Technical Brief PANVIVA TECHNICAL BRIEF FEBRUARY

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1 Technical Brief 1

2 Panviva is a SaaS solution that makes it easy for people to get the information and guidance they need to navigate through complex business processes. Panviva Client Components Panviva s standard deployment provides the following clients: Panviva Desktop content viewer Panviva Manager content, user management, reporting and administration tool Panviva Editor content editor Panviva Desktop Panviva Desktop delivers context-sensitive information in a narrow window that runs along the right edge of the user s screen. There is a browser version of Panviva Desktop and an installed version. The installed version of Panviva Desktop is a rich web application for viewing content. It provides functionality not possible in a browser including Context Sensitivity, always on top, auto-start, launch from and minimise to the notification area and notifications in the notification area. The installed version includes an embedded HTML5 customized browser that only works with Panviva content. To deploy Panviva Desktop, there is a one-time/infrequent installation that delivers full functionality and browser independence. It s deployed via an.msi file and can be configured to meet the Standard Operating Environment (SOE) requirements of most enterprises. End users typically activate the installed version of Panviva Desktop by clicking the Panviva icon in the Windows notification area. Panviva Manager Panviva Manager is used to create and maintain content, user accounts and roles, run reports and set configuration options. Only Panviva users responsible for content and role management, reports and administration need access to Manager. 2

3 Role-Based Security Permission to perform certain operations or access specific resources is controlled by Panviva s end user accounts. Read, write, document ownership, and administration permissions can be set for individual end users and specific groups of users, known as Panviva roles. Read and write access can be set for individual documents or at the folder level. Additional Panviva components Multi-language module The Panviva Multi-Language Module enables customers to translate documents into multiple languages. When the global content (e.g. written in English) changes, those changes flow automatically through to all translated versions. Panviva Protocols The viewing and management clients connect to the web tier via HTTPS. External API callers connect to the web tier. All connections between Panviva clients and the server are initiated by the client. Authentication The Panviva Business Application Server manages authentication. End users don t have server accounts or any access to the underlying server operating system. You can configure the Panviva Business Application Server to authenticate the identity of end users using various methods, including: Service Provider initiated Single Sign On via SAML 2.0 using an encrypted password Panviva uses HTTPS to ensure that all communication including authentication is secure. Interoperability with other systems Panviva s 'API-first' architecture which underpins our platform enables simple but powerful interoperability with enterprise systems. Panviva Live APIs provide the ability for an application to make an API call that pushes a Panviva document, a search result or a CSH search result to a Panviva user. In other words, external events can drive Panviva. Panviva s GetContent API enables real-time integration of Panviva documents and images. Other applications can pull the contents of a document and repurpose it. For example, the content of a Panviva document can be published on an external web site or inside another application. Panviva also includes a range of pre-built connectors that help enable standards-based integration between Panviva and other systems including CMIS, SharePoint, Documentum, HL7, Microsoft Dynamics CRM, Salesforce and Zendesk. Other connectors are constantly being added. Context Sensitivity Panviva s context sensitivity is unique functionality which enables Panviva Desktop to find and display the information a user needs based on the state (screen) of the application they need assistance with. For Panviva Desktop to be context-sensitive with Java applets, the Java Access Bridge must be installed on every desktop. Panviva's context sensitivity may be accessed via Citrix published applications in the following environments: Citrix desktop is being used and Panviva Desktop is part of the desktop Panviva Desktop is deployed as a published application which is running in the same session as the published application that it s to be context sensitive with Panviva Desktop is running in different session(s) to the published application(s) that it s to be context sensitive with, provided the Panviva Citrix CSH agent is installed on all desktops and on the appropriate Citrix servers. 3

4 Client Minimum Requirements Panviva Desktop Operating system Windows 7 Windows 8.1 (desktop mode) Windows 10 Panviva Manager Windows 7 Windows 8.1 (desktop mode) Windows 10 CPU Intel Core 2 Duo Processor equivalent or greater Intel Core 2 Duo Processor equivalent or greater RAM 1GB 2GB Hard disk space 50MB free space 200MB free space Other.NET V3.5 SP1 (installed version only) WebSocket Protocol 1280 x 768 or higher screen resolution The WebSocket Protocol must be permitted 1280 x 768 or higher screen resolution Supported Browsers If Panviva Desktop is not installed, only the most recent stable versions of Internet Explorer and Google Chrome are supported. The installed version of Panviva Desktop provides Context Sensitivity, always on top, auto-start, launch from and minimise to notification area and notifications in notification area functionality. Panviva Service Centre Panviva Support operates primarily via the Panviva Service Centre, a secure support portal where customers can access the Panviva knowledge base, participate in the forums and log and manage support tickets. The Panviva Service Centre is accessed at Customer Contacts Customers are required to supply and maintain a list of nominated contact(s) for Panviva Support to notify of any existing or scheduled changes to the status of their environments. Monitoring Panviva maintains several independent monitoring services and tools to provide the Panviva Support team with a constant reference as to the status of all Panviva environments. Process Panviva Support monitors all levels of the application. This includes: Application performance Availability/Uptime Network Cloud infrastructure Database (access, job status, performance bottlenecks and other metrics) Panviva Support receives automated notifications from the monitoring services via multiple channels when any service detects a potential status change. All events are analysed to determine if that event is normal or if it is an 4

5 adverse event/incident. All incidents are logged, triaged and assigned a severity rating as defined in each customer s Support and Maintenance Services document. The severity rating determines the response and communication method and frequency. This process may require technical configuration at the customer s end. Please liaise with your Panviva representative for more information. 5

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