The OnBase Unity Client: Briefcase, Forms and New Features. Colleen Alber Software Product Evangelist Hyland Software, Inc.

Transcription

1 The OnBase Unity Client: Briefcase, Forms and New Features Colleen Alber Software Product Evangelist Hyland Software, Inc.

2 Unity is a platform.

3 Deliver robust functionality to users, while not going broke administering the software.

4 Smart Client (Thick) Client Unity Client Web Client

5 Features Administration Integration

6

7 Next generation OnBase desktop client designed to facilitate ease-of-use.

8 Business Users

9 Increase User Adoption Improve Workforce Productivity Minimize Training and Support Costs

10 Familiar Tabbed Ribbon Microsoft Office

11

12 Top Five key features Integrated Workflow Document List Organization Custom Query Filters Send To & Advanced Mail Home & Favorites

13 1 Integrated Workflow

14 Workflow Classic Interface

15 2 Document List Organization

16 Sort Columns (Ascending/Descending)

17

18 Group, Shift, Stack, Resize Columns

19 Save/Clear Customization

20 Column Filtering

21 3 Custom Query Filters

22 Text Filter

23 Instance Filter

24 Pinch Filter

25 4 Send To & Advanced Mail

26 Encrypted PDF with Note

27 5 Home & Favorites

28

29 But that s not all. Not even close.

30 Forms & Briefcase

31 Unity Forms Page 1 Page 2 Page 3

32 Calendars Validation (###) Masking Tabbed forms User Group-based security

33 Themes and Signatures

34 Calculations

35 Cascading Data Sets

36 More Features! Custom actions (field triggers) make sections appear/disappear based on user selection Read-only security at section, page and field levels Auto-number (incrementing) keywords Drag/drop from toolbox or double-click control to add it to the form Offline support via Unity Briefcase

37 Create electronic forms without coding, yeah right?!

38 Unity Forms Designer

39 Unity Forms Point-and-click designer provides configuration of advanced features without scripting! Platform and browser compatibility built-in Internationalization out-of-the-box Share/embed forms in Web pages, SharePoint sites, links, to an ipad, even offline (12.0)! Test drive forms before publishing Upgrade without issues

40 Unity Briefcase

41 Create/Edit Forms (with Signatures) Document Acquisition Add/Modify/Delete Notes Document Revisions (EDMS) Conflict Resolution

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45 Unity Briefcase No one else has this at least not in ECM space Benefit is the offline experience keep working regardless of network availability EVERY organization has examples of disconnected users Process driven Documents enter Workflow upon sync Workflow push documents to Briefcase (12.0.1) ClickOnce deployment (11.0.1) Unity Forms with signatures (12.0)

46 Unity Client Product Community

47 But enough about features.

48

49 Next generation OnBase desktop client optimized for a WAN environment.

50 IT Department

51 Centralize Administration & Installation (Increase Security, Reduce Vulnerability) Improve Remote Connection Speeds

52

53 Centralized Administration Many Unity Clients 1 Disk Groups Application Server Database HTTP/S Connection Centralized administration: Database (ODBC) connections Disk Group (NTFS) permissions Execution of business logic

54 Centralized Admin = More Secure

55 STORAGE SERVER CLIENT INTERNAL NETWORK INTERNET OnBase Unity Client OnBase Unity Client HTTP Firewall HTTP/ HTTPS OnBase Application Server OnBase Application Server Firewall Database & Disk Groups

56 OBOL customers can choose a client!

57 How do we easily install on hundreds of workstations?

58 and automatic updates!

59 Unity Client is Windows 7 certified

60 Fully supported in virtual environments

61

62 Distributed ODBC Distributed file access Slow remote connection Workstation execution

63 Let s fix this problem.

64 Centralized ODBC Centralized file access Faster internal network Server execution http http http http http

65 The Unity Client is just one example.

66

67 Next generation OnBase products that are built on the Unity platform.

68 Shared Interface and Features Same Centralized Administration User s Preferred Application

69 Unity-based Integration Products Unity Briefcase Integration for Microsoft Outlook 2007/2010 WorkView Integration for Outlook 2007 Office Business Application for 2007/2010 Report Services (Excel Add-In) Application Enabler

70 Integration for Microsoft Outlook 2010

71 Office Business Application for 2010

72 Application Enabler

73 Conclusion

74 Unity is a Smart Client platform a rich, desktop interface that is optimized for a WAN environment

75 F o r U s e r s F o r A d m i n s Interface Features Usability Consistency Training Support Architecture Deployment

76 Unity Client Product Community

77 Thank you! Colleen Alber Hyland.com/Community