CARA v3 - Generis is CARA CARA is an ergonomically designed, fast, web user interface and business rules engine, currently released for Documentum, Oracle

Set your users free

CARA v3.4 Major new features

i n f o @ g e n e r i s c o r p . c o m w w w . g e n e r i s c o r p . c o m + 1 - 8 7 7 - 2 4 4 - 2 0 2 2

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.


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



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



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


My WidgetSpace enhanced

Add any folder to

permanently view that in

My WidgetSpace. Also

add SnapLists,

Documentum Inbox, and

other new items


My WidgetSpace enhanced

Preview Panel and

Widgets Panel now

available in the My

WidgetSpace View


Custom Actions enhanced

Now with the addition of

executing JavaScript

including as a superuser


Custom Displays

Change icons and row

colors based on conditions


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


Admin Extensions - Types

Easy reporting on types


Automatic Change Notifications

Automatically notify

particular users or groups

on changes to documents

which are part of a

particular Category


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.


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


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.