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CARA v3.4 Major new features
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What is CARA
CARA is an ergonomically designed, fast, web
user interface and business rules engine,
currently released for Documentum, Oracle
WebCenter and 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 v3.4 being
released in June 2013.
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Summary – v3.4 Major New Features
Custom Actions previously supported JSP, DQL, API, Documentum Server Method and
RESTful web services. New in Custom Actions is any JavaScript action
Custom Actions
enhancements
Add any custom JavaScript processing to the Document Save operation (including
workflow completion) Document Save Processing
Single click Export of configuration and Import into a new docbase. Configurations can
be versioned and are compared using MD5 checksum so incrementally updated Configuration transfer
Use any DQL condition to display the row formatting / icon differently – e.g. in a folder
list, all “My Documents” listed in green, “Expiring in next 30 days” in red Display formatting
Add a custom HTML page (e.g. with icons providing quick links to any windows /
features) as the “Desktop” experience background or as a banner in other experiences
Home screen – custom
HTML Desktop / Banner
Configure relation type availability based on any DQL conditions Relations configuration
My WidgetSpace now allows users to add particular folders, SnapLists, banners with
Quick Links (HTML page) and more
My WidgetSpace
enhancements
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Summary – v3.4 Major New Features
Manage template availability and lifecycle separately from documents – filter templates
based on DQL (e.g. status) and maintain separate lifecycle from document instances of
the same type Template Management
Ability to have the last-used values for properties and searching remembered and pre-
populated individually for each user Remember last values
Use an existing document as a source of attribute values when creating a new document New document based on
existing
Added to My WidgetSpace view, and now also supporting Brava, ViewONE Pro,
standard browser view and Snowbound – as well as annotations for all the above and
PDF Annotation Services as well as DocAnnotator Preview Panel
Support for multiple Single Sign On protocols Single Sign On
All functionality in CARA available without a Java Applet – removing the need for JRE on
the machine. No Java Applet required
Reduce the time for importing sets of repeating attributes by importing into a multi-
attribute grid from an Excel sheet Properties – grid import
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Summary – v3.4 Major New Features
Add multiple features from CARA Structures (enhanced virtual documents) to the regular
Virtual Document manager window
Virtual Document
enhancements
Manage jobs & methods in CARA as well as users, groups and roles. Report on and
dump types and attributes easily. App server configuration in a single XML file. In-
CARA configurations extended with many additional business rules items
Admin / configuration
extensions
Add date support and also “like” comparisons. Job to recalculate autovalues on
documents after configuration updates Autovalues
Define custom queries and have them displayed as navigable trees for users SnapLists
Many additional functions added to the User Capabilities so functional availability by
group covers many more features User Capabilities
Use Webtop DRL links to access documents in CARA. Also many additional URL
combinations and formats supported as quick links Links
Support for conditional processing in Properties and Custom Actions based on user,
group, attribute value, folder path, or permissions Conditional processing
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My WidgetSpace enhanced
Add any folder to
permanently view that in
My WidgetSpace. Also
add SnapLists,
Documentum Inbox, and
other new items
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My WidgetSpace enhanced
Preview Panel and
Widgets Panel now
available in the My
WidgetSpace View
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Custom Actions enhanced
Now with the addition of
executing JavaScript
including as a superuser
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Custom Displays
Change icons and row
colors based on conditions
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Import / Export
Import properties into a
grid from Excel
Single click import and export
of entire configuration – on
import, configurations are
checked with MD5 checksum
and changed ones are
versioned
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Admin Extensions - Types
Easy reporting on types
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Automatic Change Notifications
Automatically notify
particular users or groups
on changes to documents
which are part of a
particular Category
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Scripts
A JavaScript-style code where 'model' variable
can be used to initialize object properties. E.g.
'model.set("object_name", "Test");
model.addModifiedProperty("object_name");'.
DFC classes as well as Java classes can be
used. Documentum session is available as
'session' variable.
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Templates Management
Set different lifecycles for Templates,
and then filter templates based on
name, or any DQL condition. Also
save the name of the template used
into a particular document attribute
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Popular Existing Features
Dimensions & SnapLists
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.
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.
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