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Slide deck to accompany webinar on XeniT's desktop solution, Fred 1.3
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2009 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Boos3ng ECM on your desktop
Alfresco FRED
March 9, 2011
1
Peter Morel – Director S&M Toon Geens – Fred Development Principle
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Fred looks like explorer
March 9, 2011 2
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Fred acts like Alfresco and supports the most commonly used ac3vi3es
March 9, 2011 3
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Fred works the same way from anywhere!
March 9, 2011 4
Home
Office Traveling
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
How does make your ECM work very easy?
March 9, 2011 5
• Looks like explorer
• Acts like Alfresco
• HTTP based: Works the same both in LAN and WAN!
• Drag and drop from and to desktop applications: documents and e-mail (outlook, thunderbird)
• View/Add/edit metadata
Jump to Share of web explorer
Pre-defined column sets
Create, save and remove own column set
Copy links in stead of content
Edit off-line with sync to local drive in only two clicks
Show metadata in columns
Sort documents on metadata values
Versioning
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
How helps you find back documents and folders
March 9, 2011 6
Containing text or meta data you are looking for
Sort by meta data value
Search All or for specific field values
Open the folder in which the document resides
Select meta data columns you want to see
Group by metadata values
Filter by metadata values
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Fred supports
• Mul3ple Alfresco repositories • Single Sign-‐on using NTLM
• Working via a Proxy • Personalized se[ngs
• Remember last view per repository • Company policy • Automa3c upgrade (click-‐once)
• WIN XP, Vista, Win7 (32 & 64bit) • Outlook 2003, 2007, Thunderbird, ...
March 9, 2011 7
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
New features in Fred 1.3 -‐ Feb 4th 2011
• Some func3onali3es are now applicable on mul3ple folders and documents simultaneously
• Create new documents from a list of templates on the Alfresco server
• Copy of document and paste it as a link in a folder • Send a selected document by email • Search:
– Drag & drop of Alfresco URL into search field – Search on format – “Open File Loca3on” focuses on the selected document
• Edi3ng metadata – Edi3ng metadata of mul3ple documents simultaneously – Write metadata from Alfresco server to metadata fields in
documents itself
• Delete – Restore your deleted documents and folders from the
recycle bin
• View on informa3on: – List of document templates – List of categories – List of document types – List of data dic3onary
March 9, 2011
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Benefits
For the user • Brings ECM closer to the user • Very easy to use • Intui-ve: looks like explorer, acts
like Alfresco • Fast to browse and search • Supports your day to day work • Assists in adding intelligence to
documents • Displays the informa3on you
work on • Avoids double work • Works from anywhere and in the
same way • Raises your personal produc3vity
For the company • Guides the input of the users • Increased quality of the input • Corporate guidance on the
document metadata • Helps to make the documents
more uniform • Supports company policies • Helps the users to focus on the
corporate repository and less on the C:/
• Easy way to gradually introduce new func3onali3es to the end users
• Close to zero training installa3on!
March 9, 2011 9
Visit XeniT @ www.xenit.eu and sign-up for a free Fred trial
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
What to expect in Fred 1.4
Fred 1.4 – May 2011
• Set permissions
• More advanced search capabili3es – Your use cases are welcome
• Some more features based on outcome of market ques3onnaire
LETS US KNOW WHAT YOUR USERS NEED hkp://www.xenit.eu/Fred-‐ques3onnaire
March 9, 2011 10
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
Feature back-‐log … some of the idea’s …
• Searching: More advanced search (facet based, “find similar”, ...) • Desktop op-malisa-on:
– Off-‐line synchronisa3on, including meta-‐data – Desktop ‘clean-‐up & housekeeping’. – Bulk import of documents (from your desktop?) – Desktop search in one click to Alfresco
• System: – Support for Mac / LINUX – No-‐interven3on install & update
• Make the rich Alfresco model usable for “normal” end-‐users – Richer model support: document associa3ons, folder types, document links, .. – Workflow integra3on
• Produc-vity: – Intelligent automated and assisted meta-‐data extrac3on – Usability: more flexibility in window handling (personalisa3on), mixing naviga3on, categories,
tag view, 3me view... : quicker naviga3on, switching views, • Compliance: More business rules for corporate compliance (templates for specific
departments, meta-‐data integra3on with corporate back-‐ends ..)
March 9, 2011 11
Tell us what you are
looking for
2010 -‐ Proprietary and Confiden3al Informa3on of Xenit Solu3ons
… making document management easier
March 9, 2011 12
Visit XeniT @ www.xenit.eu and sign-up for a free Fred trial
Mail: [email protected] Skype: peter_morel