time in the APQ process Manage checkin/checkout through connector Syncing of multiple related item properties (document, project, part)

13 Customer Example Freudenberg ST Additional Customizations Getting properties from multiple related item types Desired Enhancements Support multiple linked items Support property mapping from linked item to Office file Allow property mappings to Excel for use in worksheet cells Office Document (Excel)

14 Customer Example ANCA Motion Control the format of documents through templates Manage checkin/checkout through connector Syncing of document item properties

15 Customer Example ANCA Motion Additional Customizations Custom dialog to allow users to add keywords to each document Automation of MS Word Compare function Desired Enhancements Default Document Type Automation of Compare function Workflow voting from Outlook ribbon

16 Office Connector Roadmap Release 10R2 Planned for Q Top Proposed Enhancements in Customer Priority Order Allow multiple linked items Vote for workflow directly from Outlook Allow property mappings to Excel for use in worksheet cells Support properties mappings of type List and Filtered List Run the MS Word Compare function directly from the Aras Ribbon Provide option for the user to select if they want to create viewable file Extend "Save and Close" to include field for version comments Provide "Send to Office" action from web client Allow property mappings to be application-specific Support properties mappings of type Date Allow property mapping between linked item and file Display connection information in Aras tab Allow filtering Document Types by "Link To" selection Ability to make a Linked Item Required and many more not listed here

17 RIGHTNOW You use MS Office you should use Aras Office Connector! If you re an Aras Subscriber, contact Aras Support to get it 2014 Aras 17 aras.com

18 RIGHTNOW A C E Aras 18 aras.com